2024-08-12T10:18:58+00:00 2023-09-30 350921680 CROWE LLP 5810 TENNYSON PARKWAY Suite 450 Plano TX 750244112 990 2022-10-01 010612870 Methodist Transplant Physicians METH 2149474512 1441 N Beckley Ave Dallas TX 75203 John Phillips President 2024-08-12 true ANDREW J GRAY P01517705 2147775200 2022 2024-08-08 14:25:15Z John Phillips 1441 N Beckley Ave Dallas TX 75203 7423795 false X N/A X 2001 TX To support Methodist Hospitals of Dallas by providing transplant physicians, transplantation services and related research. 3 1 0 1 0 0 0 0 5154644 7423795 0 0 0 0 5154644 7423795 0 0 0 833 0 0 0 4666903 7254109 4667736 7254109 486908 169686 0 0 25755501 25585815 -25755501 -25585815 MTP IS OPERATED EXCLUSIVELY TO SUPPORT THE CHARITABLE AND EXEMPT PURPOSES OF METHODIST HOSPITALS OF DALLAS BY PROVIDING PHYSICIANS AND OTHER MEDICAL SERVICES THAT SUPPORT THE HOSPITALS ACTIVITIES RELATED TO TRANSPLANTATION SERVICES AND RELATED RESEARCH. ALL REVENUE GENERATED IS USED TO SUPPORT THE HOSPITALS ABILITY TO PROVIDE TRANSPLANT SERVICES. false false 7220320 0 7423795 TRANSPLANTATION SERVICES AND RESEARCH WHICH SUPPORT THE HEALTH CARE MISSION OF METHODIST HEALTH CARE SYSTEM. 193 ORGANS WERE TRANSPLANTED ON THE DALLAS CAMPUS OF THE METHODIST HEALTH SYSTEM DURING THE CURRENT YEAR. 7220320 true false false false false false false false false false false false false true 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 6 0 true 0 false false false false false false false false false false false false X 3 1 false false false false true true true true false false false false true true true true true false false false X ROBERT MILONE 2149476405 1441 N BECKLEY AVE DALLAS TX 75203 RICHARD DICKERMAN MD CHAIR & MEDICAL DIRECTOR 5.0 40.0 X X 0 809420 53209 JEFFREY WEINSTEIN DIRECTOR 2.0 40.0 X 0 697256 31966 JOSE CASTILLO-LUGO MD DIRECTOR 2.0 0 X 0 0 0 JOHN PHILLIPS PRESIDENT 5.0 45.0 X 0 1258238 134547 NITESH PANDEY SECRETARY 5.0 22.0 X 0 166290 15669 ROBERT M MILONE TREASURER 5.0 55.0 X 0 302739 31783 SHANNON HUGGINS VP Managed Care 5.0 40.0 X 0 481536 43805 TRACY GIACOMA FORMER OFFICER 0.0 40.0 X 0 149390 14588 0 3864869 325567 0 true true false 0 0 NET PATIENT SERVICE REVENUE 621110 7423795 7423795 0 0 0 0 7423795 0 0 0 0 0 0 0 0 0 7423795 7423795 0 0 X 32772 32772 7211084 7211084 0 0 1017 1017 4514 4514 4722 4722 0 0 0 0 7254109 7220320 33789 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 88 6633 1216030 1087943 0 0 24539383 24491239 25755501 25585815 X -25755501 -25585815 -25755501 -25585815 0 0 169686 0 X false true X true false X X 1 METHODIST HOSPITALS OF DALLAS 750800661 3 true 0 7254109 1 0 7254109 true false false false false false false false false false false false false false false true false Schedule A, Part I, Line 12g(vi) Amount of Other Support All expenses incurred by the organization are incurred in support of and for the benefit of Methodist Hospitals of Dallas. MTP TRANSPLANT RESERVE 5000 MHS INVESTMENT IN MTP 24433692 Cash in transit 52547 24491239 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Methodist Transplant Physicians'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 RICHARD DICKERMAN MD CHAIR & MEDICAL DIRECTOR 0 568304 0 238051 0 3065 0 16744 0 36465 0 862629 0 0 JEFFREY WEINSTEIN DIRECTOR 0 503067 0 193070 0 1119 0 15392 0 16574 0 729222 0 0 TRACY GIACOMA FORMER OFFICER 0 140679 0 250 0 8461 0 9385 0 5203 0 163978 0 0 SHANNON HUGGINS VP Managed Care 0 310555 0 145079 0 25902 0 26762 0 17043 0 525341 0 21250 ROBERT M MILONE TREASURER 0 237234 0 56193 0 9312 0 17435 0 14348 0 334522 0 0 NITESH PANDEY SECRETARY 0 150831 0 15043 0 416 0 6458 0 9211 0 181959 0 0 JOHN PHILLIPS PRESIDENT 0 680766 0 486264 0 91208 0 90963 0 43584 0 1392785 0 81914 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 in the current year and paid in the current year, respectively, are included in the amounts reported on schedule j, part ii, columns b(iii), (c), or (f). Shannon Huggins $17,261/ $21,250 John Phillips $70,521 / $81,914 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 6 Classes of members or stockholders Methodist Transplant Physicians has as its sole member its parent organization which is Methodist Hospitals of Dallas, D/B/A Methodist Health System (MHS), 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 Transplant Physicians has the right to appoint any board member. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Methodist Hospitals of Dallas D/B/A Methodist Health System is the sole member of Methodist Transplant Physicians and has certain reserve powers over Methodist Transplant Physicians 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. - Establishment of or any change in the activities, philosophy, mission, or purpose of the Corporation as set by the Member; - Alteration, amendment or repeal of the Certificate of Formation or of the Bylaws of the Corporation; - Voluntary dissolution of the Corporation; - 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 Hospital Transplant services - Total Expense: 6496622, Program Service Expense: 6496622, Management and General Expenses: , Fundraising Expenses: ; Physician purchased services - Total Expense: 713761, Program Service Expense: 713761, Management and General Expenses: , Fundraising Expenses: ; Other purchased services - Total Expense: 701, Program Service Expense: 701, Management and General Expenses: , 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 URGENT CARE 1441 N BECKLEY AVE DALLAS TX 75203 471054059 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 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 724253307 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 260869371 AMBULATORY SERVICES 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 HOSPITAL 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 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 false false true false false false false false true false true false false false false false true