METHODIST HOSPITAL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- METHODIST HOSPITAL (EIN 76-0094743)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349308620
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T15:18:29-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Bagby Street Suite 4500 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770024196 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760094743 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE METHODIST HOSPITAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | METH | NameControl |
| Phone | 8326676160 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 Fannin No GB240 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770302703 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Edward L Tyrrell | Name |
| Title | Treasurer | Title |
| Phone | 8326676160 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Frank | Name |
| PTIN | P00287234 | PTIN |
| Phone | 7139822000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Marc L Boom MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 Fannin No GB240 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770302703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 40257197 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 5792 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.methodisthealth.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O.Part I, Line 1 and Part III, Line 1:Describe the Organization's Mission:This Organization is part of The Methodist Hospital System, 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 teacthing and research. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 32 | TotalNbrEmployees |
| Total Nbr Volunteers | 84 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 19169351 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23833194 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1176778 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2471395 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -569205 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13018308 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -289610 | OtherRevenuePriorYear |
| Other Revenue Current Year | -240222 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19487314 | TotalRevenuePriorYear |
| Total Revenue Current Year | 39082675 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10097173 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11102983 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2475885 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2567263 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3910757 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1420454 | OtherExpensePriorYear |
| Other Expenses Current Year | 1815498 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13993512 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15485744 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5493802 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 23596931 | RevenuesLessExpensesCY |
| Total Assets BOY | 187958992 | TotalAssetsBOY |
| Total Assets EOY | 211521980 | TotalAssetsEOY |
| Total Liabilities BOY | 1503519 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1469576 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 186455473 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 210052404 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | See Schedule O. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11102983 | Expense |
| Grants | 11102983 | Grants |
| Revenue | 2471395 | Revenue |
| Description | Contributions to the Methodist Hospital Foundation are used to fund various research, special purpose, or other designated Endowment Programs as requested by the donor. Special Purpose Funds can designate specialty care for indigent patients or other things such as Stroke Awareness Programs for the community. Research Designated Fund donations support things such as the work of doctors in education and research, scientists in the General Internal Medicine discipline, or research for nanotechnology in treating brain cancers. | Description |
| Total Program Service Expense | 11102983 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 32 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Edward L Tyrrell FACHE | NamePerson |
| Telephone Number | 8326676160 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 Fannin | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77030 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Marc L Boom | ||||||||||
| Director-President & CEO | 10.00 | 40.00 | X | X | 0 | 1225857 | 48961 | |||
| Morrie K Abramson | ||||||||||
| Director | 1.00 | 3.00 | X | 0 | 0 | 0 | ||||
| John F Bookout | ||||||||||
| Director-Chairperson | 1.00 | 7.00 | X | X | 0 | 0 | 0 | |||
| Michael M Cone | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Emily A Crosswell | ||||||||||
| Director-Secretary | 1.00 | 5.00 | X | X | 0 | 0 | 0 | |||
| Charles W Duncan | ||||||||||
| Director | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| John S SteveDunn Jr | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Marvy Finger | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| John W Johnny Johnson | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Raleigh W Johnson Jr | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Vidal G Martinez | ||||||||||
| Director | 1.00 | 2.00 | X | 0 | 0 | 0 | ||||
| Robert K Moses Jr | ||||||||||
| Director | 1.00 | 3.00 | X | 0 | 0 | 0 | ||||
| David M Underwood | ||||||||||
| Director-Vice Chair | 1.00 | 4.00 | X | X | 0 | 0 | 0 | |||
| James V Jim Walzel | ||||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||||
| Elizabeth Blanton Wareing | ||||||||||
| Director | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| Ewing Werlein Jr ex officio | ||||||||||
| Director | 2.00 | 7.00 | X | 0 | 0 | 0 | ||||
| Edward L Tyrrell | ||||||||||
| Treasurer | 2.00 | 48.00 | X | 0 | 497258 | 45847 | ||||
| Ramon M Cantu | ||||||||||
| Asst Secretary | 2.00 | 48.00 | X | 0 | 942571 | 76348 | ||||
| Susan Coulter | ||||||||||
| Sr Vice President | 50.00 | 0.00 | 449168 | 0 | 47348 | X | ||||
| Cynthia Riley | ||||||||||
| VP of Development-part year | 50.00 | 0.00 | 202150 | 0 | 25039 | X | ||||
| Nanette Duhon | ||||||||||
| Department Director | 50.00 | 0.00 | 149874 | 0 | 18132 | X | ||||
| Sandra Nauert | ||||||||||
| Department Director | 50.00 | 0.00 | 144999 | 0 | 36868 | X | ||||
| Angelica Garza | ||||||||||
| Department Director | 50.00 | 0.00 | 104727 | 0 | 22104 | X | ||||
| Ronald G Girotto | ||||||||||
| Former Officer | 0.00 | 0.00 | 0 | 1764373 | 32850 | X | ||||
| John E Hagale | ||||||||||
| Former Officer | 0.00 | 0.00 | 0 | 318082 | 38233 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1050918 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4748141 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 391730 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Spawglass Construction | |||||
| 13800 West Road | Houston | TX | 77041 | Construction Services | 331815 |
| Richards Carlberg Inc | |||||
| 1900 West Loop South Ste 1100 | Houston | TX | 77027 | Promotional Services | 135827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 249876 | FundraisingEvents |
| All Other Contributions | 23583318 | AllOtherContributions |
| Noncash Contributions | 942426 | NoncashContributions |
| Total Contributions | 23833194 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Revenues | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2471395 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2471395 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2471395 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13226692 | TotalRevenueColumn |
| Exclusion | $13,226,692 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 635541 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 634805 | Securities |
| Other | 209120 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 736 | Securities |
| Other | -209120 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -208384 | TotalRevenueColumn |
| Exclusion | -$208,384 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 90375 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 249876 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 330597 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -240222 | TotalRevenueColumn |
| Exclusion | -$240,222 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39082675 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2471395 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,778,086 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11102983 | Total |
| Program Services | 11102983 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496515 | Total |
| Fundraising | 496515 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1645296 | Total |
| Fundraising | 1645296 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197147 | Total |
| Fundraising | 197147 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102190 | Total |
| Fundraising | 102190 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126115 | Total |
| Fundraising | 126115 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 451799 | Total |
| Management And General | 449004 | ManagementAndGeneral |
| Fundraising | 2795 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23000 | Total |
| Management And General | 23000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 996975 | Total |
| Fundraising | 996975 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575 | Total |
| Fundraising | 575 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213494 | Total |
| Fundraising | 213494 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62306 | Total |
| Fundraising | 62306 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56866 | Total |
| Fundraising | 56866 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10055 | Total |
| Fundraising | 10055 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| Property Taxes | 329 | 329 |
| Other Expenses | 99 | 99 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15485744 | Total |
| Program Services | 11102983 | ProgramServices |
| Management And General | 472004 | ManagementAndGeneral |
| Fundraising | 3910757 | Fundraising |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39706686 | BOY |
| EOY | 39743892 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14558361 | BOY |
| EOY | 5631973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 346500 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 252150 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38531 | BOY |
| EOY | 94350 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94666680 | BOY |
| EOY | 117338344 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38988734 | BOY |
| EOY | 48713421 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187958992 | BOY |
| EOY | 211521980 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1503519 | BOY |
| EOY | 1469576 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1503519 | BOY |
| EOY | 1469576 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23619100 | BOY |
| EOY | 19547460 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60511598 | BOY |
| EOY | 73572400 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102324775 | BOY |
| EOY | 116932544 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186455473 | BOY |
| EOY | 210052404 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187958992 | BOY |
| EOY | 211521980 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 23596931 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Methodist Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741180155 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $10,174,832 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 10174832 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 114050454 | BeginningOfYearBalance |
| Contributions | 14531995 | Contributions |
| Investment Earnings Or Losses | 11436847 | InvestmentEarningsOrLosses |
| Other Expenditures | 2341804 | OtherExpenditures |
| End Of Year Balance | 142361100 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 105888889 | BeginningOfYearBalance |
| Contributions | 9226495 | Contributions |
| Investment Earnings Or Losses | -508641 | InvestmentEarningsOrLosses |
| Other Expenditures | -556289 | OtherExpenditures |
| End Of Year Balance | 114050454 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82721284 | BeginningOfYearBalance |
| Contributions | 20659008 | Contributions |
| Investment Earnings Or Losses | 8564737 | InvestmentEarningsOrLosses |
| Other Expenditures | -6056140 | OtherExpenditures |
| End Of Year Balance | 105888889 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61269374 | BeginningOfYearBalance |
| Contributions | 13855093 | Contributions |
| Investment Earnings Or Losses | 11116253 | InvestmentEarningsOrLosses |
| Other Expenditures | -3519436 | OtherExpenditures |
| End Of Year Balance | 82721284 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43868781 | BeginningOfYearBalance |
| Contributions | 2447456 | Contributions |
| Investment Earnings Or Losses | 16521527 | InvestmentEarningsOrLosses |
| Other Expenditures | -1558625 | OtherExpenditures |
| End Of Year Balance | 61269374 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82140 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17860 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 346500 | OtherCostOrOtherBasis |
| Depreciation | 252150 | Depreciation |
| Book Value | 94350 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 94350 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Other Assets | 2157271 |
| Due from Sole Member | 46556150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 48713421 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 39413272 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 330597 | OtherRevenues |
| Revenue Not Rptd F990 | 330597 | RevenueNotRptdF990 |
| Revenue Subtotal | 39082675 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 39082675 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15816341 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 330597 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 330597 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15485744 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15485744 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The Organization's permanently restricted net assets consist of 67 individual endowment accounts. Unless otherwise directed by the donor, gifts received for endowment accounts are invested consistent with The Methodist Hospital's approved investment policy. Unless otherwise directed by the donor, The Foundation has a policy of annually appropriating a certain percentage of each endowment account, which is then available to be spent consistent with donor intent. In order to preserve the real value of a donor's gift and to sustain funding consistent with donor intent, the annual appropriation rate is set to strike a reasonable balance between long-term objectives of preserving and growing each endowment fund for the future and providing stable, year-to-year appropriation amounts. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The Methodist Hospital Foundation's financial statements are included in the consolidated finanical statements of The Methodist Hospital System (TMHS), which are audited by an independent accountant. TMHS did not recognize any adjustments related to uncertain tax positions as of December 31, 2012. |
| Part XI, Line 2d - Other Adjustments: | Amount represents direct expenses of fundraising activities as reported on Form 990, Part VIII, line 8b. 330,597. | |
| Part XII, Line 2d - Other Adjustments: | Amount represents direct expenses of fundraising activities as reported on Form 990, Part VIII, line 8b. 330,597. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | S4S | NameOfEvent1 |
| Gross Receipts Event1 | 340251 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 249876 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 90375 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 12826 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 116081 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 56046 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 145644 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 340251 | GrossReceiptsTotal |
| Charitable Contributions Total | 249876 | CharitableContributionsTotal |
| Gross Revenue Total Events | 90375 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 12826 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 116081 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 56046 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 145644 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 330597 | DirectExpenseSummaryEvents |
| Net Income Summary | -240222 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| The Methodist Hospital | |||||||
| 6565 Fannin GB240 | Houston | TX | 77030 | 741180155 | 501 C (3) | 10174832 | Program Service Support and transfer Restricted Funds for purchase of capital equipment |
| Nora's Life Gift Foundation | |||||||
| PO Box 8350 | Houston | TX | 772888350 | 621763895 | 501 C (3) | 928151 | Housing for transplant patients. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Review and approval procedures are in place to ensure that restricted funds are used consistent with donor intent. Prior to The Methodist Hospital Foundation's 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; (4) The requesting organization's mission and services should not duplicate and must not conflict with those of The Methodist Hospital. Periodic reports were reviewed to ensure the funds were used to support indigent care service of the community. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marc L Boom | ||||||||||||||
| Director-President & CEO | 0 | 911358 | 0 | 245963 | 0 | 68536 | 0 | 25725 | 0 | 23236 | 0 | 1274818 | 0 | 0 |
| Edward L Tyrrell | ||||||||||||||
| Treasurer | 0 | 342783 | 0 | 100985 | 0 | 53490 | 0 | 25725 | 0 | 20122 | 0 | 543105 | 0 | 0 |
| Ramon M Cantu | ||||||||||||||
| Asst Secretary | 0 | 596071 | 0 | 219426 | 0 | 127074 | 0 | 25743 | 0 | 50605 | 0 | 1018919 | 0 | 0 |
| Susan Coulter | ||||||||||||||
| Sr Vice President | 322882 | 0 | 110124 | 0 | 16162 | 0 | 20957 | 0 | 26391 | 0 | 496516 | 0 | 0 | 0 |
| Cynthia Riley | ||||||||||||||
| VP of Development-part year | 109840 | 0 | 55584 | 0 | 36726 | 0 | 16836 | 0 | 8203 | 0 | 227189 | 0 | 0 | 0 |
| Nanette Duhon | ||||||||||||||
| Department Director | 132633 | 0 | 14361 | 0 | 2880 | 0 | 12191 | 0 | 5941 | 0 | 168006 | 0 | 0 | 0 |
| Sandra Nauert | ||||||||||||||
| Department Director | 122223 | 0 | 20998 | 0 | 1778 | 0 | 11362 | 0 | 25506 | 0 | 181867 | 0 | 0 | 0 |
| Ronald G Girotto | ||||||||||||||
| Former Officer | 0 | 35358 | 0 | 700000 | 0 | 1029015 | 0 | 21688 | 0 | 11162 | 0 | 1797223 | 0 | 0 |
| John E Hagale | ||||||||||||||
| Former Officer | 0 | -17533 | 0 | 221430 | 0 | 114185 | 0 | 20700 | 0 | 17533 | 0 | 356315 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | Schedule J, Part I, Line 3: The CEO of this organization is employed by a related organization who utilized the following items to establish compensation: (1) compensation committee; (2) independent compensation consultant; (3) compensation survey or study; (4) approval by the board or compensation committee. Schedule J, Part I, Line 4a: The Methodist Hospital System 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. Schedule J, Part I, Line 4b: Marc L Boom: $46,936, Ramon Cantu: $72,441, Ronald G Girotto: $588,931, Edward L Tyrrell: $16,772, John E Hagale: $96,651, Susan Coulter: $33,860 and Cynthia Riley: $13,904, were all current year contributions made to the 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. Schedule J, Part I, Line 7: This organization provides 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. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 305170 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal Value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 634805 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Camera and Watches, misc items | 3 | 1614 | FMV |
| X | Gift Certificates | 22 | 838 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributors: | Part I, Column (b): | These numbers represent the number of contributors. |
| Third Party Use: | Part I, Line 32b: | Stock Contributions are sold by outside agencies. Works of Art are accepted and displayed where appropriate or requested by donor. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | The sole corporate member is The Methodist Hospital. |
| Form 990, Part VI, Section A, line 7a | The Corporate Member of the organization (The Methodist Hospital) appoints the Board of Directors. |
| Form 990, Part VI, Section A, line 7b | The Corporate Member of the organization (The Methodist Hospital) reserves the following powers: - to appoint and remove with or without cause the Directors of the organization; - to approve the incurrence by the organization of any indebtedness and all guarantees of the debt of another party; - to approve the annual operating and capital budgets of the organization after they are prepared and approved by the organization's Board of Directors; - to approve the dissolution of the organization; - to approve the organization's participation in partnerships and joint ventures; - to approve the acquisition or disposition by the organization of real property from or to a non-Corporation controlled organization through ownership, lease or otherwise; - to approve the disposition or acquisition by the organization 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 organization in its actions as the corporate member or shareholder of other organizations, 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 11 | Management, 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, Board members are provided a copy of the Form 990 (including required schedules), and management team members are available to answer any Board Members' questions. |
| Form 990, Part VI, Section B, line 12c | All 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 Committee and Board 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 15 | The Methodist Hospital (TMH) (sole corporate member) follows IRS regulations as it relates to establishing a rebuttable presumption of reasonableness related to total compensation of the CEO of this organization as well as other key employees and compensated officers of the organization 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 the Board 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 2012, the Board Committee reviewed and recommended compensation packages for the following positions: - President/CEO, The Methodist Hospital who also serves as President/CEO for The Methodist Hospital Foundation 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 19 | The governing documents (except for the Articles of Incorporation, which are on file with the Secretary of the State of Texas) and conflict of interest policy of the organization are not made available to the general public. Financial Statements are made available to the general public upon written request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Methodist Hospital Self Insurance Trust | ||||||||||
| 6565 Fannin | Houston | TX | 77030 | 741948396 | Insurance Trust | TX | 501 (c)(3) | Line 11a, I | The Methodist Hospital | 0 |
| San Jacinto Family Practice Educ Fdn | ||||||||||
| 4401 Garth Road | Baytown | TX | 77521 | 760556120 | Health Care Education | TX | 501 (c)(3) | Line 11a, I | San Jacinto Methodist Hosp | 0 |
| San Jacinto Medical Group | ||||||||||
| 4401 Garth Road | Baytown | TX | 77521 | 760516915 | Health Care | TX | 501 (c)(3) | Line 11a, I | San Jacinto Methodist Hosp | 0 |
| The Methodist Health Care Sys STD Plan Trust | ||||||||||
| 6565 Fannin | Houston | TX | 77030 | 766161019 | Insurance Trust | TX | Section 671 | N/A | The Methodist Hospital | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Medvest 1 Limited Partnership | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 Fannin | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760534067 | EIN |
| Primary Activity | Health Care Investments | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| Allied Methodist Hospital Physicians | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 760551274 | Physician Group | TX | N/A | C | 0 |
| Methodist International | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 300347273 | Health Care Consulting | TX | N/A | C | 0 |
| Medvest Holdings Inc | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 760667765 | Health Care Investments | TX | N/A | C | 0 |
| Medvest Incorporated | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 760182470 | Pharmacy | TX | N/A | C | 0 |
| Methodist West Houston MOB Condominium Association | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 300655123 | Condominium Association | TX | N/A | C | 0 |
| Methodist Willowbrook MOB Condominium Association | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 680500294 | Condominium Association | TX | N/A | C | 0 |
| Methodist Willowbrook MOB Condominium Association II | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 262137993 | Condominium Association | TX | N/A | C | 0 |
| San Jacinto Methodist-Alexander Condominium Association | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 470921764 | Condominium Association | TX | N/A | C | 0 |
| SJMH Condominium Association | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 412096917 | Condominium Association | TX | N/A | C | 0 |
| The Methodist Hospital Condominium Association | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 861065871 | Condominium Association | TX | N/A | C | 0 |
| TMH Medical Office Buildings Condominium Association | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 760287893 | Condominium Association | TX | N/A | C | 0 |
| Methodist Delaware | |||||||||
| 6565 Fannin | Houston | TX | 77030 | 462417339 | Health Care Consulting | DE | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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