Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 10-01-2017 , and ending 09-30-2018
BCheck if applicable:
CName of organization
Methodist Hospitals of Dallas
 
 
Doing business as
Methodist Health System
 
Number and street (or P.O. box if mail is not delivered to street address)
1441 N Beckley Ave
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Dallas, TX752031201
D Employer identification number

75-0800661
E Telephone number

G Gross receipts $ 1,385,137,120
F Name and address of principal officer:
James C Scoggin Jr
1441 N Beckley Ave
Dallas,TX752031201
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.METHODISTHEALTHSYSTEM.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1937
M State of legal domicile: TX
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO IMPROVE AND SAVE LIVES THROUGH COMPASSIONATE QUALITY HEALTH CARE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 27
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 26
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 9,103
6 Total number of volunteers (estimate if necessary) ............. 6 1,209
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 613,676
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b -94,924
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,817,222 7,464,839
9 Program service revenue (Part VIII, line 2g) ......... 1,274,617,761 1,328,904,082
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 29,068,911 37,755,951
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 10,242,692 10,378,301
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,320,746,586 1,384,503,173
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 33,908,051 23,368,443
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 611,335,876 618,966,207
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet275,052    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 607,331,097 644,343,002
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,252,575,024 1,286,677,652
19 Revenue less expenses. Subtract line 18 from line 12....... 68,171,562 97,825,521
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,985,399,012 2,104,892,447
21 Total liabilities (Part X, line 26)............. 536,929,071 535,346,182
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,448,469,941 1,569,546,265
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE PRIMARY MISSION OR PURPOSE OF METHODIST HEALTH SYSTEM IS TO SERVE PEOPLE IN DEFINED SERVICE AREAS BY MEETING THEIR HEALTH NEEDS EFFECTIVELY AND IN A MANNER THAT REFLECTS A "COMMITMENT TO THE CHRISTIAN CONCEPTS OF LIFE AND LEARNING" AS DEFINED IN THE COVENANT BETWEEN METHODIST HEALTH SYSTEM AND THE NORTH TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH, AND, IN ALL WAYS, MERITS CONTINUED IDENTIFICATION WITH THE UNITED METHODIST CHURCH. SPECIFICALLY, THIS MISSION IS PURSUED BY OPERATING A SYSTEM OF GENERAL ACUTE HOSPITALS AND OTHER HEALTH CARE SERVICE, EDUCATIONAL, AND SUPPORT PROGRAMS NEEDED BY THE COMMUNITIES SERVED IN NORTH CENTRAL TEXAS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,169,531,956 including grants of $ 23,368,443 ) (Revenue $ 1,330,500,511 )
The primary mission of the Methodist Hospitals of Dallas d/b/a Methodist Health System (MHS) is to serve people in defined service areas by meeting their health needs effectively and in a manner that reflects a commitment to Christian concepts of life and learning. This mission is pursued by operating four general acute-care hospitals and other healthcare services, education and support programs needed by the communities in North Central Texas. Hospitals are: Methodist Dallas Medical Center (MDMC), a 585 licensed bed teaching referral hospital; Methodist Charlton Medical Center (MCMC), a 317 licensed bed hospital; Methodist Mansfield Medical Center (MMMC), a 254 licensed bed hospital; and Methodist Richardson Medical Center (MRMC) which now operates a 386 licensed bed hospital across two campuses. (Continued on Schedule O)
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,169,531,956
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
Yes
 
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
498
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
9,103
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
27
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
26
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCraig Bjerke1441 N BECKLEY AVE   Dallas,TX75203 (214) 947-4512
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Stephen L Mansfield PHD
 
President / CEO
 40.0
.................
9.0 		X   X       4,542,745 0 50,321
(2) Julie Yarbrough
 
Board Chair
 5.0
.................
2.0 		X   X       0 0 0
(3) John M Collins
 
Board Chair Through March 2018
 5.0
.................
2.0 		X   X       0 0 0
(4) Greg Campbell
 
Vice Chair
 5.0
.................
0 		X   X       0 0 0
(5) Randall Canedy
 
Vice Chair
 5.0
.................
2.0 		X   X       0 0 0
(6) Joe B Fortson
 
Vice Chair
 5.0
.................
2.0 		X   X       0 0 0
(7) Duncan Fulton
 
Vice Chair
 5.0
.................
0 		X   X       0 0 0
(8) Ron Ricks
 
Vice Chair
 5.0
.................
0 		X   X       0 0 0
(9) Allen Schneider DO
 
Vice Chair
 5.0
.................
0 		X   X       0 0 0
(10) Brenda Jackson
 
Secretary / Vice Chair
 5.0
.................
0 		X   X       0 0 0
(11) Joe Snayd
 
VICE CHAIR THROUGH MARCH 2018
 5.0
.................
0 		X   X       0 0 0
(12) Keith Boone
 
BOARD OF DIRECTORS
 2.0
.................
0 		X           0 0 0
(13) Gerald Bright
 
BOARD OF DIRECTORS STARTING APRIL 2018
 2.0
.................
0 		X           0 0 0
(14) Levi Davis
 
BOARD OF DIRECTORS
 2.0
.................
2.0 		X           0 0 0
(15) Bernie DiFiore
 
BOARD OF DIRECTORS
 2.0
.................
0 		X           0 0 0
(16) Pat Faubion
 
BOARD OF DIRECTORS
 2.0
.................
0 		X           0 0 0
(17) R Stephen Folsom
 
BOARD OF DIRECTORS
 2.0
.................
0 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) C Robert Hasley JR D MIN
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(19) Ben Houston
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(20) David McAtee
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(21) Clint McDonnough
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(22) Michael McKee
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(23) Barry Meyer MD
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(24) Karen Parkhill
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(25) Pete Schenkel
 
BOARD OF DIRECTORS
 2.0
.......................5.0 		X           0 0 0
(26) James Swafford
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(27) Ruben Velez MD
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(28) Kelvin Walker
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(29) Ken Weaver
 
BOARD OF DIRECTORS
 2.0
.......................0 		X           0 0 0
(30) Craig Bjerke
 
Interim CFO Starting July 2018
 40.0
.......................5.0 		    X       318,656 0 54,664
(31) Robert M Milone
 
Assisant Treasurer
 40.0
.......................15.0 		    X       200,773 0 56,767
(32) Michael O Price
 
Assistant Secretary
 40.0
.......................5.0 		    X       726,666 0 132,870
(33) Michael J Schaefer
 
Treasurer & CFO Through June 2018
 40.0
.......................15.0 		    X       1,124,749 0 52,347
(34) E Kenneth Hutchenrider JR
 
PRESIDENT - MRMC
 40.0
.......................0 		      X     562,056 0 105,746
(35) Martin L Koonsman MD
 
PRESIDENT - MDMC
 40.0
.......................17.0 		      X     585,464 0 117,198
(36) Frances Laukaitis
 
PRESIDENT - MCMC
 40.0
.......................0 		      X     486,153 0 101,712
(37) John Phillips
 
PRESIDENT - MMMC
 40.0
.......................0 		      X     534,290 0 97,113
(38) Leslie Pierce
 
SR VP REVENUE CYCLE
 40.0
.......................0 		      X     319,112 0 68,003
(39) Karla Ramberger
 
SR VP/CHIEF NURSING EXECUTIVE
 40.0
.......................0 		      X     333,233 0 57,912
(40) Pamela Stoyanoff
 
EVP / COO
 40.0
.......................7.0 		      X     1,262,542 0 185,948
(41) Cheryl Flynn
 
SR VICE PRESIDENT - CHRO
 40.0
.......................0 		        X   533,869 0 87,122
(42) Brian Kenjarski
 
SVP DATA GOVERNANCE &CMIO
 40.0
.......................0 		        X   473,254 0 24,009
(43) Jan Lea
 
SR VICE PRESIDENT SUPPLY CHAIN
 40.0
.......................0 		        X   393,008 0 63,395
(44) Pamela McNutt
 
SENIOR VICE PRESIDENT & CIO
 40.0
.......................0 		        X   714,522 0 121,326
(45) George Williams MD
 
PRESIDENT MEDHEALTH/SVP
 20.0
.......................35.0 		        X   551,061 0 82,554
(46) Laura Irvine
 
FORMER EVP SYSTEM ALIGNMENT & INTEGRATION
 0.0
.......................10.0 		          X 407,337 0 48,382
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 14,069,489 0 1,507,387
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet702
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Aramark healthcare support services

2400 Market Street
Philadelphia,PA19103 		Dining and Environmental Services 7,539,954
US ANESTHESIA PARTNERS OF TEXAS PA

6606 LBJ FREEWAY STE 200
DALLAS,TX75240 		Anesthesia Services 5,593,625
Hospital Medicine Associates

94 Old Short Hills Road
Livingston,NJ07960 		Physicians Services 5,450,636
Medical Multiplex Inc

4500 Bowling Blvd
Suite 200
Louisville,KY40207 		Wound Care and Hyperbaric Medicine 4,152,432
RD&F Advertising

14901 Quorum Dr
Dallas,TX75254 		Marketing Services 3,735,720
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet68
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 6,878,290
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 586,549
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 7,464,839
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 622110 1,327,427,248 1,327,087,601 339,647  
b RESEARCH REVENUE 541700 1,476,834 1,476,834    
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 1,328,904,082
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 37,801,572   76,825 37,724,747
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 73,900     73,900
(ii) Personal (i) Real
6a Gross rents   2,524,402 6a
b Less: rental expenses   588,326 6b
c Rental income or (loss) 0 1,936,076 6c
d Net rental income or (loss).......MediumBullet 1,936,076 1,936,076    
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses 45,621   7b
c Gain or (loss) -45,621 0 7c
d Net gain or (loss).........MediumBullet -45,621     -45,621
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a CAFETERIA & CATERING SALES 722310 5,669,707   116,956 5,552,751
b Medical RECORD Income 541200 755,965     755,965
c Parking Revenue 812930 479,394     479,394
d All other revenue .... 1,463,259 0 80,248 1,383,011
e Total. Add lines 11a–11d ...... MediumBullet 8,368,325
12 Total revenue. See instructions.....MediumBullet 1,384,503,173 1,330,500,511 613,676 45,924,147
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 23,368,443 23,368,443
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 13,459,102 11,300,329 2,158,773  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 132,597 111,329 21,268  
7 Other salaries and wages........ 524,510,977 479,320,517 44,934,244 256,216
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 19,277,007 16,181,701 3,095,306  
9 Other employee benefits ....... 28,185,700 21,418,083 6,767,617  
10 Payroll taxes ........... 33,400,824 30,689,590 2,692,398 18,836
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,114,732 141,608 973,124  
c Accounting ........... 219,403   219,403  
d Lobbying ........... 145,292   145,292  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 41,553,009 34,139,762 7,413,247 0
12 Advertising and promotion .... 6,798,079 3,904,720 2,893,359  
13 Office expenses ....... 6,127,322 4,846,090 1,281,232  
14 Information technology ...... 16,764,622 5,149,873 11,614,749  
15 Royalties ..        
16 Occupancy ........... 12,532,677 11,035,928 1,496,749  
17 Travel ............ 1,111,889 850,808 261,081  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 300,927 66,550 234,377  
20 Interest ........... 13,886,373   13,886,373  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 84,511,359 73,909,979 10,601,380  
23 Insurance ... 5,076,770 4,830,276 246,494  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SUPPLIES 259,663,779 259,436,779 227,000  
b Bad Debt 134,544,052 134,544,052    
c EQUIPMENT & MAINTENANCE 32,689,342 28,575,295 4,114,047  
d Purchased Services 22,771,330 22,771,330    
e All other expenses 4,532,045 2,938,914 1,593,131 0
25 Total functional expenses. Add lines 1 through 24e 1,286,677,652 1,169,531,956 116,870,644 275,052
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 65,796 1 405,215
2 Savings and temporary cash investments ......... 961,410,870 2 1,098,038,550
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 204,708,873 4 177,562,977
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
365,711 5 365,711
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 39,365,511 7 38,316,087
8 Inventories for sale or use ............ 27,832,035 8 29,673,141
9 Prepaid expenses and deferred charges ...... 11,696,292 9 16,969,711
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,556,261,357
b Less: accumulated depreciation 10b 894,137,470 659,195,836 10c 662,123,887
11 Investments—publicly traded securities . 19,828,766 11 19,139,629
12 Investments—other securities. See Part IV, line 11 ..... 90,000 12 90,000
13 Investments—program-related. See Part IV, line 11 .. 36,911,349 13 37,135,181
14 Intangible assets ............... 3,277,251 14 1,651,586
15 Other assets. See Part IV, line 11 ........... 20,650,722 15 23,420,772
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,985,399,012 16 2,104,892,447
Liabilities 17 Accounts payable and accrued expenses ..... 99,538,569 17 121,201,155
18 Grants payable ...   18  
19 Deferred revenue ......... 343,191 19 334,237
20 Tax-exempt bond liabilities ......... 356,607,316 20 349,457,847
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 5,042,426 23 2,038,137
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 75,397,569 25 62,314,806
26 Total liabilities. Add lines 17 through 25.. 536,929,071 26 535,346,182
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 1,448,469,941 32 1,569,546,265
33 Total liabilities and net assets/fund balances ........ 1,985,399,012 33 2,104,892,447
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,384,503,173
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,286,677,652
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
97,825,521
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,448,469,941
5
Net unrealized gains (losses) on investments ...............
5
24,985,551
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-1,734,748
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,569,546,265
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID: 17005876
Software Version: 2017v2.2
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number

75-0800661
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number

75-0800661
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
Methodist Hospitals of Dallas
  		Employer identification number
75-0800661
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
Methodist Hospitals of Dallas
  		Employer identification number

75-0800661
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
Methodist Hospitals of Dallas
  		Employer identification number

75-0800661
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID: 17005876
Software Version: 2017v2.2
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number

75-0800661
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 230,562  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 230,562  
d Other exempt purpose expenditures ............................................................................... 1,169,386,664  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 1,169,617,226  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 0
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 205,318 271,061 256,052 230,562 962,993
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures       0 0
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-A, Line 1b, Column (a) Explanation of amount THE ABOVE AMOUNT REPRESENTS THREE COMPONENTS: (1) THE PORTION OF DUES TO PROFESSIONAL ORGANIZATIONS SUCH AS THE AMERICAN HOSPITAL ASSOCIATION AND THE TEXAS HOSPITAL ASSOCIATION TO EDUCATE GOVERNMENTAL LEADERS ON LEGISLATION AFFECTING THE ORGANIZATION'S ABILITY TO CARRY OUT ITS EXEMPT PURPOSE, (2) FEES PAID BY MHS TO A LAW FIRM SPECIFICALLY TO LOBBY LEGISLATORS REGARDING IMPORTANT HEALTHCARE ISSUES, (3) THE PORTION OF COMPENSATION PAID TO AN MHS STAFF MEMBER FOR THEIR TIME RELATED TO ACTIVITIES TO EDUCATE GOVERNMENTAL LEADERS ON LEGISLATION AFFECTING THE ORGANIZATION'S ABILITY TO CARRY OUT ITS EXEMPT PURPOSE.
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number

75-0800661
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 81,743,383 71,630,236 81,926,225 105,419,326 98,581,695
b Contributions ... 36,121 34,922 25,531 312,557 374,456
c Net investment earnings, gains, and losses 9,148,711 11,987,277 6,732,548 -2,127,283 8,430,005
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		2,108,000 1,909,052 17,054,068 20,344,060 578,763
f Administrative expenses ....       1,334,315 1,388,067
g End of year balance ...... 88,820,215 81,743,383 71,630,236 81,926,225 105,419,326
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet91.2 %
b
Permanent endowment SchDMd Bullet6.66 %
c
Term endowment SchDMd Bullet2.14 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   41,609,136 41,609,136
b Buildings ....   771,129,201 396,522,371 374,606,830
c Leasehold improvements        
d Equipment ....   644,933,216 472,652,393 172,280,823
e Other .....   98,589,804 24,962,706 73,627,098
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 662,123,887
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 62,314,806
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWED FUNDS ARE HELD ON A RESTRICTED BASIS FOR THE PURPOSE OF FUNDING LARGE CAPITAL PROJECTS AND SPECIAL PROGRAMS. METHODIST HOSPITALS OF DALLAS FOUNDATION, AN ORGANIZATION OPERATED EXCLUSIVELY FOR THE BENEFIT OF METHODIST HOSPITALS OF DALLAS, CURRENTLY HOLDS FUNDS THAT ARE ENDOWED. METHODIST HOSPITALS OF DALLAS IS THE SOLE MEMBER OF METHODIST HOSPITAL OF DALLAS FOUNDATION.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MHS, MMG, Methodist-CDI, 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 Tax Cuts and Jobs Act (the Act) was enacted on December 22, 2017. The Act reduced the US federal corporate tax rate from 35% to 21%. For tax exempt entities, effective beginning with the 2018 tax year, the Act also requires organizations to categorize certain fringe benefit expenses as a source of unrelated business income, pay an excise tax on executive remuneration above certain thresholds, and report income or loss from unrelated business activities on an activity by activity basis among other provisions. The tax effects of the Act did not have a material impact on MHS. The overall impact of federal income taxes and Texas Margin Taxes to the MHS consolidated financial statements for the years ended September 30, 2018 and 2017 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 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, 2018 and 2017. MHS is no longer subject to examination by U.S. federal and state taxing authorities for years through September 31, 2014.
Schedule D (Form 990) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number

75-0800661
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    115,813,528 20,932 115,792,596 10.05 %
b Medicaid (from Worksheet 3, column a) . . . . .     120,416,353 113,321,331 7,095,022 0.62 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 236,229,881 113,342,263 122,887,618 10.67 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     2,204,303 56,798 2,147,505 0.19 %
f Health professions education (from Worksheet 5) . . .     27,696,407 6,895,127 20,801,280 1.81 %
g Subsidized health services (from Worksheet 6) . . . .     0 0 0 0 %
h Research (from Worksheet 7) .     0 0 0 0 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     33,676,278 0 33,676,278 2.92 %
j Total. Other Benefits . . 0 0 63,576,988 6,951,925 56,625,063 4.91 %
k Total. Add lines 7d and 7j . 0 0 299,806,869 120,294,188 179,512,681 15.58 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development     70,435   70,435 0.01 %
3 Community support         0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy     377,467   377,467 0.03 %
8 Workforce development     1,703,939   1,703,939 0.15 %
9 Other         0 0 %
10 Total 0 0 2,151,841 0 2,151,841 0.19 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
134,544,052
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
391,210,101
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
431,418,909
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-40,208,808
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1METHODIST MCKINNEY HOSPITAL LLC
  		HOSPITAL 50.5 % 0 % 35.65 %
2METHODIST MCKINNEY HOSPITAL PROPERTY LLC
  		REAL ESTATE HOLDINGS OF METHODIST MCKINNEY HOSPITAL 63.68 % 0 % 24.27 %
3SRP-MEDICA INVESTORS ADDISON LP
  		REAL ESTATE HOLDINGS ENTITY FOR METHODIST HOSPITAL FOR SURGERY 21.85 % 0 % 22.25 %
4METDALSPI LLC (METHODIST HOSPITAL FOR SURGERY) (THROUGH METDALSPI HOLDING L
LC) 		HOSPITAL 50.49 % 0 % 49 %
5MHSS-MOB ADDISON
  		MEDICAL OFFICE BUILDING 16.48 % 0 % 42.79 %
6METSL LLC (METHODIST SOUTHLAKE) (THROUGH METSL HOLDINGSLLC)
  		HOSPITAL 49.99 % 0 % 49 %
7MHD-USO MANAGEMENT COMPANY LP
  		MANAGEMENT SERVICES FOR ONCOLOGY PRACTICE 70.69 % 0 % 28.6 %
8
9
10
11
12
13
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?7Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 METHODIST MANSFIELD MEDICAL CENTER
2700 E BROAD STREET
DALLAS,TX76063
https://www.methodisthealthsystem.org/methodist-mansfield-medical-center/?L=true
008428 		X X         X     A
2 METHODIST RICHARDSON MEDICAL CENTER
2831 E GEORGE W BUSH HWY
RICHARDSON,TX75082
https://www.methodisthealthsystem.org/methodist-richardson-medical-center/?L=true
100131 		X X         X     A
3 METHODIST HOSPITAL FOR SURGERY
17101 DALLAS PWKY
ADDISON,TX75001
HTTP://METHODISTHOSPITALFORSURGERY.COM
100075 		X X         X     A
4 METHODIST DALLAS MEDICAL CENTER
1441 N BECKLEY AVE
DALLAS,TX75203
HTTP://WWW.METHODISTHEALTHSYSTEM.ORG/
000255 		X X   X   X X     B
5 METHODIST CHARLTON MEDICAL CENTER
3500 W WHEATLAND RD
DALLAS,TX75237
https://www.methodisthealthsystem.org/methodist-charlton-medical-center/?L=true
000142 		X X   X     X     B
6 METHODIST REHABILITATION HOSPITAL
3020 W WHEATLAND RD
DALLAS,TX75237
HTTP://WWW.METHODIST-REHAB.COM/
008620 		X               REHABILITATION HOSPITAL B
7 METHODIST MCKINNEY HOSPITAL
8000 W ELDORADO PWKY
MCKINNEY,TX75070
HTTP://WWW.METHODISTMCKINNEYHOSPITAL.COM
100043 		X X         X     C
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.methodisthealthsystem.org/about/community-involvement/community-health-needs-assessment/
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/
b
https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
B
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.methodisthealthsystem.org/about/community-involvement/community-health-needs-assessment/
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
B
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/
b
https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
B
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
B
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
C
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		7
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.methodisthealthsystem.org/about/community-involvement/community-health-needs-assessment/
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
C
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://methodistmckinneyhospital.com/patient-info/financial-information/
b
https://methodistmckinneyhospital.com/patient-info/financial-information/
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
C
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
C
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 3E The significant health needs are a prioritized description of the significant health needs of the community and identified through the CHNA.
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - Methodist Mansfield Medical Center. In addition to analyzing quantitative data, 22 key informant interviews were conducted in June 2016. These were conducted to collect information from persons representing the broad interests of the community served. Interviews were conducted to solicit feedback from leaders and representatives who serve the community in various capacities and have insight into its needs. The interviews conducted by Truven Health are intended to assist with gaining an understanding and achieving insight into the individual's perception of the overall health status of the community and the primary drivers contributing to the identified health issues. To qualitatively assess the health needs of the community, participation was solicited from state, local, tribal, or regional governmental public health departments (or equivalent departments or agencies) with knowledge, information, or expertise relevant to the health needs of the community. Also, individuals or organizations serving and/or representing the interests of the medically underserved, low-income, and minority populations in the community were included. A list of the persons interviewed and the organizations they represent are below: Jessie Estes, mobile pantry manager, North Texas Food Bank; Chris Culak, vice president of development and community engagement, The Visiting Nurse Association of Texas (VNA); Jennifer Friesen, vice president of therapeutic and autism services, Easter Seals of North Texas; Rev. Ralph Emerson, pastor, Rising Star Baptist Church; Nena Wurie, medical case manager, Catholic Charities of Fort Worth; Linda Nazier, director, Wachatchee Care Services; Pat Cheong, vice president of community development division, United Way; Bruce Capehart, advisory board member, Methodist Mansfield Medical Center; Barbara Clark, interim CEO, Hope Clinic; Reeshemah L. Davis, vice president of operations/community development, YMCA; John Wyckoff, executive director, Ellis County Children's Advocacy Center; Ann Salyer-Caldwell, associate director, Tarrant County Public Health; Amanda Applon, outreach coordinator, Tarrant County Precinct 1 Commissioner's Office; Randall Canedy, president, Frost Bank-Mansfield; Sharon Canclini, professor, Texas Christian University and volunteer, American Red Cross; Linda Fulmer, executive director, Healthy Tarrant County Collaboration; Marcy Paul, faculty member-school of public health, University of North Texas Health Science Center; Georgi Roberts, director of health and physical education, Fort Worth Independent School District; Kristin Walker, dean of student services, Navarro College; Victoria Johnson, community engagement coordinator, Meals on Wheels of Johnson and Ellis County; Gloria Martinez, executive director, Hispanic Wellness Coalition; and Terri Klein, coordinator, Ellis County Indigent Health.
Schedule H, Part V, Section B, Line 5 Facility A, 2 Facility A, 2 - METHODIST RICHARDSON MEDICAL CENTER. In addition to analyzing quantitative data, 26 key informant interviews were conducted in June 2016. These were conducted to collect information from persons representing the broad interests of the community served. Interviews were conducted to solicit feedback from leaders and representatives who serve the community in various capacities and have insight into its needs. The interviews conducted by Truven Health are intended to assist with gaining an understanding and achieving insight into the individual's perception of the overall health status of the community and the primary drivers contributing to the identified health issues. To qualitatively assess the health needs of the community, participation was solicited from state, local, tribal, or regional governmental public health departments (or equivalent departments or agencies) with knowledge, information, or expertise relevant to the health needs of the community. Also, individuals or organizations serving and/or representing the interests of the medically underserved, low-income, and minority populations in the community were included. A list of the persons interviewed and the organizations they represent are below: Jessie Estes, mobile pantry manager, North Texas Food Bank; Dr. Michael Marshall, chief medical officer, MedHealth; Ashley Brudnage, senior vice president of community impact, United Way of Metro Dallas; Lynda Ender, age director, The Senior Source; Susan Williams, associate state director, AARP; Bill Keffler, advisory board member, Methodist Richardson Medical Center; Ruby Blum, health policy advisor for Judge Clay Jenkins, Dallas County Commissioner's Office; Elba Garcia, Dallas county commissioner, Dallas County; Orlando Riddick, superintendent of schools, Cedar Hill Independent School District; Chris Culak, vice president of development and community engagement, The Visiting Nurse Association of Texas (VNA); Joe Snayd, advisory board chairman, Methodist Richardson Medical Center and board member, Methodist Health System; Joe Johnson, executive director, Best Southwest Partnership; Aisling Mcguckin, director of maternal and child health, March of Dimes; Jennifer Friesen, vice president of therapeutic and autism services, Easter Seals of North Texas; Dr. Andrew Stocker, senior minister, First United Methodist Church of Dallas; Dr. John Carlo, CEO, AIDS Arms; Zachary Thompson, director, Dallas County Health and Human Services; Greg Davidson, assistant vice president of academic clinical programs, Golden Cross Clinic; Melanie Obrien, director of community outreach, Hope's Door; Cherish Holm, transitional living program case manager, City House; Susan Etheridge, executive director, Court Appointed Special Advocate of Collin County (CASA); Liliana Rogers, director of development and resources, Boys and Girls Clubs of Collin County; Brian Binggeli, Plano Independent School District; Carol Bodwell, executive director and board chairman, Collin County Community Food Pantry; Jennifer Blalock, vice president of workforce and economic development, Collin College; and Candy Blair, public health director, Collin County Healthcare services.
Schedule H, Part V, Section B, Line 5 Facility A, 3 Facility A, 3 - METHODIST HOSPITAL OF SURGERY. In addition to analyzing quantitative data, 28 key informant interviews were conducted in June 2016. These were conducted to collect information from persons representing the broad interests of the community served. Interviews were conducted to solicit feedback from leaders and representatives who serve the community in various capacities and have insight into its needs. The interviews conducted by Truven Health are intended to assist with gaining an understanding and achieving insight into the individual's perception of the overall health status of the community and the primary drivers contributing to the identified health issues. To qualitatively assess the health needs of the community, participation was solicited from state, local, tribal, or regional governmental public health departments (or equivalent departments or agencies) with knowledge, information, or expertise relevant to the health needs of the community. Also, individuals or organizations serving and/or representing the interests of the medically underserved, low-income, and minority populations in the community were included. A list of the persons interviewed and the organizations they represent are below: Jessie Estes, mobile pantry manager, North Texas Food Bank; Dr. Michael Marshall, chief medical Officer, MedHealth; Ashley Brudnage, senior vice president of community impact, United Way of Metro Dallas; Lynda Ender, age director, The Senior Source; Susan Williams, associate state director, AARP; Bill Keffler, advisory board member, Methodist Richardson Medical Center; Ruby Blum, health policy advisor for Judge Clay Jenkins, Dallas County Commissioner's Office; Elba Garcia, Dallas county commissioner, Dallas County; Orlando Riddick, superintendent of schools, Cedar Hill Independent School District; Chris Culak, vice president of development and community engagement, The Visiting Nurse Association of Texas (VNA); Joe Snayd, advisory board chairman, Methodist Richardson Medical Center and board member, Methodist Health System; Joe Johnson, executive director, Best Southwest Partnership; Aisling Mcguckin, director of maternal and child health, March of Dimes; Jennifer Friesen, vice president of therapeutic and autism services, Easter Seals of North Texas; Dr. Andrew Stocker, senior minister, First United Methodist Church of Dallas; Dr. John Carlo, CEO, AIDS Arms; Zachary Thompson, director, Dallas County Health and Human Services; Greg Davidson, assistant vice president of academic clinical programs, Golden Cross Clinic; Melanie Obrien, director of community outreach, Hope's Door; Jessica Ferricher, development director, Court Appointed Special Advocate of Denton County (CASA); Cherish Holm, transitional living program case manager, City House; Tom Newell, board member, Denton Community Food Center; Susan Etheridge, executive director, Court Appointed Special Advocate of Collin County (CASA); Liliana Rogers, director of development and resources, Boys and Girls Clubs of Collin County; Brian Binggeli, Plano Independent School District; Carol Bodwell, executive director and board chairman, Collin County Community Food Pantry; Jennifer Blalock, vice president of workforce and economic development, Collin College; and Candy Blair, public health director, Collin County Healthcare services.
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - Methodist Mansfield Medical Center. Community Health Need: Access to care Methodist Mansfield Medical Center strategies and related activities: increase access to care by continuing to provide care to uninsured or underinsured patients through existing programs and facilities (such as support to Mansfield Cares program and providing ECHOs to area residents through cardiovascular volunteers); recruitment of primary care providers where appropriate; adding access points throughout the service area (such as Family Health Centers, imaging and urgent care locations); providing low-cost screenings and back to school physicals; offering streamlined care for patients through various navigator programs and virtual visits; and providing assistance with getting insurance coverage as a CMS designated Champion of Coverage provider. Community Health Need: Diabetes Methodist Mansfield Medical Center strategies and related activities: Improve awareness and treatment of diabetes by providing ongoing educational classes and support groups (such as the monthly healthy eating programs) with a focus on diabetes; continuing existing entity-based chronic disease programs such as the 1115 waiver projects; continuing to collaborate with community agencies such as the Tarrant County Diabetes Coalition to increase access to services and improve awareness of risk factors and treatment. Community Health Need: Heart disease Methodist Mansfield Medical Center strategies and related activities: Improve awareness and treatment of heart disease by continuing to provide education and treatment through existing and new area Methodist Family Health Centers; providing ongoing community education and support services; and collaborating with community agencies to improve awareness of risk factors and treatment with programs such as Run with Heart, Rowdy Runners and Jump Rope for Heart. Community Health Need: Awareness and collaboration of community resources Methodist Mansfield Medical Center strategies and related activities: Improve awareness and collaboration of community resources through various navigator programs such as the ACO nurse navigator program and the ED Patient Navigation 1115 Waiver project; collaborating with local municipalities and coalitions to expand outreach and awareness of community resources such as charitable contribution to community agencies. Community Health Need: Cancer (breast, lung, colon) Methodist Mansfield Medical Center strategies and related activities: Improved awareness of risk factors and early detection by supporting community prevention efforts through the Nurse Clinical Advancement Program and providing ongoing community education and support services. In order to identify and prioritize the significant needs of the community, Methodist utilized a comprehensive method of taking into account all available and relevant data, including community input. All health needs identified were placed into a matrix with four quadrants by participants of the Methodist Health System's CHNA work group. Participants all agreed that the health needs indicated in the quadrants labeled "high data, high qualitative" and "low data, high qualitative" should be considered the community's significant health needs. The participants also agreed to include indicators the work group determined to be significant from the quadrant labeled "high data, low qualitative" as significant health needs. Based off this process, the following Community Health Needs were not considered to be significant and were thus not addressed in the most recent CHNA: Pediatric Hospitalizations, Disabilities, Mental Health, Prenatal Care, Air Quality / Pollution, Chronic Disease, Human Trafficking, Homelessness / Poverty, Education, Violent Crime, Substance Abuse, Nutrition, and Mortality.
Schedule H, Part V, Section B, Line 11 Facility A, 2 Facility A, 2 - METHODIST RICHARDSON MEDICAL CENTER. COMMUNITY HEALTH NEED: ACCESS TO CARE METHODIST RICHARDSON MEDICAL CENTER STRATEGIES AND RELATED ACTIVITIES: INCREASE ACCESS TO CARE BY CONTINUING TO PROVIDE CARE TO UNINSURED OR UNDERINSURED PATIENTS THROUGH EXISTING PROGRAMS AND FACILITIES; RECRUITMENT OF PRIMARY CARE PROVIDERS WHERE APPROPRIATE; ADDING ACCESS POINTS THROUGHOUT THE SERVICE AREA (SUCH AS FAMILY HEALTH CENTERS, IMAGING AND URGENT CARE LOCATIONS) AS WELL AS INPATIENT PEDIATRIC CARE; PROVIDING LOW-COST SCREENINGS THROUGH PROGRAMS SUCH AS MHS' MOBILE MAMMOGRAPHY PROGRAM AND LOW-DOSE SCREENINGS FOR LUNG CANCER; OFFERING STREAMLINED CARE FOR PATIENTS THROUGH VARIOUS NAVIGATOR PROGRAMS AND VIRTUAL VISITS; AND PROVIDING ASSISTANCE WITH GETTING INSURANCE COVERAGE AS A CMS DESIGNATED CHAMPION OF COVERAGE PROVIDER; AND COLLABORATING WITH COMMUNITY AGENCIES SUCH AS CITY OF RICHARDSON TO PROVIDE AN IMMUNIZATION CLINIC AND COLLIN COUNTY PROJECT ACCESS. COMMUNITY HEALTH NEED: DIABETES METHODIST RICHARDSON MEDICAL CENTER STRATEGIES AND RELATED ACTIVITIES: IMPROVE AWARENESS AND TREATMENT OF DIABETES BY PROVIDING ONGOING EDUCATIONAL CLASSES AND SUPPORT GROUPS WITH A FOCUS ON DIABETES; CONTINUING EXISTING ENTITY-BASED CHRONIC DISEASE PROGRAMS SUCH AS THE 1115 WAIVER PROJECTS; CONTINUING TO COLLABORATE WITH COMMUNITY AGENCIES SUCH AS THE TEXAS AGRI-LIFE EXTENSION OFFICE TO INCREASE ACCESS TO SERVICES AND IMPROVE AWARENESS OF RISK FACTORS AND TREATMENT. COMMUNITY HEALTH NEED: HEART DISEASE METHODIST RICHARDSON MEDICAL CENTER STRATEGIES AND RELATED ACTIVITIES: IMPROVE AWARENESS AND TREATMENT OF HEART DISEASE BY CONTINUING TO PROVIDE EDUCATION AND TREATMENT THROUGH EXISTING AND NEW AREA METHODIST FAMILY HEALTH CENTERS; PROVIDING ONGOING COMMUNITY EDUCATION AND SUPPORT SERVICES; AND COLLABORATING WITH COMMUNITY AGENCIES TO IMPROVE AWARENESS OF RISK FACTORS AND TREATMENT. COMMUNITY HEALTH NEED: AWARENESS AND COLLABORATION OF COMMUNITY RESOURCES METHODIST RICHARDSON MEDICAL CENTER STRATEGIES AND RELATED ACTIVITIES: IMPROVE AWARENESS AND COLLABORATION OF COMMUNITY RESOURCES THROUGH VARIOUS NAVIGATOR PROGRAMS SUCH AS THE ED PATIENT NAVIGATION 1115 WAIVER PROJECT AND MHS' MOBILE MAMMOGRAPHY PROGRAM; COLLABORATING WITH LOCAL MUNICIPALITIES AND COALITIONS (SUCH AS WHOLE FOODS FOOD FOR LIFE PROGRAM, RISD HEALTH SCIENCE TECH ROTATIONAL PROGRAM AND THE LEARNING LAB FOR HEALTH SCIENCES AT THE CONTINUING CARE CAMPUS TO EXPAND OUTREACH AND AWARENESS OF COMMUNITY RESOURCES; PROVIDE SUPPORT WITH CHARITABLE CONTRIBUTION TO COMMUNITY AGENCIES TO IMPROVE AWARENESS OF SERVICES. COMMUNITY HEALTH NEED: CANCER (BREAST, LUNG, COLON) METHODIST RICHARDSON MEDICAL CENTER STRATEGIES AND RELATED ACTIVITIES: IMPROVED AWARENESS OF RISK FACTORS AND EARLY DETECTION BY PROVIDING LOW-COST SCREENING MAMMOGRAMS TO AREA RESIDENTS THROUGH MHS' MOBILE MAMMOGRAPHY PROGRAM; PROVIDING ONGOING COMMUNITY EDUCATION AND SUPPORT SERVICES (SUCH AS SENIOR ACCESS GENERATIONS PROGRAMMING; ASIAN BREAST HEALTH OUTREACH PROJECT AND HIGH RISK ASSESSMENT CLINIC AT THE RICHARDSON CANCER CENTER). In order to identify and prioritize the significant needs of the community, Methodist utilized a comprehensive method of taking into account all available and relevant data, including community input. All health needs identified were placed into a matrix with four quadrants by participants of the Methodist Health System's CHNA work group. Participants all agreed that the health needs indicated in the quadrants labeled "high data, high qualitative" and "low data, high qualitative" should be considered the community's significant health needs. The participants also agreed to include indicators the work group determined to be significant from the quadrant labeled "high data, low qualitative" as significant health needs. Based off this process, the following Community Health Needs were not considered to be significant and were thus not addressed in the most recent CHNA: Pediatric Hospitalizations, Disabilities, Mental Health, Prenatal Care, Air Quality / Pollution, Chronic Disease, Human Trafficking, Homelessness / Poverty, Education, Violent Crime, Substance Abuse, Nutrition, sexually transmitted infection, and Mortality.
Schedule H, Part V, Section B, Line 11 Facility A, 3 Facility A, 3 - METHODIST HOSPITAL OF SURGERY. COMMUNITY HEALTH NEED: ACCESS TO CARE METHODIST HOSPITAL FOR SURGERY STRATEGIES AND RELATED ACTIVITIES: INCREASE ACCESS TO CARE BY CONTINUING TO PROVIDE CARE TO UNINSURED OR UNDERINSURED PATIENTS THROUGH EXISTING PROGRAMS AND FACILITIES. COMMUNITY HEALTH NEED: DIABETES METHODIST HOSPITAL FOR SURGERY STRATEGIES AND RELATED ACTIVITIES: METHODIST HOSPITAL FOR SURGERY PROVIDES SPECIALIZED INPATIENT AND OUTPATIENT SURGICAL SERVICES TO AREA RESIDENTS. AS SUCH, DIABETES PREVENTION AND TREATMENT ARE OUTSIDE ITS SCOPE OF SERVICES AND AT THIS TIME, THE HOSPITAL DOES NOT HAVE THE RESOURCES TO ADDRESS THIS NEED. In order to identify and prioritize the significant needs of the community, Methodist utilized a comprehensive method of taking into account all available and relevant data, including community input. All health needs identified were placed into a matrix with four quadrants by participants of the Methodist Health System's CHNA work group. Participants all agreed that the health needs indicated in the quadrants labeled "high data, high qualitative" and "low data, high qualitative" should be considered the community's significant health needs. The participants also agreed to include indicators the work group determined to be significant from the quadrant labeled "high data, low qualitative" as significant health needs. Based off this process, the following Community Health Needs were not considered to be significant and were thus not addressed in the most recent CHNA: Cancer, Pediatric Hospitalizations, Disabilities, Mental Health, Prenatal Care, Air Quality / Pollution, Chronic Disease, Homelessness / Poverty, Education, Violent Crime, Substance Abuse, Nutrition, sexually transmitted infection, and Mortality.
Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - All Facilities. MHS will take into account the income level, family size, and amount of hospital charges in order to determine eligibility for the levels of financial assistance. In certain extraordinary cases where these factors may not accurately reflect the patient's ability to pay, MHS may take into account the earning status and potential of the patient and family, and frequency of their hospital and medical bills.
Schedule H, Part V, Section B, Line 20 Facility A, 1 Facility A, 1 - All Facilities. AT THE CURRENT TIME MHS DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS (ECAS), THEREFORE BOX E IS SELECTED TO INDICATE THAT NO EFFORTS WERE MADE BY THE HOSPITAL FACILITIES OR OTHER AUTHORIZED PARTY BEFORE INITIATING AN ECA.
Schedule H, Part V, Section B, Line 3E The significant health needs are a prioritized description of the significant health needs of the community and identified through the CHNA.
Schedule H, Part V, Section B, Line 5 Facility B, 1 Facility B, 1 - Methodist Dallas Medical Center, METHODIST CHARLTON MEDICAL CENTER, & METHODIST REHABILITATION HOSPITAL. In addition to analyzing quantitative data, 18 key informant interviews were conducted in June 2016. These were conducted to collect information from persons representing the broad interests of the community served. Interviews were conducted to solicit feedback from leaders and representatives who serve the community in various capacities and have insight into its needs. The interviews conducted by Truven Health were intended to assist with gaining an understanding and achieving insight into the individual's perception of the overall health status of the community and the primary drivers contributing to the identified health issues. To qualitatively assess the health needs of the community, participation was solicited from state, local, tribal, or regional governmental public health departments (or equivalent departments or agencies) with knowledge, information, or expertise relevant to the health needs of the community. Also, individuals or organizations serving and/or representing the interests of the medically underserved, low-income, and minority populations in the community were included. A list of the persons interviewed and the organizations they represent are below: Jessie Estes, mobile pantry manager, North Texas Food Bank; Dr. Michael Marshall, chief medical officer, MedHealth; Ashley Brudnage, senior vice president of community impact, United Way of Metro Dallas; Lynda Ender, age director, The Senior Source; Susan Williams, associate state director, AARP; Bill Keffler, advisory board member, Methodist Richardson Medical Center; Ruby Blum, health policy advisor for Judge Clay Jenkins, Dallas County Commissioner's Office; Elba Garcia, Dallas county commissioner, Dallas County; Orlando Riddick, superintendent of schools, Cedar Hill Independent School District; Chris Culak, vice president of development and community engagement, The Visiting Nurse Association of Texas (VNA); Joe Snayd, advisory board chairman, Methodist Richardson Medical Center and board member, Methodist Health System; Joe Johnson, executive director, Best Southwest Partnership; Aisling Mcguckin, director of maternal and child health, March of Dimes; Jennifer Friesen, vice president of therapeutic and autism services, Easter Seals of North Texas; Dr. Andrew Stocker, senior minister, First United Methodist Church of Dallas; Dr. John Carlo, CEO, AIDS Arms; Zachary Thompson, director, Dallas County Health and Human Services; and Greg Davidson, assistant vice president of academic clinical programs, Golden Cross Clinic.
Schedule H, Part V, Section B, Line 6a Facility B, 1 Facility B, 1 - All Facilities in Reporting Group B. METHODIST DALLAS MEDICAL CENTER, METHODIST CHARLTON MEDICAL CENTER, and METHODIST REHABILITATION HOSPITAL are acute care hospitals serving Dallas county. The aforementioned hospitals conduct a single CHNA.
Schedule H, Part V, Section B, Line 11 Facility B, 1 Facility B, 1 - Methodist Dallas Medical Center. Community Health Need: Access to care Methodist Dallas Medical Center strategies and related activities: Increase access to care by continuing to provide care to uninsured or underinsured patients through existing programs and facilities (such as Golden Cross MedAssist program and Los Barrios OB patients); recruitment of primary care providers where appropriate; continued training of primary care and specialty care physicians through the residency program; providing providers and other support to local charity clinics (such as Brother Bill Helping Hand and Agape Clinic); adding access points throughout the service area (such as Family Health Centers, imaging and urgent care locations); providing low-cost screenings and back to school physicals; offering streamlined care for patients through various navigator programs and virtual visits; and providing assistance with getting insurance coverage as a CMS designated Champion of Coverage provider. Community Health Need: Diabetes Methodist Dallas Medical Center strategies and related activities: Improve awareness and treatment of diabetes by providing ongoing educational classes and support groups with a focus on diabetes; continuing existing entity-based chronic disease programs such as the 1115 waiver projects; continuing to collaborate with community agencies such as the American Diabetes Association and the Texas Agri-life Extension Office to increase access to services and improve awareness of risk factors and treatment. Community Health Need: Heart disease Methodist Dallas Medical Center strategies and related activities: Improve awareness and treatment of heart disease by continuing to provide education and treatment through existing and added area Methodist Family Health Centers; providing ongoing community education and support services; and collaborating with community agencies to improve awareness of risk factors and treatment. Community Health Need: Awareness and collaboration of community resources Methodist Dallas Medical Center strategies and related activities: Improve awareness and collaboration of community resources through various navigator programs such as the ACO nurse navigator program and the ED patient navigation 1115 waiver project, and MHS mobile mammography program; collaborating with local municipalities and coalitions to expand outreach and awareness of community resources such as charitable contribution to community agencies. Community Health Need: Prevention Methodist Dallas Medical Center strategies and related activities: Improve prevention efforts by providing health screenings and annual community education to area residents such as MHS' mobile mammography program, senior access generations programming, Congregational Health Ministry efforts and the Folsom Wellness Center; and supporting community prevention efforts through the Nurse Clinical Advancement Program. In order to identify and prioritize the significant needs of the community, Methodist utilized a comprehensive method of taking into account all available and relevant data, including community input. Two community focus groups early in the data collection process and key informant interviews as key health issues began to emerge provided context for and understanding of secondary quantitative data. This allowed the Public Health Improvement (PHI) Workgroup to identify and prioritize the top health issues that face Dallas County residents. The most frequent responses to the "Five Most Important Dallas County Health Needs that should be addressed over the next Three to Five Years" were used in order to identify the community's significant health needs. Based off this process, the following Community Health Needs were not considered to be significant and were thus not addressed in the most recent CHNA: Pediatric Hospitalizations, Disabilities, Air Quality / Pollution, Homelessness / Poverty, Education, Violent Crime, Substance Abuse, sexually transmitted infection, and Mortality.
Schedule H, Part V, Section B, Line 11 Facility B, 2 Facility B, 2 - Methodist Charlton Medical Center. Community Health Need: Access to care Methodist Charlton Medical Center strategies and related activities: Increase access to care by continuing to provide care to uninsured or underinsured patients through existing programs and facilities; recruitment of primary care providers where appropriate; continued training of primary care and specialty care physicians through the residency program; providing providers and other support to local charity clinics; adding access points throughout the service area (such as Family Health Centers, imaging and urgent care locations); providing low-cost screenings and sports physicals; offering streamlined care for patients through various navigator programs and virtual visits; and providing assistance with getting insurance coverage as a CMS designated Champion of Coverage provider. Community Health Need: Diabetes Methodist Charlton Medical Center strategies and related activities: Improve awareness and treatment of diabetes by providing ongoing educational classes and support groups with a focus on diabetes; continuing existing entity-based chronic disease programs such as the 1115 waiver projects; continuing to collaborate with community agencies such as the American Diabetes Association and the Texas Agri-life Extension Office to increase access to services and improve awareness of risk factors and treatment. Community Health Need: Heart disease Methodist Charlton Medical Center strategies and related activities: Improve awareness and treatment of heart disease by continuing to provide education and treatment through area Methodist Family Health Centers; providing ongoing community education and support services; and collaborating with community agencies to improve awareness of risk factors and treatment. Community Health Need: Awareness and collaboration of community resources Methodist Charlton Medical Center strategies and related activities: Improve awareness and collaboration of community resources through various navigator programs such as the ACO nurse navigator program and the ED Patient Navigation 1115 Waiver project and MHS' mobile mammography program; collaborating with local municipalities and coalitions to expand outreach and awareness of community resources such as charitable contribution to community agencies. Community Health Need: Prevention Methodist Charlton Medical Center strategies and related activities: Improve prevention efforts by providing health screenings and annual community education to area residents such as MHS' mobile mammography program, senior access generations programming, congregational health ministry efforts and the FitZone Wellness Center; and supporting community prevention efforts through the nurse clinical advancement program. In order to identify and prioritize the significant needs of the community, Methodist utilized a comprehensive method of taking into account all available and relevant data, including community input. Two community focus groups early in the data collection process and key informant interviews as key health issues began to emerge provided context for and understanding of secondary quantitative data. This allowed the Public Health Improvement (PHI) Workgroup to identify and prioritize the top health issues that face Dallas County residents. The most frequent responses to the "Five Most Important Dallas County Health Needs that should be addressed over the next Three to Five Years" were used in order to identify the community's significant health needs. Based off this process, the following Community Health Needs were not considered to be significant and were thus not addressed in the most recent CHNA: Pediatric Hospitalizations, Disabilities, Air Quality / Pollution, Homelessness / Poverty, Education, Violent Crime, Substance Abuse, sexually transmitted infection, and Mortality.
Schedule H, Part V, Section B, Line 11 Facility B, 3 Facility B, 3 - Methodist Rehabilitation Hospital. Community Health Need: Access to care Methodist Rehabilitation Hospital strategies and related activities: Support increased access to care by continuing to provide education to MHS Family Health Centers to assist with access to rehab services and providing education to ACO members through its nurse navigator program, helping them to get the appropriate level of care for their needs. Community Health Need: Diabetes Methodist Rehabilitation Hospital strategies and related activities: Support improved awareness and treatment of diabetes by providing acute inpatient rehabilitation services, resource management and utilization for diabetic patients. Community Health Need: Heart disease Methodist Rehabilitation Hospital strategies and related activities: Support improved awareness and treatment of heart disease by providing ongoing community education and increased awareness regarding monthly Stroke Support Group at Methodist Rehabilitation Hospital. Community Health Need: Awareness and collaboration of community resources Methodist Rehabilitation Hospital strategies and related activities: Improve awareness and collaboration of community resources by providing annual education to nurse navigators in the ACO nurse navigator program regarding benefits of IP and OP rehab services; promoting increased awareness of the Stroke Support Group and related Senior Access programming; and providing charitable contributions for collaboration and awareness of community resources. Community Health Need: Prevention Methodist Rehabilitation Hospital strategies and related activities: Improve prevention efforts by providing community education and awareness to area residents through the Stroke Support Group. In order to identify and prioritize the significant needs of the community, Methodist utilized a comprehensive method of taking into account all available and relevant data, including community input. Two community focus groups early in the data collection process and key informant interviews as key health issues began to emerge provided context for and understanding of secondary quantitative data. This allowed the Public Health Improvement (PHI) Workgroup to identify and prioritize the top health issues that face Dallas County residents. The most frequent responses to the "Five Most Important Dallas County Health Needs that should be addressed over the next Three to Five Years" were used in order to identify the community's significant health needs. Based off this process, the following Community Health Needs were not considered to be significant and were thus not addressed in the most recent CHNA: Pediatric Hospitalizations, Disabilities, Air Quality / Pollution, Homelessness / Poverty, Education, Violent Crime, Substance Abuse, sexually transmitted infection, and Mortality.
Schedule H, Part V, Section B, Line 13 Facility B, 1 Facility B, 1 - METHODIST DALLAS MEDICAL CENTER, METHODIST CHARLTON MEDICAL CENTER, & METHODIST REHABILITATION HOSPITAL. MHS will take into account the income level, family size, and amount of hospital charges in order to determine eligibility for the levels of financial assistance. In certain extraordinary cases where these factors may not accurately reflect the patient's ability to pay, MHS may take into account the earning status and potential of the patient and family, and frequency of their hospital and medical bills.
Schedule H, Part V, Section B, Line 20 Facility B, 1 Facility B, 1 - All Facilities. AT THE CURRENT TIME MHS DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS (ECAS), THEREFORE BOX E IS SELECTED TO INDICATE THAT NO EFFORTS WERE MADE BY THE HOSPITAL FACILITIES OR OTHER AUTHORIZED PARTY BEFORE INITIATING AN ECA.
Schedule H, Part V, Section B, Line 3E The significant health needs are a prioritized description of the significant health needs of the community and identified through the CHNA.
Schedule H, Part V, Section B, Line 5 Facility C, 1 Facility C, 1 - Methodist McKinney Hospital. In addition to analyzing quantitative data, 14 key informant interviews were conducted in June 2016. These were conducted to collect information from persons representing the broad interests of the community served. Interviews were conducted to solicit feedback from leaders and representatives who serve the community in various capacities and have insight into its needs. The interviews conducted by Truven Health are intended to assist with gaining an understanding and achieving insight into the individual's perception of the overall health status of the community and the primary drivers contributing to the identified health issues. To qualitatively assess the health needs of the community, participation was solicited from state, local, tribal, or regional governmental public health departments (or equivalent departments or agencies) with knowledge, information, or expertise relevant to the health needs of the community. Also, individuals or organizations serving and/or representing the interests of the medically underserved, low-income, and minority populations in the community were included. A list of the persons interviewed and the organizations they represent are below: Jessie Estes, mobile pantry manager, North Texas Food Bank; Ashley Brudnage, senior vice president of community impact, United Way of Metro Dallas; Bill Keffler, advisory board member, Methodist Richardson Medical Center; Chris Culak, vice president of development and community engagement, The Visiting Nurse Association of Texas (VNA); Joe Snayd, advisory board chairman, Methodist Richardson Medical Center and board member, Methodist Health System; Jennifer Friesen, vice president of therapeutic and autism services, Easter Seals of North Texas; Melanie Obrien, director of community outreach, Hope's Door; Cherish Holm, transitional living program case manager, City House; Susan Etheridge, executive director, Court Appointed Special Advocate of Collin County (CASA); Liliana Rogers, director of development and resources, Boys and Girls Clubs of Collin County; Brian Binggeli, Plano Independent School District; Carol Bodwell, executive director and board chairman, Collin county community food pantry; Jennifer Blalock, vice president of workforce and economic development, Collin College; and Candy Blair, public health director, Collin County Healthcare services
Schedule H, Part V, Section B, Line 11 Facility C, 1 Facility C, 1 - Methodist McKinney Hospital. COMMUNITY HEALTH NEED: ACCESS TO CARE METHODIST MCKINNEY HOSPITAL STRATEGIES AND RELATED ACTIVITIES: INCREASE ACCESS TO CARE BY RECRUITING ADDITIONAL PRIMARY CARE PHYSICIANS TO THE MARKET WHERE APPROPRIATE; PROVIDING LOW-COST SCREENING MAMMOGRAMS TO AREA RESIDENTS THROUGH THE MHS' MOBILE MAMMOGRAPHY PROGRAM; LOCATING ADDITIONAL ACCESS POINTS THROUGHOUT THE SERVICE AREA SUCH AS URGENT CARE, IMAGING AND FAMILY HEALTH CENTERS WITHIN NEW INTEGRATED HEALTH CENTERS; PROVIDING FINANCIAL ASSISTANCE TO COMMUNITY HEALTH CLINIC; PROVIDING FREE SPORTS PHYSICALS AT MCKINNEY HIGH SCHOOL; RECRUITING AND PLACING METHODIST MCKINNEY HOSPITAL SPECIALTY PHYSICIANS CLINIC IN PROSPER. COMMUNITY HEALTH NEED: AWARENESS AND COLLABORATION OF COMMUNITY RESOURCES METHODIST MCKINNEY HOSPITAL STRATEGIES AND RELATED ACTIVITIES: IMPROVE AWARENESS AND COLLABORATION OF COMMUNITY RESOURCES BY CONTINUING TO COLLABORATE WITH LOCAL MUNICIPALITIES AND COALITIONS TO EXPAND OUTREACH AND AWARENESS OF COMMUNITY RESOURCES. COMMUNITY HEALTH NEED: PREVENTION METHODIST MCKINNEY HOSPITAL STRATEGIES AND RELATED ACTIVITIES: IMPROVE PREVENTION EFFORTS BY PROVIDING SCREENING MAMMOGRAMS AND FLU SHOTS TO AREA RESIDENTS. In order to identify and prioritize the significant needs of the community, Methodist utilized a comprehensive method of taking into account all available and relevant data, including community input. All health needs identified were placed into a matrix with four quadrants by participants of the Methodist Health System's CHNA work group. Participants all agreed that the health needs indicated in the quadrants labeled "high data, high qualitative" and "low data, high qualitative" should be considered the community's significant health needs. The participants also agreed to include indicators the work group determined to be significant from the quadrant labeled "high data, low qualitative" as significant health needs. Based off this process, the following Community Health Needs were not considered to be significant and were thus not addressed in the most recent CHNA: Cancer, Pediatric Hospitalizations, Disabilities, Nutrition, Chronic Disease, Homelessness / Poverty, and Mental Health.
Schedule H, Part V, Section B, Line 13 Facility C, 1 Facility C, 1 - METHODIST MCKINNEY HOSPITAL. MHS will take into account the income level, family size, and amount of hospital charges in order to determine eligibility for the levels of financial assistance. In certain extraordinary cases where these factors may not accurately reflect the patient's ability to pay, MHS may take into account the earning status and potential of the patient and family, and frequency of their hospital and medical bills.
Schedule H, Part V, Section B, Line 20 Facility C, 1 Facility C, 1 - METHODIST MCKINNEY HOSPITAL. AT THE CURRENT TIME MHS DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS (ECAS), THEREFORE BOX E IS SELECTED TO INDICATE THAT NO EFFORTS WERE MADE BY THE HOSPITAL FACILITIES OR OTHER AUTHORIZED PARTY BEFORE INITIATING AN ECA.
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?9
Name and address Type of Facility (describe)
1 GOLDEN CROSS ACADEMIC CLINIC
122 W COLORADO BLVD
DALLAS,TX75209 		FREE STANDING CLINIC AND DALLAS, TX 75209 TEACHING FACILITY
2 METHODIST CHARLTON FAMILY MEDICAL CENTER
3500 W WHEATLAND RD
DALLAS,TX75237 		OUTPATIENT CARE AND TEACHING CENTER
3 CDI - Richardson
4140 E Renner Rd Suite 100
Richardson,TX75082 		Imaging center
4 CDI - Village McKinney
7300 Eldorado Pkwy Suite 170
McKinney,TX75070 		Imaging center
5 CDI - Mansfield
2975 E Broad St Suite 101
Mansfield,TX76063 		Imaging center
6 CDI - DeSoto
1750 N Hampton Rd
Desoto,TX75115 		Imaging center
7 CDI - Willowbend
5025 W Park Blvd Suite 110
Plano,TX75093 		Imaging center
8 CDI - Village Legacy
5425 W Spring Pkwy Suite 110
Plano,TX75024 		Imaging center
9 CDI - Village Independence
8080 Independence Pkwy Suite 105
Plano,TX75025 		Imaging center
10
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part I, Line 3c Charity Care AS PART OF ITS MISSION, MHS PROVIDES CHARITY CARE TO PATIENTS WHO LACK THE ABILITY TO PAY. THE DETERMINATION OF THE ABILITY TO PAY MAY TAKE INTO ACCOUNT A NUMBER OF FINANCIAL VARIABLES, INCLUDING BUT NOT LIMITED TO: (1) INCOME LEVEL, (2)FAMILY SIZE AND (3) AMOUNT OF HOSPITAL CHARGES. IN CERTAIN EXTRAORDINARY CASES WHERE THESE FACTORS MAY NOT ACCURATELY REFLECT THE PATIENT'S ABILITY TO PAY, MHS MAY TAKE INTO ACCOUNT THE EARNING STATUS AND POTENTIAL OF THE PATIENT AND FAMILY, AND FREQUENCY OF THEIR HOSPITAL AND MEDICAL BILLS. Further, MHS may conclude, without a completed assessment of eligibility that a favorable classification for charity may be appropriate based on other information obtained.
Schedule H, Part I, Line 7g Subsidized Health Services SUBSIDIZED HEALTH SERVICES INCLUDE THE FOLLOWING: METHODIST, ALONG WITH THE COUNTY HOSPITAL AND TWO OTHER NON-PROFIT HOSPITALS IN DALLAS, JOINTLY SPONSORS A REGIONAL HELICOPTER, FIXED WING, AND GROUND AMBULANCE SERVICE CALLED CAREFLITE. METHODIST DALLAS MAINTAINS HELIPADS FOR THE HELICOPTER SERVICE. ALSO, METHODIST DALLAS STAFFS THE NEONATAL TRANSPORT TEAMS THAT ARE RESPONSIBLE FOR TRANSPORTING THE ILL NEONATES FROM OUTLYING AREAS TO METHODIST DALLAS. METHODIST ALSO PARTICIPATES IN THE DALLAS COUNTY AND TARRANT COUNTY INDIGENT CARE PROGRAMS WHICH ARE DESIGNED TO ENHANCE ACCESS AND DELIVERY OF COST-EFFECTIVE HEALTHCARE SERVICES TO INDIGENT PATIENTS OF DALLAS AND TARRANT COUNTIES. METHODIST ALSO SUBSIDIZES TRAUMA SERVICES FOR ITS ER'S AND HOSPITALS AT ITS HOSPITALS.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 134544052
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance The costs in the table were computed using the organization's cost-to-charge ratio. This ratio was determined using IRS Schedule H, Worksheet 2. The amounts reported at Line 7 are computed on the basis of the IRS Schedule H Worksheets for each respective Line 7 item.
Schedule H, Part II Community Building Activities MHS BELIEVES THAT BY BEING FULLY ENGAGED IN COMMUNITY BUILDING ACTIVITIES INCLUDING, BUT NOT LIMITED TO, ECONOMIC AND WORKFORCE DEVELOPMENT, ENVIRONMENTAL AND SAFETY ISSUES, AS WELL AS COMMUNITY HEALTH ADVOCACY AND COMMUNITY SUPPORT IT CAN CONTRIBUTE BOTH DIRECTLY AND INDIRECTLY TO A HEALTHIER AND MORE VIBRANT COMMUNITY. MHS IS A MEMBER OF SEVERAL NATIONAL, STATE AND LOCAL HEALTHCARE ADVOCACY ORGANIZATIONS THAT PROMOTE HEALTHCARE POLICIES AND EDUCATE PEOPLE ON POLICIES THAT IMPACT HEALTHCARE ISSUES FACING THE COMMUNITIES. MHS ALSO PUBLISHES A COMMUNITY MAGAZINE TO KEEP THOSE IN ITS SERVICE AREA INFORMED OF ISSUES REGARDING THE CHANGES IN HEALTHCARE AS THEY ARISE AS WELL AS PROMOTING HEALTHY LIFESTYLES. MHS COMMITS SIGNIFICANT RESOURCES IN THE AREA OF PHYSICIAN RECRUITING FOR NEEDED SPECIALTIES AND IN UNDERSERVED AREAS.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount MHS PROVIDES HEALTH CARE SERVICES TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. MHS MAINTAINS AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM A PAYOR'S INABILITY TO MAKE PAYMENTS ON ACCOUNTS THE ALLOWANCE IS BASED ON HISTORICAL WRITE-OFFS AND THE AGING OF THE ACCOUNTS, MANAGEMENT CONTINUALLY MONITORS AND ADJUSTS THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS RECEIVABLE ACCOUNTS ARE WRITTEN OFF WHEN ROUTINE BILLING AND COMMUNICATION WITH THE PAYOR ARE NOT EXPECTED TO RESULT IN PAYMENT MHS COLLECTION EFFORTS CONTINUE, AND RECOVERIES OF ACCOUNTS WRITTEN OFF ARE ACCOUNTED FOR AS REDUCTIONS IN THE PROVISION FOR BAD DEBTS.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology MHS DOES NOT INCLUDE BAD DEBT AS A PORTION OF ITS COMMUNITY BENEFIT.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote MHS provides health care services to patients regardless of their ability to pay. MHS maintains an allowance for uncollectible accounts for estimated losses resulting from a payor's inability to make payments on accounts. The allowance is based on historical write-offs and the aging of the accounts; management continually monitors and adjusts the allowance for uncollectible accounts receivable. Accounts are written off when routine billing and communication with the payor are not expected to result in payment. MHS collection efforts continue, and recoveries of accounts written off are accounted for as reductions in the provision for bad debts.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs The Texas nonprofit hospitals annual report includes unreimbursed cost of Medicare as a community benefit in determining the state's statutory reporting. The organization provides care to Medicare patients regardless of this shortfall, thereby relieving the state and federal government of the burden of paying the full cost for the care of Medicare beneficiaries. To determine the amount reported on line 6, the Medicare cost report cost to charge ratio for inpatient and outpatient charges was utilized.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance The CBO will provide all completed FAP applications to Prime Financial where eligibility will be determined and if in-eligible, documented reasons for denial will be provided to the patient. No Extraordinary Collection Actions (ECA's), as defined above will be engaged in by the CBO or PFS during the duration of the FAP Process, as outlined above and in Policy FIN 006 regarding Financial Assistance. Classification of an account as financial assistance will suspend efforts to collect the account from the patient. Routine activity may continue in order to ensure that MHS can identify changed circumstances in the future and ensure continuity with respect to subsequent visits. Efforts to collect from third parties will continue, and any resulting collection would be a charity recovery.
Schedule H, Part V, Section B, Line 16a FAP website A - METHODIST MANSFIELD MEDICAL CENTER: Line 16a URL: https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/; B - METHODIST DALLAS MEDICAL CENTER: Line 16a URL: https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/; C - METHODIST MCKINNEY HOSPITAL: Line 16a URL: https://methodistmckinneyhospital.com/patient-info/financial-information/;
Schedule H, Part V, Section B, Line 16b FAP Application website A - METHODIST MANSFIELD MEDICAL CENTER: Line 16b URL: https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/; B - METHODIST DALLAS MEDICAL CENTER: Line 16b URL: https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/; C - METHODIST MCKINNEY HOSPITAL: Line 16b URL: https://methodistmckinneyhospital.com/patient-info/financial-information/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - METHODIST MANSFIELD MEDICAL CENTER: Line 16c URL: https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/; B - METHODIST DALLAS MEDICAL CENTER: Line 16c URL: https://www.methodisthealthsystem.org/patients-visitors/financial-assistance/; C - METHODIST MCKINNEY HOSPITAL: Line 16c URL: https://methodistmckinneyhospital.com/patient-info/financial-information/;
Schedule H, Part VI, Line 2 Needs assessment Methodist has relied upon the knowledge and interest of its directors and trustees to determine the effectiveness of its community benefit planning. The corporate Board of Directors consists of civic, business, and professional leaders from the communities served by the hospital system. In these exchanges with the communities served, Methodist is able to solicit their views on how we can better serve the needs of all. In addition, individual hospital advisory boards, created in 2009 at the request of the Methodist Health System Board of Directors, provides a way to strengthen our communication and influence with a diverse group of leaders in our service area. Along with representatives from Methodist's Board, these advisory boards consist of business owners, city and government officials, community and church leaders. Members have an opportunity to play an integral role in the future of our growth plans and health initiatives.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance The policy is posted on the MHS website in multiple languages including English, Mandarin, Korean, Spanish, Vietnamese, and Arabic. Further signage is in all access areas as well as written information is provided to patients upon intake. In addition, an annual posting for the organization's financial assistance policy is published in the local newspapers. The policy is attached to patient invoices and billing personnel follow up to provide the information when in contact with the patient. Contact information is provided so that individuals may have assistance with understanding and completing the Financial Assistance Application.
Schedule H, Part VI, Line 4 Community information The Methodist service area is made up of the combined service areas of each of its four wholly-controlled hospitals, encompassing parts of Dallas County, the southeast quadrant of Tarrant County and northern Johnson County to the west and south of DFW; northern Ellis County to the southeast; and the southwest section of Collin County to the north. Parts of the service area, particularly in southern Dallas County, near Methodist Dallas and Methodist Charlton facilities, there are high percentages of households in poverty, low average household income, and high percentages of adults with less than high school education. Consequently, Methodist provides large amounts of uncompensated care. During the past year, conditions in Methodist's service area have not changed and Methodist continues to play a vital role in the community, particularly in caring for indigent patients. The far southern portions of the Methodist service area as well as the areas to the north, near Methodist Mansfield and Methodist Richardson, tend to be more economically stable with stronger socioeconomic indicators. These areas include Midlothian, Cedar Hill, Mansfield, Richardson and Plano.
Schedule H, Part VI, Line 5 Promotion of community health METHODIST HOSPITALS OF DALLAS (D/B/A) METHODIST HEALTH SYSTEM FURTHERS ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITIES IT SERVES IN NORTH TEXAS. SINCE ITS FOUNDING IN 1927, METHODIST HAS HAD A STRONG CONNECTION TO ITS COMMUNITIES. THE ORGANIZATION IS COMPRISED OF A COMMUNITY BOARD, EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS AND COMMITS SIGNIFICANT RESOURCES TO MEDICAL EDUCATION. WE ARE COMMITTED TO IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE RESIDENTS IN OUR AREAS. THIS COMMITMENT IS ON DISPLAY EVERY DAY THROUGH THE MANY PROGRAMS AND SERVICES WE PROVIDE, INCLUDING: * COMMUNITY HEALTH NEEDS ASSESSMENTS * DELIVERY SYSTEM REFORM INCENTIVE PAYMENT * GENERATIONS, SENIOR SERVICES - HEALTH AND WELLNESS SEMINARS, SOCIAL ACTIVITIES AND SERVICES ASSISTING OLDER ADULTS * HEART OF THE COMMUNITY - COMMUNITY HEART HEALTH PROGRAM, RAISING AWARENESS OF HEART DISEASE * MOBILE MAMMOGRAPHY - EARLY DETECTION AND TREATMENT FOR BREAST CANCER * ASIAN BREAST HEALTH OUTREACH PROJECT - PROVIDING EDUCATION AND MAMMOGRAM SCREENINGS FOR UNINSURED AND UNDER INSURED ASIAN WOMEN OVER THE AGE OF 40 * LIFE SHINES BRIGHT PREGNANCY PROGRAM - WORKING IN PARTNERSHIP WITH THE MARCH OF DIMES TO REDUCE THE RISK OF PRETERM BIRTH * CONGREGATIONAL HEALTH MINISTRY - PROVIDING HEALTH RESOURCES TO AREA CHURCHES IN AN EFFORT TO IMPROVE THE PHYSICAL AND SPIRITUAL HEALTH OF THE PEOPLE IN THOSE CONGREGATIONS * COMMUNITY HEALTH EDUCATION EVENTS - INCLUDING PROGRAMS ON HEART HEALTH, WOMEN'S HEALTH, MEN'S HEALTH, WEIGHT-LOSS, BACK PAIN, AND MORE * CITY WELLNESS PROGRAMS - EDUCATIONAL PROGRAMS AND HEALTH SCREENINGS FOR LOCAL CITY EMPLOYEES
Schedule H, Part VI, Line 6 Affiliated health care system Methodist Health System ("MHS") is a d/b/a of Methodist Hospitals of Dallas ("MHD") which is a tax-exempt 501(c)(3) Texas nonprofit corporation which is comprised of acute care hospitals, rehabilitation hospitals, imaging centers, and other facilities located throughout the Dallas Fort Worth (DFW) Metroplex. Methodist has more than 1,100 active physicians on staff; 7,000 employees; and 1,600 licensed beds. Although the company has transitioned to using the MHS name for corporate operations, its true legal name remains Methodist Hospitals of Dallas. Its Board of Directors ("MHS Board"), which has the fiduciary role for the entire organization, can have up to 28 members. MHS's President/Chief Executive Officer has management accountability to the Board of Directors for all interests and operations in MHS, its divisions, subsidiaries, and related organizations. MHS is associated with the North Texas Conference of the United Methodist Church, pursuant to a formal covenant which defines their independence from each other and describes terms for their affiliation and support of each other; under those terms, MHS agrees to maintain "a commitment to Christian concepts of life and learning," and representatives of the Conference participate in the process of approving the list of persons nominated to the MHS Board and any amendments to MHS's bylaws.
Schedule H, Part VI, Line 7 State filing of community benefit report TX
Schedule H (Form 990) 2019
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number
75-0800661
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) American Cancer Society
250 Williams Street NW
Atlanta,GA30303 		13-1788491 501(c)(3) 10,000 0 N/A N/A Community Outreach
(2) Armstrong Bradfield Preschool Association
25 Highland Park Village
Dallas,TX75205 		01-0722685 501(c)(3) 5,000 0 N/A N/A Community Outreach
(3) Bishop Dunne Catholic School
3900 Rugged Dr
Dallas,TX75224 		75-2883025 501(c)(3) 5,000 0 N/A N/A Community Outreach
(4) Boys & Girls Clubs of Greater Dallas Inc
4816 Worth Street
Dallas,TX75246 		75-1152657 501(c)(3) 5,000 0 N/A N/A Community Outreach
(5) Cedar Hill Chamber of Commerce
300 Houston St
Cedar Hill,TX75104 		75-1717029 501(c)(6) 13,010 0 N/A N/A Community Outreach
(6) Cedar Hill ISD Education Foundation Inc
285 Uptown Blvd
Cedar Hill,TX75104 		35-2177401 501(c)(3) 5,000 0 N/A N/A Community Outreach
(7) City of Richardson (Eisemann Center)
2351 Performance Drive
Richardson,TX75082 		75-6000648 City of Richardson 9,000 0 N/A N/A Community Outreach
(8) City of Richardson (Wildflower)
411 W Arapaho
Richardson,TX75080 		75-6000648 City of Richardson 50,000 0 N/A N/A Community Outreach
(9) Dallas Area Habitat for Humanity
2800 N Hampton Rd
Dallas,TX75212 		75-2097161 501(c)(3) 10,000 0 N/A N/A Community Outreach
(10) Dallas Childrens Advocacy Center
5351 Samuell Boulevard
Dallas,TX75228 		75-2303404 501(c)(3) 10,000 0 N/A N/A Community Outreach
(11) Dallas Safety Net Support Corp
1441 N Beckley Ave
Dallas,TX75203 		82-3131059 501(c)(3) 29,782,226 0 N/A N/A Indigent Care
(12) DALLAS SYMPHONY ASSOCIATION INC
Morton H Meyerson Symphony Center
Dallas,TX75201 		75-0705442 501(c)(3) 9,000 0 N/A N/A Community Outreach
(13) DeSoto ISD Education Foundation Inc
200 E Belt Line Rd
DeSoto,TX75115 		75-2880427 501(c)(3) 12,500 0 N/A N/A Community Outreach
(14) Duncanville Chamber of Commerce
300 E Wheatland Rd
Ducanville,TX75116 		75-1097267 501(c)(6) 7,075 0 N/A N/A Community Outreach
(15) Duncanville ISD Education Foundation Inc
204 N Main St
Ducanville,TX75116 		75-2678418 501(c)(3) 19,500 0 N/A N/A Community Outreach
(16) Kessler School Inc
1215 Turner Ave
Dallas,TX75208 		75-2841524 501(c)(3) 10,000 0 N/A N/A Community Outreach
(17) KwanzaaFest
510 E 5th St
Dallas,TX75203 		75-2851704 501(c)(3) 5,000 0 N/A N/A Community Outreach
(18) Mansfield ISD Education Foundation
609 E Broad
Mansfield,TX76063 		75-2765533 501(c)(3) 20,000 0 N/A N/A 2017 and 2018 MISD Education Foundation Drive
(19) Mental Health Connection of Tarrant County
3131 Sanguinet
Fort Worth,TX76107 		75-2659610 501(c)(3) 10,000 0 N/A N/A Network of Care Website
(20) Metroplex Economic Development Corporation dba MegaFest
650 S Griffin St
Dallas,TX75202 		75-2768840 501(c)(3) 5,000 0 N/A N/A Community Outreach
(21) Oak Cliff Chamber of Commerce
1001 N Bishop Avenue
Dallas,TX75208 		75-0468625 501(c)(6) 22,850 0 N/A N/A Community Outreach
(22) Plano ISD Education Foundation
2700 W 15th Street
Plano,TX75075 		75-2481906 501(c)(3) 5,000 0 N/A N/A Community Outreach
(23) PTA Texas Congress
3817 Bucknell Drive
Garland,TX75042 		75-6062411 501(c)(3) 10,000 0 N/A N/A Community Outreach
(24) Richardson East Rotary Foundation
PO Box 831765
Richardson,TX75083 		46-0502289 501(c)(3) 15,000 0 N/A N/A Community Outreach
(25) Richardson Woman's Club
2005 N Cliffe Drive
Richardson,TX75082 		75-6043819 501(c)(3) 5,000 0 N/A N/A Community Outreach
(26) RISD Excellence in Education Foundation
400 S Greenville
Richardson,TX75081 		75-1945087 501(c)(3) 8,750 0 N/A N/A Community Outreach
(27) Rosemont Early Childhood PTA
PO Box 4435
Dallas,TX75208 		75-6062108 501(c)(3) 10,000 0 N/A N/A Community Outreach
(28) Southwest Transplant Alliance
5489 Blair Road
Dallas,TX75231 		75-1469319 501(c)(3) 10,000 0 N/A N/A Community Outreach
(29) Tarrant County Indigent Care Corp
612 E Lamar Blvd
Arlington,TX76011 		26-0610562 501(c)(3) 220,500 0 N/A N/A Indigent Care
(30) Tarrant Safety Net Support Corp
612 E Lamar Blvd
Arlington,TX76011 		82-3171862 501(c)(3) 4,673,552 0 N/A N/A Indigent Care
(31) Texas Garden Clubs Inc
1003 Cedar Hill Ave
Dallas,TX75208 		75-1057918 501(c)(3) 6,000 0 N/A N/A Community Outreach
(32) TRINITY RIVER COMMISSION FOUNDATION INC
12900 PRESTON ROAD
Dallas,TX75230 		75-2955573 501(c)(3) 5,500 0 N/A N/A Community Outreach
(33) University Park School Parent- Teacher Association
3505 Amherst Ave
Dallas,TX75225 		75-0855637 501(c)(3) 5,000 0 N/A N/A Community Outreach
(34) Warren Center Inc
320 Custer Rd
Richardson,TX75080 		75-1282040 501(c)(3) 12,500 0 N/A N/A Community Outreach
(35) Wylie ISD Education Foundation
951 South Ballard Ave
Wylie,TX75098 		14-1859786 501(c)(3) 5,000 0 N/A N/A Community Outreach
(36) YMCA of Metropolitan Dallas
1621 W Walnut Hill Ln
Irving,TX75038 		75-0800696 501(c)(3) 5,000 0 N/A N/A Community Outreach
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
31
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
5
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE primary GRANTS TO Dallas Safety Net Support Corp, Tarrant Safety Net Support Corp, and Tarrant County Indigent Care Corp ARE MONITORED BY THE CFO AND the executive STAFF AT MHS. THE CFO OF MHS IS ON THE BOARD OF EACH ORGANIZATION. THE REMAINING GRANTS ARE MONITORED BY EITHER THE LEADERSHIP IN THE FINANCE DEPARTMENT OR LEADERSHIP OF THE HOSPITAL ADMINISTRATIVE AREA THAT WORKS WITH THE ORGANIZATION.
Schedule I (Form 990) 2019



Additional Data


Software ID: 17005876
Software Version: 2017v2.2


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number

75-0800661
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
No
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Stephen L Mansfield PHD
 
President / CEO 		(i)

(ii)		 1,214,582
-------------
0 		2,709,916
-------------
0 		618,247
-------------
0 		16,200
-------------
0 		34,121
-------------
0 		4,593,067
-------------
0 		274,630
-------------
0
2Craig Bjerke
 
Interim CFO Starting July 2018 		(i)

(ii)		 264,939
-------------
0 		49,331
-------------
0 		4,386
-------------
0 		25,341
-------------
0 		29,322
-------------
0 		373,320
-------------
0 		0
-------------
0
3Robert M Milone
 
Assisant Treasurer 		(i)

(ii)		 174,509
-------------
0 		20,960
-------------
0 		5,304
-------------
0 		13,599
-------------
0 		43,168
-------------
0 		257,540
-------------
0 		0
-------------
0
4Michael O Price
 
Assistant Secretary 		(i)

(ii)		 446,422
-------------
0 		159,301
-------------
0 		120,943
-------------
0 		71,992
-------------
0 		60,877
-------------
0 		859,536
-------------
0 		50,530
-------------
0
5Michael J Schaefer
 
Treasurer & CFO Through June 2018 		(i)

(ii)		 641,334
-------------
0 		300,491
-------------
0 		182,923
-------------
0 		19,575
-------------
0 		32,772
-------------
0 		1,177,096
-------------
0 		0
-------------
0
6Laura Irvine
 
FORMER EVP SYSTEM ALIGNMENT & INTEGRATION 		(i)

(ii)		 331,473
-------------
0 		0
-------------
0 		75,864
-------------
0 		19,575
-------------
0 		28,807
-------------
0 		455,719
-------------
0 		72,856
-------------
0
7E Kenneth Hutchenrider JR
 
PRESIDENT - MRMC 		(i)

(ii)		 373,527
-------------
0 		130,741
-------------
0 		57,787
-------------
0 		66,303
-------------
0 		39,443
-------------
0 		667,801
-------------
0 		48,458
-------------
0
8Martin L Koonsman MD
 
PRESIDENT - MDMC 		(i)

(ii)		 454,193
-------------
0 		117,329
-------------
0 		13,942
-------------
0 		74,141
-------------
0 		43,057
-------------
0 		702,662
-------------
0 		0
-------------
0
9Frances Laukaitis
 
PRESIDENT - MCMC 		(i)

(ii)		 342,516
-------------
0 		115,138
-------------
0 		28,499
-------------
0 		63,266
-------------
0 		38,446
-------------
0 		587,865
-------------
0 		0
-------------
0
10John Phillips
 
PRESIDENT - MMMC 		(i)

(ii)		 353,381
-------------
0 		125,502
-------------
0 		55,408
-------------
0 		63,805
-------------
0 		33,308
-------------
0 		631,403
-------------
0 		46,056
-------------
0
11Leslie Pierce
 
SR VP REVENUE CYCLE 		(i)

(ii)		 249,786
-------------
0 		51,697
-------------
0 		17,629
-------------
0 		29,137
-------------
0 		38,866
-------------
0 		387,114
-------------
0 		0
-------------
0
12Karla Ramberger
 
SR VP/CHIEF NURSING EXECUTIVE 		(i)

(ii)		 252,558
-------------
0 		50,916
-------------
0 		29,759
-------------
0 		32,625
-------------
0 		25,287
-------------
0 		391,144
-------------
0 		0
-------------
0
13Pamela Stoyanoff
 
EVP / COO 		(i)

(ii)		 713,160
-------------
0 		436,161
-------------
0 		113,221
-------------
0 		115,123
-------------
0 		70,825
-------------
0 		1,448,490
-------------
0 		89,638
-------------
0
14Cheryl Flynn
 
SR VICE PRESIDENT - CHRO 		(i)

(ii)		 365,393
-------------
0 		115,792
-------------
0 		52,684
-------------
0 		37,820
-------------
0 		49,302
-------------
0 		620,990
-------------
0 		34,979
-------------
0
15Brian Kenjarski
 
SVP DATA GOVERNANCE &CMIO 		(i)

(ii)		 405,410
-------------
0 		64,262
-------------
0 		3,581
-------------
0 		9,450
-------------
0 		14,559
-------------
0 		497,263
-------------
0 		0
-------------
0
16Jan Lea
 
SR VICE PRESIDENT SUPPLY CHAIN 		(i)

(ii)		 249,820
-------------
0 		59,332
-------------
0 		83,856
-------------
0 		19,482
-------------
0 		43,913
-------------
0 		456,403
-------------
0 		0
-------------
0
17Pamela McNutt
 
SENIOR VICE PRESIDENT & CIO 		(i)

(ii)		 437,066
-------------
0 		157,757
-------------
0 		119,699
-------------
0 		67,352
-------------
0 		53,974
-------------
0 		835,849
-------------
0 		42,131
-------------
0
18George Williams MD
 
PRESIDENT MEDHEALTH/SVP 		(i)

(ii)		 440,665
-------------
0 		102,719
-------------
0 		7,677
-------------
0 		41,176
-------------
0 		41,378
-------------
0 		633,614
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part II, Column (B)(ii) Bonus & Incentive Compensation Dr. Stephen Mansfield, CEO, received a retention bonus of $1,949,376 in 2017. This bonus was included in his taxable wages for 2017 and is reported on Schedule J, Part II in column (B)(ii).
Schedule J, Part I, Line 1a Discretionary spending account Dr. Stephen Mansfield, CEO, is provided with an amount to utilize for various incidental business expenses, as deemed necessary by the CEO. The CEO is not accountable to the organization under an accountable plan and the amount is considered taxable compensation.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses The independent board's compensation committee reviews and approves the discretionary spending amount provided to the CEO. The committee contemporaneously substantiated the deliberation and decision.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 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 $16,535 / $0 CHERYL FLYNN $28,370 / $34,979 EDWIN HUTCHENRIDER JR. $53,478 / $48,458 LAURA IRVINE $0/ $72,856 MARTIN KOONSMAN JR. $64,691 / $0 FRANCES LAUKAITIS $50,441 / $0 JAN LEA $0 / $19,890 STEPHEN MANSFIELD, PHD $0 / $548,836 PAMELA MCNUTT $47,777 / $42,131 JOHN PHILLIPS $50,980 / $46,056 LESLIE PIERCE $19,687 / $0 MICHAEL PRICE $52,417 / $50,530 KARLA RAMBERGER $13,571 / $0 MICHAEL SCHAEFER $0 / $90,642 PAMELA STOYANOFF $102,298 / $89,638 GEORGE WILLIAMS $33,909 / $0
Schedule J, Part I, Line 7 Non-fixed payments In order to recruit and retain key talent, MHS offers short and long term incentive plans for certain employees listed in Part VII, Section A, Line 1a. For fiscal year 2018 the incentive plans were targeted in the areas of financial performance, clinical quality, and employee and patient satisfaction.
Schedule J (Form 990) 2019

Additional Data


Software ID: 17005876
Software Version: 2017v2.2

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number
75-0800661
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A TARRANT COUNTY CULTURAL EDU FAC FINANCE CORP HOSPITAL SERIES 2008
  		04-3833551 87638QBF5 09-04-2008 200,000,000 Refunding Issue to CONSTRUCTION OF MANSFIELD HOSPITAL FACILITY AND OTHER CAPITAL IMPROVEMENTS   X X     X
B TARRANT COUNTY CULTURAL EDU FAC FINANCE CORP HOSPITAL SERIES 2013
  		04-3833551 87638QJA8 07-25-2013 199,996,833 CONSTRUCT ADDITIONAL FACILITIES AT 3 CAMPUSES AND EQUIPMENT   X X     X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 32,400,000 26,626,833    
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 200,000,000 199,996,833    
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 250,000 835,033    
8 Credit enhancement from proceeds ............. 2,963,942      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 196,786,058 199,161,800    
11 Other spent proceeds .............        
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2009 2015
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		               
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		               
16 Has the final allocation of proceeds been made? .......... X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X          
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X        
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X   X        
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X        
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 2.95 % 0 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 %    
6 Total of lines 4 and 5 ............. 2.95 % 0 %    
7 Does the bond issue meet the private security or payment test? ...   X   X        
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X        
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		  X   X        
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X        
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X        
b Exception to rebate? ........ X   X          
c No rebate due? .........   X   X        
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X        
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X        
b Name of provider .......... GS BOFA ML DBG
  		 
  		 
  		 
 
c Term of hedge ......... 3320 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X        
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?       X        
7 Has the organization established written procedures to monitor the requirements of section 148? ...   X   X        
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?   X   X        
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I Bond Issues: (A) ISSUER NAME: TARRANT COUNTY CULTURAL EDU. FAC. FINANCE CORP HOSPITAL SERIES 2008 (F) DESCRIPTION OF PURPOSE: CONSTRUCTION OF MANSFIELD HOSPITAL FACILITY AND OTHER CAPITAL IMPROVEMENTS (A) ISSUER NAME: TARRANT COUNTY CULTURAL EDU. FAC. FINANCE CORP HOSPITAL SERIES 2013 (F) DESCRIPTION OF PURPOSE: Refunding Issue to CONSTRUCT ADDITIONAL FACILITIES AT 3 CAMPUSES AND EQUIPMENT
Schedule K, Part V Although no formal policies have been adopted, the organization has consulted with bond counsel and draft policies are currently in review.
Schedule K (Form 990) 2019

Additional Data


Software ID: 17005876
Software Version: 2017v2.2

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number

75-0800661
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
(1) STEPHEN MANSFIELD
  		CEO SPLIT-DOLLAR LIFE INSURANCE   X 0 365,711   No Yes   Yes  
Total ...............Small Bullet $ 365,711
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Meredith Grace Mansfield
  		Daughter of MHS President/CEO, Stephen Mansfield 36,344 Employment   No
(2) Laura Adams
  		Daughter-in-law of MCMC President, FRANCES LAUKAITIS 33,529 Employment   No
(3) Amanda Laukaitis
  		Daughter-in-law of MCMC President, Frances Laukaitis 62,724 Employment   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part II LOANED AMOUNT IS FOR PAYMENT OF PREMIUMS IN ACCORDANCE WITH SPLIT-DOLLAR LIFE INSURANCE AGREEMENTS BETWEEN Dr. STEPHEN MANSFIELD AND MHS AS APPROVED BY THE COMPENSATION COMMITTEE, a committee of the governing body.
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number

75-0800661
Return Reference Explanation
Form 990, Part III, Line 4a Description Continued MDMC is located near downtown Dallas between a stable residential area on one side, and an economically-challenged area on the other. MDMC serves as a teaching and referral center for MHS, and trains nearly 85 residents annually in internal medicine, family practice, general surgery, obstetrics and gynecology. In late 2007, a Physician Office Building (POB) was built to increase capacity of high grade office space. The POB and MDMC Golden Cross Academic and indigent care Clinic help attract physicians and patients, and have acted as a catalyst for further development and renovation of the area adjacent to the campus. In 2015, MDMC created the Methodist Digestive Institute, which handles illnesses such as pancreatic cancer, pancreatitis, indigestion and acid reflux. MDMC operates a high risk pregnancy program and NICU. In addition to the many perinatal and neonatal services, MDMC also staffs a neonatal transport team that transports ill neonates from outlying hospitals in Northeast and Central Texas to MDMC. Also, in FY2015 MDMC began providing a Medication Therapy Management Clinic in its Liver Institute. Through this clinic, Hepatitis C patients are monitored by expert pharmacists who manage their medications, write insurance documents, and follow their progress on new drugs to treat and cure Hepatitis C. The clinic opened in June and by the end of the year, nearly 90 patients were cured of the illness. In FY2018, MDMC had 15,451 discharges; 84,524 inpatient days; 5,864 inpatient newborn days; 69,916 emergency room visits; 4,775 inpatient surgeries; and 4,038 outpatient surgeries. MCMC is a general acute care and teaching hospital that serves the communities of southern Dallas County. It houses a Family Practice residency program with dual accreditation to train both allopathic and osteopathic physicians. The campus added a 72 bed patient tower in 2012. The bed tower created more modern patient rooms, more efficient workspaces for nursing staff, a telemetry floor for heart monitoring, a seven-room surgical suite with one operating room specially designed for heart surgery, and an orthopedic unit with a rehabilitation room. MCMC's OB hospitalist program launched in December 2015 with in-house specialists providing care to about a dozen patients each day, including some whose private doctors are temporarily unavailable. The OB hospitalist program ensures that a board-certified OB-GYN physician is available at the hospital at all hours, exclusively dedicated to caring for hospitalized patients. For women in labor or with other obstetrics or gynecologic concerns, it's an additional layer of care that patients coming to Methodist Charlton can rely on. In FY2018 MCMC had 14,031 discharges; 65,317 inpatient days; 4,583 newborn inpatient days; 85,330 emergency room visits; 1,980 inpatient surgeries; and 2,087 outpatient surgeries. The 254 bed MMMC opened in 2006 and offers high-quality care to the growing areas of Mansfield and the surrounding communities. In 2010 MMMC celebrated its expanded ER, ICU, and telemetry floor. The $37 million expansion doubled the size of the ER with 35 treatment rooms, added eight ICU treatment rooms and 36 telemetry patient rooms. A $9 million expansion of the Women's Pavilion was completed in 2012. This 9,413 square-foot addition enhanced Labor and Delivery services at MMMC to a total of 13 LDR suites that accommodates up to 3,800 deliveries each year. Also added was an expanded antepartum area, expanded nurse/physician work areas, and expanded C-section recovery and support. Based on growth in surgical procedures, construction was initiated in September 2013 on two operating rooms that came on-line in March 2014. Due to continued growth in the demand for inpatient beds, MMMC completed a new $118 million expansion in 2015 adding 118 Medical-Surgical Beds, 12 ICU rooms, and eight Intermediate Care rooms. In FY2018 MMMC had 11,577 discharges; 52,049 inpatient days; 3,797 newborn inpatient days; 52,809 emergency room visits; 2,131 inpatient surgeries; and 2,452 outpatient surgeries. MRMC serves the residents of Richardson, Plano, North Dallas, Collin County and surrounding communities. In October 2011, MHS acquired the assets of the Richardson Hospital Authority (RHA) and continued to operate the hospital facility as part of the Methodist Health System. The hospital operations of the hospital are now within the Methodist Health System and included as part of this return. MRMC has two campuses: Campbell Road and Bush/Renner. Up until April 2014, the Campbell Road Campus operated as a 200-bed acute care facility with independently practicing physicians offering more than 35 different specialties along with a full service emergency room. The Bush/Renner campus, in East Richardson, included an outpatient hospital and full service emergency room with 4 observation beds. In April 2014, Methodist opened an acute-care 134 licensed bed inpatient facility at the Bush/Renner campus bringing the total number of licensed beds for MRMC to 334. Since opening, the Bush/Renner facility has expanded with an additional 52 beds bringing the total of licensed beds for Bush/Renner to 186 and for both campuses to a total of 386. Among the enhancements of the new facility are the doubled size of the intensive care unit and the neonatal intensive care unit, and the ability to open a second cardiac catheterization lab. The Bush/Renner campus is also home to Methodist Richardson Cancer Center, where some of the latest advancements in medical, surgical and radiation oncology are provided in one convenient location. The Bush/Renner campus also includes a five-story, 100,000 square foot physician pavilion with more than 30 physicians in a full range of specialties. The Campbell Road Campus has been renamed the Methodist Richardson Medical Center Campus for Continuing Care. In addition to a full service emergency department and other outpatient services, such as physical medicine and a sleep lab, this campus continues to be the site of MRMC's behavioral health program. This program includes a 64-bed inpatient unit and intensive outpatient programs. MRMC expanded the unit in 2015 to offer an additional 22 inpatient beds for geriatric behavioral health patients. In FY2017, years ahead of schedule, and due to increased volume for specialized and acute care services, Methodist Richardson Medical Center began construction on two additional patient floors with 150 all-private patient rooms as well as a surgical operating room and a 500-space parking garage. The parking garage was completed ahead of schedule in the fall of 2018. The vertical expansion is slated to be completed at the end of 2019. In FY2018, MRMC had 12,997 discharges; 63,589 inpatient days; 3,097 newborn inpatient days; 51,095 emergency room visits; 2,401 inpatient surgeries; and 2,821 outpatient surgeries. MHS is a teaching healthcare system with physician residency programs in several specialties and training across a broad array of allied health professions. MDMC and MCMC operate active outpatient teaching clinics staffed by its residents and supervised by attending physicians. The teaching clinics are a valuable asset in meeting the primary care needs of the community, as well as training new physicians. MHS conducts screenings for cancer of the breast, cervix and skin through the Mobile mammography Unit which offers convenient screenings and Mammograms. Methodist Rehabilitation Hospital opened with 40 beds in 2008. It is next door to the MCMC campus and is jointly owned with Centerre Health. It allows MHS to be able to provide a larger array of rehabilitative care. A partnership between MHS and area physicians opened the Methodist McKinney Hospital in 2010, which now has 21 beds, and serves Collin County and the surrounding communities. Methodist Hospital for Surgery in Addison is a joint venture partnership with a group of physicians. The 32-bed facility opened in 2010, and is a center of excellence for spine and orthopedic surgery. MHS is committed to enhancing the availability of physicians servicing the community. Methodist Family Health Centers extend family health care and general medical services in 22 locations in the MHS service area.
Form 990, Part III, Line 4a Description Continued (2) Significant sections of MHS' service areas have high percentages of households in poverty, low median household income, high percentages of adults with less than a high school education, high percentages of blue collar workers, low percentages of managerial and professional workers, a high rate of births to teenagers, high premature births and infant mortality, and high percentages of children. Consequently, in FY2018, MHS provided a substantial amount of charity care and government-sponsored indigent healthcare, as well as a number of other community benefits in accomplishing its exempt purpose. Whether financially or medically indigent, there is no question that the demand for healthcare for the indigent population is great and the county-supported Parkland Hospital is not caring for, and likely cannot care for, all of those who qualify. As a result, the major hospitals servicing Dallas County have collaborated in the development of the Dallas County Indigent Care Plan which is part of the UPL program approved by the state and federal governments. The DSRIP (Delivery System Reform Incentive Payment) pool provides payments to hospitals and other providers upon their achieving certain goals that are intended to improve the quality and lower the cost of care. DSRIP is part of the federally approved 1115 waiver that preserves Upper Payment Limit (UPL) funding under a new methodology, but allows for managed care expansion to additional areas of the state. The program, which MHS facilities have participated in since it began, helps fund efforts targeted toward promoting appropriate emergency room utilization, evidence based clinical and quality improvement in chronic disease management for emergency room patients with diabetes and assisting a community-based charity clinic in enhancing the quality of their services by adopting a "medical home" model of patient care. Throughout FY2018, Methodist Health System's DSRIP projects continued to impact our low income and uninsured patient populations by leveraging relationships with internal and external partners (Meals on Wheels/VNA, Metrocare Behavioral Health, Meals On Wheels, etc.) to address patients' social services and healthcare access needs. Dallas County's trauma rates typically are higher than state and national trauma rates. Historically, the County has relied almost exclusively on Parkland Memorial Hospital (Parkland), MDMC and Baylor University Medical Center (Baylor) to handle major trauma. Parkland currently operates as the County's primary trauma facility, supported by MDMC and Baylor. MDMC's commitment to provide outstanding trauma services to Dallas and surrounding counties is demonstrated by the improvements that MDMC has made within its own trauma program. MDMC is designated by the Texas Department of Health as a Level I Major Trauma Center. MDMC does a great deal to fulfill the community need for emergency services. MHS recently completed a more than $108 million expansion to the MDMC emergency room, critical care, and surgery departments with a new six-story trauma and critical care center in 2014. The 248,000 square foot trauma and critical care center includes 58 new emergency room beds, six trauma suites, eight surgical suites, a 36-bed critical care unit and the ability to expand to 11 stories for future growth. MHS, along with two other non-profit hospitals in Dallas, jointly sponsor a regional helicopter, fixed wing, and ground ambulance service called CareFlite. MDMC maintains helipads for the helicopter service.
Form 990, Part VI, Line 16a Joint Venture Policy THE ORGANIZATION HAS A POLICY ON PHYSICIAN JOINT VENTURES WHICH REQUIRES THE INVESTMENT TO BE REVIEWED BY MHS LEGAL AND FINANCE DIVISIONS. THIS PRACTICE IS FOLLOWED FOR ALL JOINT VENTURES. ALL JOINT VENTURE INVESTMENTS ARE APPROVED BY THE BOARD PRIOR TO THE INVESTMENT.
Form 990, Part VI, Line 1a Delegate broad authority to a committee The executive committee may exercise the powers and authority of the Board of Directors in the management of the corporation.
Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared by an outside public accounting firm. It is reviewed and approved by the audit and corporate oversight committee and is then made electronically available to the board of directors prior to filing.
Form 990, Part VI, Line 12c Conflict of interest policy 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 15a Process to establish compensation of top management official An outside firm is engaged to conduct a compensation study, which includes comparability data, every three years. The study was most recently conducted in fiscal year 2017. The results of the most recent study are analyzed annually by the independent Board's Compensation Committee in the determination of the CEO's compensation. The committee contemporaneously substantiated the deliberation and decision.
Form 990, Part VI, Line 15b Process to establish compensation of other employees An outside firm is engaged to conduct a compensation study, which includes comparability data, every three years. This was most recently conducted in fiscal year 2017. The results of the most recent study are analyzed annually by the CEO who then proposes merit and bonus/incentive compensation for Officers, Executive Vice Presidents, and Senior Vice Presidents to the independent board's Compensation Committee for review and approval. The committee contemporaneously substantiated the deliberation and decision.
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 VIII, Line 11d Other Miscellaneous Revenue Miscellaneous Revenue - Total Revenue: 1463259, Related or Exempt Function Revenue: , Unrelated Business Revenue: 80248, Revenue Excluded from Tax Under Sections 512, 513, or 514: 1383011;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfer to affiliates - -1734748;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Methodist Hospitals of Dallas
 
Employer identification number

75-0800661
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) Methodist Community Pharmacy LLC
1441 N Beckley Ave
Dallas,TX75203
83-0538315 		Pharmacy Sales TX 0 0 Methodist Hospitals of Dallas
 
(2) MHS-1211 Beckley Property LLC
1441 N Beckley Ave
Dallas,TX75203
82-3651763 		Property Management TX 275,534 2,419,647 Methodist Hospitals of Dallas
 
(3) Methodist Mansfield Ambulatory Surgery Center LLC
PO Box 655999
Dallas,TX75265
26-0869371 		Ambulatory Services TX 0 0 Methodist Hospitals of Dallas
 






Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)ASSOCIATES IN SURGICAL ACUTE CARE
1441 N BECKLEY AVE

DALLAS,TX75203
26-2126265 		MEDICAL SERVICES TX 501(c)(3) Type I METHODIST HOSPITALS OF DALLAS
 
Yes
 
(2)CAREFLITE
3110 S GREAT SW PARKWAY

GRAND PRAIRIE,TX75052
75-1657155 		MEDICAL TRANSPORT TX 501(c)(3) 10 NA
 
 
No
(3)DALLAS COUNTY INDIGENT CARE CORP
1441 N BECKLEY AVE

DALLAS,TX75203
26-0610562 		FUNDING FOR INDIGENT CARE TX 501(c)(3) Type I NA
 
 
No
(4)DALLAS METHODIST HOSPITALS FOUNDATION
1441 N BECKLEY AVE

DALLAS,TX75203
75-1548343 		FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS TX 501(c)(3) 7 METHODIST HOSPITALS OF DALLAS
 
Yes
 
(5)DALLAS METHODIST PHYSICIANS NETWORK
1441 N BECKLEY AVE

DALLAS,TX75203
75-2693707 		HEALTH CARE CONTRACTING TX 501(c)(6)   METHODIST HOSPITALS OF DALLAS
 
Yes
 
(6)MEDHEALTH
1441 N BECKLEY AVE

DALLAS,TX75203
75-2896138 		MEDICAL SERVICES TX 501(c)(3) Type I METHODIST HOSPITALS OF DALLAS
 
Yes
 
(7)METHODIST-CDI
1441 N BECKLEY AVE

DALLAS,TX75203
46-5265469 		MEDICAL SERVICES TX 501(c)(3) 3 METHODIST HOSPITALS OF DALLAS
 
Yes
 
(8)METHODIST PATIENT CENTERED ACO
1441 N BECKLEY AVE

DALLAS,TX75203
35-2436666 		MEDICAL SERVICES TX 501(c)(3) 10 METHODIST HOSPITALS OF DALLAS
 
Yes
 
(9)METHODIST RICHARDSON MEDICAL CENTER FOUNDATION
401 W Campbell Road

RICHARDSON,TX75080
75-1788520 		FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS TX 501(c)(3) Type I METHODIST HOSPITALS OF DALLAS
 
Yes
 
(10)METHODIST TRANSPLANT PHYSICIANS
1441 N BECKLEY AVE

DALLAS,TX75203
01-0612870 		MEDICAL SERVICES TX 501(c)(3) Type I METHODIST HOSPITALS OF DALLAS
 
Yes
 
(11)METHODIST URGENT CARE
1441 N BECKLEY AVE

DALLAS,TX75203
47-1054059 		MEDICAL SERVICES TX 501(c)(3) 3 METHODIST HOSPITALS OF DALLAS
 
Yes
 
(12)MHSR MEDICAL CENTER
1441 N BECKLEY AVE

DALLAS,TX75203
26-4193362 		MEDICAL SERVICES TX 501(c)(3) Type I METHODIST HOSPITALS OF DALLAS
 
Yes
 
(13)NELLE NORRELL FOUNDATION
1441 N BECKLEY AVE

DALLAS,TX75203
75-6034201 		FUND RAISING TO SUPPORT EXEMPT FUNCTIONS OF MHS TX 501(c)(3) Type I METHODIST HOSPITALS OF DALLAS
 
Yes
 
(14)PAVILION PROPERTIES
1441 N BECKLEY AVE

DALLAS,TX75203
75-2284449 		REAL ESTATE TITLE HOLDING TX 501(c)(2)   METHODIST HOSPITALS OF DALLAS
 
Yes
 
(15)PHYSICIAN ASSOCIATES OF SOUTHWEST DALLAS
1441 N BECKLEY AVE

DALLAS,TX75203
75-2966610 		MEDICAL SERVICES TX 501(c)(3) Type I METHODIST HOSPITALS OF DALLAS
 
Yes
 
(16)TARRANT COUNTY INDIGENT CARE CORPORATION
612 E LAMAR BLVD
6TH FLOOR
ARLINGTON,TX76011
26-0648532 		FUNDING FOR INDIGENT CARE TX 501(c)(3) Type I NA
 
 
No
(17)Methodist Puerto Rico Transplant Administration Corporation
1441 N Beckley Ave

Dallas,TX75203
82-4253307 		Transplant Administration TX 501(c)(3) Type II Methodist Hospitals of Dallas
 
Yes
 
(18)Dallas Safety Net Support Corp
1441 N Beckley Ave

Dallas,TX75203
82-3131059 		FUNDING FOR INDIGENT CARE TX 501(c)(3) Type I NA
 
 
No
(19)Tarrant Safety Net Support Corp
612 E Lamar Blvd
STE 900
Arlington,TX76011
82-3171862 		FUNDING FOR INDIGENT CARE TX 501(c)(3) Type I NA
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) METDALSPI HOLDING LLC

11221 ROE AVE
Suite 230
LEAWOOD,KS66211
26-3207402 		Medical Services TX METHODIST HOSPITAL OF DALLAS
  		Related 16,527,457 2,906,596   No   Yes   99 %
(2) METDALSPI LLC

11221 ROE AVE
LEAWOOD,KS66211
26-3195791 		HOSPITAL TX METDALSPI HOLDING LLC
  		N/A                
(3) METHODIST DIAGNOSTIC IMAGING OF TEXAS LLC

5775 WAYZATA BLVD
Suite 400
ST LOUIS PARK,MN55416
47-2352211 		Management Services TX METHODIST HOSPITAL OF DALLAS
  		Related 1,077,172 13,323,647   No     No 51 %
(4) METHODIST MCKINNEY HOSPITAL PROPERTY LLC

11221 ROE AVE
Suite 310
LEAWOOD,KS66211
26-1943814 		REAL ESTATE TX METHODIST HOSPITAL OF DALLAS
  		Related 1,392,771 16,761,266   No   Yes   63.68 %
(5) METHODIST MCKINNEY HOSPITAL LLC

11221 ROE AVE
Suite 320
LEAWOOD,KS66211
20-8847736 		Medical Services TX METHODIST HOSPITAL OF DALLAS
  		Related 7,302,192 29,050,437   No   Yes   50.5 %
(6) METHODIST URGENT CARE OF TEXAS LLC

265 BROOKVIEW CENTRE WAY
Suite 400
KNOXVILLE,TN37919
35-2509140 		MANAGEMENT SERVICES TX METHODIST HOSPITAL OF DALLAS
  		Related -2,798,697 825,771   No     No 51 %
(7) METSL HOLDINGS LLC

11221 ROE AVE
LEAWOOD,KS66211
81-2295479 		Holding Company TX NORTH TEXAS HEALTH FACILITIES MGMT
  		N/A                
(8) METSL LLC

11221 ROE AVE
LEAWOOD,KS66211
81-2332488 		Hospital TX METSL HOLDINGS LLC
  		N/A                
(9) MHD-USO GENERAL LLC

ONE POST STREET
35TH FL ATTN TAX DEPT
SAN FRANCISCO,CA94104
20-3843579 		MEDICAL SERVICES TX NORTH TEXAS HEALTH FACILITIES MGMT
  		N/A                
(10) MHD-USO MANAGEMENT COMPANY LP

ONE POST STREET
35TH FL
SAN FRANCISCO,CA94104
20-3844027 		MEDICAL SERVICES TX NORTH TEXAS HEALTH FACILITIES MGMT
  		N/A                
(11) MHS-CHC I LP

3020 W WHEATLAND RD
DALLAS,TX75237
20-5000978 		REHAB HOSPITAL TX MHS-CHC LLC
  		N/A                
(12) MHS-CHC LLC

680 S 4TH STREET
LOUISVILLE,KY40202
20-4921888 		HOSPITAL SERVICES TX METHODIST HOSPITAL OF DALLAS
  		Related 51,679 1,932   No     No 75 %
(13) MRCU LLC

1441 N BECKLEY AVE
DALLAS,TX75203
47-4584500 		HEALTHCARE SERVICES TX METHODIST HOSPITAL OF DALLAS
  		Related -96,993 0   No   Yes   51 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) NORTH TEXAS HEALTH FACILITIES MANAGEMENT

1441 N BECKELY AVE
DALLAS,TX75203
75-1700994 		FACILITY AND PHYSICIAN MGMT TX METHODIST HOSPITALS OF DALLAS
  		C Corporation 4,943,916 6,709,708 100 % Yes  
(2) COLLECTECH FINANCIAL SERVICES INC

1441 N BECKELY AVE
DALLAS,TX75203
75-2369856 		BILLING AND COLLECTION TX NORTH TEXAS Health FACILITIES MGMT
  		C Corporation         No
(3) RICHARDSON PHYSICIAN ALLIANCE

1441 N BECKELY AVE
DALLAS,TX75203
75-0591925 		PHYSICIAN SERVICES TX METHODIST HOSPITALS OF DALLAS
  		C Corporation 0 0 100 % Yes  








Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ASSOCIATES IN SURGICAL ACUTE CARE

 R 341,342 FMV
(2) DALLAS METHODIST HOSPITALS FOUNDATION

 C 6,682,948 FMV
(3) DALLAS METHODIST HOSPITALS FOUNDATION

 Q 1,683,504 FMV
(4) DALLAS METHODIST PHYSICIANS NETWORK

 L 378,968 FMV
(5) DALLAS METHODIST PHYSICIANS NETWORK

 S 147,409 FMV
(6) MEDHEALTH

 S 10,497,280 FMV
(7) MEDHEALTH

 R 35,927,833 FMV
(8) Methodist Richardson Medical Center Foundation

 C 195,342 FMV
(9) METHODIST TRANSPLANT PHYSICIANS

 S 791,255 FMV
(10) PHYSICIANS ASSOC OF SW DALLAS

 Q 2,523,012 FMV
(11) PHYSICIANS ASSOC OF SW DALLAS

 R 119,820 FMV
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


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