METHODIST HOSPITAL GROUP: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
METHODIST HOSPITAL GROUP (EIN 35-2410801)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201443219349311759
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T17:44:27-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby Street Suite 4500AddressLine1
CityHoustonCity
StateTXState
ZIP Code77002ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352410801EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1METHODIST HOSPITAL GROUPBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMETHBusinessNameControlTxt
Phone8326676160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16565 Fannin No GB240AddressLine1
CityHoustonCity
StateTXState
ZIP Code770302703ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKevin J BurnsPersonNm
Person TitleAsst Treasurer & SecretaryPersonTitleTxt
Phone8326676160PhoneNum
Signature2014-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D FrankPreparerPersonNm
PTINP00287234PTIN
Phone7139822000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMarc L Boom MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16565 Fannin No GB240AddressLine1
CityHoustonCity
StateTXState
ZIP Code770302703ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,092,646,270GrossReceiptsAmt
Group Return For AffiliatesYes (1)GroupReturnForAffiliatesInd
All Affiliates Included0AllAffiliatesIncludedInd
Group Exemption5792GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.houstonmethodist.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionSee Schedule O.ActivityOrMissionDesc
Voting Members Governing Body56VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee7683TotalEmployeeCnt
Total Volunteers503TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$30,708,378PYContributionsGrantsAmt
CY Contributions Grants$34,265,288CYContributionsGrantsAmt
PY Program Service Revenue$849,519,442PYProgramServiceRevenueAmt
CY Program Service Revenue$965,774,013CYProgramServiceRevenueAmt
PY Investment Income-$502,509PYInvestmentIncomeAmt
CY Investment Income$15,964CYInvestmentIncomeAmt
PY Other Revenue$81,911,965PYOtherRevenueAmt
CY Other Revenue$92,499,988CYOtherRevenueAmt
PY Total Revenue$961,637,276PYTotalRevenueAmt
CY Total Revenue$1,092,555,253CYTotalRevenueAmt
PY Grants And Similar Paid$2,914,836PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$21,774,220CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$425,680,553PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$454,955,814CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$468,389,205PYOtherExpensesAmt
CY Other Expenses$513,381,776CYOtherExpensesAmt
PY Total Expenses$896,984,594PYTotalExpensesAmt
CY Total Expenses$990,111,810CYTotalExpensesAmt
PY Revenues Less Expenses$64,652,682PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$102,443,443CYRevenuesLessExpensesAmt
Total Assets BOY$1,982,210,174TotalAssetsBOYAmt
Total Assets EOY$1,996,033,304TotalAssetsEOYAmt
Total Liabilities BOY$1,059,857,794TotalLiabilitiesBOYAmt
Total Liabilities EOY$951,407,759TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$922,352,380NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,044,625,545NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$883,026,167ExpenseAmt
Grant$21,774,220GrantAmt
Revenue$1,058,254,147RevenueAmt
DescSee Schedule O.Desc
Total Program Service Expenses$883,026,167TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee7683EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members56GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonEdward L Tyrrell FACHEPersonNm
Phone8326676160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16565 Fannin GB240AddressLine1
CityHoustonCity
StateTXState
ZIP Code77030ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Albert Chao
See Schedule O1.000.00Yes (X)$0$0$0
Allen Becker
See Schedule O1.000.00Yes (X)$0$0$0
Antonio Gotto MD D Phil ex offi
See Schedule O1.000.00Yes (X)$0$0$0
Bishop Janice Riggle Huie
See Schedule O2.000.00Yes (X)$0$0$0
C Richard Stasney MD
See Schedule O1.000.00Yes (X)$42,060$0$0
Carlton E Baucum
See Schedule O3.000.00Yes (X)$0$0$0Yes (X)
Catherine S Jodeit
See Schedule O1.000.00Yes (X)$0$0$0
Connie Dyer
See Schedule O4.000.00Yes (X)$0$0$0Yes (X)
David M Underwood
See Schedule O4.001.00Yes (X)$0$0$0Yes (X)
Dr Stephen Wende
See Schedule O2.000.00Yes (X)$0$0$0
Dr Thomas J Pace III
See Schedule O2.000.00Yes (X)$0$0$0
Edward R Eddie Allen III
See Schedule O1.000.00Yes (X)$0$0$0
Elizabeth Blanton Wareing
See Schedule O1.001.00Yes (X)$0$0$0
Emily A Crosswell
See Schedule O5.001.00Yes (X)$0$0$0Yes (X)
Ernest D Cockrell II
See Schedule O1.000.00Yes (X)$0$0$0
Eric J Haufrect MD
See Schedule O2.0048.00Yes (X)$92,206$0$0
Ewing Werlein Jr
See Schedule O7.002.00Yes (X)$0$0$0Yes (X)
Gary W Edwards
See Schedule O2.000.00Yes (X)$0$0$0
Giorgio Borlenghi
See Schedule O1.000.00Yes (X)$0$0$0
Gregory V Nelson
See Schedule O3.000.00Yes (X)$0$0$0Yes (X)
Jack C Searcy
See Schedule O1.000.00Yes (X)$0$0$0
John F Bookout
See Schedule O7.001.00Yes (X)$0$0$0Yes (X)
John F Bookout III
See Schedule O1.000.00Yes (X)$0$0$0
John P Kotts
See Schedule O1.000.00Yes (X)$0$0$0
Joseph C Rusty Walter III
See Schedule O3.000.00Yes (X)$0$0$0Yes (X)
Joseph R Rod Canion
See Schedule O1.000.00Yes (X)$0$0$0
Laurie Glimcher MD
See Schedule O1.000.00Yes (X)$0$0$0
Leo Linbeck III
See Schedule O1.000.00Yes (X)$0$0$0
Mark A Houser
See Schedule O2.000.00Yes (X)$0$0$0
Mary A Daffin
See Schedule O3.000.00Yes (X)$0$0$0
Morrie K Abramson
See Schedule O3.001.00Yes (X)$0$0$0
Pete Alfaro
See Schedule O1.000.00Yes (X)$0$0$0Yes (X)
Renu Khator PhD
See Schedule O1.000.00Yes (X)$0$0$0
Reverend Kenneth R Levingston
See Schedule O2.000.00Yes (X)$0$0$0
Richard A Peebles
See Schedule O5.000.00Yes (X)$0$0$0Yes (X)
Robert K Moses Jr
See Schedule O3.001.00Yes (X)$0$0$0Yes (X)
Sandra Gayle Wright RN EdD
See Schedule O1.000.00Yes (X)$0$0$0
Steven D Arnold
See Schedule O1.000.00Yes (X)$0$0$0
Stuart W Stedman
See Schedule O1.001.00Yes (X)$0$0$0
Vidal G Martinez
See Schedule O2.001.00Yes (X)$0$0$0
William F Schwer
See Schedule O1.000.00Yes (X)$0$0$0
Keith O Reeves MD
See Schedule O2.0048.00Yes (X)$0$199,403$35,501
Mauro Ferrari PhD ex officio with
See Schedule O50.000.00Yes (X)$955,464$0$51,778Yes (X)
Bret T Curran
See Schedule O42.00Yes (X)$458,593$0$45,138
Kevin J Burns
See Schedule O46.002.00Yes (X)$811,733$0$58,568Yes (X)
Marc L Boom MD ex officio with vo
See Schedule O40.0010.00Yes (X)$1,662,154$0$46,884Yes (X)
Noel R Rainey
See Schedule O50.000.00Yes (X)$239,564$0$29,598Yes (X)
Donna Gares
See Schedule O50.000.00Yes (X)$597,771$0$49,944Yes (X)
Beryl O Ramsey
See Schedule O50.000.00Yes (X)$530,136$0$51,455
Chris Siebenaler
See Schedule O50.000.00Yes (X)$628,008$0$54,403
Wayne M Voss
See Schedule O50.000.00Yes (X)$560,577$0$51,410
Roberta L Schwartz
See Schedule O43.007.00Yes (X)$770,195$0$49,192Yes (X)
Edward L Tyrrell
See Schedule O45.005.00$508,965$0$47,207Yes (X)
Robert A Phillips MD PhD
See Schedule O20.0030.00$495,334$0$9,719Yes (X)
Ramon M Cantu
See Schedule O50.000.00$1,010,432$0$75,487Yes (X)
Ann Scanlon McGinity
See Schedule O50.000.00$448,447$0$56,210Yes (X)
Janet Leatherwood
See Schedule O50.000.00$293,174$0$32,232Yes (X)
Keith D Barber
See Schedule O50.000.00$254,141$0$37,799Yes (X)
Lowell E Stanton
See Schedule O50.000.00$255,538$0$46,249Yes (X)
Sheila D Fata
See Schedule O50.000.00$252,781$0$48,364Yes (X)
Victoria Brownewell
See Schedule O50.000.00$307,379$0$40,501Yes (X)
Edward A Jones
See Schedule O50.000.00$366,716$0$42,155Yes (X)
Bruce Kennedy MD
See Schedule O40.0010.00$305,996$0$50,736Yes (X)
Jonathan D Sturgis
See Schedule O50.000.00$245,585$0$44,679Yes (X)
Lauren P Rykert
See Schedule O50.000.00$596,645$0$48,733Yes (X)
Susan H Coulter
See Schedule O50.000.00$529,279$0$48,841Yes (X)
Robert K Eardley
See Schedule O50.000.00$517,553$0$48,727Yes (X)
Stephen T Wong
See Schedule O50.000.00$516,982$0$51,155Yes (X)
Neal Copeland
See Schedule O50.000.00$415,632$0$39,425Yes (X)
H Dirk Sostman
See Schedule O, Former0.000.00$190,955$0$20,700Yes (X)
James N Adams
See Schedule O, Former50.000.00$168,218$0$47,311Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$15,028,213TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$199,403TotReportableCompRltdOrgAmt
Total Other Compensation$1,360,101TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K342IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
J T Vaughn Construction LLC
10355 Westpark DrHoustonTX77042Construction Services$28,837,683
Huron Consulting Services LLC
3005 Momentun PlaceChicagoIL606895330Consulting Services$23,883,483
ARAMARK Healthcare Food
25271 Network PlaceChicagoIL60673Food and Beverage Service$14,924,722
Spawglass Construction Corp
13800 WEST RDHoustonTX77041Construction Services$12,784,310
PriceWaterhouseCoopers LLC
P O Box 952282DallasTX753952282Professional Services$6,584,168
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K61CntrctRcvdGreaterThan100KCnt
Government Grants$34,265,288GovernmentGrantsAmt
Total Contributions$34,265,288TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Patient Care Services622110$903,802,243$903,802,243
Gross Rents531120$33,645,771$33,645,771
Float Staff900099$9,471,524$9,471,524
Related Research900099$8,480,462$8,480,462
Parking Income900099$5,556,046$5,556,046

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,817,967TotalRevenueColumnAmt
Related Or Exempt Func Income$4,817,967RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$965,774,013TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,818TotalRevenueColumnAmt
Exclusion$35,818ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$71,163OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$91,017OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$19,854OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$19,854TotalRevenueColumnAmt
Related Or Exempt Func Income-$19,854RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Intercompany Support900099$80,475,584$80,475,584
Other Income900099$12,024,404$12,024,404
FieldValueIRS element (for citing)
Other Revenue Total$92,499,988OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,092,555,253TotalRevenueColumnAmt
Related Or Exempt Func Income$1,058,254,147RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$35,818ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$21,774,220TotalAmt
Program Services$21,774,220ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,154,971TotalAmt
Program Services$4,619,868ProgramServicesAmt
Management And General$1,535,103ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$347,583,677TotalAmt
Program Services$343,023,053ProgramServicesAmt
Management And General$4,560,624ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,411,412TotalAmt
Program Services$14,193,163ProgramServicesAmt
Management And General$218,249ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$61,500,940TotalAmt
Program Services$59,986,467ProgramServicesAmt
Management And General$1,514,473ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,304,814TotalAmt
Program Services$24,618,082ProgramServicesAmt
Management And General$686,732ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,380TotalAmt
Management And General$27,380ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$65,574,998TotalAmt
Program Services$62,277,923ProgramServicesAmt
Management And General$3,297,075ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,632,308TotalAmt
Program Services$40,802ProgramServicesAmt
Management And General$2,591,506ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,040,246TotalAmt
Program Services$17,183,506ProgramServicesAmt
Management And General$1,856,740ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,133,601TotalAmt
Program Services$1,128,085ProgramServicesAmt
Management And General$5,516ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,579,506TotalAmt
Program Services$14,885,257ProgramServicesAmt
Management And General$1,694,249ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,942,522TotalAmt
Program Services$1,732,988ProgramServicesAmt
Management And General$209,534ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$806,235TotalAmt
Program Services$672,002ProgramServicesAmt
Management And General$134,233ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$86,432,091TotalAmt
Management And General$86,432,091ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$95,787,112TotalAmt
Program Services$94,106,249ProgramServicesAmt
Management And General$1,680,863ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,964TotalAmt
Program Services$2,964ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Medical Supplies & Lab$148,844,278$148,477,260$367,018
Research Expenses$35,299,494$35,221,942$77,552
Intercompany Physician$33,489,387$33,354,155$135,232
Property Taxes$4,626,901$4,622,730$4,171

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,162,753TotalAmt
Program Services$1,105,451ProgramServicesAmt
Management And General$57,302ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$990,111,810TotalAmt
Program Services$883,026,167ProgramServicesAmt
Management And General$107,085,643ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$71,740BOYAmt
EOY$78,563EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$144,294,579BOYAmt
EOY$157,008,476EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$17,087,604BOYAmt
EOY$14,029,758EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,713,147BOYAmt
EOY$1,163,335EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,999,267,379LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$664,801,399LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,363,365,257BOYAmt
EOY$1,334,465,980EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$455,677,847BOYAmt
EOY$489,287,192EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,982,210,174BOYAmt
EOY$1,996,033,304EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$82,818,363BOYAmt
EOY$96,645,781EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$42,792,036BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$934,247,395BOYAmt
EOY$854,761,978EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,059,857,794BOYAmt
EOY$951,407,759EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$922,352,380BOYAmt
EOY$1,044,625,545EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$922,352,380BOYAmt
EOY$1,044,625,545EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,982,210,174BOYAmt
EOY$1,996,033,304EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$102,443,443ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$19,829,722OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
CertificationYes (X)CertificationInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndSupportSupportAmt
The Methodist Hospital
7411801553Yes (1)$0
Methodist Health Centers
7605451923Yes (1)$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Schedule A, Part I, Line 3-Methodist Health Centers and San Jacinto Methodist Hospital (dba Houston Methodist San Jacinto Hospital) are hospitals as descibed in Internal Revenue Code Section 170(b)(1)(A)(iii).
Form 990, Schedule A, Part I, Line 11-The Methodist Hospital Research Institute (dba Houston Methodist Research Institute), and TMH Health Care Group are Type I organizations as described in section 509(a)(3).

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,885,279OtherCostOrOtherBasisAmt
Book Value$70,885,279BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,410,227,818OtherCostOrOtherBasisAmt
Depreciation$346,652,205DepreciationAmt
Book Value$1,063,575,613BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,318,615OtherCostOrOtherBasisAmt
Depreciation$15,661,063DepreciationAmt
Book Value$3,657,552BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$498,835,667OtherCostOrOtherBasisAmt
Depreciation$302,488,131DepreciationAmt
Book Value$196,347,536BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,334,465,980TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
CIP$25,102,540
Goodwill and Covenant not to compete$3,786,577
Investment in Subs$460,304,719
Other AR$93,356
FieldValueIRS element (for citing)
Total Book Value Other Assets$489,287,192TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Due to related organization$844,954,285
Deferred Revenue$9,807,693
FieldValueIRS element (for citing)
Total Liability$854,761,978TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationMethodist Hospital Group's financial statements are included in the consolidated financial statements of Houston Methodist (HM) which are audited by an indepedent accountant. HM did not recognize any adjustments related to uncertain tax positions as of December 31, 2013.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance Budget0FinancialAssistanceBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$53,022,502TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$53,022,502NetCommunityBenefitExpnsAmt
Total Expense0.06410TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$64,477,331TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$70,680,141DirectOffsettingRevenueAmt
Net Community Benefit Expns-$6,202,810NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$54,109TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue-$13,228DirectOffsettingRevenueAmt
Net Community Benefit Expns$67,337NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$117,553,942TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$70,666,913DirectOffsettingRevenueAmt
Net Community Benefit Expns$46,887,029NetCommunityBenefitExpnsAmt
Total Expense0.06420TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,878,224TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,098,374DirectOffsettingRevenueAmt
Net Community Benefit Expns$779,850NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$21,441,218TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$21,441,218NetCommunityBenefitExpnsAmt
Total Expense0.02590TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$23,319,442TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,098,374DirectOffsettingRevenueAmt
Net Community Benefit Expns$22,221,068NetCommunityBenefitExpnsAmt
Total Expense0.02680TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$140,873,384TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$71,765,287DirectOffsettingRevenueAmt
Net Community Benefit Expns$69,108,097NetCommunityBenefitExpnsAmt
Total Expense0.09100TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$14,525,833BadDebtExpenseAmt
Reimbursed By Medicare$174,333,198ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$227,902,280CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$53,569,082MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities4HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (4 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCdTeaching HospitalTeachingHospitalIndOtherOtherDesc
Houston Methodist Sugar Land Hospital
116655 SW FreewaySugar LandTX77479www.houstonmethodist.org000823Yes (X)Yes (X)Yes (X)A
Houston Methodist Willowbrook Hospital
218220 Tomball PkwyHoustonTX77070www.houstonmethodist.org007247Yes (X)Yes (X)Yes (X)A
Houston Methodist San Jacinto Hospital
34401 Garth RoadBaytownTX77521www.houstonmethodist.org000405Yes (X)Yes (X)Yes (X)AYes (X)Skilled Nursing Facility, Psych, Rehab Units
Houston Methodist West Hospital
418500 Katy FreewayHoustonTX77094www.houstonmethodist.org100080Yes (X)Yes (X)Yes (X)A

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1Facility Reporting Group - ABusinessNameLine1
FieldValueIRS element (for citing)
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
CHNA Conducted13CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLsee Part V, Section COwnWebsiteURLTxt
Rpt Available Upon RequestYes (X)RptAvailableUponRequestInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Adopt Implementation StrategyYes (X)AdoptImplementationStrategyInd
Exec Implementation StrategyYes (X)ExecImplementationStrategyInd
Develop Community Wide PlanYes (X)DevelopCommunityWidePlanInd
Exec Community Wide PlanYes (X)ExecCommunityWidePlanInd
Include Operational PlanYes (X)IncludeOperationalPlanInd
Prioritize Health NeedsYes (X)PrioritizeHealthNeedsInd
Prioritize ServicesYes (X)PrioritizeServicesInd
All Needs AddressedYes (1)AllNeedsAddressedInd
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Used Deter Elig Free CareYes (1)FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt CareYes (1)FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Explained BasisYes (1)ExplainedBasisInd
Income LevelYes (X)IncomeLevelInd
Asset LevelYes (X)AssetLevelInd
Medical IndigencyYes (X)MedicalIndigencyInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
Posted On WebsiteYes (X)PostedOnWebsiteInd
Available On RequestYes (X)AvailableOnRequestInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Collection Activities0CollectionActivitiesInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Other Method UsedYes (X)OtherMethodUsedInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (29 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Section BFacility Reporting Group A
Facility Reporting Group A consists of:- Facility 1: Houston Methodist Sugar Land Hospital, - Facility 2: Houston Methodist Willowbrook Hospital, - Facility 3: Houston Methodist San Jacinto Hospital, - Facility 4: Houston Methodist West Hospital
Facility 1 -- Methodist Sugar Land Hospital Part V, Section B, line 3:General Note:Policies and Procedures for Hospitals in the Methodist Hospital Group tax return are consistent among all four hospitals (i.e., Methodist Health Centers ("Methodist Health Centers") doing business as Houston Methodist Sugar Land Hospital, Houston Methodist Willowbrook Hospital, Houston Methodist West Hospital and San Jacinto Methodist Hospital doing business as Houston Methodist San Jacinto Hospital). Houston Methodist, as a system, is represented as Houston Methodist.Part V, Section B, line 3:Engaging the Broad Interests of the CommunitySecondary data sources were analyzed to identify persons who represent the broad interests of the community, including those with special knowledge of or expertise in public health. These key stakeholders were then interviewed for their opinions and expertise. The following three sections describe how input from persons with special knowledge or expertise in public health, state and local health departments, and leaders or representatives for underserved, minority, low income, populations or populations with chronic disease was accounted for during this CHNA process.1.0 Accounting for the Input of Persons with Special Knowledge or Expertise in Public HealthMeetings were held between representatives of the Community Benefits Department and persons with special knowledge of public health and the community from June to August 2013. Meetings were conducted in person or by phone. Persons with special knowledge of public health and the Houston Methodist community included an academic from The University of Texas School at Austin School of Biological Sciences, academics from the Institute for Health Policy at The University of Texas Health Science Center School Public Health, an academic from the Kinder Institute for Urban Research at Rice University, representatives from the Harris County Health Care Alliance, a representative from the Harris County Medical Society, representatives from the United Way and county affiliates, a representative from the Houston Methodist department of Care Management and Social Work, and a representative from Houston Methodist Hospital Operating Division. Through these meetings, recommendations were received from persons representing the broad interests of the community, requested and received recent datasets and publications, received consultation for methodologies used in this community health needs assessment, and identified potential health needs currently not being addressed in the Houston Methodist community.2.0 Organizational InputDuring the course of engaging the broad interests of the community, representatives from state, regional, and city health departments as well as organizations involved in health care were engaged. Meetings included representatives from the Department of State Health Services Center for Health Statistics, the Health Service Region 6/5 South office, Regional Health Partnership Plan Regions 2, and the Houston Department of Health and Human Services. During these meetings, recent datasets, publications and representatives' perspectives on community health needs were received. 3.0 Community Leaders and RepresentativesInput from community leaders and representatives of medically underserved populations, low income populations, minority populations, and populations with chronic disease needs was also collected through phone interviews. Participants were asked the following questions: 1. What community does your organization serve/represent? 2. What does a healthy community mean for your community? 3. What are current barriers to a healthy community in your community? 4. What are the top three health needs of the community you serve? 5. Are you experiencing any significant change in client population? 6. Is there a health need in your community that's not self-evident? Community leader input was included in the analysis of primary and secondary data in order to identify community needs and barriers, as well as establishing community priorities.
Facility 1 -- Methodist Sugar Land Hospital Part V, Section B, line 4:Methodist Health Centers and Houston Methodist San Jacinto Hospital consulted with each other as well as the flagship Houston Methodist Hospital.Part V, Section B, Line 5a:Houston Methodist's community health needs assessment can be found at www.houstonmethodist.org/workfiles/community_benefits_2013b.pdf.
Facility 1 -- Methodist Sugar Land Hospital Part V, Section B, line 5d:The CHNA was also made available via email to specific distribution lists that included members of the Harris County Healthcare Alliance and the organization's partners. This email list had more than 200 contacts.
Facility 1 -- Methodist Sugar Land Hospital Part V, Section B, line 7:Below, are listed the specific needs within our identified umbrella of needs that Houston Methodist will not be specifically addressing due to either being out of the scope of service for this health care facility and/or due to already established community programs and resources that target the non-addressed needs. Those needs that will not be specifically addressed are: - Accidents - Communicable DiseasesAll priorities that are being addressed are aligned with the strategic priorities of Houston Methodist and our community partners.
Facility 1 -- Methodist Sugar Land Hospital Part V, Section B, line 14g:Methodist Health Centers and Houston Methodist San Jacinto Hospital provide notice of charitable assistance using a variety of means. A notice is published in the Patient Guide provided to patients at the time of check-in which informs patients that a copy of our financial assistance policies can be viewed by calling the customer service line. This notice is also displayed on signs in each check-in lobby area. The notice to contact customer service is also available on the hospital's website.
Facility 1 -- Methodist Sugar Land Hospital Part V, Section B, line 16e:Methodist Health Centers and Houston Methodist San Jacinto Hospital do not take any actions (e.g., reporting to credit agency, lawsuits, liens on residences, body attachments nor any other similar actions) against an individual.
Facility 1 -- Methodist Sugar Land Hospital Part V, Section B, line 20d:Methodist Health Centers and Houston Methodist San Jacinto Hospital charge FAP-Eligible patients the same as all other patients, however, a discount is provided in accordance with the financial assistance policy. This discount is greater than the discount provided to non- FAP-Eligible patients.
Facility 2 -- Methodist Willowbrook Hospital Part V, Section B, line 3:Engaging the Broad Interests of the CommunitySecondary data sources were analyzed to identify persons who represent the broad interests of the community, including those with special knowledge of or expertise in public health. These key stakeholders were then interviewed for their opinions and expertise. The following three sections describe how input from persons with special knowledge or expertise in public health, state and local health departments, and leaders or representatives for underserved, minority, low income, populations or populations with chronic disease was accounted for during this CHNA process.1.0 Accounting for the Input of Persons with Special Knowledge or Expertise in Public HealthMeetings were held between representatives of the Community Benefits Department and persons with special knowledge of public health and the community from June to August 2013. Meetings were conducted in person or by phone. Persons with special knowledge of public health and the Houston Methodist community included an academic from The University of Texas School at Austin School of Biological Sciences, academics from the Institute for Health Policy at The University of Texas Health Science Center School Public Health, an academic from the Kinder Institute for Urban Research at Rice University, representatives from the Harris County Health Care Alliance, a representative from the Harris County Medical Society, representatives from the United Way and county affiliates, a representative from the Houston Methodist department of Care Management and Social Work, and a representative from Houston Methodist Hospital Operating Division. Through these meetings, recommendations were received from persons representing the broad interests of the community, requested and received recent datasets and publications, received consultation for methodologies used in this community health needs assessment, and identified potential health needs currently not being addressed in the Houston Methodist community.2.0 Organizational InputDuring the course of engaging the broad interests of the community, representatives from state, regional, and city health departments as well as organizations involved in health care were engaged. Meetings included representatives from the Department of State Health Services Center for Health Statistics, the Health Service Region 6/5 South office, Regional Health Partnership Plan Regions 2, and the Houston Department of Health and Human Services. During these meetings, recent datasets, publications and representatives' perspectives on community health needs were received. 3.0 Community Leaders and RepresentativesInput from community leaders and representatives of medically underserved populations, low income populations, minority populations, and populations with chronic disease needs was also collected through phone interviews. Participants were asked the following questions: 1. What community does your organization serve/represent? 2. What does a healthy community mean for your community? 3. What are current barriers to a healthy community in your community? 4. What are the top three health needs of the community you serve? 5. Are you experiencing any significant change in client population? 6. Is there a health need in your community that's not self-evident? Community leader input was included in the analysis of primary and secondary data in order to identify community needs and barriers, as well as establishing community priorities.
Facility 2 -- Methodist Willowbrook Hospital Part V, Section B, line 4:Methodist Health Centers and Houston Methodist San Jacinto Hospital consulted with each other as well as the flagship Houston Methodist Hospital.Part V, Section B, Line 5a:Houston Methodist's community health needs assessment can be found at www.houstonmethodist.org/workfiles/community_benefits_2013b.pdf.
Facility 2 -- Methodist Willowbrook Hospital Part V, Section B, line 5d:The CHNA was also made available via email to specific distribution lists that included members of the Harris County Healthcare Alliance and the organization's partners. This email list had more than 200 contacts.
Facility 2 -- Methodist Willowbrook Hospital Part V, Section B, line 7:Below, are listed the specific needs within our identified umbrella of needs that Houston Methodist will not be specifically addressing due to either being out of the scope of service for this health care facility and/or due to already established community programs and resources that target the non-addressed needs. Those needs that will not be specifically addressed are: - Accidents - Communicable DiseasesAll priorities that are being addressed are aligned with the strategic priorities of Houston Methodist and our community partners.
Facility 2 -- Methodist Willowbrook Hospital Part V, Section B, line 14g:Methodist Health Centers and Houston Methodist San Jacinto Hospital provide notice of charitable assistance using a variety of means. A notice is published in the Patient Guide provided to patients at the time of check-in which informs patients that a copy of our financial assistance policies can be viewed by calling the customer service line. This notice is also displayed on signs in each check-in lobby area. The notice to contact customer service is also available on the hospital's website.
Facility 2 -- Methodist Willowbrook Hospital Part V, Section B, line 20d:Methodist Health Centers and Houston Methodist San Jacinto Hospital charge FAP-Eligible patients the same as all other patients, however, a discount is provided in accordance with the financial assistance policy. This discount is greater than the discount provided to non- FAP-Eligible patients.
Facility 3 -- San Jacinto Methodist Hospital Part V, Section B, line 3:Engaging the Broad Interests of the CommunitySecondary data sources were analyzed to identify persons who represent the broad interests of the community, including those with special knowledge of or expertise in public health. These key stakeholders were then interviewed for their opinions and expertise. The following three sections describe how input from persons with special knowledge or expertise in public health, state and local health departments, and leaders or representatives for underserved, minority, low income, populations or populations with chronic disease was accounted for during this CHNA process.1.0 Accounting for the Input of Persons with Special Knowledge or Expertise in Public HealthMeetings were held between representatives of the Community Benefits Department and persons with special knowledge of public health and the community from June to August 2013. Meetings were conducted in person or by phone. Persons with special knowledge of public health and the Houston Methodist community included an academic from The University of Texas School at Austin School of Biological Sciences, academics from the Institute for Health Policy at The University of Texas Health Science Center School Public Health, an academic from the Kinder Institute for Urban Research at Rice University, representatives from the Harris County Health Care Alliance, a representative from the Harris County Medical Society, representatives from the United Way and county affiliates, a representative from the Houston Methodist department of Care Management and Social Work, and a representative from Houston Methodist Hospital Operating Division. Through these meetings, recommendations were received from persons representing the broad interests of the community, requested and received recent datasets and publications, received consultation for methodologies used in this community health needs assessment, and identified potential health needs currently not being addressed in the Houston Methodist community.2.0 Organizational InputDuring the course of engaging the broad interests of the community, representatives from state, regional, and city health departments as well as organizations involved in health care were engaged. Meetings included representatives from the Department of State Health Services Center for Health Statistics, the Health Service Region 6/5 South office, Regional Health Partnership Plan Regions 2, and the Houston Department of Health and Human Services. During these meetings, recent datasets, publications and representatives' perspectives on community health needs were received. 3.0 Community Leaders and RepresentativesInput from community leaders and representatives of medically underserved populations, low income populations, minority populations, and populations with chronic disease needs was also collected through phone interviews. Participants were asked the following questions: 1. What community does your organization serve/represent? 2. What does a healthy community mean for your community? 3. What are current barriers to a healthy community in your community? 4. What are the top three health needs of the community you serve? 5. Are you experiencing any significant change in client population? 6. Is there a health need in your community that's not self-evident? Community leader input was included in the analysis of primary and secondary data in order to identify community needs and barriers, as well as establishing community priorities.
Facility 3 -- San Jacinto Methodist Hospital Part V, Section B, line 4:Methodist Health Centers and Houston Methodist San Jacinto Hospital consulted with each other as well as the flagship Houston Methodist Hospital.Part V, Section B, Line 5a:Houston Methodist's community health needs assessment can be found at www.houstonmethodist.org/workfiles/community_benefits_2013b.pdf.
Facility 3 -- San Jacinto Methodist Hospital Part V, Section B, line 5d:The CHNA was also made available via email to specific distribution lists that included members of the Harris County Healthcare Alliance and the organization's partners. This email list had more than 200 contacts.
Facility 3 -- San Jacinto Methodist Hospital Part V, Section B, line 7:Below, are listed the specific needs within our identified umbrella of needs that Houston Methodist will not be specifically addressing due to either being out of the scope of service for this health care facility and/or due to already established community programs and resources that target the non-addressed needs. Those needs that will not be specifically addressed are: - Accidents - Communicable DiseasesAll priorities that are being addressed are aligned with the strategic priorities of Houston Methodist and our community partners.
Facility 3 -- San Jacinto Methodist Hospital Part V, Section B, line 14g:Methodist Health Centers and Houston Methodist San Jacinto Hospital provide notice of charitable assistance using a variety of means. A notice is published in the Patient Guide provided to patients at the time of check-in which informs patients that a copy of our financial assistance policies can be viewed by calling the customer service line. This notice is also displayed on signs in each check-in lobby area. The notice to contact customer service is also available on the hospital's website.
Facility 3 -- San Jacinto Methodist Hospital Part V, Section B, line 16e:Methodist Health Centers and Houston Methodist San Jacinto Hospital do not take any actions (e.g., reporting to credit agency, lawsuits, liens on residences, body attachments nor any other similar actions) against an individual.
Facility 3 -- San Jacinto Methodist Hospital Part V, Section B, line 20d:Methodist Health Centers and Houston Methodist San Jacinto Hospital charge FAP-Eligible patients the same as all other patients, however, a discount is provided in accordance with the financial assistance policy. This discount is greater than the discount provided to non- FAP-Eligible patients.
Facility 4 -- Methodist West Houston Hospital Part V, Section B, line 3:Engaging the Broad Interests of the CommunitySecondary data sources were analyzed to identify persons who represent the broad interests of the community, including those with special knowledge of or expertise in public health. These key stakeholders were then interviewed for their opinions and expertise. The following three sections describe how input from persons with special knowledge or expertise in public health, state and local health departments, and leaders or representatives for underserved, minority, low income, populations or populations with chronic disease was accounted for during this CHNA process.1.0 Accounting for the Input of Persons with Special Knowledge or Expertise in Public HealthMeetings were held between representatives of the Community Benefits Department and persons with special knowledge of public health and the community from June to August 2013. Meetings were conducted in person or by phone. Persons with special knowledge of public health and the Houston Methodist community included an academic from The University of Texas School at Austin School of Biological Sciences, academics from the Institute for Health Policy at The University of Texas Health Science Center School Public Health, an academic from the Kinder Institute for Urban Research at Rice University, representatives from the Harris County Health Care Alliance, a representative from the Harris County Medical Society, representatives from the United Way and county affiliates, a representative from the Houston Methodist department of Care Management and Social Work, and a representative from Houston Methodist Hospital Operating Division. Through these meetings, recommendations were received from persons representing the broad interests of the community, requested and received recent datasets and publications, received consultation for methodologies used in this community health needs assessment, and identified potential health needs currently not being addressed in the Houston Methodist community.2.0 Organizational InputDuring the course of engaging the broad interests of the community, representatives from state, regional, and city health departments as well as organizations involved in health care were engaged. Meetings included representatives from the Department of State Health Services Center for Health Statistics, the Health Service Region 6/5 South office, Regional Health Partnership Plan Regions 2, and the Houston Department of Health and Human Services. During these meetings, recent datasets, publications and representatives' perspectives on community health needs were received. 3.0 Community Leaders and RepresentativesInput from community leaders and representatives of medically underserved populations, low income populations, minority populations, and populations with chronic disease needs was also collected through phone interviews. Participants were asked the following questions: 1. What community does your organization serve/represent? 2. What does a healthy community mean for your community? 3. What are current barriers to a healthy community in your community? 4. What are the top three health needs of the community you serve? 5. Are you experiencing any significant change in client population? 6. Is there a health need in your community that's not self-evident? Community leader input was included in the analysis of primary and secondary data in order to identify community needs and barriers, as well as establishing community priorities.
Facility 4 -- Methodist West Houston Hospital Part V, Section B, line 4:Methodist Health Centers and Houston Methodist San Jacinto Hospital consulted with each other as well as the flagship Houston Methodist Hospital.Part V, Section B, Line 5a:Houston Methodist's community health needs assessment can be found at www.houstonmethodist.org/workfiles/community_benefits_2013b.pdf.
Facility 4 -- Methodist West Houston Hospital Part V, Section B, line 5d:The CHNA was also made available via email to specific distribution lists that included members of the Harris County Healthcare Alliance and the organization's partners. This email list had more than 200 contacts.
Facility 4 -- Methodist West Houston Hospital Part V, Section B, line 7:Below, are listed the specific needs within our identified umbrella of needs that Houston Methodist will not be specifically addressing due to either being out of the scope of service for this health care facility and/or due to already established community programs and resources that target the non-addressed needs. Those needs that will not be specifically addressed are: - Accidents - Communicable DiseasesAll priorities that are being addressed are aligned with the strategic priorities of Houston Methodist and our community partners.
Facility 4 -- Methodist West Houston Hospital Part V, Section B, line 14g:Methodist Health Centers and Houston Methodist San Jacinto Hospital provide notice of charitable assistance using a variety of means. A notice is published in the Patient Guide provided to patients at the time of check-in which informs patients that a copy of our financial assistance policies can be viewed by calling the customer service line. This notice is also displayed on signs in each check-in lobby area. The notice to contact customer service is also available on the hospital's website.
Facility 4 -- Methodist West Houston Hospital Part V, Section B, line 16e:Methodist Health Centers and Houston Methodist San Jacinto Hospital do not take any actions (e.g., reporting to credit agency, lawsuits, liens on residences, body attachments nor any other similar actions) against an individual.
Facility 4 -- Methodist West Houston Hospital Part V, Section B, line 20d:Methodist Health Centers and Houston Methodist San Jacinto Hospital charge FAP-Eligible patients the same as all other patients, however, a discount is provided in accordance with the financial assistance policy. This discount is greater than the discount provided to non- FAP-Eligible patients.

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
General NotePolicies and procedures for Hospitals in the Methodist Hospital Group tax return are consistent among all four hospitals (i.e., Methodist Health Centers ("Methodist Health Centers") doing business as Houston Methodist Sugar Land Hospital, Houston Methodist Willowbrook Hospital, Houston Methodist West Hospital and San Jacinto Methodist Hospital doing business as Houston Methodist San Jacinto Hospital). Houston Methodist, as a system, is represented as Houston Methodist.Part I, Line 3c:Methodist Health Centers and Houston Methodist San Jacinto Hospital use Federal Poverty Guidelines (FPG) and other information to determine eligibility for providing free care and discounted care to low income individuals.
Part I, Line 6aHouston Methodist (the system), (Methodist Health Centers and Houston Methodist San Jacinto Hospital are part of the system) prepares an annual community benefit report which is made available to the public. This report includes charity care and community benefits provided by Methodist Health Centers and Houston Methodist San Jacinto Hospital and one other related acute care hospital (Houston Methodist Hospital).
Part I, Line 7The costing methodology used to calculate the amounts reported in the Table in Part I, Lines 7a thru 7c, was a cost to charge ratio derived from Worksheet 2 (Ratio of Patient Care Cost to Charges), as provided in the instructions to Form 990 Schedule H. The costing methodology for lines 7f thru 7i was based on actual expenditures.
Part I, Line 7gMethodist Health Centers and Houston Methodist San Jacinto Hospital have not reported any subsidized health services in Part I, line 7(g).
Part II, Community Building Activities:Methodist Health Centers and San Jacinto Methodist Hospital have not reported any community building activities in Part II, lines 1-10.
Part III, Line 2:The costing methodology used in determining the amount of bad debt expense (at cost) reported on line 2 (no amount was reported on line 3) was derived from applying the ratio of patient care cost to charges (from Worksheet 2, line 11) to bad debt attributable to patient accounts.
Part III, Line 4:The text of the footnote that describes bad debt expense from the audited consolidated financial statements of Houston Methodist, which includes Methodist Health Centers and Houston Methodist San Jacinto Hospital, is as follows: Uncollectible, uncompensated care generally represents standard charges that are unrealizable due to an unwillingness to pay by those responsible for payment (bad debt). Uncollectible, uncompensated care is reported as a deduction from gross patient revenue.
Part III, Line 8:Medicare allowable costs were derived from Houston Methodist Sugar Land Hospital's, Houston Methodist Willowbrook Hospital's, Houston Methodist West Hospital's and Houston Methodist San Jacinto Hospital's filed Medicare Cost Reports for the year ended December 31, 2013. The entire Medicare shortfall ($53.6 million) as reported in Part III, line 7, as well as the unreimbursed cost of the Medicare managed care program ($22.0 million) and TRICARE programs ($4.4 million), should be treated as a community benefit since these shortfalls, or subsidies, reduce the federal government's burden in providing health care to Medicare beneficiaries.
Part III, Line 9b:Houston Methodist has a written bad debt collection policy; however, no collection efforts are put forth for patients who are known to qualify for financial assistance under the charity care policy.
Part VI, Line 2:Houston Methodist utilized several different methods to identify its Community Health priorities (health care needs) of the communities it serves. These methods include but are not limited to the review of the Texas Institute of Health Policy research community data; Harris County Public Health & Environmental Services community data; Texas State Data Center and Office of the State Demographer; Texas Department of State Health Services; Texas Cancer Registry; Center for Disease Control and Prevention; community advisory group committee reports for nonprofit clinics and agencies (e.g., Harris County Healthcare Alliance Primary Health Needs Assessment); Texas Department of Public Health selected health data; and community health status report for Harris, Liberty, Fort Bend, Chambers, Brazoria, Galveston and Montgomery counties.Additionally, Houston Methodist performs an annual Community Health Needs Assessment that evaluates the population of Methodist's service areas by looking at demographics, current health characteristics in the community and access to healthcare. Resources used to assess the health priorities for the Community Health Needs Assessment include but are not limited to Behavioral Risk Factor Surveillance System; The State of Health 2012; Health of Houston Survey and many other sources.
Part VI, Line 3:Financial Assistance is provided in multiple locations within Houston Methodist; at the point of registration, during case management and at the time of collections post discharge. Every check-in location has information posted in both English and Spanish stating how the patient can access financial assistance.Additionally, this information is posted on the Houston Methodist website and is included in the patient guide provided to the patient at the time of registration. Houston Methodist financial counselors actively seek all uninsured inpatients and outpatients with scheduled services for a personal visit. During these visits, the financial counselors will screen the patient for financial assistance and will provide the patient with the financial assistance application. The patient will then be provided a list of resources with contact information should the patient require further assistance in completing the application.Houston Methodist utilizes an eligibility partner to work closely with patients to qualify for State and Federal assistance programs (e.g., Medicaid, SCHIP, Crime Victims, etc.). This eligibility partner will meet with all uninsured inpatients to discuss State and Federal assistance programs; where the patient is not eligible for these programs, Houston Methodist's internal financial assistance program is introduced.Houston Methodist's case management unit works closely with the patient during patient discharge management to ensure the patient is introduced to all resources that may be needed post discharge (e.g., home health, skilled nursing, etc.). The case management unit works with the patient to qualify the patient and to gain access to these resources. Additionally, the case management unit works closely with the financial counselors when the patient is identified as having a need for financial assistance.Houston Methodist's patient accounting unit works closely with all uninsured patients post discharge during the billing and collections process. Houston Methodist's collections personnel will verbally screen patients for financial assistance during collection calls; where applicable, the patient will be sent a financial assistance application either in English or Spanish. Additionally, all billing statements provide the patient with a phone number for customer service to obtain payment options. Houston Methodist utilizes outside collection assistance, for both early out and bad debt collections. Each collection agency must adhere to Houston Methodist's financial assistance policy and philosophy during all communication and collection events with Houston Methodist patients.Houston Methodist financial assistance application is reviewed periodically; additionally, Houston Methodist personnel are provided with educational in-services in the administering of the financial assistance policy as needed.
Part VI, Line 4:Houston Methodist Sugar Land Hospital is located in Sugar Land, Texas, which is approximately 21 miles southwest of downtown Houston, Texas. Houston Methodist Sugar Land Hospital's primary services area is comprised of Brazoria County, Fort Bend County and Wharton County. Houston Methodist Sugar Land Hospital community spans 3,304 square miles and for 2014 contains an estimated population of 1,004,314 people. Brazoria County accounts for an estimated 350,055 (35 percent) of community residents, Fort Bend County accounts for 612,494 (61 percent) of community residents and Wharton County accounts for 41,765 (4 percent) of community residents. The specific make-up of the service area includes Caucasian 41 percent, Hispanic 28 percent, African American 17 percent, Asian 12 percent and other 2 percent. Houston Methodist Sugar Land Hospital community as a whole has experienced an increase in average household income dating back to 2000. Fort Bend County has the highest average household income ($93,471) in the Houston Methodist Sugar Land Hospital community as well as the broader Houston-Baytown-Sugarland (MSA). Of the Houston Methodist Sugar Land Hospital community, Wharton County currently has the lowest average household income ($61,215) and Brazoria County has an average income of $77,445. Examining the service area at the insurance level, the area consists of 88.3 percent insured and 11.7 percent uninsured. Houston Methodist Willowbrook Hospital is located in northwest Houston, which is approximately 18 miles from downtown Houston, Texas. Houston Methodist Willowbrook Hospital's primary services area is comprised of Harris County and Waller County. The Houston Methodist Willowbrook Hospital community spans 2,216 square miles and for 2014 contains an estimated population of 4,427,780 people. Harris County accounts for an estimated 4,386,666 (99 percent) of community residents and Waller County accounts for 41,114 (one percent) of community residents. The specific make-up of the service area includes Caucasian 32 percent, Hispanic 42 percent, African American 18 percent, Asian 6 percent and other 2 percent. Harris County has the highest average household income ($73,104). Waller County currently has the lowest average household income ($68,608). Examining the service area at the insurance level, the area consists of 77.9 percent insured and 22.1 percent uninsured.Houston Methodist West Hospital is located in the western part of Harris County, approximately 21 miles west of downtown Houston, Texas and opened on December 17, 2010. Houston Methodist Willowbrook Hospital's primary service area is comprised of Harris County, Fort Bend County, Waller County & Austin County. The Houston Methodist West Hospital community spans 3,784 square miles and for 2014 contains an estimated population of 5,066,217 people. Harris County accounts for an estimated 4,386,666 (87 percent) of community residents, Fort Bend County accounts for 612,494 (12 percent) of community residents, Waller County accounts for an estimated 41,114 (one percent) of community residents and Austin County accounts for an estimated 25,943 (one percent) of community residents. The specific make-up of the service area includes Caucasian 32 percent, Hispanic 40 percent, African American 18 percent, Asian 8 percent and other 2 percent. Fort Bend County has the highest average household income ($93,471) in the Houston Methodist West Hospital community. Of the Houston Methodist West Hospital community, Austin County currently has the lowest average household income ($67,853). Harris County's average household income is $73,103 and Waller County's average household income is $68,608. Examining the service area at the insurance level, the area consists of 79.4 percent insured and 20.6 percent uninsured. Houston Methodist San Jacinto Hospital is located in the eastern part of Harris County, approximately 23 miles east of downtown Houston, Texas.Houston Methodist San Jacinto Hospital's primary service area is comprised of Chambers County, Harris County, and Liberty County as its community. Houston Methodist San Jacinto Hospital community spans 3,458 square miles and for 2014 contains an estimated population of 4,494,396 people. Harris County accounts for an estimated 4,386,666 (97 percent) of community residents, Liberty County accounts for 73,907 (two percent) of community residents and Chambers County accounts for 33,823 (one percent) of community residents. The specific make-up of the service area includes Caucasian 32 percent, Hispanic 42 percent, African American 18 percent, Asian 6 percent and other 2 percent. Of the Houston Methodist San Jacinto Hospital community, Liberty County currently has the lowest average household income ($58,326). Chambers County's average household income is $84,917 and Harris County's average household income is $73,103. Examining the service area at the insurance level, the area consists of 78.0 percent insured and 22.0 percent uninsured.
Part VI, Line 5:Houston Methodist Sugar Land Hospital in Fort Bend County, Houston Methodist Willowbrook Hospital in northwest Houston, Houston Methodist West Hospital in west Houston and Houston Methodist San Jacinto Hospital in Baytown, Texas, provide medical services to people living in cities and suburbs adjacent to Houston.Governing BodyMethodist Health Centers and Houston Methodist San Jacinto Hospital are governed by a board of directors, which include members of the community where each hospital is located.Community Hospitals Houston Methodist Sugar Land HospitalSince 1998, Houston Methodist Sugar Land Hospital has been serving Fort Bend and surrounding counties, and residents rely on the hospital for compassionate care and leading-edge technology that was once available only in at Houston Methodist Hospital in the Texas Medical Center. As of December 31, 2013, the hospital had 235 operating beds, 18 operating rooms and 846 affiliated physicians. Houston Methodist Sugar Land Hospital reported 13,563 inpatient adult admissions, 125,451 outpatient visits and 39,292 emergency room visits for 2013. Community Hospitals Houston Methodist Willowbrook HospitalOpened in 2000, Methodist Willowbrook Hospital offers care and technology to the northwest Houston community. As of December 31, 2013, the hospital had 241 operating beds, 14 operating rooms and 756 affiliated physicians. The hospital has recently expanded facilities and services to meet the needs of most patients requiring tertiary care offering cardiovascular surgery, neurological care, perinatal and pediatric care, as well as specialized services at its cancer and breast centers. Houston Methodist Willowbrook Hospital reported 14,471 inpatient adult admissions, 79,271 outpatient visits and 56,527 emergency room visits for 2013.Community Hospitals - Houston Methodist West HospitalHouston Methodist West Hospital opened its doors to the west Houston and Katy communities in December 2010. Located at I-10 and Barker Cypress, it offers the community specialty medical services such as a state-of-the-art breast imaging center, cancer center, cardiology and cardiac surgery, neurology and neurosurgery, orthopedics, sports medicine, birthing center, neonatal ICU and robotic surgery. As of Dec. 31, 2013, the hospital had 146 operating beds, 15 operating rooms and 659 affiliated physicians. It recorded 8,338 inpatient visits, 50,075 outpatient visits and 27,497 emergency room visits in 2013.Community Hospitals Houston Methodist San Jacinto HospitalSince opening its doors in April 1948, Houston Methodist San Jacinto Hospital has provided the Baytown community with quality medical care. The hospital with 375 beds, 12 operating rooms and 348 affiliated physicians serves communities in east Harris, Liberty and Chambers counties. Patients served in the hospital are from many different segments of these communities with a diverse mix of financial resources as well as cultural and socio-economic backgrounds. In 2013 San Jacinto Methodist Hospital served its community by providing 12,360 inpatient admissions, 50,585 emergency room visits and 60,042 outpatient visits. If further specialized care is needed in the Texas Medical Center for patients at Houston Methodist Sugar Land Hospital, Houston Methodist Willowbrook Hospital, Houston Methodist West Hospital or Houston Methodist San Jacinto Hospital, medical records and vital information are available instantly through a computerized medical information system linking these Houston Methodist hospitals.Medical Staff ModelMethodist Health Centers and Houston Methodist San Jacinto Hospital have an open medical staff model. The open model gives patients access to physicians of all affiliations. Houston Methodist San Jacinto Hospital has a family practice residency program with 24 family practice residents, and Houston Methodist Willowbrook Hospital houses a primary care sports medicine graduate medical education program.Use of Surplus Funds Houston Methodist Sugar Land HospitalIn 2013 Houston Methodist Sugar Land Hospital, through the Houston Methodist system's external charity care program, provided a total of $8.3 million for services to the medically needy through external organizations that are already meeting the health care needs that Houston Methodist has identified as priorities. In 2013 Houston Methodist Sugar Land Hospital provided $10.8 million in financial assistance based on the IRS definition of cost. Many patients were educated about this program through the hospital's involvement in community health fairs and similar programs, and other patients were referred by their doctors, other patients and the hospital's staff. The hospital provides financial resource counseling throughout all departments including the Emergency Department, to assist patients with financial assistance including screening for government assistance and charity qualification. Full-time employees are dedicated to providing this counseling, and one dedicated employee provides ongoing follow-up on charity applications.Use of Surplus Funds Houston Methodist Willowbrook HospitalIn 2013 Houston Methodist Willowbrook Hospital, through the Houston Methodist system's external charity care program, provided a total of $5.0 million for services to the medically needy through external organizations that are already meeting the health care needs that Houston Methodist has identified as priorities. In 2013 Houston Methodist Willowbrook Hospital provided $16.0 million in financial assistance based on the IRS definition of cost. Many patients were educated about this program through the hospital's involvement in community health fairs and similar programs, and other patients were referred by their doctors, other patients and the hospital's staff. The hospital provides financial resource counseling throughout all departments including the Emergency Department, to assist patients with financial assistance including screening for government assistance and charity qualification. Full-time employees are dedicated to providing this counseling, and one dedicated employee provides ongoing follow-up on charity applications and log reconciliations.Use of Surplus Funds - Houston Methodist West HospitalIn 2013 Houston Methodist West Hospital, through the Houston Methodist system's external charity care program, provided a total of $3.2 million for services to the medically needy through external organizations that are already meeting the health care needs that Houston Methodist has identified as priorities. In 2013, Houston Methodist West Hospital provided $9.5 million in financial assistance based on the IRS definition of cost. Many patients were educated about this program through the hospital's involvement in community health fairs and similar programs, and other patients were referred by their doctors, other patients and the hospital's staff. The hospital provides financial resource counseling throughout all departments including the Emergency Department, to assist patients with financial assistance including screening for government assistance and charity qualification.
Use of Surplus Funds Houston Methodist San Jacinto HospitalSurplus funds at Houston Methodist San Jacinto Hospital are used for charity care and community benefits activities and to acquire new technology for the improvement of patient care. The charity care program provides services to the indigent at Houston Methodist San Jacinto Hospital and through affiliated organizations. Many patients learned of this program through the hospital's involvement in community health fairs, etc., and other patients were referred by their doctors, other patients and the hospital's staff. The hospital also made donations to the Alzheimer's Association, American Cancer Society, American Diabetes Association, American Heart Association, Baytown Chamber of Commerce, Baytown United Way, Hispanic Chamber of Commerce, West Chambers County and North Channel Chambers of Commerce, Sterling High School Partners in Education Program, Baytown Interfaith Ministries and other non-profit organizations. In 2013 Houston Methodist San Jacinto Hospital, through the Houston Methodist system's external charity care program, provided a total of $8.3 million for services to the medically needy through external organizations that are already meeting the health care needs that Houston Methodist has identified as priorities. To help improve health care access to the community, Houston Methodist San Jacinto Hospital provided $16.7 million in financial assistance based on the IRS definition of cost. The hospital provides financial resource counseling through all departments including the Emergency Department, to assist patients with financial assistance including screening for government assistance and charity qualification. Full-time employees are dedicated to providing this counseling, and one dedicated employee provides ongoing follow-up on charity applications. Improving Community Health and Well-BeingIn addition to Houston Methodist's contributions to community health through charity care and community benefits, each Houston Methodist hospital actively develops awareness initiatives, sponsorships and programs that promote health and wellness, prevention and early detection. Houston Methodist staff and volunteers can be found at health screenings, exercise and nutrition promotions, stress management clinics and other health promotion activities throughout the year. For example, Houston Methodist Sugar Land Hospital, Houston Methodist Willowbrook Hospital, Houston Methodist West Hospital and Houston Methodist San Jacinto Hospital participated in Houston Methodist's seventh annual Stride4Stroke 5K Walk/Run, which raised more than $550,000 in 2013. The walk/run is part of Houston Methodist's campaign aimed at increasing stroke awareness and education in the community. More than 2,800 employees and community members participated in this drive to raise public awareness and funds for an event that clearly has an impact on the community.Houston Methodist also reaches out to the community through health screenings, blood drives, health and safety tours and programs for children and teens. The Men's Health Expo is one of the community outreach events - those who attend received free health screenings, including PSA, cholesterol and glucose, body fat, blood pressure, flexibility tests and massages. This is one of more than 50 outreach events held with our community partners throughout the year. In addition to participating in Houston Methodist events, Houston Methodist Sugar Land Hospital, Houston Methodist Willowbrook Hospital, Houston Methodist West Hospital and Houston Methodist San Jacinto Hospital also participate in community supported events in their respective service areas as delineated below.Each community hospital supports their respective communities through sponsorships of local organizations' activities, physician speaking engagements, free seminars on health and medical topics and health screenings. Community Support Houston Methodist Sugar Land HospitalHouston Methodist Sugar Land Hospital collaborated with several agencies in 2013 to promote health awareness and offer screening programs to the Fort Bend and surrounding communities. The following screenings and health knowledge seminars were conducted: Vein Seminar, Weight Management Seminar, Colorectal Cancer Seminar & Screening Kit, Flu Shot Event, Migraine Seminar, back and neck pain seminar, Stroke Seminar, Cancer Survivor's Celebration & Luncheon, Sports Physicals event, Joint Pain Seminar, Breast Cancer Survivors Support Group, Grief Support Group, Spirituality Seminar and Caregiver Seminar.Houston Methodist Sugar Land Hospital conducted several educational programs for the community. Approximately 11,000 participants attended these programs/seminars. The following is a list of the healthy knowledge seminars conducted:Take Care of Your HeartCervical CancerBreast Cancer Awareness/MenopauseExercise/Losing Weight/NutritionStroke PreventionCarpal Tunnel SyndromeBack IssuesMigraines & HeadachesDementiaPain ManagementFoot HealthSleep DisordersHeart Healthy LifestyleOrthopedicsTreatment after Heart Attack AllergiesPregnancyCOPDCancer/NutritionAging Shoulders and HandsJoint ReplacementColon CancerPretty in Pink-Town Square: Houston Methodist Sugar Land Hospital held a community based event to promote breast cancer awareness. The community charity event raised more than $120,000 to benefit local cancer patients through the Houston Methodist Sugar Land Hospital Cancer Fund.Fort Bend Junior Service League-Sugar Plum Market: Through Houston Methodist Sugar Land Hospital's presenting sponsorship, we promoted breast cancer awareness and the importance of mammograms at the weekend long Sugar Plum Market. We scheduled 132 mammograms while at the event. Houston Methodist Sugar Land Hospital continues to expand upon new ideas and ways to evaluate outcomes measures in order to improve meeting the community needs as we continue to identify priorities for our CMSA.
Community Support - Houston Methodist Willowbrook HospitalHouston Methodist Willowbrook Hospital is deeply involved in promoting health awareness throughout the community by hosting free physician lectures, seminars and wellness events in partnership with other local community organizations. The hospital participated in 83 events in 2014, including 39 on-campus seminars and 4 health screening events, reaching nearly 2,200 attendees. In 2014 the hospital donated funds in support of these charitable organizations and/or events including:- American Heart Association's Heart Ball, Heart Walk and the Go Red for Women Luncheon- Houston Northwest Chamber Diamonds and Ice Gala- Houston Northwest Chamber Economic Development Forum- Cy-Fair Houston Chamber Installation Dinner- USA Fit Run Club Champions and Cypress- Northwest Assistance Ministries Jeans & Jewels Gala- Lone Star College Star Gala- Boys & Girls Country Spring Festival - Cypress Creek EMS Golf Tournament- Klein Educational Foundation - Academic Banquet- Klein Independent School District Diversity Calendar- Lone Star College Foundation Golf Tournament- Cy-Fair Houston Chamber Business Mobility Forum - Yorkshire Foundation Donation- NAM Endowment Board Evening with Bob Goff- Kelsey Seybold Golf Classic- Houston Northwest Chamber Golf Classic- CancerForward- Cy-Fair ISD VIPS Luncheon- Cy-Fair Educational Foundation- BF Golf Tournament- North Houston Association Golf Tournament- Cy-Fair ISD Health Expo- Klein ISD Education Foundation-Golf Tournament- Prince of Peace Annual Gala- Cy-Fair Iron Maiden Lacrosse Golf Tournament- Boys Scouts of America/Sam Houston Area Council- Treeline Runners Association-5k run- Tomball Memorial Cheer Booster Club-5k and Golf Tournament- Jersey Village Golf Tournament- SBR Coaches Platinum Level- Houston Racing Triathlon Club - Cy-Tri - Aerodrome- Klein Soccer Club- Farm League- Cypress Running Club- Tour de PinkThe hospital also sponsored ads in the following School Sports Programs - Klein ISD, Rosehill Christian, Cypress Christian, Jersey Village, Klein Collins, Tomball Athletic Booster, Langham Creek High, CyWoods Athletic Booster, Aldine High, Magnolia High, Cypress Creek High, Dekaney High, Spring Athletic Booster, Cy-Lakes Athletic Booster, Kinkaid, Westfield High, and Spring High.Houston Methodist Willowbrook Hospital offers health education and screening events in the Northwest Houston area. The hospital sponsors free physician lectures regularly on the hospital campus, featuring physician specialists on topics such as back pain, heart disease, women's health issues, stroke, cancer and weight loss. Due to an overwhelming response by the community, the hospital offers a mother/daughter seminar once a year featuring a panel of physician specialists and a confidential question/answer session, covering topics from gynecology visits and adolescent changes to HPV and STDs. The hospital has community blood drives. The Houston Methodist Orthopedics & Sports Medicine group and Houston Methodist Willowbrook Athletic Trainers conducted more than 5,300 student physicals and provided more than 1,175 students with baseline ImPact Concussion Testing.Community Support - Houston Methodist West HospitalHouston Methodist West Hospital is committed to engaging, supporting and donating monetary resources to the community in west Houston and Katy. In addition to monetary support through sponsorships, Houston Methodist West provided a dozen health seminars to consumers in the community, several including health screenings for diseases such as cancer and heart disease. During health fairs, physicians and other hospital representatives visited schools, companies and other organizations to provide lectures or other health care information, answer questions and conduct screenings for attendees.Below are organizations, corporations, schools and others that have received support from Houston Methodist West Hospital:-Christ Clinic-Brookwood Community-Katy Chamber of Commerce-West Houston Association-American Heart Association's Walk & Go Red for Women, Mended Hearts-United Way-National MS Society-CanCare-American Cancer Society-Greater Houston Athletic Trainers Society-Relay for Life, Katy-MS 150-Houston Livestock Show and Rodeo-Bellville Rodeo-Fort Bend County Fair and Rodeo-Spring Branch ISD-Katy ISD-Houston ISD-Cyfair ISD-Bellville ISD-LaGrange ISD-Club Sports (hockey, lacrosse, soccer, volleyball, football and rugby)-Private Schools (i.e. John Paul II and other), civic organizations and churches in West Houston and Katy-Southland Basketball Conference-Mustang Engineering-Wood Group-Shell Oil Woodcreek-ConocoPhillips-Second Baptist Church-ExxonMobil-Shell Oil Technology Center-Biological Society - Houston Community College-Texas Medical Association-March of Dimes The vision of Houston Methodist West Hospital is to lead medicine in the west Houston and Katy communities by delivering the Houston Methodist standard of high quality, advanced technology and personalized care.
Community Support - Houston Methodist San Jacinto HospitalHouston Methodist San Jacinto Hospital provides direct funding and/or in-kind services including lab tests, community education, wellness screens, immunizations and other services to its community. The hospital also supports local condition-specific support groups, offering space for meetings and expert speakers.The hospital also supports monthly free seminars on topics including: joint replacements, diabetes, medical nutrition, stroke, cardiovascular disease, sleep, wound care, breast reconstruction post cancer treatment, family medicine and sports medicine. The hospital's community outreach includes: National Cancer Survivors Day Celebration, Heart Center Celebration, Children's Teddy Bear Clinic, Cervical Cancer Screenings and Pink Rose Breast Cancer Balloon Launch.Houston Methodist San Jacinto Hospital actively develops awareness initiatives, sponsorships and programs that promote health and wellness, prevention, as well as early detection. Houston Methodist San Jacinto Hospital staff and volunteers can be seen at health screenings, exercise and nutrition promotions, stress management clinics and other health promotion activities throughout the year.Houston Methodist San Jacinto Hospital, in conjunction with Houston Methodist Hospital, has a family medicine residency program in rural, family practice-focused hospital atmosphere. This program produces critically needed primary care physicians. Houston Methodist's research and education initiatives contribute to a solid future for the practice of medicine. The hospital works with other entities in helping the medically underserved, when a service is required that Houston Methodist San Jacinto Hospital does not provide.The hospital also provides educational opportunities by hosting board meetings/community meetings for the American Cancer Society, American Diabetes Association, Bay Area Homeless and Alcoholics Anonymous.Quarterly medical staff meetings are open to all active medical staff and residents and each meeting has a grand rounds presentation. Members of the board and hospital administrators are also involved with the Baytown Chamber of Commerce, Goose Creek ISD Education Foundation, Baytown YMCA, Lee College Education Foundation, Hispanic Chamber of Commerce, Baytown United Way and other organizations. Houston Methodist San Jacinto Hospital employees donate their time, talents and money to many great community causes.The Houston Methodist family united to battle heart disease, cancer, stroke and other diseases by supporting organizations such as the American Cancer Society, American Heart Association, Baytown Rotary Club and Lions Club, American Diabetes Association, Susan G. Komen and many more.Employees volunteered at local health fairs around the city and also participated in other community activities, including community blood drives, flu shot drives, Relay for Life, Bay Area American Heart Association, and Komen Race for the Cure. Employees are also encouraged to serve on the boards of community agencies. At Houston Methodist San Jacinto Hospital, the CEO is on the board of the Baytown YMCA and one of its Vice President is President of the Baytown Chapter of the American Diabetes Association (ADA). Staff members from the Diabetes department and Business Development are also members of the local ADA. The CNO, CEO, VP, Director of Laboratory and other staff sit on the Bay Area Homeless Services Mane Event planning committee. Two representatives from Business Development act as the United Way liaisons for the hospital each year. The hospital's campaign in 2013 contributed more than $22,000 to the local United Way.Many executive-level staff sit on the Baytown Chamber of Commerce and Kiwanis Volunteer Organization. The Cancer Center's Director is a committee chair for Baytown's Relay for Life. In addition many of the Cancer Center's employees including the Director are members of Baytown's ACS board. The Director serves as president of the local ACS board. Through the hospital's partnership with the ACS the Cancer Center's staff provides the following cancer support services to the community: Road to Recovery, Reach to Recovery and Look Good-Feel Better. Staff from various departments hosted free monthly support groups that include: cancer, stroke, diabetes, new moms and grief. Houston Methodist San Jacinto Hospital provided numerous health screens throughout the year. Hundreds of individuals in the community received screenings in 2013 for: colorectal, cervical, prostate cancer, breast cancer, body mass index, blood pressure, cholesterol, blood oxygen, and orthopedic conditions. Staff from the hospital's departments hosted two facility-wide health fairs and participated in many health fairs throughout the community.
Part VI, Line 6:In 2013 Houston Methodist comprised five member hospitals, a research institute, a medical residency education program and a physician organization. The system, with 14,826 employees, is one of the Houston area's largest employers.Four community hospitals- Houston Methodist Sugar Land Hospital in Fort Bend County, Houston Methodist Willowbrook Hospital in northwest Houston, Houston Methodist West Hospital in west Houston and Houston Methodist San Jacinto Hospital in Baytown provide medical services to people living in adjacent cities and suburbs. They serve their respective areas with services such as cardiology, obstetrics/gynecology, outpatient surgery, cancer services, diagnostic imaging and emergency services.Community Benefits Activities and Health ServicesIn 2013, Houston Methodist provided $56.2 million for services to the medically needy through external organizations that are already meeting the health care needs that Houston Methodist has identified as priorities. Houston Methodist supported the following grassroots agencies across the Greater Houston area, including those communities served by our community hospitals:-Access Health -Avondale House-Baylor College of Medicine-Bering Omega Community Services-Boys and Girls Country of Houston, Inc.-Breath of Life Children's Center, Inc.-Casa De Esperanza de los Ninos, Inc.-Chinese Community Center, Inc.-CHRISTUS Home Care-El Centro de Corazon/Eastwood Health Clinic-Eye Care for Kids Foundation-Good Neighbor Healthcare Center-Harris County Clinical Services, Inc.-Healthcare for the Homeless - Houston-HOPE Clinic-Houston Area Women's Center-Interfaith Community Clinic-Krist Samaritan Centers for Counseling and Education-Legacy Community Clinic-Matagorda Episcopal Hospital Outreach Program-Northwest Assistance Ministries-San Jose Clinic-Service Organization of Greater Houston-Shalom Mobile Health Ministry-Star of Hope-The Center, Inc.-The Center for Hearing and Speech-The Rose-The Women's Home-TOMAGWA Health Care Ministries-Vecino Health CentersThis support allowed these organizations to leverage dollars and enhance their services to low-income patients with diverse health needs. Houston Methodist provided direct funding and/or in-kind services including lab tests, X-rays, immunizations, human resources consultation and other services. With Houston Methodist's support, agencies like Good Neighbor Healthcare Center were positioned to meet Federally Qualified Health Center designee qualifications, thereby allowing them to qualify for enhanced Medicare and Medicaid reimbursement. Houston Methodist promotes the health of the community by devoting significant resources to graduate medical education. While most of Houston Methodist's residency programs are conducted through Houston Methodist's flagship hospital in the Texas Medical Center, a few of the programs are offered through Houston Methodist affiliates.
Houston Methodist Sugar Land Hospital, Houston Methodist WillowbrookHospital, Houston Methodist San Jacinto Hospital and Houston Methodist West Hospital share the greater mission of Houston Methodist to provide high quality, cost effective health care that delivers the best value to the people served in a spiritual environment of caring in association with internationally recognized teaching and research. With more than 5 million people calling greater Houston home, making health care accessible is critical. Houston Methodist Sugar Land Hospital, Houston Methodist Willowbrook Hospital, Houston Methodist West Hospital and Houston Methodist San Jacinto Hospital also promote the health of their respective communities by bringing the high quality, specialized care once only found in the Texas Medical Center to Fort Bend, Northwest Houston, West Houston and Baytown communities. As affiliates of Houston Methodist, Houston Methodist Sugar Land Hospital, Houston Methodist Willowbrook Hospital, Houston Methodist West Houston Hospital and Houston Methodist San Jacinto Hospital promote the health of the community by contributing to Houston Methodist's overarching outreach through these programs.Summary As a system, Houston Methodist made significant contributions through its community benefits and charity care program which have been a resource for patients in the community. Based on IRS cost definitions Houston Methodist provided $205.3 million in Charity Care and Certain other Community Benefits for the year ended December 31, 2013. In addition, based on IRS cost definitions Houston Methodist provided $186.6 million in care to Medicare, Medicare Managed Care and TRICARE program beneficiaries for the year ended December 31, 2013. Part VI, Line 7: TX

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
American Heart Association
PO BOX 15186AustinTX78761135613797501c3$65,000Medical Research
Christ Clinic
5504 1st StreetKatyTX77492900789318501c3$5,000Community Service
Cy-Fair Educational Foundation
PO Box 1698CypressTX774101698237079589501c3$5,000Scholarship Services
Fort Bend Chamber of Commerce
445 Commerce Green BlvdSugar LandTX77478741751927501c3$11,575Community Service
Fort Bend Junior Service League
17424 Grand Pkwy 209Sugar LandTX77479760664152501c3$19,400Community Service
Fort Bend Youth Sports Association
3200 South West FrwyHoustonTX77027300634406501c3$20,000Health Care Services
Habitat for Humanity NWHC
PO Box 682785HoustonTX77268760273510501c3$5,000Community Service
Hope Endowment
PO Box 18261Sugar LandTX77496270296828501c3$15,500Relief Services
Katy Area Chamber of Commerce
23501 Cinco Ranch Blvd Ste B206KatyTX77494742028745501c3$8,000Community Service
Southland Conference
2600 Network Blvd Ste 150FriscoTX75034752668735501c3$27,000Education Assistance
Harris County Clinical Services Inc
2801 Via Fortuna Ste 500CAustinTX78746432110434501c3$18,597,110Outpatient Clinic
Service Organization of Greater Houston
2950 50th St LubbockLubbockTX79413800357284501c3$2,844,108Outpatient Clinic
American Cancer Society
6301 Richmond Ave HoustonHoustonTX77007741185665501c3$5,200Medical Research
Bay Area Homeless Services
PO Box 4130BaytownTX77521760034478501c3$5,000Community Service
Goose Creek Consolidated ISD
PO Box 8081 BaytownBaytownTX77522270737709501c3$6,500Community Service
Project Blue-Jail Break Run
PO Box 893 Mt BelviewMt BelviewTX77580271867435501c3$10,500Medical Research
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990, Schedule I, Part IIFormAndLineReferenceDesc
ExplanationPrior to the approval of a grant to a requesting organization, the following criteria must be met: (1) The requesting organization must be an organization exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code; (2) The requesting organization must provide a recognizable or demonstrable benefit to the community; (3) The mission of the requesting organization must augment the mission of the Methodist Hospital Group; (4) The requesting organization's mission and services should not duplicate and must not conflict with those of the Methodist Hospital Group. For grants with restricted purposes, periodic reports were reviewed to ensure the funds were used to support indigent care service of the community.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (30 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Keith O Reeves MD
See Schedule O$0$172,969$0$0$0$26,434$0$16,200$0$19,301$0$234,904$0$0
Mauro Ferrari PhD ex officio with
See Schedule O$690,938$0$244,006$0$20,520$0$21,183$0$30,595$0$1,007,242$0$0$0
Bret T Curran
See Schedule O$313,226$0$91,186$0$54,181$0$23,289$0$21,849$0$503,731$0$0$0
Kevin J Burns
See Schedule O$646,131$0$140,282$0$25,320$0$26,473$0$32,095$0$870,301$0$0$0
Marc L Boom MD ex officio with vo
See Schedule O$1,012,902$0$460,000$0$189,252$0$25,885$0$20,999$0$1,709,038$0$0$0
Noel R Rainey
See Schedule O$170,297$0$40,982$0$28,285$0$18,588$0$11,010$0$269,162$0$0$0
Donna Gares
See Schedule O$399,985$0$76,961$0$120,825$0$21,947$0$27,997$0$647,715$0$0$0
Beryl O Ramsey
See Schedule O$363,111$0$78,795$0$88,230$0$21,200$0$30,255$0$581,591$0$0$0
Chris Siebenaler
See Schedule O$441,799$0$113,299$0$72,910$0$23,615$0$30,788$0$682,411$0$0$0
Wayne M Voss
See Schedule O$369,832$0$114,920$0$75,825$0$21,315$0$30,095$0$611,987$0$0$0
Roberta L Schwartz
See Schedule O$521,492$0$155,176$0$93,527$0$25,875$0$23,317$0$819,387$0$0$0
Edward L Tyrrell
See Schedule O$346,971$0$101,588$0$60,406$0$26,347$0$20,860$0$556,172$0$0$0
Robert A Phillips MD PhD
See Schedule O$340,035$0$137,309$0$17,990$0$2,347$0$7,372$0$505,053$0$0$0
Ramon M Cantu
See Schedule O$669,125$0$209,749$0$131,558$0$25,915$0$49,572$0$1,085,919$0$0$0
Ann Scanlon McGinity
See Schedule O$289,313$0$86,317$0$72,817$0$23,615$0$32,595$0$504,657$0$0$0
Janet Leatherwood
See Schedule O$212,950$0$52,014$0$28,210$0$22,077$0$10,155$0$325,406$0$0$0
Keith D Barber
See Schedule O$209,863$0$42,174$0$2,104$0$11,039$0$26,760$0$291,940$0$0$0
Lowell E Stanton
See Schedule O$196,729$0$45,692$0$13,117$0$19,571$0$26,678$0$301,787$0$0$0
Sheila D Fata
See Schedule O$206,598$0$33,800$0$12,383$0$19,108$0$29,256$0$301,145$0$0$0
Victoria Brownewell
See Schedule O$220,718$0$58,108$0$28,553$0$22,443$0$18,058$0$347,880$0$0$0
Edward A Jones
See Schedule O$286,376$0$65,338$0$15,002$0$20,909$0$21,246$0$408,871$0$0$0
Bruce Kennedy MD
See Schedule O$244,716$0$43,323$0$17,957$0$21,236$0$29,500$0$356,732$0$0$0
Jonathan D Sturgis
See Schedule O$195,383$0$36,850$0$13,352$0$17,507$0$27,172$0$290,264$0$0$0
Lauren P Rykert
See Schedule O$405,233$0$103,564$0$87,848$0$21,315$0$27,418$0$645,378$0$0$0
Susan H Coulter
See Schedule O$329,385$0$93,293$0$106,601$0$21,315$0$27,526$0$578,120$0$0$0
Robert K Eardley
See Schedule O$338,113$0$117,232$0$62,208$0$21,200$0$27,527$0$566,280$0$0$0
Stephen T Wong
See Schedule O$418,627$0$94,361$0$3,994$0$21,496$0$29,659$0$568,137$0$0$0
Neal Copeland
See Schedule O$394,773$0$270$0$20,589$0$21,315$0$18,110$0$455,057$0$0$0
H Dirk Sostman
See Schedule O, Former$0$0$90,000$0$100,955$0$20,700$0$0$0$211,655$0$0$0
James N Adams
See Schedule O, Former$141,902$0$18,363$0$7,953$0$18,470$0$28,841$0$215,529$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 3Houston Methodist Research Institute and Houston Methodist San Jacinto Hospital used the following items to establish compensation of their CEOs: (1) compensation committee, (2) independent compensation consultant, (3) compensation survey or study, and (4) approval by the board or compensation committee. The CEOs of other entities within the Group are employed by a related organization who used the following items to establish compensation of their CEOs: (1) compensation committee, (2) independent compensation consultant, (3) compensation survey or study, and (4) approval by the board or compensation committee.
Part I, Line 4aHouston Methodist has a formal severance plan. Eligible employees include all staff including hourly staff up through senior vice presidents provided they work at least 20 hours per week and are not otherwise covered by a physician employment agreement. The plan only provides salary and benefits in the event an eligible employee is involuntarily terminated due to the elimination of their position or if their current position is significantly impacted by an organizational restructuring or change in requirement and a comparable position is not available within the organization. The eligible person must also sign a termination agreement in order to receive salary continuation and benefits under the plan to which they would not normally be eligible to receive under a voluntary resignation. No payments were made from this plan during the tax year ended December 31, 2013.
Part I, Line 4bChris Siebenaler: $46,657; Wayne Voss: $44,031; Beryl O. Ramsey: $60,051; Victoria A. Brownwell: $11,164; Janet Leatherwood: $15,419; Sheila D. Fata: 8,463; Donna A. Gares: $77,661; Bruce C. Kennedy: $13,347; Jonathan D. Sturgis: $5,790; Marc Boom, MD: $167,652; Ramon C. Cantu: $79,295; Roberta L. Schwartz: $45,137; Lauren P. Rykert: $43,126; Susan H. Coulter: $90,307; Robert K. Eardley: $40,451; Edward L. Tyrrell: $23,300; Bret T. Curran: $17,441; Ann Scanlon McGinity: $54,163; Noel R. Rainey: $13,447; H. Dirk Sostman: $12,645; and Edward A. Jones: $2,262, all were paid monies from Supplemental Executive Retirement Plan (SERP) described below: The SERP is a non qualified employer funded plan. Contributions are made annually into a tax deferred account and are considered taxable upon vesting (i.e. completion of three years of vesting service). Once vested, each year's subsequent contribution is taxable within the calendar year in which the deposit was made. Account balances cannot be accessed until retirement or termination (whichever occurs first) and may be subject to non-revocable distribution options selected upon employment.
Part I, Line 7The entities included in this group return provide a variable compensation opportunity through an annual management incentive plan. A percentage of the potential bonus payout (paid as a percent of base salary) is based on whether the individual attains certain goals for their area of responsibility as determined by their immediate supervisor.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 Item (H) (b)Affiliated Organizations Not Included In Group Return (total of 2 entities): (1) Houston Methodist Specialty Physician Group, EIN 57-1201170, 6565 Fannin, Houston, TX 77030 (2) Methodist Hospital Foundation (dba Houston Methodist Hospital Foundation), EIN 76-0094743, 6565 Fannin, Houston, TX 77030.
Form 990, Part I, Line 1 and Part III, Line 1The organizations in Methodist Hospital Group (Group) (See Statement 2) are part of The Methodist Hospital, doing business as Houston Methodist Hospital, whose mission is: To provide high quality, cost-effective health care that delivers the best value to the people we serve in a spiritual environment of caring in association with internationally recognized teaching and research.
Form 990, Part III, Line 4The entities in the Methodist Hospital Group (see Statement 1) included in this return perform different actitives. The program service accomplishments for the activities are described below. 1. Methodist Health Centers does business as Houston Methodist Sugar Land Hospital (HMSL), Houston Methodist Willowbrook Hospital (HMWB), and Houston Methodist West Hospital (HMW). 1a. HMSL is located in Sugar Land, Texas, which is approximately 21 miles southwest of downtown Houston, Texas. As of December 31, 2013, HMSL's operating bed capacity was 243. Principal medical services provided by HMSL include Inpatient and Outpatient Medical and Surgical Care, Intensive Care, 18 Surgery Suites, one Bronchoscopy Suite, two Endoscopy Suites, a Radiation Therapy Center, three Cardiac Catheterization Labs, a 24-Hour Emergency Care Center, a Birthing and Women's Center, a comprehensive Breast Center, a complete Outpatient Physical Therapy Rehabilitation Center and State of the Art Imaging Services, including MRI, CT, and Nuclear Medicine. HMSL recorded 178,306 visits during 2013 which were comprised of 125,451 Outpatient visits, 39,292 Emergency Visits, and 13,563 Inpatient Admissions. 1b. HMWB is located in the northwest area of Harris County, approximately 25 miles northwest of downtown Houston, Texas. As of December 31, 2013, HMWB's operating bed capacity was 241. Principal medical services provided by HMWB include Inpatient and Outpatient Medical and Surgical Care, Surgery Suites, Endoscopy Suites, a Cardiac Catheterization Lab, a 24-Hour Emergency Care Center, a Birthing Center with a Level II Nursery, an Intensive Care Unit, General and Diagnostic Radiology, Nuclear Medicine, Laboratory and Physical Therapy. HMWB recorded 79,271 Outpatient visits, 14,471 Admissions and 56,527 Emergency Room visits for a total of 150,269 visits in 2013. 1c. HMW is located in the western part of Harris County, approximately 21 mile west of downtown Houston, Texas. On December 17, 2010, HMW opened its emergency center, operating rooms, ICU, surgery center and all ancillary support services. The hospital has opened additional specialty & outpatient areas such as a cancer center, birthing center, cath lab, breast center, cardiac imaging and physical therapy in addition to a cardiovascular program. During 2013 HMW recorded 85,910 visits which were comprised of 50,075 Outpatient patient visits, 27,497 Emergency Room visits and 8,338 Inpatient Adult Admissions. Currently, HMW has 161 licensed operating beds. The campus master plan includes expansion space to take the inpatient capacity to 400 beds, and to allow four professional buildings and two parking garages. 2. San Jacinto Methodist Hospital provides hospital services out of two locations in Baytown, Texas, which is approximately 30 miles east of downtown Houston, Texas. Two sites have adjacent professional office buildings that lease office space to physicians who practice within the hospitals and house hospital functions. As of December 31, 2013, Houston Methodist San Jacinto Hospital had 275 hospital beds in operation. Principal medical services provided include women's health, obstetrics, cancer center, urology, orthopedics, diabetes education, cardiovascular lab, rehabilitation, intensive care medical and surgical services and emergency care. A full service psychiatric program is included, as well as a skilled nursing facility. Houston Methodist San Jacinto Hospital operates the only hospital emergency room in Baytown and served its community in 2013 by providing 12,360 Inpatient Admissions, 50,585 Emergency Room visits, and 60,042 Outpatient visits for a total of 122,987 visits. 3. TMH Medical Office Buildings is operated to support The Methodist Hospital, doing business as Houston Methodist Hospital, Houston Methodist Willowbrook Hospital, Houston Methodist San Jacinto Hospital, Houston Methodist Sugar Land Hospital, and Houston Methodist West Hospital. The TMH Medical Office Buildings also operates office buildings connected, attached or proximal to these five hospitals. TMH Medical Office Buildings provides space for hospital departments and support services. In addition to these services, TMH Medical Office Buildings leases space to hospital employed physician practices in support of these hospitals. 4. Diagnostic Center Hospital of Texas (DCH) owns hospital assets that are leased under the terms of a long term lease to Houston Methodist Hospital (MMH). HMH in turn utilizes these assets, along with other substantial assets that it owns, to provide direct patient care. DCH also provides floating nurse staff to HMH. 5. The Methodist Hospital Research Institute, doing business as Houston Methodist Research Institute is a supporting organization of the Houston Methodist Hospital. It is a relatively new organization and is one of the cornerstones of the strategic vision for the future of the Houston Methodist Hospital, a top-ranked academic medical center hospital. Houston Methodist Hospital's reputation for excellence in patient care and its commitment to improving patient outcomes represents a significant motivation in the development of the Research Institute. Established in 2004, the Institute conducts groundbreaking translational and clinical research. Integrated into one of the nation's finest hospitals, the Houston Methodist Research Institute provides the technology and support doctors need to effectively and efficiently bring cures through all stages of clinical trials, and to patients around the world. The Institute is committed to the goal of making the latest discoveries in the laboratory available to patients in the form of new treatments and clinical trials. With the belief that excellence in research is a key ingredient in providing excellent patient care, the Institute serves as a focal point for physicians and scientists with diverse interests and backgrounds to come together and share research ideas. The Institute coordinates more than 540,000 square feet of research space embedded in the heart of the largest medical center of the world with $9.3 million in new grant awards, total extramural funding of $36.7 million, $118.8 million in research expenditures, 840 clinical protocols, 1400 credentialed researchers, 550 trainees, and 275 members worldwide. Examples of some research projects conducted at the Institute are: Cardiovascular Regeneration Under the leadership of John P. Cooke, M.D., Ph.D., Chair, Department of Cardiovascular Sciences, the Houston Methodist Research Institute has created the Center for Cardiovascular Regeneration within the Department of Cardiovascular Sciences. The Center for Cardiovascular Regeneration aims to restore cardiovascular health by reversing cardiovascular aging and regenerating cardiovascular tissue. Cardiovascular regenerative therapies developed here may include small molecules, nucleic acid or protein-based agents, cell or tissue therapies alone or in combination with bioengineered matrices, nanotherapeutics, and medical devices. Recruitment of John Cooke, a world-renowned expert in fundamental and translational research in endothelial biology and vascular diseases, brought $2.5 million in grant dollars, four faculty and 5 postdoctoral fellows to the program and 41 publications and conference activities for the year. Atrial Fibrillation Atrial Fibrillation or AF is the most common sustained cardiac arrhythmia in adults and is a leading cause of stroke, disability, and increased mortality. Traditionally, doctors treat AF by using a metal-tipped instrument to ablate, or "burn," areas in the left upper chamber of the heart. This creates scar tissue, and when the treatment is successful, the scar tissue prevents AF. Catheter ablation however is less successful in persistent AF that lasts more than 7 days. Miguel Valderrabano M.D., Chief, Division of Cardiac Electrophysiology, Houston Methodist DeBakey Heart & Vascular Center, is now conducting a multicenter clinical study with the long-term objective of determining if alcohol, when infused into a vein in the heart and combined with standard treatment, can improve AF outcomes. This is the first federally funded clinical trial at the Institute with NIH funding of $3.5 million over 5 years.
Transplant ImmunologyThe goal of the transplant immunology program is to develop highly effective therapeutic protocols for supporting transplant survival without life-long immunosuppression and to eliminate complications from rejection of grafts in transplant patients. Xian C. Li, M.D., Ph.D., joined the Institute in 2013 as Scientific Director, Center for Immunobiology and Director, Transplant Immunology Program. 2013 also saw the addition of 4 other faculty members: Wenhao Chen, Ph.D., Roger Sciammas, Ph.D., Zhiqiang Zhang, Ph.D., and Xiang Xiao, Ph.D. to the program. With $1.5 million in total funding for 2013 (NIH grants of $877,000, Other grants of $147,000, and Clinical trials of $484,000), this program has produced 39 publications and conference activities for the year. The Houston Methodist Research Institute established the Cockrell Clinical Trials Centers to support clinical trials, especially the transition from preclinical to phase 1 & 2 studies. Kapil N. Bhalla, M.D., Phase I Program Director, was recruited to establish the Phase I unit of the Cockrell Centers. Cockrell Centers-Phase I unit initiated their first study on December 19, 2013. Currently there are 7 active and 8 upcoming trials at the Cockrell Center in the Texas Medical Center location, with ongoing expansion to other community areas. The Cockrell Center at the Sugar Land network hospital successfully opened its doors and is actively promoting clinical trials in the Sugar Land community. The West Houston site is supporting clinical trials and is also working towards opening a new office in 2014. Both facilities have part-time nursing staff to support the studies. The Pearland facility was newly formed in 2013 and work is currently underway to integrate the new facility, resources, and studies. Several staff members have been hired to support the centers. Jenny Chang, M.D., Director, Houston Methodist Cancer Center, was the Principal Investigator for the first clinical trial at the Cockrell Centers that studied 'Super Herceptin' therapy for breast cancer. Herceptin (Trastuzumab) is an approved adjuvant therapy for HER2+ early-stage breast cancer, metastatic breast cancer, and gastric cancer. It works by interfering with the HER2 receptor that promotes cell growth. In certain cancers, function of this receptor is amplified, leading to uncontrolled cell growth. Blocking its function with Herceptin therapy can be effective in combination with chemotherapy and/or radiation. Dr. Chang's team has developed 'super Herceptin' known as T-DM1. By combining Herceptin directly with docetaxel (standard chemotherapy) and/or pertuzumab, T-DMI is designed to attack the tumor cells directly and deliver the chemotherapy. Dr. Chang's trial was conducted in partnership with Genentech & ImmunoGen. In 2013, HMH was also activated as a site for the expanded access study. The Houston Methodist Research Institute has also made huge strides in the development of technology platforms that have applications across all service lines of the hospital. For two platforms, collaborations have already been established to evaluate heart, neurology, transplant, and cancer-related clinical applications. The two platforms are: -Microfluidic devices: Human blood is filled with protein biomarkers. Rapid assay systems can detect the presence or levels of these biomarkers in a blood sample - in many cases providing almost immediate diagnostic information. Most rapid assay systems, however, require pumps, power supplies, and fluid handling systems, limiting their portability and utility. Lidong Qin Ph.D. from the Department of Nanomedicine and his colleagues have developed a tiny, self-powered chip called the V-chip that uses the energy output from a chemical reaction to separate blood into plasma and cells, then rapidly determines the presence and levels of numerous diagnostic proteins in the plasma. The physician or lab technician only needs to place a tiny blood sample on the chip, then press a button on the surface. This device can be used to: o Isolate tumor-initiating cells o Detect biomarkers in serum, enabling fast accurate diagnosis at the bedside (published in Nature Communications) o Detect the drug susceptibility of TB (published in Nature Scientific Reports) Dr. Qin has received a $2.1 million grant from National Institute on Drug Abuse (NIDA) for application of the V-Chip to rapid point-of-care drug testing. He also received another $2.1 million from the National Cancer Institute to investigate whether this small, low-cost device can help assess a person's risk of developing a common form of liver cancer through blood tests. -High throughput assay for detecting tumor cells: Youli Zu, M.D., Ph.D., Medical Director, Hematopathology received the TechConnect World Summit & Innovation Showcase Award in May 2013 for developing a high throughput one-step assay for detecting circulating tumor cells in whole blood samples. For the TechConnect Innovation Awards, top early-stage innovations from around the world are selected through an industry-review process from the technologies submitted annually to the TechConnect Innovation Summit. Rankings are based on the potential positive impact the submitted technology will have on a specific industry sector.
Form 990, Part VI, Section A, line 2John Bookout III-Director of Houston Methodist Research Insitutue- is son of John Bookout, also Director of the same entity.
Form 990, Part VI, Section A, line 6-The Methodist Hospital, doing business as Houston Methodist Hospital is the sole corporate member of The Methodist Hospital Research Institute, doing business as Houston Methodist Research Institute and TMH Health Care Group. -The Methodist Hospital Foundation, doing business as Houston Methodist Foundation, is the sole corporate member of TMH Medical Office Buildings. -TMH Health Care Group is the sole corporate member of Diagnostic Center Hospital Corp. of Texas, Methodist Health Centers, and San Jacinto Methodist Hospital, doing business as Houston Methodist San Jacinto Hospital. -TMH Physician Organization, doing business as Houston Methodist Specialty Physician Group is the sole corporate member of Methodist Pathology Associates, PLLC, Methodist Radiology Associates PLLC, TMH Physician Associates, PLLC, and TMH Physicians and Surgeons, PLLC.
Form 990, Part VI, Section A, line 7aTMH Health Care Group is the Parent and sole corporate member of Methodist Health Centers, Houston Methodist San Jacinto Hospital, and Diagnostic Center Hospital Corp. of Texas; Houston Methodist Specialty Physician Group is the sole corporate member of Methodist Pathology Associates, PLLC, Methodist Radiology Associates, PLLC, TMH Physician Associates, PLLC, and TMH Physician and Surgeons, PLLC; Houston Methodist Hospital Foundation is the sole corporate memeber of TMH Medical Office Buildings; Houston Methodist Hospital is the sole corporate member of the TMH Health Care Group, and Houston Methodist Research Institute (collectively "Subsidiary" or "Subsidiaries"). Houston Methodist Hospital has the authority to appoint the subidiary organizations' Boards of Directors.
Form 990, Part VI, Section A, line 7bHouston Methodist Hospital which is the sole corporate member of the Subsidiaries and group organizations (the "organization") reserves the following powers: -to appoint and remove with or without cause the Directors of the organizations; -to approve the incurrence by the organizations of any indebtedness and all guarantees of the debt of another party; -to approve the annual operating and capital budgets of the organizations after they are prepared and approved by the organizations' Boards of Directors; -to approve the dissolution of organizations; -to approve the organizations' participation in partnerships and joint ventures; -to approve the acquisition or disposition by the organizations of real property from or to a non-Corporation controlled organization through ownership, lease or otherwise; -to approve the disposition or acquisition by the organizations of or the investment by the organization in, another business or all or a portion of the business or operations of another business; -to establish, acquire or invest in any new or different business; and -to direct the organizations in its actions as the corporate member or shareholder of other entities, including but not limited to, approving amendments to the articles of incorporation and bylaws of such other organizations.
Form 990, Part VI, Section B, line 11Management, including certain Officers, works diligently to complete the Form 990 and attached schedules (Return) in a thorough manner. The Return is prepared by a Paid Preparer. Prior to filing the return, a copy of the Form 990 is made available to Board members (including required schedules) and management team members are available to answer any Board members' questions.
Form 990, Part VI, Section B, line 12cAll individuals serving in a significant decision making capacity complete a Conflict of Interest (COI) questionnaire annually. A comprehensive evaluation and thorough review of all disclosures is performed by a 6-member COI Committee comprised of executives, management, and staff. The results of the COI disclosures are reported to the parent corporation's Audit & Compliance Committees and Boards of Directors, including the actions being taken to protect the integrity of decision-making. In addition, disclosure results are also communicated to management and to affected committee chairs to promote transparency and to ensure that actions are taken and restrictions are imposed where appropriate. Conflicted individuals may not vote or exert self-serving influence on the disclosed matter.
Form 990, Part VI, Section B, line 15Houston Methodist Hospital (HMH) (sole corporate member of the Subsidiaries) follows IRS regulations as it relates to establishing a rebuttable presumption of reasonableness related to total compensation of the CEO of the organizations as well as other key employees and compensated officers of the organizations listed below. It has established a process that includes the following elements: A separate committee (the Board Committee) comprised of independent directors meets at least annually to review, deliberate and make recommendations to Houston Methodist Hospital Board of Directors as it relates to any changes in total compensation including base pay, bonus awards from incentive programs or benefits and perquisites of the CEO. For 2013, the Board Committee reviewed and recommended compensation packages for the following positions: -President/CEO, Houston Methodist who serves as Director, Officer; Director and Officer - President and Chief Executive Officer for Methodist Health Centers; Director for the Houston Methodist Research Institute; Director & Officer-Chairperson for Houston Methodist San Jacinto Hospital; Director and Officer - President/CEO for TMH Health Care Group; Director and Officer-Chairperson for TMH Medical Office Buildings (MOB); and Director & Officer-Chairperson for Diagnostic Center Hospital Corporation of Texas(DCH) -EVP, Chief Financial Officer/Chief Business Officer, Houston Methodist Hospital, Officer-Assistant Secretary (Houston Methodist Research Institute), Officer-Assistant Secretary (Methodist Health Centers), Officer-Assistant Secretary (Houston Methodist San Jacinto Hospital), Officer-Secretary for TMH Health Care Group, Director and Officer, Vice Chairperson, Secretary and Treasurer (Diagnostic Center Hospital), and Director and Officer, Secretary & Treasurer (TMH Medical Office Buildings) -EVP, Chief Legal Officer -SVP, Human Resources -SVP and CEO of Houston Methodist San Jacinto Hospital who serves as Director & Officer-President, CEO and Treasurer of Houston Methodist San Jacinto Hospital -President/CEO, Houston Methodist Research Institute who also serves as Director -SVP and CEO, Houston Methodist Sugar Land Hospital who also serves as a Director -SVP and CEO, Houston Methodist Willowbrook Hospital who also serves as a Director -SVP and CEO, Houston Methodist West Houston Hospital who also serves as a Director The Board Committee establishes that no member has any conflict of interest with regard to the executive compensation arrangements being approved. The Board Committee reviews and considers information provided by an external consultant engaged to ensure it has direct access to: -Compensation information paid by comparable organizations, for functionally comparable positions. -Compensation norms in the organization's immediate locale and from other independent compensation surveys by nationally recognized independent firms that represent the organization's logical peer group. -Compensation information that includes information on base salary, incentives, benefits and perquisites for total compensation comparison purposes to ensure reasonable competitive ranking. The Board Committee relies on the comparability data to reach consensus that its recommendations to the Board regarding executive compensation changes are reasonable and in line with the organization's overall total compensation philosophy for executive pay. The deliberations and decisions of the committee are contemporaneously substantiated. The compensation for positions held by the other compensated Officers, Directors and Key Employees listed on Part VII, Section A is determined based on a thorough review of numerous compensation studies conducted by nationally recognized, independent firms that provide market data for total compensation for similar positions. The compensation information considered includes information on base salary, incentives, and benefits for total compensation purposes to ensure reasonable competitive ranking in order to meet recruitment and retention objectives that secure the talent required to contribute to organizational success.
Form 990, Part VI, Section C, line 19The governing documents (except the Articles of Incorporation, which are on file with the Secretary of the State of Texas), conflict of interest policy and financial statements of the organizations are not made available to the general public.
Form 990, Part VII, Section AThe following list of Officers, Directors, Trustees, Key Employees and Highest Compensated Employees provides entity level details to support the information reported in Part VII since many of the Group's reportable individuals serve more than one entity included in this Group return. In addition, pursuant to Treasury Regulation Section 1 6033-2(D)(5), Houston Methodist Hospital, which is the Central Organization of the Group, elected to report information about its current and former officers, directors, trustees, and key employees, and current highest compensated employees in this Group return.
Albert Chao is an uncompensated director. He held the following positionswith the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Allen Becker is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Antonio Gotto, M.D., D. Phil, ex officio is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Bishop Janice Riggle Huie is an uncompensated director. She held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 2). C. Richard Stasney, M.D. is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Carlton E. Baucum is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital Director & Officer, Treasurer (average hours per week of 2), TMH Health Care Group - Director (average hours per week of 1). Catherine S. Jodeit is an uncompensated director. She held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute Director (average hours per week of 1). Connie Dyer is an uncompensated director. She held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Director (average hours per week of 2), Methodist Health Centers - Director & Officer, Vice Chairperson (average hours per week of 2). David M. Underwood is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director & Officer, Vice Chairperson (average hours per week of 3), TMH Health Care Group - Director (average hours per week of 1). Dr. Steve P. Wende is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 2). Dr. Tom Pace, III is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 2). Edward R. "Eddie" Allen, III is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Elizabeth Blanton Wareing is an uncompensated director. She held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 1). Emily A. Crosswell is an uncompensated director. She held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Director (average hours per week of 1), Methodist Health Centers - Director & Officer, Chairperson (average hours per week of 2). Eric J. Haufrect, M. D. is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 2). Ernest D. Cockrell, II is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Ewing Werlein, Jr., is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director & Officer, Chairperson (average hours per week of 4), Methodist Health Centers - ex officio, Director (average hours per week of 1), Houston Methodist Research Institute - ex officio, Director (average hours per week of 1), TMH Health Care Group - ex officio, Director & Officer, Chairperson (average hours per week of 1). Gary W. Edwards is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 2). Giorgio Borlenghi is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Gregory V. Nelson is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Director & Officer, Secretary (average hours per week of 2), Houston Methodist Research Institute - Director (average hours per week of 1). Jack C. Searcy is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Director (average hours per week of 1). John F. Bookout is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Director & Officer, Senior Chairperson (average hours per week of 4), Methodist Health Centers - Director, average hours per week of 1), Houston Methodist Research Institute - Director (average hours per week of 1), TMH Health Care Group - ex officio, Director & Officer, Senior Chairperson (average hours per week of 1). John F. Bookout, III is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). John P. Kotts is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Joseph C. "Rusty" Walter, III is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director and Officer, Assistant Treasurer (average hours per week of 2), Houston Methodist Research Institute - Director and Officer, Chairperson (average hours per week of 1). Joseph R. "Rod" Canion is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1).
Laurie Glimcher, MD is an uncompensated director. She held the followingposition with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Leo Linbeck, III is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Mark A. Houser is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Director (average hours per week of 1), Houston Methodist Research Institute Director (average hours per week of 1). Mary A. Daffin is an uncompensated director. She held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Director (average hours per week of 2), Houston Methodist Research Institute - Director (average hours per week of 1). Morrie K. Abramson is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Director (average hours per week of 2), Houston Methodist Research Institute - Director (average hours per week of 1). Pete Alfaro is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: San Jacinto Methodist Hospital Director & Officer, Vice Chairperson (average hours per week of 1). Renu Khator, Ph.D. is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Rev. Kenneth R. Levingston is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 1), Methodist Health Centers - Director (average hours per week of 1). Richard A. Peebles is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: San Jacinto Methodist Hospital - Director & Officer, Secretary (average hours per week of 5). Robert K. Moses, Jr. is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Director & Officer, Assistant Secretary (average hours per week of 1), Methodist Health Centers - Director (average hours per week of 1), TMH Health Care Group - Director & Officer, Vice Chairperson (average hours per week of 1). Sandra Gayle Wright, R.N., Ed.D. is an uncompensated director. She held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 1). Stephen D. Arnold is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Stuart W. Stedman is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director (average hours per week of 1). Vidal G. Martinez is an uncompensated director. He held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 2). William F. Schwer is an uncompensated director. He held the following position with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Director (average hours per week of 1). Beryl O. Ramsey received all of her Part VII compensation from Methodist Health Centers and held the following positions with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Director, Senior Vice President/Hospital, Chief Executive Officer, Houston Methodist Willowbrook Hospital (average hours per week of 50). Bret T. Curran received all of his Part VII compensation from Houston Methodist Hospital and held the following position with the Central Organization and/or entities included in this Group return: TMH Medical Office Buildings - Director (average hours per week of 2). Chris Siebenaler received all of his Part VII compensation from Methodist Health Centers and held the following positions with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Director, Senior Vice President/Hospital Chief Executive Officer- Houston Methodist Sugar Land (average hours per week of 50). Donna Gares received all of her Part VII compensation from San Jacinto Methodist Hospital and held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist San Jacinto Hospital - Director & Officer, President & Chief Executive Officer & Treasurer (average hours per week of 50), Methodist Primary Care Group (formerly, San Jacinto Family Practice Education Foundation) Officer, President & Chief Executive Officer, Former. Edward L. Tyrrell received all of his Part VII compensation from Houston Methodist Hospital and held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Officer, Treasurer (average hours per week of 4), TMH Health Care Group - Officer, Treasurer (average hours per week of 1). H. Dirk Sostman M.D. received all of his Part VII compensation from Houston Methodist Hospital and held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital -Former Key Employee, Executive Vice President, Chief Academic Officer & Chief Medical Officer, Methodist Health Centers - Former Director & Officer, Chief Medical Officer. James N. Adams received all of his Part VII compensation from Houston Methodist Hospital and held the following position with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Former Key Employee, Vice President & Chief Financial Officer of Houston Methodist Willowbrook Hospital. Keith O. Reeves, M.D. received all of his Part VII compensation from related organizations and held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Director (average hours per week of 2). Kevin J. Burns received all of his Part VII compensation from Houston Methodist Hospital and held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital - Officer, Assistant Treasurer & Secretary (average hours per week of 40), Diagnostic Center Hospital Director & Officer, Vice Chairperson/Secretary (average hours per week of 1), TMH Medical Office Buildings Director & Officer, Secretary/Treasurer (average hours per week of 1), Methodist Health Centers Officer, Assistant Secretary (average hours per week of 1), TMH Health Care Group Officer, Secretary (average hours per week of 1), Houston Methodist San Jacinto Hospital - Officer, Assistant Secretary (average hours per week of 1), Houston Methodist Research Institute Officer, Assistant Secretary (average hours per week of 1). Marc L. Boom, M.D. received all of his Part VII compensation from Houston Methodist Hospital and held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Director & Officer, President & Chief Executive Officer (average hours per week of 32), Diagnostic Center Hospital Corp. of Texas - ex officio, Director & Officer, Chairperson (average hours per week of 1), TMH Medical Office Buildings ex officio, Director & Officer, Chairperson (average hours per week of 2), Houston Methodist San Jacinto Hospital - ex officio, Director & Officer, Chairperson (average hours per week of 1), Methodist Health Centers - ex officio, Director & Officer, President & Chief Executive Officer (average hours per week of 2), Houston Methodist Research Institute - ex officio, Director (average hours per week of 1), TMH Health Care Group ex officio, Director & Officer, President & Chief Executive Officer (average hours per week of 1).
Mauro Ferrari, Ph.D. received all of his Part VII compensation from HoustonMethodist Research Institute and held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Director & Officer, President & Chief Executive Officer (average hours per week of 50). Noel R. Rainey received all of his Part VII compensation from Houston Methodist Hospital and held the following positions with the Central Organization and/or entities included in this Group return: TMH Medical Office Buildings - Director & Officer, President & Chief Executive Officer (average hours per week of 50). Ann Scanlon McGinity received all of her Part VII compensation from Houston Methodist Hospital and held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Key Employee, Senior Vice President & Chief Nursing Executive (average hours per week of 50). Bruce Kennedy, M.D. received all of his Part VII compensation from Houston Methodist San Jacinto Hospital and held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist San Jacinto Hospital - Key Employee, Vice President & Chief Medical Officer (average hours per week of 40). Edward A. Jones received all of his Part VII compensation from Houston Methodist Research Institute and held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist Research Institute - Key Employee, Vice President of Administration (average hours per week of 50). Janet Leatherwood received all of her Part VII compensation from Methodist Health Centers and held the following position with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Key Employee, Vice President & Chief Nursing Officer, Houston Methodist Sugar Land Hospital (average hours per week of 50). Jonathan Sturgis received all of his Part VII compensation from Houston Methodist San Jacinto Hospital and held the following position with the Central Organization and/or entities included in this Group return: Houston Methodist San Jacinto Hospital - Key Employee, Vice President & Chief Financial Officer (average hours per week of 50). Keith Barber received all of his Part VII compensation from Methodist Health Centers and held the following position with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Key Employee, Vice President & Chief Financial Officer of Houston Methodist Willowbrook Hospital (average hours per week of 50). Lowell Stanton received all of his Part VII compensation from Methodist Health Centers and held the following position with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Key Employee, Vice President & Chief Financial Officer of Houston Methodist Sugar Land Hospital (average hours per week of 50). Ramon Cantu received all of his Part VII compensation from Houston Methodist Hospital and held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Key Employee, Executive Vice President, Chief Legal Officer & Business and Strategic Development Officer (average hours per week of 50) TMH Medical Office Buildings Former, Director & Officer, Secretary/Treasurer, Diagnostic Center Hospital Former, Director & Officer, Vice Chairperson, Secretary/Treasurer, Houston Methodist San Jacinto Hospital Former, Officer, Assistant Secretary, Methodist Health Centers Former, Officer, Assistant Secretary, Houston Methodist Research Institute Former, Officer, Assistant Secretary, TMH Health Care Group Former, Officer, Secretary. Robert A. Phillips, M. D., Ph.D. received all of his Part VII compensation from Houston Methodist Hospital and held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Key Employee, Executive Vice President & Chief Medical Officer (average hours per week of 10), Methodist Health Centers Officer, Chief Medical Officer (average hours per week of 10). Roberta Schwartz received all of her Part VII compensation from Houston Methodist Hospital and held the following positions with the Central Organization and/or entities included in this Group return: Houston Methodist Hospital- Key Employee, Senior Vice President of Operations (average hours per week of 41), TMH Medical Office Buildings - Director (average hours per week of 1), Diagnostic Center Hospital Corp. of Texas - Director & Officer, President & Chief Executive Officer (average hours per week of 1). Sheila Fata received all of her Part VII compensation from Methodist Health Centers and held the following positions with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Key Employee, Vice President & Chief Nursing Officer of Houston Methodist Willowbrook Hospital (average hours per week of 50). Victoria Brownewell received all of her Part VII compensation from Methodist Health Centers and held the following positions with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Key Employee, Vice President & Chief Nursing Officer of Houston Methodist West Hospital (average hours per week of 50). Wayne M. Voss received all of his Part VII compensation from Methodist Health Centers and held the following positions with the Central Organization and/or entities included in this Group return: Methodist Health Centers - Director, Senior Vice President/Hospital, Chief Executive Officer Houston Methodist West Hospital (average hours per week of 50). Lauren P. Rykert received all of her Part VII compensation from Houston Methodist Hospital and held the following position: Houston Methodist Hospital- Senior Vice President - Human Resources (average hours per week of 50). Neal Copeland received all of his Part VII compensation from Houston Methodist Research Institute and held the following position: Houston Methodist Research Institute - Scientist (average hours per week of 50). Robert K Eardley received all of his Part VII compensation from Houston Methodist Hospital and held the following position: Houston Methodist Research Institute Senior Vice President/Chief Information Officer (average hours per week of 50). Stephen T. Wong, PhD received all of his Part VII compensation from Houston Methodist Research Institute and held the following position: Houston Methodist Research Institute - Director of Bioinformatics (average hours per week of 50). Susan H. Coulter received all of her Part VII compensation from Houston Methodist Hospital and held the following position: Houston Methodist Hospital - Senior Vice President Development Marketing & Public Relations (average hours per week of 50).
Part VII, Section A, Column BCertain officers/directors of the organizations of the Methodist Hospital Group (Group) are employees of Houston Methodist Hospital, Houston Specialty Physician Group (a subordinate organization within the Group but filing a separate return), Houston Methodist Hospital Foundation (a subordinate organization within the Group but filing a separate return) or its non-Group affiliates (related organizations). The officers and directors who are employed by these related organizations work a total of 50 hours per week on behalf of these organizations and other organizations of Houston Methodist. The compensation shown on Part VII and Schedule J reflects the total compensation earned for the officer/director for the combined hours spent working for all the organizations in the System.
Form 990, Part VII, Section BHouston Methodist Hospital, EIN 74-1180155 has elected to report certain professional contractors and certain other contractors on a consolidated basis for all of the members of the group, including the parent organization, on this Methodist Hospital Group "Group" return. This election is based upon Treasury Reg Section 1 6033-2(D)(5). As as result Methodist Hospital's two highest paid contractors are consolidated with the entities within the Group to represent the five highest paid contractors of the Group.
Form 990, Part XI, line 9:Change in Health Care Group 73,484,557. The Methodist Hospital Research Institute Use of Grant Fund - Equipment 97,301. Transfer from The Methodist Hospital-Service Organ. of Greater Houston -7,977,032. San Jacinto Medical Group Return Investment -45,775,108. Rounding 4.
Form 990, Part X - Balance SheetDiagnostic Center Hospital (DCH) of the Methodist Hospital Group does not follow SFAS 117. Due to software limitations, the section could not be presented properly and therefore Diagnostic Center Hospital's amount of Retained Earnings and Common Stock are included on line 27 instead of line lines 30 and 32. Line 30 - Capital Stock or trust principal, etc. - $37,482,581 Line 32 - Retained earnings, endowment, etc. - $13,282,950
Form 990, Part XII, Question 3a & 3bThe A-133 Audit referred to on lines 3a & 3b was obtained by Houston Methodist Research Institute.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
Methodist Hospital Self-Insurance Trust
6565 FanninHoustonTX77030741948396Insurance TrustTX501 ( c ) (3)Line 11a, IThe Methodist Hospital0
Methodist Primary Care Group
4401 Garth RoadBaytownTX77521760556120Healthcare EducationTX501 ( c ) (3)Line 11a, ITMH Health Care GroupYes (1)
Houston Methodist St John Hospital
18300 St John DrNassau BayTX77058464389870Health CareTX501 ( c ) (3)Line 3The Methodist Health Centers0
Houston Methodist St Catherine
701 S Fry RoadKatyTX77450464402004Health CareTX501 ( c ) (3)Line 3The Methodist Health Centers0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Medvest 1 LimitedBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line16565 FanninAddressLine1
CityHoustonCity
StateTXState
ZIP Code77030ZIPCode
FieldValueIRS element (for citing)
EIN760534067EIN
Primary ActivitiesHealth Care InvestmentsPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Medvest IncorporatedBusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeInvestmentPredominantIncomeTypeTxt
Share Of Total Income$692,844ShareOfTotalIncomeAmt
Share Of EOY Assets$1,525,012ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.99000OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Allied Methodist Hospital Physicians
6565 FanninHoustonTX77030760551274Physician GroupTXTMH Health Care GroupC$1,797,106$17,5851.00000Yes (1)
Medvest Holdings Inc
6565 FanninHoustonTX77030760667765Health Care InvestmentsTXC0N/A
Medvest Incorporated
6565 FanninHoustonTX77030760182470PharmacyTXTMH Health Care GroupC$8,297,926$8,082,8141.00000Yes (1)
Methodist International
6565 FanninHoustonTX77030300347273Health Care ConsultingTXTMH Health Care GroupC$58,2261.00000Yes (1)
Methodist Willowbrook MOB Condominium Assoc
6565 FanninHoustonTX77030680500294Condo AssocTXTMH Medical Office BldgC0.16470Yes (1)
Methodist Willowbrook MOB Condominium Assoc II
6565 FanninHoustonTX77030262137993Condo AssocTXTMH Medical Office BldgC0.92570Yes (1)
San Jacinto Methodist - Alexander Condominium Assoc
6565 FanninHoustonTX77030470921764Condo AssocTXTMH Medical Office BldgC0.05660Yes (1)
SJMH Condominium Association
6565 FanninHoustonTX77030412096917Condo AssocTXTMH Medical Office BldgC0.68110Yes (1)
The Methodist Hospital Condominium Association
6565 FanninHoustonTX77030861065871Condo AssocTXTMH Medical Office BldgC0.77180Yes (1)
TMH Medical Office Buildings Condominium Assoc
6565 FanninHoustonTX77030760287893Condo AssocTXTMH Medical Office BldgC0.38760Yes (1)
Methodist West Houston Medical Office Building Condo Assoc
6565 FanninHoustonTX77030300655123Condo AssocTXTMH Medical Office BldgC0.637400
Methodist Delaware
6565 FanninHoustonTX77030462417339Health Care ConsultingDEC0N/A
The Methodist Health Care System Short Term Disabiity Plan Trust
6565 FanninHoustonTX77030766161019Insurance TrustTXT0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Houston Methodist Primary Care GroupBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeATransactionTypeTxt
Involved$107,640InvolvedAmt
Method Of Amount DeterminationFair Market ValueMethodOfAmountDeterminationTxt

Affiliate Listing AffiliateListing

Affiliate Listing AffiliateListingGrp (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINBusiness Name ControlBusinessNameControlTxt
San Jacinto Methodist Hospital
4401 Garth RoadBaytownTX77521741287015SANJ
Diagnostic Center Hospital Corp of Texas
6565 Fannin GB240HoustonTX77030741542108DIAG
TMH Health Care Group
6565 Fannin GB240HoustonTX77030760125389TMHH
TMH Medical Office Buildings
6565 Fannin GB240HoustonTX77030760249255TMHM
Methodist Health Centers
6565 Fannin GB240HoustonTX77030760545192METH
The Methodist Hospital Research Institute
6565 Fannin GB240HoustonTX77030870721923METH
TMH Physician Associates PLLC
6565 Fannin GB240HoustonTX77030300520570TMHP
Methodist Pathology Associates PLLC
6565 Fannin GB240HoustonTX77030371520288METH
Methodist Radiology Associates PLLC
6565 Fannin GB240HoustonTX77030383768845METH
TMH Physicians and Surgeons PLLC
6565 Fannin GB240HoustonTX77030455185756TMHP

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