2024-08-13T16:45:36+00:00 2023-09-30 350921680 CROWE LLP 5810 TENNYSON PARKWAY Suite 450 Plano TX 750244112 990 2022-10-01 264193362 Methodist Community Collaborative METH 2149478181 1441 N Beckley Ave Dallas TX 75203 Craig Bjerke Chair 2024-08-13 true ANDREW J GRAY P01517705 2147775200 2022 2024-08-08 14:25:15Z X Craig Bjerke 1441 N Beckley Ave Dallas TX 75203 48564 false X X 2009 TX To support and assist MHS in meeting its charitable mission by developing, implementing and managing programs aimed at improving fundamental aspects of living which positively impact social determinants of health for those living in communities severed by MHS. 3 0 0 0 0 0 0 48564 0 0 0 0 0 0 0 48564 0 0 0 0 0 0 0 0 0 730721 0 730721 0 -682157 20000000 20230917 965387 0 19034613 20230917 To support and assist MHS in meeting its charitable mission by developing, implementing and managing programs aimed at improving fundamental aspects of living which positively impact social determinants of health for those living in communities severed by MHS. false false 545238 0 0 Providing support to communities that are part of MHS's charitable class to improve health equity, promote wellness and enhance quality of life. 545238 true true false false false false false false false false false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 3 0 false false false false true true true true false false false false true true true true true false false false X Craig Bjerke 2149478181 1441 N Beckley Ave Dallas TX 75203 AMY BODWELL Vice Chair & Assistanct Secretary 2.0 50.0 X X 0 504840 58914 CRAIG BJERKE Chair, Treasurer, Secretary, VP Compliance 2.0 56.0 X X 0 1331514 131276 JAMES C SCOGGIN JR President 2.0 46.0 X X 0 3246894 81120 0 5083248 271310 0 false true false 0 48564 48564 0 0 0 0 0 0 0 0 0 0 0 0 0 0 48564 0 0 0 X 185483 0 185483 0 249133 249133 38220 38220 MHS salary allocation 257228 257228 Medical Supplies 657 657 0 0 0 0 730721 545238 185483 0 20000000 20000000 0 0 0 0 0 0 0 0 0 0 0 230917 20000000 20230917 965387 0 0 0 0 965387 0 X 20000000 20000000 -965387 230917 19034613 20230917 20000000 20230917 -682157 1878461 0 X false true X true false X X 1 METHODIST HOSPITALS OF DALLAS 750800661 3 true 730721 0 1 730721 0 true false false false false false false false false false false false false false false true false Schedule A, Part IV, Section B, Line 1 organization's directors or trustees Methodist Community Collaborative is operated, supervised, or controlled by the supported organization because each trustee of Methodist Community Collaborative was appointed by the supported organization. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Methodist Community collaborative's INFORMATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF METHODIST HEALTH SYSTEM (MHS), A RELATED ORGANIZATION. MHS'S FIN 48 (ASC 740) FOOTNOTE FOR THE YEAR ENDED SEPTEMBER 30, 2023, READS AS FOLLOWS: MHS, MMG, Methodist-CDI, MTP, PASD and the Foundation are exempt from federal income taxes under Section 501(a) of the Internal Revenue Code ("IRC"), as an organization described in IRC Section 501(c)(3). They each have been classified as an organization that is not a private foundation under either IRC Section 509(a)(1) or 509(a)(3), and as such, contributions to them qualify for deduction as charitable contributions. Due to their organization structure, certain of the consolidated entities are taxable under the IRC and some entities are tax exempt but are required to pay income taxes for income generated from activities unrelated to their exempt purpose under IRC Section 511. In addition, certain of the consolidated entities file U.S. partnership income tax returns. The Texas Margin Tax applies to certain partnerships and taxable entities included in the consolidated financial statements. The overall impact of federal income taxes and Texas Margin Taxes to the MHS consolidated financial statements for the years ended September 30, 2023 and 2022 is not significant. MHS has concluded that it does not have any unrecognized tax benefits resulting from current or prior period tax positions. Accordingly, no additional disclosures have been made in the consolidated financial statements. MHS does not have any outstanding interest or penalties, and none have been recorded in the consolidated statements of operations and changes in net assets for the years ended September 30, 2023 and 2022. false true false false false false false false false CRAIG BJERKE Chair, Treasurer, Secretary, VP Compliance 0 683461 0 560948 0 87105 0 88985 0 42291 0 1462790 0 78363 AMY BODWELL Vice Chair & Assistanct Secretary 0 304627 0 164144 0 36069 0 32597 0 26317 0 563754 0 32973 JAMES C SCOGGIN JR President 0 1494518 0 1391005 0 361371 0 24628 0 56492 0 3328014 0 0 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 $71,022 / $78,363 Amy Bodwell $17,052 / $32,973 James C. Scoggin Jr. $0/ $336,081 Form 990, Part VI, Line 15 Lines 15a and 15b - Process to Establish Compensation Line 15A & 15B are answered no in accordance with the IRS instructions. The organization does not compensate officers or trustees, all compensation reported is from a related entity. Form 990, Part VI, Line 6 Classes of members or stockholders Methodist Community Collaborative has as its sole member its parent organization, which 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 Methodist Community Collaborative 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 Methodist Community Collaborative and has certain reserve powers over Methodist Community Collaborative 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 corporation SHALL BE MANAGED BY ITS BOARD OF directors, NO ACTION MAY BE TAKEN BY THE BOARD OF directors 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 corporation. - Any change in the activities, philosophy, mission or purpose of the corporation, solely to assure consistency with the activities, philosophy, mission or purpose of the member - Approval of any strategic plan, business plan, or mission of the corporation, solely to assure consistency with the strategic plan, business plan or mission of the member - Alteration, amendment or repeal of the certificate of formation or of the bylaws of the corporation - Adoption of a plan of merger or a plan of consolidation with another entity - Voluntary dissolution of the corporation - Creation of, ownership of, investment in, or affiliation with any organization or entity; or - Election or removal of directors of the corporation Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body There was no committee with the authority to act on behalf of the governing body. 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. Form 990, Part IX, Line 11g Other Fees consulting and grant writing services - Total Expense: 185483, Program Service Expense: , Management and General Expenses: 185483, Fundraising Expenses: ; Methodist Hospitals of Dallas 1441 N BECKLEY AVE DALLAS TX 75203 750800661 MEDICAL SERVICES TX 501(c)(3) 3 NA false 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 CAREFLITE 3110 S GREATSOUTHWEST PKWY GRAND PRARIE TX 75052 751657155 MEDICAL TRANSPORT TX 501(c)(3) 10 NA false DALLAS METHODIST HOSPITALS FOUNDATION 1441 N BECKLEY AVE DALLAS TX 75203 751548343 FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS TX 501(c)(3) 7 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 PATIENT CENTERED ACO 1441 N BECKLEY AVE DALLAS TX 75203 352436666 MEDICAL SERVICES TX 501(c)(3) 10 METHODIST HOSPITALS OF DALLAS false Methodist Richardson Medical Center Foundation 2831 E PRESIDENT GEORGE BUSH HWY RICHARDSON TX 75082 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 METHODIST HOSPITALS OF DALLAS false PAVILION PROPERTIES 1441 N BECKLEY AVE DALLAS TX 75203 752284449 REAL ESTATE TITLE HOLDING TX 501(c)(2) METHODIST HOSPITALS OF DALLAS false PHYSICANS ASSOC OF SW DALLAS 1441 N BECKLEY AVE DALLAS TX 75203 752966610 MEDICAL SERVICES TX 501(c)(3) Type I 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 METDALSPI HOLDING LLC 11221 ROE AVE LEAWOOD KS 66211 263207402 Holding Company TX METHODIST HOSPITAL OF DALLAS N/A METDALSPI LLC 11221 ROE AVE LEAWOOD KS 66211 263195791 HOSPITAL TX METDALSPI HOLDING LLC N/A METHODIST DIAGNOSTIC IMAGING OF TEXAS LLC 5775 WAYZATA BLVD 400 ST LOUIS PARK MN 55416 472352211 MEDICAL SERVICES TX METHODIST HOSPITAL OF DALLAS N/A METHODIST MCKINNEY HOSPITAL LLC 11221 ROE AVE LEAWOOD KS 66211 208847736 HOSPITAL TX METHODIST HOSPITAL OF DALLAS N/A METHODIST URGENT CARE OF TEXAS LLC 265 BROOKVIEW CENTRE WAY 400 KNOXVILLE TN 37919 352509140 MEDICAL SERVICES TX METHODIST HOSPITAL OF DALLAS N/A METSL HOLDINGS LLC 11221 ROE AVE LEAWOOD KS 66211 812295479 Holding Company TX NORTH TEXAS HEALTH FACILITIES MGMT N/A METSL LLC 11221 ROE AVE LEAWOOD KS 66211 812332488 Hospital TX METSL HOLDINGS LLC N/A MHD-USO GENERAL LLC ONE POST STREET 35TH FL ATTN TAX DEPT SAN FRANCISCO CA 94104 203843579 MEDICAL SERVICES TX NORTH TEXAS HEALTH FACILITIES MGMT N/A MHD-USO MANAGEMENT COMPANY LP ONE POST STREET 35TH FL SAN FRANCISCO CA 94104 203844027 MEDICAL SERVICES TX NORTH TEXAS HEALTH FACILITIES MGMT N/A MHS-CHC ILP 3020 W WHEATLAND RD DALLAS TX 75237 205000978 REHAB HOSPITAL TX MHS-CHC LLC N/A MHS-CHC LLC 3020 W WHEATLAND RD DALLAS TX 75237 204921888 Holding Company TX METHODIST HOSPITAL OF DALLAS N/A METHODIST MANSFIELD AMBULATORY SURGERY CENTER LLC PO BOX 655999 DALLAS TX 75265 200869371 AMBULATORY SERVICES TX METHODIST HOSPITALS OF DALLAS N/A MetSL Property Investor LLC 1441 N Beckley Ave Dallas TX 75203 842937533 Ground Lease TX Methodist Hospitals of Dallas N/A Methodist Transitional Care Center - DeSoto LLC 1441 N Beckley Ave Dallas TX 75203 843935720 Skilled nursing and rehabilitation center TX Methodist Hospitals of Dallas N/A MSP ASC HOLDINGS LLC 1441 N BECKLEY AVENUE DALLAS TX 75203 923847291 HOLDING COMPANY TX METHODIST HOSPITALS OF DALLAS N/A MSP MCKINNEY HOLDINGS LLC 340 SEVEN SPRINGS WAY SUITE 600 BRENTWOOD TN 37027 932242049 HOLDING COMPANY TX METHODIST HOSPITALS OF DALLAS N/A NORTH TEXAS HEALTH FACILITIES MANAGEMENT 1441 N BECKELY AVE DALLAS TX 75203 751700994 FACILITY AND PHYSICIAN MGMT TX METHODIST HOSPITALS OF DALLAS C Corporation false COLLECTECH FINANCIAL SERVICES INC 1441 N BECKELY AVE DALLAS TX 75203 752369856 BILLING AND COLLECTION TX NORTH TEXAS Health FACILITIES MGMT C Corporation false RICHARDSON PHYSICIAN ALLIANCE 1441 N BECKELY AVE DALLAS TX 75203 750591925 PHYSICIAN SERVICES TX METHODIST HOSPITALS OF DALLAS C Corporation false false false true false true false false false false false false false false true true true false false false