DALLAS METHODIST HOSPITALS FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DALLAS METHODIST HOSPITALS FOUNDATION INC (EIN 75-1548343)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202622269349302952
- Schema version
- 2024v5.1
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T13:51:53+00:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 415375658 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 13TH ST NW SUITE 852 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751548343 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS METHODIST HOSPITALS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DALL | BusinessNameControlTxt |
| Phone | 2149474510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N BECKLEY AVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M JOHNSTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2026-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE LENIVY | PreparerPersonNm |
| PTIN | P01635350 | PTIN |
| Phone | 2026245555 | PhoneNum |
| Preparation | 2026-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HEALTH SYSTEM FOUNDATION | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M JOHNSTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N BECKLEY AVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,498,428 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.METHODISTHEALTHSYSTEM.ORG/GIVING/METHODIST-HEALTH-SYSTEM-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS TO INCREASE THE COMMUNITY AWARENESS OF AND TO SUPPORT THE EXEMPT PURPOSE AND CHARITABLE FUNCTIONS OF THE METHODIST HEALTH SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 63 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 58 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 61 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,512,482 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,695,174 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,775,870 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,561,303 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$430,539 | PYOtherRevenueAmt |
| CY Other Revenue | -$295,009 | CYOtherRevenueAmt |
| PY Total Revenue | $16,857,813 | PYTotalRevenueAmt |
| CY Total Revenue | $16,961,468 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,146,716 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,170,227 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,209,584 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,157,067 | PYOtherExpensesAmt |
| CY Other Expenses | $3,339,853 | CYOtherExpensesAmt |
| PY Total Expenses | $10,303,783 | PYTotalExpensesAmt |
| CY Total Expenses | $16,510,080 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,554,030 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $451,388 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $167,486,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,965,884 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,298,734 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,870,678 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $166,188,059 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $179,095,206 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RAISE FUNDS TO SUPPORT PROGRAMS OF AND INCREASE THE COMMUNITY AWARENESS OF THE EXEMPT PURPOSE AND CHARITABLE FUNCTIONS OF THE METHODIST HEALTH SYSTEM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,170,227 | ExpenseAmt |
| Grant | $13,170,227 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS TO SUPPORT THE CHARITABLE OPERATIONS AND EXEMPT PURPOSE OF THE METHODIST HEALTH SYSTEM. | Desc |
| Total Program Service Expenses | $13,170,227 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 63 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 58 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG BJERKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2149474512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N BECKLEY AVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| CRAIG A ALBERT | |||||||
| SECRETARY | 0.1 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRAIG BJERKE | |||||||
| TREASURER & CFO | 0.1 | 41.1 | Yes (X) | Yes (X) | $0 | $1,536,500 | $166,171 |
| D MICHAEL REDDEN | |||||||
| ASSISTANT SECRETARY | 0.1 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES M JOHNSTON | |||||||
| PRESIDENT | 0.1 | 40.1 | Yes (X) | Yes (X) | $0 | $683,512 | $44,541 |
| PETE SCHENKEL | |||||||
| VICE CHAIR (UNTIL NOVEMBER 2024) | 0.1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| R STEPHEN FOLSOM | |||||||
| CHAIR | 0.1 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RODERICK WASHINGTON | |||||||
| ASSISTANT TREASURER | 0.1 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| A JOE SAAD MD | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $22,000 | $0 | |
| ALLIE BETH ALLMAN | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| ASHLEE KLEINERT | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| AUBREY M CONNATSER | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| BARBARA HOGUE | |||||||
| TRUSTEE (BEGINNING JANUARY 2025) | 0.1 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| BETH THOELE | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| BOBBY B LYLE | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| BRYAN TRUBEY | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| CAROL SEAY | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| COMPTON BRODERS MD | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| CONNIE O'NEILL | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| CRAIG D HODGES | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| CURTIS C FARMER | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| DAVID B MILLER | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| DAVID S HUNTLEY | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| DEBRA TIPPETT | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| DONALD A BERG | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| FRANK MIHALOPOULOS | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE A SHAFER | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| GERALD B ALLEY | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| HAROLD MACDOWELL | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| HELEN REQUILMAN | |||||||
| TRUSTEE (BEGINNING JANUARY 2025) | 0.1 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| J RANDALL CANEDY | |||||||
| TRUSTEE | 0.1 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| JACK LOWE JR | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| JAMES C SCOGGIN JR | |||||||
| TRUSTEE | 0.1 | 40.3 | Yes (X) | $0 | $4,016,230 | $62,489 | |
| JAMES W KEYES | |||||||
| TRUSTEE (BEGINNING JANUARY 2025) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| JEANNE PHILLIPS | |||||||
| TRUSTEE (BEGINNING JANUARY 2025) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| JEROME GARZA | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| JIM FRANCIS JR | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| JOE B FORTSON III | |||||||
| TRUSTEE | 0.1 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| JOHN M COLLINS | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| JOHN R FORD | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| JUDY GIBBS | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| JULIE YARBROUGH | |||||||
| TRUSTEE | 0.1 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| KATIE H ROBBINS | |||||||
| TRUSTEE (BEGINNING JANUARY 2025) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| LARRY L HELM | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| LEVI H DAVIS | |||||||
| TRUSTEE | 0.1 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL L HUTTON | |||||||
| TRUSTEE | 0.1 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL S RAWLINGS | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE R THOMAS | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| NANCY ANN HUNT | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| NANCY S BIERMAN | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| NIMESH PATEL MD | |||||||
| TRUSTEE | 0.1 | 40.1 | Yes (X) | $0 | $2,167,634 | $25,052 | |
| PAT FAUBION | |||||||
| TRUSTEE | 0.1 | 0.1 | Yes (X) | $0 | $0 | $0 | |
| PAT SCHENKEL | |||||||
| TRUSTEE (BEGINNING DECEMBER 2024) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| PAUL R SEEGERS | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| R GERALD TURNER PHD | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| REBEKAH B MITCHELL | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| REV APRIL JOHNSON BRISTOW DMIN | |||||||
| TRUSTEE (THROUGH DECEMBER 2024) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| REV MARK CRAIG | |||||||
| TRUSTEE (THROUGH DECEMBER 2024) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| REV MITCHELL BOONE | |||||||
| TRUSTEE (BEGINNING JANUARY 2025) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| REV PAUL RASMUSSEN | |||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| REV STANLEY R COPELAND D MIN | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT E EDMONSON MD | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| ROLAND G PARRISH | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| RON RICKS | |||||||
| TRUSTEE (THROUGH DECEMBER 2024) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| RONALD G STEINHART | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| SELWIN BELOFSKY | |||||||
| TRUSTEE | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| STACEY MCCORD | |||||||
| TRUSTEE (BEGINNING JANUARY 2025) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| SYLVIA HARGRAVE MD | |||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $229,760 | $0 | |
| TUCKER BRIDWELL | |||||||
| TRUSTEE | 0.1 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM J BENNETT MD | |||||||
| TRUSTEE (THROUGH DECEMBER 2024) | 0.1 | 0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,655,636 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $298,253 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $70,277 | FederatedCampaignsAmt |
| Fundraising | $91,494 | FundraisingAmt |
| Related Organizations | $9,715 | RelatedOrganizationsAmt |
| All Other Contributions | $10,523,688 | AllOtherContributionsAmt |
| Noncash Contributions | $1,260 | NoncashContributionsAmt |
| Total Contributions | $10,695,174 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,180,040 | TotalRevenueColumnAmt |
| Exclusion | $4,180,040 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,580 | TotalRevenueColumnAmt |
| Exclusion | $12,580 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,194,428 | SecuritiesAmt |
| Other | $266,800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,079,965 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,114,463 | SecuritiesAmt |
| Other | $266,800 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,381,263 | TotalRevenueColumnAmt |
| Exclusion | $2,381,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $149,406 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $91,494 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $456,995 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$307,589 | TotalRevenueColumnAmt |
| Exclusion | -$307,589 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,961,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,266,294 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,925,777 | TotalAmt |
| Program Services | $12,925,777 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,450 | TotalAmt |
| Program Services | $244,450 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,848 | TotalAmt |
| Management And General | $28,848 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,071 | TotalAmt |
| Management And General | $27,071 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,948 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $26,948 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,512 | TotalAmt |
| Fundraising | $61,512 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,382 | TotalAmt |
| Fundraising | $213,382 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,700 | TotalAmt |
| Fundraising | $97,700 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,575 | TotalAmt |
| Management And General | $59,380 | ManagementAndGeneralAmt |
| Fundraising | $3,195 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REIMBURSEMENT SALARIES & BENEFITS MHS | $2,806,847 | $0 | $0 | $2,806,847 |
| OTHER OPERATING COSTS | $14,970 | $0 | $14,970 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,510,080 | TotalAmt |
| Program Services | $13,170,227 | ProgramServicesAmt |
| Management And General | $130,269 | ManagementAndGeneralAmt |
| Fundraising | $3,209,584 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,639 | BOYAmt |
| EOY | $45,588 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,642,056 | BOYAmt |
| EOY | $14,556,983 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,995,267 | BOYAmt |
| EOY | $1,906,587 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,618 | BOYAmt |
| EOY | $124,572 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,400 | BOYAmt |
| EOY | $80,400 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,617,813 | BOYAmt |
| EOY | $164,251,754 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,486,793 | BOYAmt |
| EOY | $180,965,884 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,734 | BOYAmt |
| EOY | $1,870,678 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,734 | BOYAmt |
| EOY | $1,870,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,962,975 | BOYAmt |
| EOY | $124,711,074 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,225,084 | BOYAmt |
| EOY | $54,384,132 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,188,059 | BOYAmt |
| EOY | $179,095,206 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,486,793 | BOYAmt |
| EOY | $180,965,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $451,388 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,455,759 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,845,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,346,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,811,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,512,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,695,174 | CurrentTaxYearAmt |
| Total | $45,211,735 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,845,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,346,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,811,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,512,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,695,174 | CurrentTaxYearAmt |
| Total | $45,211,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,303,512 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,908,223 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,762,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,260,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,311,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,987,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,192,620 | CurrentTaxYearAmt |
| Total | $15,514,989 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,406 | CurrentTaxYearAmt |
| Total | $562,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,289,606 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65114 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10 OTHER INCOME | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - FUNDRAISING REVENUE, COLUMN A - 0.0, COLUMN B - 84500.0, COLUMN C - 184154.0, COLUMN D - 144822.0, COLUMN E - 149406.0, COLUMN F - 562882.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,474,065 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,567,449 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,325,013 | OtherExpendituresAmt |
| End Year Balance | $125,716,501 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,386,063 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $25,225,341 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,137,339 | OtherExpendituresAmt |
| End Year Balance | $115,474,065 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,493,160 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $13,402,505 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,509,602 | OtherExpendituresAmt |
| End Year Balance | $94,386,063 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,787,905 | BeginningYearBalanceAmt |
| Contributions | $1,200 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,302,635 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,993,310 | OtherExpendituresAmt |
| End Year Balance | $84,493,160 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,094,390 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $23,541,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,847,617 | OtherExpendituresAmt |
| End Year Balance | $107,787,905 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.9185 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0415 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,400 | OtherCostOrOtherBasisAmt |
| Book Value | $80,400 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,400 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAXES | |
| DUE TO METHODIST HOSPITALS OF DALLAS | $1,840,239 |
| GIFT ANNUITY OBLIGATION | $30,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,870,678 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS | THE PRIMARY INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT INDIGENT CARE, EDUCATION, TRAINING, RESEARCH, CAPITAL IMPROVEMENTS AND OTHER PROGRAMS THAT SUPPORT HEALTH CARE IN THE METHODIST HEALTH CARE SYSTEM SERVICE AREA. |
| SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE ("IRC") OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC, AS EVIDENCED BY THE FOUNDATION'S DETERMINATION LETTER DATED JUNE 1977. THE FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1), AND AS SUCH, CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE FOUNDATION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE FOUNDATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME TAX LIABILITY OR EXPENSE FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. THE FOUNDATION HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. THE FOUNDATION DOES NOT HAVE ANY OUTSTANDING INTEREST OR PENALTIES, AND NONE HAVE BEEN RECORDED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS FOR THE YEARS ENDED SEPTEMBER 30, 2025 OR 2024. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FOLSON AWARD DINNER | Event1Nm |
| Gross Receipts Event1 | $179,400 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $91,494 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $87,906 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $300,144 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $50,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $54,410 | OtherDirectExpensesEvent1Amt |
| Event2 | EAGLE SOCIETY DINNER | Event2Nm |
| Gross Receipts Event2 | $61,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $61,500 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $39,443 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,550 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $10,198 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $240,900 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $91,494 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $149,406 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $300,144 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $39,443 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $52,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $64,608 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $456,995 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$307,589 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| METHODIST HOSPITALS OF DALLAS | |||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 750800661 | 501(C)(3) | $12,836,191 | GENERAL PROGRAM SUPPORT |
| METHODIST COMMUNITY COLLABORATIVE | |||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75219 | 264193362 | 501(C)(3) | $89,586 | GENERAL PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HELEN M JACOBS SCHOLARSHIP | 68 | $137,400 |
| RG RUFFING SCHOLARSHIP | 36 | $62,550 |
| PHILLIPS NURSING SCHOLARSHIP | 2 | $25,000 |
| CHARLTON JR VOLUNTEERS SCHOLARSHIP | 3 | $7,000 |
| ALLIE R DIXON SCHOLARSHIP | 5 | $5,000 |
| LOLA R MORGAN SCHOLARSHIP | 3 | $4,000 |
| H&M GOLDEN SCHOLARSHIP | 2 | $3,500 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART III PROCEDURES FOR MONITORING USE OF SCHOLARSHIP FUNDS | SCHOLARSHIP FUNDS ARE DIRECTED BY THE METHODIST HOSPITALS OF DALLAS HUMAN RESOURCES DEPARTMENT. THIS DEPARTMENT SUBMITS THE AMOUNTS TO BE PAID FOR SCHOLARSHIPS TO THE ORGANIZATION WHO THEN FUNDS THE SCHOLARSHIPS BASED ON THE POLICIES OF METHODIST HOSPITALS OF DALLAS. |
| SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | GRANTS ARE TO THE PARENT ORGANIZATION OF THE FOUNDATION AND OTHER ORGANIZATIONS, AND ARE GUIDED BY THE POLICIES OF THE METHODIST HOSPITALS OF DALLAS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG BJERKE | ||||||||||||||
| TREASURER & CFO | $0 | $768,657 | $0 | $662,617 | $0 | $105,226 | $0 | $129,066 | $0 | $37,105 | $0 | $1,702,671 | $0 | $94,571 |
| JAMES M JOHNSTON | ||||||||||||||
| PRESIDENT | $0 | $370,155 | $0 | $238,395 | $0 | $74,962 | $0 | $14,912 | $0 | $29,629 | $0 | $728,053 | $0 | $0 |
| JAMES C SCOGGIN JR | ||||||||||||||
| TRUSTEE | $0 | $1,652,009 | $0 | $1,627,409 | $0 | $736,812 | $0 | $17,250 | $0 | $45,239 | $0 | $4,078,719 | $0 | $331,342 |
| NIMESH PATEL MD | ||||||||||||||
| TRUSTEE | $0 | $1,444,269 | $0 | $721,655 | $0 | $1,710 | $0 | $16,895 | $0 | $8,157 | $0 | $2,192,686 | $0 | $0 |
| SYLVIA HARGRAVE MD | ||||||||||||||
| TRUSTEE | $0 | $229,760 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $229,760 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION | COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS PAID BY METHODIST HOSPITALS OF DALLAS, WHICH USES A FORMAL REVIEW PROCESS TO REVIEW COMPENSATION OF EMPLOYEES. THE FORMAL REVIEW PROCESS INCLUDES THE USE OF THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE TOP MANAGEMENT OFFICIALS: 1) A COMPENSATION COMMITTEE, 2) AN INDEPENDENT COMPENSATION CONSULTANT, 3) A COMPENSATION SURVEY OR STUDY, 4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE, AND 5) CONTEMPORANEOUSLY SUBSTANTIATED THE DELIBERATION AND DECISION. OFFICERS COMPENSATION IS SUBJECT TO FURTHER REVIEW BY THE BOARD OF METHODIST HOSPITALS OF DALLAS. |
| SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | ANY OF THE REPORTABLE INDIVIDUALS WHO ARE DETAILED AS BEING PAID BY A RELATED ORGANIZATION MAY HAVE DEFERRED AMOUNTS TO OR DISTRIBUTIONS FROM A SECTION 457(F) NON-QUALIFIED PLAN WHICH ARE INCLUDED IN THE APPLICABLE SECTIONS OF SCHEDULE J, PART II. TO AID IN RETAINING KEY EMPLOYEES, A 457(F) RETIREMENT ALLOWANCE PLAN IS AVAILABLE TO OFFICERS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND DIVISION PRESIDENTS. EACH YEAR THE PLAN PROVIDES CREDITS, EXPRESSED AS DOLLAR AMOUNTS, DETERMINED BY A PERCENTAGE OF EACH PARTICIPANT'S BASE SALARY. THE PERCENTAGE FOR EACH PARTICIPANT IS DEFINED IN THE PLAN. THE DEFERRED ALLOWANCE IS DEPOSITED IN A MUTUAL FUND ACCOUNT FOR EACH PARTICIPANT AND INVESTED IN FUNDS SELECTED BY THE PARTICIPANT FROM A MENU OF AVAILABLE OPTIONS. VESTED BENEFITS, WITH INVESTMENTS GAINS OR LOSSES, ARE PAID TO PARTICIPANTS AS REGULAR TAXABLE INCOME. THE PLAN DEFINES PROVISIONS FOR DISTRIBUTION OF BENEFITS IN THE EVENT OF THE PARTICIPANT'S DEATH OR SEPARATION OF EMPLOYMENT PRIOR TO THE ELECTED VESTING DATE. THE AMOUNTS BELOW; DEFERRED AND PAID, RESPECTIVELY, ARE INCLUDED IN THE AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMNS B(III), (C), OR (F). CRAIG BJERKE $113,364 / $94,571 JAMES C. SCOGGIN JR. $0 / $703,446 JAMES JOHNSTON $0 / $53,350 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 15 LINES 15A AND 15B - PROCESS TO ESTABLISH COMPENSATION | LINES 15A & 15B ARE ANSWERED NO IN ACCORDANCE WITH THE IRS INSTRUCTIONS. THE ORGANIZATION DOES NOT COMPENSATE OFFICERS OR DIRECTORS; ALL COMPENSATION REPORTED IS FROM A RELATED ENTITY. |
| FORM 990, PART VI, LINE 1A DELEGATE BROAD AUTHORITY TO A COMMITTEE | THE EXECUTIVE COMMITTEE, ALL OF WHICH MUST INCLUDE TRUSTEES, MAY EXERCISE THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE FOUNDATION. THE COMMITTEE MAY NOT, HOWEVER, EXERCISE AUTHORITY WITH RESPECT TO AMENDING ANY RESOLUTION BY THE BOARD, APPOINTING OR REMOVING MEMBERS OF THE EXECUTIVE COMMITTEE, REMOVING OFFICERS OF THE FOUNDATION, AND MAY NOT AMEND, ALTER OR REPEAL THE BYLAWS, OR ARTICLES OF INCORPORATION. THE COMMITTEE CANNOT PLEDGE OR OBLIGATE THE ASSETS OF THE FOUNDATION TO SECURE A LOAN OR BOND ISSUE. |
| FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS | MICHAEL REDDEN AND PETER SCHENKEL - BUSINESS RELATIONSHIP, MICHAEL REDDEN AND PAT SCHENKEL - BUSINESS RELATIONSHIP, THE ORGANIZATION'S GOVERNING BODY HAS MULTIPLE BUSINESS RELATIONSHIPS WHEREBY THE DIRECTORS, OFFICERS, AND KEY EMPLOYEES, MAY BE PART OF THE SAME MANAGEMENT TEAMS FOR RELATED TAXABLE ENTITIES - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS | DALLAS METHODIST HOSPITALS FOUNDATION'S SOLE MEMBER AND PARENT ORGANIZATION IS METHODIST HOSPITALS OF DALLAS, A 501(C)(3) HOSPITAL. |
| FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY | MHS, AS THE SOLE MEMBER, OF DALLAS METHODIST HOSPITALS FOUNDATION HAS THE RIGHT TO APPOINT ANY TRUSTEE. |
| FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS | METHODIST HOSPITALS OF DALLAS IS THE SOLE MEMBER OF DALLAS METHODIST HOSPITALS FOUNDATION AND HAS CERTAIN RESERVE POWERS OVER DALLAS METHODIST HOSPITALS FOUNDATION TO INSURE THAT ITS OPERATIONS ARE CONSISTENT WITH THE TAX-EXEMPT PURPOSE AND MISSION OF BOTH ORGANIZATIONS. PER THE BYLAWS, WHILE THE AFFAIRS OF THE FOUNDATION SHALL BE MANAGED BY ITS BOARD OF TRUSTEES, NO ACTION MAY BE TAKEN BY THE BOARD OF TRUSTEES WITH RESPECT TO ANY OF THE SUBJECTS INDICATED BELOW, AND THE AUTHORITY TO ACT WITH RESPECT TO THE SUBJECTS INDICATED BELOW SHALL BE RESERVED EXCLUSIVELY TO THE MEMBER OF THE FOUNDATION. - ESTABLISHMENT OF OR ANY CHANGE IN THE ACTIVITIES, PHILOSOPHY, MISSION, OR PURPOSE OF THE FOUNDATION AS SET BY THE MEMBER; - ALTERATION, AMENDMENT OR REPEAL OF THE CERTIFICATE OF FORMATION OR OF THE BYLAWS OF THE FOUNDATION; - VOLUNTARY DISSOLUTION OF THE FOUNDATION; - ELECTION OR REMOVAL OF TRUSTEES OF THE FOUNDATION |
| FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY | THE FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM. DURING THE RETURN PREPARATION AND REVIEW PROCESS, THE PUBLIC ACCOUNTING FIRM COLLABORATES WITH THE ORGANIZATION'S FINANCE, HUMAN RESOURCES, ACCOUNTING, LEGAL, CORPORATE COMPLIANCE, AND TREASURY FOR ASSISTANCE IN PREPARING A COMPLETE AND ACCURATE RETURN. UPON COMPLETION THE RETURN IS REVIEWED WITH THE REPORTING ORGANIZATION'S APPLICABLE SENIOR FINANCIAL OFFICER PRIOR TO FILING. |
| FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY | METHODIST HOSPITALS OF DALLAS FACILITATES THE CONFLICT OF INTEREST DISCLOSURE PROCESS FOR ITSELF AND ITS AFFILIATES. EACH AFFILIATE ORGANIZATION IS SUBJECT TO THE CONFLICT OF INTEREST POLICY AND ITS PROCEDURES, AS DESCRIBED HEREIN. ANNUALLY, EACH DIRECTOR, OFFICER, AND TRUSTEE SHALL COMPLETE AND SUBMIT A CONFLICTS OF INTEREST DISCLOSURE FORM TO THE BOARD OF DIRECTORS, DISCLOSING ANY FINANCIAL INTERESTS AND EXTERNAL LOYALTIES. DURING THE YEAR, EACH DIRECTOR, OFFICER, OR TRUSTEE SHALL DISCLOSE ANY FINANCIAL INTEREST OR EXTERNAL LOYALTY, ORALLY OR IN WRITING, WHEN HE OR SHE BECOMES AWARE THAT A RELATED CONTRACT, TRANSACTION OR OTHER RELEVANT DECISION IS UNDER CONSIDERATION OR THAT A FINANCIAL INTEREST OR EXTERNAL LOYALTY HAS NOT BEEN DISCLOSED. EACH DIRECTOR, OFFICER, AND TRUSTEE SHALL SEEK AND ACCEPT RESOLUTION OF ANY CONFLICTS OF INTEREST ARISING FROM FINANCIAL INTERESTS OR EXTERNAL LOYALTIES, TO THE SATISFACTION OF THE BOARD OF DIRECTORS. IN THE EVENT OF ANY FINDING THAT POTENTIAL CONFLICT OF INTEREST ISSUES ARE PRESENT, THE ISSUE(S) ARE REPORTED TO THE BOARD CHAIRMAN AND THE AUDIT & CORPORATE OVERSIGHT COMMITTEE ("AUDIT COMMITTEE") CHAIR, TOGETHER WITH A RECOMMENDED RESOLUTION FOR THE POTENTIAL CONFLICT. THE BOARD CHAIR AND AUDIT COMMITTEE MAY APPROVE THE PROPOSED RESOLUTION OR EITHER MAY RECOMMEND FURTHER MEASURES. EITHER THE BOARD CHAIRMAN OR THE AUDIT COMMITTEE MAY REFER AN ISSUE TO THE FULL AUDIT COMMITTEE FOR FURTHER REVIEW AND ACTION. A DIRECTOR, OFFICER, OR TRUSTEE WHO HAS, OR WHOSE RELATIVE HAS, PRIVATE INTERESTS OR RELATIONSHIPS THAT MIGHT CONSTITUTE A FINANCIAL INTEREST OR AN EXTERNAL LOYALTY HAS AN AFFIRMATIVE DUTY TO (A) DISCLOSE THE FACTS ON THE FINANCIAL INTEREST OR EXTERNAL LOYALTY TO THE BOARD OF DIRECTORS; (B) REQUEST A DETERMINATION BY THE BOARD OF DIRECTORS ON WHETHER THE FACTS DISCLOSED RAISE QUESTIONS OF ACTUAL OR APPARENT POTENTIAL CONFLICTS OF INTEREST; (C) RESOLVE TO THE BOARD'S SATISFACTION ANY ISSUE RAISED BY FINANCIAL INTERESTS OR EXTERNAL LOYALTIES IN THE EVENT THE BOARD THEN OR LATER DEEMS THEM TO BE POTENTIAL CONFLICTS OF INTEREST; AND (D) NOT VOTE ON OR OTHERWISE PARTICIPATE IN MHS'S DECISIONS ON CONTRACTS, TRANSACTIONS, OR RELATIONSHIPS THAT AFFECT FINANCIAL INTERESTS OR EXTERNAL LOYALTIES. |
| FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATES IN SURGICAL ACUTE CARE | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 262126265 | MEDICAL SERVICES | TX | 501(C)(3) | 10 | METHODIST HOSPITALS OF DALLAS | false |
| DALLAS METHODIST PHYSICIANS NETWORK | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 752693707 | HEALTH CARE CONTRACTING | TX | 501(C)(6) | METHODIST HOSPITALS OF DALLAS | false | |
| MEDHEALTH | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 752896138 | MEDICAL SERVICES | TX | 501(C)(3) | TYPE I | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST-CDI | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 465265469 | MEDICAL SERVICES | TX | 501(C)(3) | 3 | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST COMMUNITY COLLABORATIVE | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 264193362 | MEDICAL SERVICES | TX | 501(C)(3) | TYPE I | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST HOSPITALS OF DALLAS | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 750800661 | MEDICAL SERVICES | TX | 501(C)(3) | 3 | NA | false |
| METHODIST PATIENT CENTERED ACO | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 352436666 | MEDICAL SERVICES | TX | 501(C)(3) | 10 | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST PUERTO RICO TRANSPLANT ADMINISTRATIVE CORPORATION | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 824253307 | TRANSPLANT ADMINISTRATION | TX | 501(C)(3) | TYPE II | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST RICHARDSON MEDICAL CENTER FOUNDATION | ||||||||||
| 401 W CAMPBELL ROAD | RICHARDSON | TX | 75080 | 751788520 | FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS | TX | 501(C)(3) | TYPE I | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST TRANSPLANT PHYSICIANS | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 010612870 | MEDICAL SERVICES | TX | 501(C)(3) | TYPE I | METHODIST HOSPITALS OF DALLAS | false |
| METHODIST URGENT CARE | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 471054059 | MEDICAL SERVICES | TX | 501(C)(3) | 3 | METHODIST HOSPITALS OF DALLAS | false |
| NELLE NORRELL FOUNDATION | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 756034201 | FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS | TX | 501(C)(3) | TYPE I | DALLAS METHODIST HOSPITALS FOUNDATION | Yes (true) |
| PAVILION PROPERTIES | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 752284449 | REAL ESTATE TITLE HOLDING | TX | 501(C)(2) | METHODIST HOSPITALS OF DALLAS | false | |
| PHYSICIAN ASSOCIATES OF SOUTHWEST DALLAS | ||||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 752966610 | MEDICAL SERVICES | TX | 501(C)(3) | TYPE I | METHODIST HOSPITALS OF DALLAS | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|---|
| METDALSPI HOLDING LLC | |||||||||
| 340 SEVEN SPRINGS WAY | SUITE 600 | BRENTWOOD | TN | 37027 | 263207402 | HOLDING COMPANY | TX | NA | N/A |
| METHODIST DIAGNOSTIC IMAGING OF TEXAS LLC | |||||||||
| 5775 WAYZATA BLVD | SUITE 400 | ST LOUIS PARK | MN | 55416 | 472352211 | MANAGEMENT SERVICES | TX | NA | N/A |
| METHODIST TRANSITIONAL CARE CENTER - DESOTO LLC | |||||||||
| 1780 HUGHES LANDING BLVD | SUITE 500 | THE WOODLANDS | TX | 77380 | 843935720 | SKILLED NURSING AND REHABILITATION CENTER | TX | NA | N/A |
| METHODIST URGENT CARE OF TEXAS LLC | |||||||||
| 265 BROOKVIEW CENTRE WAY | SUITE 203 | KNOXVILLE | TN | 37919 | 352509140 | MEDICAL SERVICES | TX | NA | N/A |
| METSL PROPERTY INVESTOR LLC | |||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | 842937533 | GROUND LEASE | TX | NA | N/A | |
| MHD-USO MANAGEMENT COMPANY LP | |||||||||
| PO BOX 819067 | TAX DEPT | DALLAS | TX | 75381 | 203844027 | MEDICAL SERVICES | TX | NA | N/A |
| MHS-CHC I LP | |||||||||
| 330 SEVEN SPRINGS WAY | BRENTWOOD | TN | 37027 | 205000978 | REHAB HOSPITAL | TX | NA | N/A | |
| MHS-CHC LLC | |||||||||
| 330 SEVEN SPRINGS WAY | BRENTWOOD | TN | 37027 | 204921888 | HOSPITAL SERVICES | TX | NA | N/A | |
| MSP ASC HOLDINGS LLC | |||||||||
| 340 SEVEN SPRINGS WAY | SUITE 600 | BRENTWOOD | TN | 37027 | 923847291 | HOLDING COMPANY | TX | NA | N/A |
| MSP MCKINNEY HOLDINGS LLC | |||||||||
| 340 SEVEN SPRINGS WAY | SUITE 600 | BRENTWOOD | TN | 37027 | 932242049 | HOLDING COMPANY | TX | NA | N/A |
| NORTH TEXAS PARAMEDIC EDUCATION CONSORTIUM LLC | |||||||||
| 800 W CAMPBELL ROAD | RICHARDSON | TX | 75080 | 882566995 | PARAMEDIC TRAINING | TX | NA | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| NORTH TEXAS HEALTH FACILITIES MANAGEMENT | |||||||||
| 1441 N BECKELY AVE | DALLAS | TX | 75203 | 751700994 | FACILITY AND PHYSICIAN MGMT | TX | NA | C CORPORATION | false |
| COLLECTECH FINANCIAL SERVICES INC | |||||||||
| 1441 N BECKELY AVE | DALLAS | TX | 75203 | 752369856 | BILLING AND COLLECTION | TX | NA | C CORPORATION | false |
| METHODIST-RAYUS | |||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | IMAGING | TX | NA | C CORPORATION | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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