TY 2019 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) Andrew von Eschenbach MD...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(2) Antonio Gotto Jr MD DPhil ex offi...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(3) Augustine MK Choi MD ex officio...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(4) Bishop Scott Jones...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(5) Bret T Curran...................................................................... See Schedule O	50.00 ................. 0.00	X		574,212	0	42,558
(6) Brian Aquino MD...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(7) Carlton E Baucum...................................................................... See Schedule O	6.00 ................. 0.00	X	X	0	0	0
(8) Carrie L Byington MD ex officio...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(9) Catherine S Jodeit...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(10) Christopher Robben MD...................................................................... See Schedule O	2.00 ................. 48.00	X	X	0	502,181	47,838
(11) Connie Dyer...................................................................... See Schedule O	4.00 ................. 0.00	X		0	0	0
(12) Dan O Dinges...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(13) David C Baggett Jr...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(14) David Chao...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(15) David M Underwood Jr...................................................................... See Schedule O	2.00 ................. 2.00	X	X	0	0	0
(16) Douglas E Swanson Jr...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0
(17) Dr Edmund Robb III...................................................................... See Schedule O	2.00 ................. 0.00	X		0	0	0

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) Dr Thomas J Pace III........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(19) Edward A Jones ex officio........................................................................ See Schedule O	50.00 .......................0.00	X	X			694,392	0	45,113
(20) Edwin Ed H Knight........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(21) Elizabeth Blanton Wareing........................................................................ See Schedule O	4.00 .......................2.00	X	X			0	0	0
(22) Emily A Crosswell........................................................................ See Schedule O	6.00 .......................2.00	X				0	0	0
(23) Ernest D Cockrell II........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(24) Evan Katz........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(25) Ewing Werlein Jr........................................................................ See Schedule O	8.00 .......................2.00	X	X			0	0	0
(26) Faisal Masud MD........................................................................ See Schedule O	2.00 .......................48.00	X				0	624,359	61,288
(27) Gary W Edwards........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(28) Giorgio Borlenghi........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(29) Glenn R Davis MD........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(30) Gregory Terry MD........................................................................ See Schedule O	2.00 .......................48.00	X				0	363,897	35,178
(31) Gregory V Nelson........................................................................ See Schedule O	8.00 .......................2.00	X	X			0	0	0
(32) H Dirk Sostman MD ex officio........................................................................ See Schedule O	50.00 .......................0.00	X				766,106	0	0
(33) Heather Koehler........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(34) Janice Finder........................................................................ See Schedule O	50.00 .......................0.00	X				38,205	0	14,584
(35) Joe Bob Perkins........................................................................ See Schedule O	2.00 .......................0.00	X	X			0	0	0
(36) John Cooke MD PhD........................................................................ See Schedule O	2.00 .......................48.00	X				0	418,684	32,086
(37) John F Bookout........................................................................ See Schedule O	6.00 .......................2.00	X	X			0	0	0
(38) John F Bookout III........................................................................ See Schedule O	2.00 .......................0.00	X	X			0	0	0
(39) Joseph C Rusty Walter III........................................................................ See Schedule O	4.00 .......................2.00	X	X			0	0	0
(40) Joseph R Rod Canion........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(41) Joshua Septimus MD........................................................................ See Schedule O	2.00 .......................48.00	X				0	347,602	55,342
(42) Julia Andrieni MD........................................................................ See Schedule O	48.00 .......................2.00	X	X			614,048	0	36,120
(43) Juliet S Ellis........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(44) Kelty R Baker MD........................................................................ See Schedule O	2.00 .......................2.00	X				0	0	0
(45) Kevin J Burns........................................................................ See Schedule O	44.00 .......................6.00	X	X			1,626,653	0	49,008
(46) Kevin J Lilly........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(47) Lisa P Shock Evolent........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(48) Mahendra Jain MD........................................................................ See Schedule O	2.00 .......................48.00	X				0	415,615	36,028
(49) Marc L Boom MD........................................................................ See Schedule O	48.00 .......................2.00	X	X			3,477,047	0	47,637
(50) Mark A Houser........................................................................ See Schedule O	4.00 .......................0.00	X				0	0	0
(51) Martha DeBusk........................................................................ See Schedule O	4.00 .......................0.00	X				0	0	0
(52) Martha Walton........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(53) Mary A Daffin........................................................................ See Schedule O	4.00 .......................0.00	X	X			0	0	0
(54) Mary Eliza Shaper........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(55) Mauro Ferrari PhD ex officio........................................................................ See Schedule O	12.00 .......................0.00	X				1,383,718	0	29,221
(56) Maya Patel MD........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(57) Natalie Dryden MD........................................................................ See Schedule O	2.00 .......................48.00	X				0	464,246	38,497
(58) Pete Alfaro........................................................................ See Schedule O	2.00 .......................0.00	X	X			0	0	0
(59) Rachel Bishop MD........................................................................ See Schedule O	2.00 .......................48.00	X				0	77,088	26,156
(60) Ramon M Cantu........................................................................ See Schedule O	50.00 .......................0.00	X	X			1,707,689	0	60,409
(61) Rev Kenneth R Levingston........................................................................ See Schedule O	6.00 .......................0.00	X	X			0	0	0
(62) Rev Reginald Lillie........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(63) Ricardo Pardo MD........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(64) Richard A Peebles........................................................................ See Schedule O	2.00 .......................0.00	X	X			0	0	0
(65) Robert A Phillips MD........................................................................ See Schedule O	48.00 .......................2.00	X	X			1,536,197	0	41,545
(66) Robert K Moses Jr........................................................................ See Schedule O	6.00 .......................2.00	X	X			0	0	0
(67) Roberta L Schwartz PhD........................................................................ See Schedule O	48.00 .......................2.00	X	X			1,711,359	0	47,444
(68) Ryane Jackson........................................................................ See Schedule O	50.00 .......................0.00	X				138,132	0	22,573
(69) Seva Papageorge MD........................................................................ See Schedule O	2.00 .......................48.00	X				0	180,274	35,390
(70) Sidney J Sanders........................................................................ See Schedule O	50.00 .......................0.00	X	X			619,267	0	43,416
(71) Spencer Tillman........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(72) Stephen Chazen........................................................................ See Schedule O	2.00 .......................0.00	X	X			0	0	0
(73) Steven D Arnold........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(74) Steven S Looke........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(75) Tiffany Burns MD........................................................................ See Schedule O	2.00 .......................48.00	X				0	223,541	55,226
(76) Timothy B Boone MD PhD........................................................................ See Schedule O	2.00 .......................48.00	X				0	924,002	58,774
(77) Timothy Irvine MD........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(78) Todd Trask MD........................................................................ See Schedule O	2.00 .......................48.00	X				0	616,299	47,928
(79) Tom-Thuan Nguyen MD........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(80) Vidal G Martinez........................................................................ See Schedule O	4.00 .......................2.00	X				0	0	0
(81) Vidal Ramirez........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(82) W Benjamin Moreland........................................................................ See Schedule O	6.00 .......................2.00	X	X			0	0	0
(83) William F Schwer........................................................................ See Schedule O	2.00 .......................0.00	X				0	0	0
(84) Daniel B Newman........................................................................ See Schedule O	50.00 .......................0.00		X			507,348	0	44,388
(85) David P Bernard........................................................................ See Schedule O	50.00 .......................0.00		X			607,157	0	53,317
(86) Edward L Tyrrell........................................................................ See Schedule O	46.00 .......................4.00		X			709,107	0	48,250
(87) Jeff Carr........................................................................ See Schedule O	2.00 .......................48.00		X			0	356,430	37,105
(88) Alecia Rister........................................................................ See Schedule O	50.00 .......................0.00			X		248,241	0	16,708
(89) Barbara Quandt........................................................................ See Schedule O	50.00 .......................0.00			X		273,534	0	36,761
(90) Carl T Little........................................................................ See Schedule O	50.00 .......................0.00			X		277,233	0	19,066
(91) Chris Siebenaler........................................................................ See Schedule O	50.00 .......................0.00			X		1,110,533	0	56,572
(92) Debra Sukin........................................................................ See Schedule O	50.00 .......................0.00			X		1,051,703	0	56,572
(93) Gary Kempf........................................................................ See Schedule O	50.00 .......................0.00			X		261,497	0	48,798
(94) Janet Leatherwood........................................................................ See Schedule O	50.00 .......................0.00			X		413,538	0	44,796
(95) Jarren Garret........................................................................ See Schedule O	50.00 .......................0.00			X		240,791	0	35,123
(96) Katherine Walsh........................................................................ See Schedule O	50.00 .......................0.00			X		347,786	0	32,817
(97) Keith Barber........................................................................ See Schedule O	50.00 .......................0.00			X		666,204	0	53,657
(98) Kerrie Guerrero........................................................................ See Schedule O	50.00 .......................0.00			X		320,521	0	24,515
(99) Kyle R Stanzel........................................................................ See Schedule O	50.00 .......................0.00			X		248,986	0	43,840
(100) Liisa Ortegon........................................................................ See Schedule O	50.00 .......................0.00			X		557,904	0	41,925
(101) Linda K Kulhanek........................................................................ See Schedule O	50.00 .......................0.00			X		411,647	0	35,515
(102) Lowell Stanton........................................................................ See Schedule O	50.00 .......................0.00			X		399,612	0	57,368
(103) Michael L Garcia........................................................................ See Schedule O	50.00 .......................0.00			X		545,698	0	40,891
(104) Rebecca Chalupa........................................................................ See Schedule O	50.00 .......................0.00			X		371,293	0	46,383
(105) Trent Fulin........................................................................ See Schedule O	50.00 .......................0.00			X		300,824	0	41,602
(106) Victoria Brownewell........................................................................ See Schedule O	50.00 .......................0.00			X		403,504	0	44,818
(107) Wayne M Voss........................................................................ See Schedule O	50.00 .......................0.00			X		809,022	0	49,812
(108) Carole Hackett........................................................................ See Schedule O	50.00 .......................0.00				X	1,004,411	0	39,086
(109) Cathy Easter........................................................................ See Schedule O	50.00 .......................0.00				X	600,843	0	59,550
(110) Kenneth Letkeman........................................................................ See Schedule O	50.00 .......................0.00				X	533,963	0	37,295
(111) Stephen T Wong........................................................................ See Schedule O	50.00 .......................0.00				X	566,826	0	55,939
(112) Susan H Coulter........................................................................ See Schedule O	25.00 .......................25.00				X	837,029	0	42,583

(A) Name and business address	(B) Description of services	(C) Compensation
Hunt Construction Group Inc 426 N 44th Street Suite 410 Phoenix,AZ85008	Construction Services	68,837,295
J T Vaughn Construction LLC 10355 Westpark Dr Houston,TX77042	Construction Services	57,340,079
Aramark Healthcare Food Lockbox 27310 Network Place Chicago,IL606731273	Contracted Food Service Prep	26,024,964
Tellepsen Builders LP 777 Benmar Dr Suite 400 Houston,TX77060	Construction Services	24,739,962
The Trevino Group 11410 Brittmoore Park Drive Houston,TX77041	Construction Services	21,662,028
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 201

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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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 Hospital Group

Employer identification number

35-2410801

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................1

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)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) The Methodist Hospital	741180155	3	Yes		0	0

Total 1					0	0

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

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)		(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)		(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

Gross receipts from related activities, etc. (see instructions) ..................

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

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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

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)		(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)		(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.)..

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

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described in (a) above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

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
Part IV, Section A, Line 1	Supported organizations are designated by purpose. The Methodist Hospital is the parent organization of Houston Methodist, and it is supported by all of the nonprofit entities in the system. The governing documents of TMH Physician Associates PLLC, Methodist Pathology Associates PLLC, Methodist Radiology Associates PLLC, TMH Physicians and Surgeons PLLC, and Lone Star Pathology PLLC indicate the entities are operated exclusively for TMH Physician Organization (d/b/a HM Specialty Physician Group), which is operated exclusively for the benefit of The Methodist Hospital. Therefore, these organizations support The Methodist Hospital through TMH Physician Organization.
Part IV, Section A, Line 2	The Methodist Hospital Research Institute (d/b/a Houston Methodist Research Institute) and TMH Health Care Group are Type I organizations as described in section 509(a)(3).
Part IV, Section C, Line 1	The Methodist Hospital, (d/b/a Houston Methodist Hospital (HMH)) is the sole corporate member of TMH Healthcare Group (THG) which is the sole corporate member of Diagnostic Center Hospital, Houston Methodist Health Centers, San Jacinto Methodist Hospital (d/b/a Houston Methodist Baytown Hospital), Houston Methodist Coordinated Care, TMH Medical Office Buildings, and TMH Physician Organization (d/b/a Houston Methodist Specialty Physician Group (HMSPG)). HMSPG is the sole corporate member of Methodist Pathology Associates, PLLC, TMH Physician Associates, PLLC, Methodist Radiology Associates, PLLC, TMH Physicians and Surgeons, PLLC, and Lone Star Pathology, PLLC. Houston Methodist Hospital is also the sole corporate member of The Methodist Hospital Foundation, (d/b/a Houston Methodist Hospital Foundaton). Therefore, HMH has the authority to appoint and remove all board members of TMH Medical Office Buildings, Diagnostic Center Hospital, and Methodist Pathology Associates, PLLC, TMH Physician Associates, PLLC, Methodist Radiology Associates, PLLC, TMH Physicians and Surgeons,PLLC, Lone Star Pathology, PLLC and Houston Methodist Coordinated Care.

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

Methodist Hospital Group

Employer identification number

35-2410801

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 Hospital Group

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
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 Hospital Group		Employer identification number 35-2410801

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 Hospital Group			Employer identification number 35-2410801
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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 Hospital Group

Employer identification number

35-2410801

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

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.

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

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 .....	117,120,512		117,120,512
b	Buildings ....	2,542,009,346	707,211,367	1,834,797,979
c	Leasehold improvements	28,556,659	22,472,593	6,084,066
d	Equipment ....	965,036,869	669,853,180	295,183,689
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				2,253,186,246

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther 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.)

Part VIII

InvestmentsProgram 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.)

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
(1)CIP				94,524,900
(2)Investment in Subs				1,627,019,993
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				1,721,544,893

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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	809,154,655
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

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 (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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 Hospital Group

Employer identification number

35-2410801

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	202,941,232	2,000,000	200,941,232	9.360 %
b	Medicaid (from Worksheet 3, column a) . . . . .	145,440,581	129,531,376	15,909,205	0.740 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	247,573	350,781
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	348,629,386	131,882,157	216,850,437	10.100 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).
f	Health professions education (from Worksheet 5) . . .	1,369,316	462,989	906,327	0.040 %
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .
j	Total. Other Benefits . .	1,369,316	462,989	906,327	0.040 %
k	Total. Add lines 7d and 7j .	349,998,702	132,345,146	217,756,764	10.140 %

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
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

37,979,629

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

320,914,860

Enter Medicare allowable costs of care relating to payments on line 5.....

432,111,166

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-111,196,306

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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 %
1
2
3
4
5
6
7
8
9
10
11
12
13

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)						Other (describe)	Facility reporting group
1	Houston Methodist Sugar Land Hospital 16655 SW Freeway Sugar Land,TX77479 www.houstonmethodist.org 000823	X	X		X		A
2	Houston Methodist Willowbrook Hospital 18220 Tomball Pkwy Houston,TX77070 www.houstonmethodist.org 007247	X	X		X		A
3	Houston Methodist West Hospital 18500 Katy Freeway Houston,TX77094 www.houstonmethodist.org 100080	X	X		X		A
4	Houston Methodist Baytown Hospital 4401 Garth Road Baytown,TX77521 www.houstonmethodist.org 000405	X	X	X	X	Rehab Units	A
5	Houston Methodist The Woodlands Hosp 17201 Interstate 45 South The Woodlands,TX77385 www.houstonmethodist.org 100386	X	X		X		A
6	Houston Methodist Clear Lake Hospital 18300 St John Drive Nassau Bay,TX77058 www.houstonmethodist.org 100241	X	X		X		A
7	Houston Methodist Continuing Care Hospital 701 S Fry Road Katy,TX77450 www.houstonmethodist.org 100240	X				Long-Term Acute Care Hospital	A

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)

	Facility Reporting Group 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

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 19

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 .................

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..................................

Yes

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. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): https://www.houstonmethodist.org/chna/

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 19

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): https://www.houstonmethodist.org/chna/

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	Facility Reporting Group A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

houstonmethodist.org/pay-your-bill/new-policies/

The FAP application form was widely available on a website (list url):

same as 16.a.

A plain language summary of the FAP was widely available on a website (list url):
same as 16.a.

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2019

Page 6

Part VFacility Information (continued)

Billing and Collections

	Facility Reporting Group A
Name of hospital facility or letter of facility reporting group

Yes

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?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2019

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	Facility Reporting Group A
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

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
Part V, Section B	Facility Reporting Group A
Facility Reporting Group A consists of:	- Facility 1: Houston Methodist Sugar Land Hospital, - Facility 2: Houston Methodist Willowbrook Hospital, - Facility 7: Houston Methodist Continuing Care Hospital, - Facility 6: Houston Methodist Clear Lake Hospital, - Facility 4: Houston Methodist Baytown Hospital, - Facility 3: Houston Methodist West Hospital, - Facility 5: Houston Methodist The Woodlands Hosp
Facility Reporting Group A Part V, Section B, line 5:	General Note: Policies and procedures for hospitals in the Methodist hospital group tax return are consistent among all seven hospitals (i.e., Methodist Health Centers doing business as Houston Methodist Sugar Land hospital ("HMSL"), Houston Methodist Willowbrook hospital ("HMWB"), Houston Methodist West hospital ("HMW"), Houston Methodist The Woodlands hospital ("HMTW"), San Jacinto Methodist hospital doing business as Houston Methodist Baytown hospital ("HMB"), Houston Methodist Clear Lake hospital ("HMCL") and Houston Methodist Continuing Care hospital ("HMCCH")). The Methodist Hospital doing business as Houston Methodist Hospital ("HMH"), is filed as a separate Form 990 tax return. Houston Methodist, as a system, is represented as Houston Methodist.PART V, SECTION B LINE 5: In 2019, Houston Methodist identified its community health priorities through the execution of a largescale community health needs assessment ("CHNA"). Key components of the assessment included surveying patients and community members living within the metropolitan statistical area ("MSA") that Houston Methodist facilities are located within, along with other techniques designed to address any information gaps and uncover the most pressing concerns of the surrounding community.PHASE 1: COMMUNITY FEEDBACK COLLECTIONDeveloping Survey Questions: The first step in developing the CHNA for Houston Methodist required Houston Methodist to first understand what mattered most to the population surrounding its eight hospitals in Greater Houston. To do this, the Houston Methodist Office of Community Benefits worked with leaders in public health and did secondary research to develop new and refine past survey questions that would help Houston Methodist gain the insight into the top social and health priorities of our city.The survey consisted of 29 questions and were divided under the categories of: - Tell us about yourself - Tell us about your health - Tell us about your community - Tell us how you feelDistributing the survey: After the questions were developed for the survey, the surveys were then distributed electronically and in hard copy form across the Greater Houston community. Hard copy surveys were distributed to ten different facilities providing health care services to the uninsured and underserved population:-Christ Clinic-El Centro de Corazon-Healthcare for the Homeless-Hope Clinic-Interfaith Clinic-Legacy Community Health-Northwest Assistance Ministries-San Jose Clinic-Stephen F. Austin Clinic-Vecino Health CentersHard copy surveys were distributed at Houston Methodist's flagship location, HMH in the Texas Medical Center, due to the variety of patients and guests who come to the location from more than eight counties and at HMW. Electronic surveys were posted on various social networking sites to capture an uncontrolled group of respondents. Overall, more than 980 people were surveyed.Survey Results Analyzed: Surveyed facilities were given one month to collect responses from the client/patient base being serviced. Response collection began July 9, 2019 and ended August 9, 2019. Once all responses were collected, Houston Methodist contracted an external market analysis agency to conduct simple analysis of the data to lay the foundation for the assessment.PHASE 2: COMMUNITY LEADERS AND STAKEHOLDER FEEDBACK Selection of public health and community leaders with special knowledge, including leaders and representatives of medically underserved, low-income, and minority populations, and local and state health agencies: Houston Methodist collaborated with Episcopal Health Foundation, Texas Children's Hospital, Memorial Hermann Hospital and CHI St. Luke's Hospital to compile a list of top health and community experts from around the Greater Houston community and state to support the stakeholder interview process conducted by a third party, Health Resources in Action. The third party developed a set of key questions covering relevant health and social topics based on the collaborative feedback. Experts and leaders were pulled from a variety of specialty areas, including but not limited to disease specialists, insurance company representatives, nonprofit leaders and more. Those engaged were experts in their field and represented federally qualified health centers, free/charity clinics, local governmental agencies, hospitals, multiservice agencies, higher education and more.Selection of members of medically underserved, low income, and minority populations: Houston Methodist's Office of Community Benefits received the primary input on the needs of the underserved community through the distribution of a survey in where members were asked to answer a series of questions such as:- What are the five most important things that are needed for your city/community to be considered healthy?- What are the five biggest barriers that prevent friends and family from seeking medical treatment?INPUT COLLECTION: INPUT FROM PERSON(S) WITH SPECIAL KNOWLEDGE-Vice President, Population Health - Houston Methodist-Director of System Psychiatric Services - HMH-Chief Executive Officer - The Rose-Executive Director - Fort Bend Women's Center-Sergeant - Fort Bend County Sheriff's Office-Assistant Vice President, Community Relations - United Way of Harris and Montgomery County-Executive Director - Coastal Area Health Education Centers (AHEC)-Former CEO - Community Health Choice-President & CEO - Association for the Advancement of Mexican Americans-Interim Superintendent - Houston Independent School District-Executive Director - Avenue CDC-Vice President, Psychiatry - HMH-Director of Human Resources - HMH-Chief Executive Officer - Child Advocates of Fort Bend-Manager of Sexual Assault Advocate Team - Montgomery County Women's Center-Executive Director - Tri County Services Behavioral Healthcare-President/Chief Executive Officer - Children at Risk-Chief Executive Officer - Santa Maria Hostel, Inc.-Anonymous Representative - Chambers County-Former Executive Director - Midtown Arts and Theater Center Houston-Program Director, Houston Methodist Endocrinology Fellowship - HMH-Representative - City of Houston Department of Parks and Recreation-Chief Executive Officer - The Harris Center for Mental Health and IDD, formerly known as Mental Health and Mental Retardation Authority (MHMRA)-President/Chief Executive Officer - Greater Houston Women's Chamber of Commerce-Founding Director - The Kinder InstituteINPUT COLLECTION: INPUT FROM FEDERAL, REGIONAL, STATE OR LOCAL HEALTH DEPARTMENTS /AGENCIES - Sector Representative - Galveston County Health District- Director - Fort Bend County Health & Human Services- Sector Representative - Houston Health Department- Anonymous Representative - Harris County- Executive Director - Harris County Public Health and Environmental Services- Senior Policy Planner - Harris County Public Health and Environmental ServicesINPUT COLLECTION: INPUT FROM LEADERS AND MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME POPULATIONS-CEO - The Women's Home-President & CEO - Neighborhood Centers Head Start/Early Head Start Program Services/Baker Ripley-VP of Health and Wellness - Neighborhood Centers Head Start/Early Head Start Program Services/Baker Ripley-CEO - Fort Bend Seniors-Former President & CEO - United Way of Greater Houston-Associate Center Director - Mamie George Community Center, Catholic Charities Fort Bend-Executive Vice President - Gulf Coast Medical Foundation-CEO - Legacy Community Health-CMO - Legacy Community Health-CEO - HOPE Clinic (Federally Qualified Health Center)-President & CEO - Catholic Charities Archdiocese of Galveston-CEO - Patient Care Intervention Center (PCIC)-CEO - Fort Bend Family Health Center, Inc. dba AccessHealth-President & CEO - Houston Area Food Bank-CEO - Lone Star Family Health Center-President/Chief Executive Officer - Interfaith-CEO - Christ Clinic-CEO - Healthcare for the Homeless - Houston-CEO - The Arc of Fort Bend County - Fort Bend-Community Outreach Director - United Way of Brazoria County-CEO - El Centro de Corazon-CMO - El Centro de Corazon-Director, Clinic Operations - Interfaith Community Clinic-CEO - Fort Bend Regional Council on Substance Abuse-Senior Vice President - Houston Housing Authority-CEO - AIDS Foundation of HoustonINPUT COLLECTION: INPUT FROM MEMBERS WITH BROAD INTERESTS IN THE COMMUNITY-Mental Health Unit Commander - Galveston County Mental Health Deputies-County Judge - Waller County-President & CEO - Greater Houston Partnership-Executive Director - HDEART Consortium, Prairie View A&M-President & CEO - Episcopal Health Foundation-Sheriff - Liberty County Sheriff's Office-Director, Division of Nutrition, Physical Activity, and Obesity - Centers for Disease Control and Prevention
Facility Reporting Group A Part V, Section B, line 6a:	The CHNA conducted in 2019 per ACA guidelines was done with the following facilities:- HMH- HMSL- HMWB- HMW- HMTW- HMB- HMCL- HMCCH
Facility Reporting Group A Part V, Section B, line 7d:	In addition to the conducted CHNA being made easily accessible through the Houston Methodist website and the Houston Methodist's Office of Community Benefits making a hard copy available for public inspection free of charge, the CHNA was also widely distributed via an email blast to more than 1,000 recipients around the city, facilitated by Harris County Public Health, of which included stakeholders, other health care facilities, etc. In addition, the representatives of the Houston Methodist Office of Community Benefits presented the CHNA findings to audiences at HMH and other external stakeholders to further publicize efforts.
Facility Reporting Group A Part V, Section B, line 11:	Houston Methodist was able to identify the top four health priorities of its community via the CHNA process. The health priorities that Houston Methodist identified through the CHNA are as follows:- Increase access to primary care services for the surrounding communities- Reduce barriers to accessing specialty care services for the surrounding underserved community- Promote healthy living behaviors that reduce the likelihood of chronic disease development- Increase access to mental health care services within Houston Methodist's surrounding underserved communityDue to the timing of the CHNA, which was adopted in November 2019, the resulting implementation plan applies to fiscal years 2020-2022. Below is an outline of the implementation plan objectives which is a direct response to the health needs identified through the CHNA. The implementation plan outcomes will be tracked beginning in January of 2020.2020 HEALTH NEED: INCREASE ACCESS TO PRIMARY CARE SERVICES FOR THE SURROUNDING COMMUNITIESHMSL - 2020 Objective:- To work directly with the Houston Methodist Office of Community Benefits to discuss opportunity to integrate the Network of Care program into hospital activities with a goal to operationalize in 2021. At the end of 2021, a baseline for estimated number of referred patients moving forward will be established.HMWB - 2020 Objective:- To increase the new patient five day rate from 20.1% to 30% by end of Q4 2020.HMW - 2020 Objectives:- To increase the referral of Emergency Department patients to a visit with a Houston Methodist Primary Care Group Physician by 30% by end of Q4 2020.- To decrease the no-show rate of HMW's underserved patients referred via the Community Network of Care Program from 55% to 40% by end of Q4 2020.HMTW - 2020 Objective:- To work directly with the Houston Methodist Office of Community Benefits to establish a process for referring patients through the Network of Care and identifying a baseline for estimated number of referred patients.HMB - 2020 Objectives:- To implement the Community Network of Care program at HMB as an emergency department diversion initiative to improve access to care for low acuity emergency department patients while aiming for a reduced no show rate of 40% (down from 70%) by end of Q4 of 2020.- To increase the number of students that receive preparticipation physicals from 2,200 in 2019 to 2,500 in 2020.- To have 25 coaches/community members attend each campus outreach program by end of Q2 2020.HMCL - 2020 Objective:- To work directly with the Houston Methodist Office of Community Benefits to discuss opportunity to integrate the Network of Care program into hospital activities with a goal to operationalize in 2021.HEALTH NEED: REDUCE BARRIERS TO ACCESSING SPECIALTY CARE SERVICES FOR THE SURROUNDING UNDERSERVED COMMUNITYHMSL - 2020 Objectives:- To expand psychosocial support through an oncology social worker who will serve at least 10% of the eligible cancer patients referred.- To improve efficiency of financial navigation to increase patients served by 10% (422 patients) in 2020 over 2019 annualized rate of 384.- To increase lung screening (LDCT) by 10% (154 patients) in 2020 over 2019 annualized rate of 140.- To increase clinical trial accrual rate in 2020 for inclusion of women by 25% (more than ten patients) and minorities by 25% (more than eight patients).- To expand the ability for charity clinic partners to send tests and patients for radiology to HMSL.HMWB - 2020 Objectives:- Increase number of Houston Methodist Specialty Physicians Group doctors rotating to community partner clinics with intent to increase number of unique specialists providing different services from one to five by end of Q4 2020.- To provide training to current staff to expand current navigation programs to include digestive health, spine and cancer (disease specific). Offer community members access to a minimum of four licensed clinical specialist to help navigate their journey related to these disease states by end of Q4 2020.- To schedule follow up clinic appointments with cardiologist for 38% of heart failure patients within five days of discharge by end of Q4 2020.HMW - 2020 Objectives:- To expand the ability for charity clinic partners to send tests and patients for radiology to HMW.- To decrease the readmission rate for congestive heart failure patients by 3% from 17.7% to 17.1% by end of Q4 2020.- To increase referrals from emergency department from 100 patients to 150 patients to the Spine Center by Q4 2020.- To increase percentage of appointments for patient who are at risk for readmission with cardiologist from 30% to 35% by end of Q4 2020.- To provide ten patient referrals to Psychiatrist/Psychologist/LCSW to support for cancer patient's needs by of end of Q4 2020.- To provide financial navigation support to at least 25 cancer patients in need of financial assistance by end of Q4 2020.- To increase accrual rate by 2% in clinical trials inclusive of minority populations by end of Q4 2020.HMTW - 2020 Objectives:- To decrease congestive heart failure readmission rate from 10% to 8% by Q4 2020.- To establish new program to provide psychosocial support to at least 15 cancer patients through social work encounters by end of Q4 2020.- To hire a new oncology nurse navigator and provide financial navigation support to 15 cancer patients in need of financial assistance by end of Q4 2020.- To increase lung cancer screening utilization from 39 patients in 2018 by 20% by Q4 2020.- To expand the ability for charity clinic partners to send tests and patients for radiology to HMTW.HMB - 2020 Objectives:- To provide financial navigation support to at least 25 cancer patients in need of financial assistance by end of Q4 2020.- To increase lung cancer screening utilization by 20% by end of Q4 2020.HMCL - 2020 Objectives:- To establish a support group of twelve members for breast cancer survivors under 50 years of age through the creation of a Young Survivor and CoSurvivor Social Group by the end of Q4 2020.- To expand oncology focused clinical trials from 12 to 24 trials by the end of Q4 2020.- To increase lung cancer screenings by 10% from 140 to 155 by end of Q4 2020.HMCCH - 2020 Objectives:- To credential one gastrointestinal specialist to provide gastrointestinal consults at HMCCH and prevent patients from being unnecessarily transferred to HMW for continuation of care by end of Q4 2020.- To credential one urology specialist to provide urology consults at HMCCH and prevent patients from being transferred to HMW by end of Q4 2020.2020 HEALTH NEED: PROMOTE HEALTHY LIVING BEHAVIORS THAT REDUCE THE LIKELIHOOD OF CHRONIC DISEASE DEVELOPMENTHMSL - 2020 Objectives:- Send one team of two people to the four-day Chronic Disease Self-Management training in 2020.- Host one Chronic Disease Self-Management course and serve at least ten patients in 2020.HMWB - 2020 Objectives:- To grow Mended Hearts support group by offering a monthly meeting with more than five people attending consistently by end of Q4 2020.- To develop the health care series in collaboration with the Young Men's Christian Association (YMCA) and launch in Q1 2020. Provide four educational sessions by end of Q4 2020.- To onboard two new faith agencies to the Faith Health Initiative in proximity of the patient population immediately surrounding Network of Care facilities that are located within a 10-mile radius of HMWB by end of Q4 2020.HMW - 2020 Objectives:- To increase the referral of emergency department patients to a visit with a Houston Methodist Primary Care Group doctor by 30% by end of Q4 2020.- To decrease the no-show rate of HMW underserved patients referred via the Community Network of Care Program from 55% to 40% by end of Q4 2020.HMTW - 2020 Objectives:- To establish a monthly heart support group and increase participation by 5% each year. Baseline for growth will be developed at the conclusion of 2020. 2020.- To establish a monthly stroke support group and increase participation by 5% each year. Baseline for growth will be developed at the conclusion of 2020.- To host two educational events, open to the community, that will be provided in 2020 to increase access to information on healthy living behaviors with varying event topics and locations.- To onboard two new faith agencies to the Faith Health Initiative, in proximity of the patient population immediately surrounding Network of Care facilities that are located within a 10-mile radius of HMTW by end of Q4 2020.
Facility Reporting Group A Part V, Section B, line 15e:	The patient is also provided an exhibit titled Financial Assistance Guidelines listing the counselor contact information and the Federal Poverty Guidelines.
Part V, Section B, Line 11 (continued)	HMB - 2020 Objective:- To increase community health prevention and education events by 5% each year.HMCL - 2020 Objectives:- To increase the number of participants to the heart screening event, weight management, diabetes, and back and neck pain events by 5% by end of 2020 which represents the volume increasing from 375 to 393.- To onboard two new faith agencies to the Faith Health Initiative, in proximity of the patient population immediately surrounding Network of Care facilities that are located within a 10-mile radius of HMCL by end of Q4 2020.2020 HEALTH NEED: INCREASE ACCESS TO MENTAL HEALTH CARE SERVICES WITHIN HOUSTON METHODIST'S SURROUNDING UNDERSERVED COMMUNITYHMSL - 2020 Objectives:- To hardwire HMSL staff utilization of the suicide screening tool, track screening compliance with the new EPIC utilization report and to create baseline for following years by end of Q4 2020.- To increase telepsychiatry utilization at HMSL to increase systemwide utilization of 2,089 calls by 5% for patients with a primary or secondary psychiatric diagnosis by end of Q4 2020.- Provide mental health services and resources in neurology to service HMSL and outlying community patients and caregivers dealing with chronic illness. Doing so is projected to increase access by 50% by end of Q4 2020.- Provide mental health education to the HMSL neurology specialty and hospital leadership by providing six educational sessions or seminars by end of Q4 2020.HMWB - 2020 Objectives:- Assisting patients in accessing outpatient mental health services with psychiatrists through the Houston Methodist Physicians' Alliance for Quality program by fostering relationships between the neuroscience center at HMWB and community psychiatrists by end of Q4 2020.- To hardwire staff utilization at HMWB of the suicide screening tool, track screening compliance with the new EPIC utilization report and to create baseline for following years by end of Q4 2020.- To increase telepsychiatry utilization at HMWB to increase systemwide utilization of 2,089 calls by 5% for patients with a primary or secondary psychiatric diagnosis by end of Q4 2020.HMW - 2020 Objectives:- To increase telepsychiatry utilization at HMW to increase systemwide utilization of 2,089 calls by 5% for patients with a primary or secondary psychiatric diagnosis by end of Q4 2020.- To hardwire staff utilization of the suicide screening tool, track screening compliance with the new EPIC utilization report and to create baseline for following years by end of Q4 of 2020.HMTW - 2020 Objectives:- To hardwire staff utilization at HMTW of the suicide screening tool, track screening compliance with the new EPIC utilization report and to create baseline for following years by end of Q4 of 2020.- To increase telepsychiatry utilization at HMTW to increase systemwide utilization of 2089 calls by 5% for patients with a primary or secondary psychiatric diagnosis by end of Q4 2020.HMB - 2020 Objectives:- To achieve a rate of 34% of patients with a completed post-discharge follow up visit within 1-7 days post-discharge by Q4 2020.- To achieve a rate of 54% of patients with a completed post-discharge follow up visit within 8-30 days post-discharge by Q4 2020.- To increase telepsychiatry utilization at HMB to increase systemwide utilization of 2,089 calls by 5% for patients with a primary or secondary psychiatric diagnosis by Q4 2020.- To hardwire staff utilization of the suicide screening tool, track screening compliance with the new EPIC utilization report and to create baseline for following years by Q4 of 2020.HMCL - 2020 Objectives:- To increase telepsychiatry utilization at HMCL to increase systemwide utilization of 2,089 calls by 5% for patients with a primary or secondary psychiatric diagnosis by end of Q4 2020.- To hardwire HMCL staff utilization of the suicide screening tool, track screening compliance with the new EPIC utilization report and to create baseline for following years by end of Q4 2020.In 2019, Houston Methodist's community activities were driven by the 2016-2019 CHNA and its associated implementation plan. Below are the 2019 objectives and outcomes. Please note, the health needs uncovered in the 2019 CHNA did not vary from the 2016 CHNA.2019 HEALTH NEED: INCREASE ACCESS TO PRIMARY CARE SERVICES FOR THE SURROUNDING COMMUNITIES2019 OBJECTIVES:- HMSL: Identify, support and collaborate with local community organizations providing medical care and support services for the underserved through charitable donations and sponsorships.- HMWB: Increase the number of Houston Methodist primary care physicians serving in the HMWB service area and improve /facilitate access to primary care services.- HMW: Work with key departments to expand the Network of Care program to support Medicaid and uninsured patients in the HMW service area with an intent to develop a referral partnership with Christ Clinic and Spring Branch Community Health, increasing the number of patients referred by 10% annually.- HMTW: Increase the amount of primary care physicians serving in the HMTW service area and improve/facilitate access to primary care services.- HMB: Increase new appointments for the uninsured/underinsured patients needing a primary care physician through the expansion of the Network of Care program in the HMB service area.- HMCL: Recruit 610 primary care physicians on the HMCL campus by 2019. Align or employ a total of 3842 physicians to cover the population's growth and community needs (38 physicians/million people).2019 OUTCOMES:- HMSL: In 2019, over $129,000 in sponsorship and charitable donations were administered to various nonprofit organizations providing care to the underserved.- HMWB: Five primary care physicians were recruited in 2019. Additionally, two clinics were opened in growing communities in need of additional primary care services, meeting the original intended outcome.- HMW: Approximately 267 patients were referred through the Network of Care at the conclusion of 2019 with the addition of a dedicated FTE and partnerships with Christ Clinic and Spring Branch Community Health.- HMTW: Seven new primary care physicians were recruited, and one new primary care clinic was opened at the conclusion of 2019.- HMB: Approximately 394 patients were referred through the Network of Care program at the conclusion of 2019 with a strong referral partnership established with the Federally Qualified Health Center, Legacy Baytown.- HMCL: Four primary care physicians were hired or aligned on the HMCL campus at the conclusion of 2019.2019 HEALTH NEED: REDUCE BARRIERS TO ACCESSING SPECIALTY CARE SERVICES FOR THE SURROUNDING UNDERSERVED COMMUNITY2019 OBJECTIVES:- HMSL: Provide freeofcost, gently used splints, braces and orthopedic appliances to patients who lack insurance or funding to cover the cost of equipment and provide underserved cancer patients with wigs or cancer related supplies and other support.- HMTW: Recruit boardcertified, fellowship-trained specialists to expand access to a variety of specialty care services and recruit highly trained allied health professionals such as athletic trainers and physical therapists to support orthopedics and sports medicine programs.- HMB: Increase the number of lung cancer screenings provided to the community by 10% annually.- HMCL: Recruit physicians in cardiovascular (one cardiologist and one interventional cardiologist), neurology (one neurologist), oncology (one medical oncologist), general surgery (one surgical oncologist), urology (one urologist) and spine (one spine surgeon) to expand the specialty care options for the surrounding community.2019 OUTCOMES:- HMSL: Overall, 121 braces and crutches were provided to patients free of charge through the "Donate Your Brace" program. Approximately, 650 cancer patients and caregivers were supported with cancer-related supplies, such as breast prosthesis, mastectomy bras, support group and, educational seminars, with $32,000 of the cancer fund used.- HMTW: Overall, ten specialists across six specialty fields were recruited for the HMTW community. Additionally, four athletic trainers and ten physical therapists were recruited.- HMB: A total of 177 lung cancer screenings were performed at the conclusion of 2019, a 45% increase from 2018.- HMCL: A total of three specialty care physicians were hired or aligned for the surrounding HMCL community at the conclusion of 2019.
Part V, Section B, Line 11 (continued)	2019 HEALTH NEED: PROMOTE HEALTHY LIVING BEHAVIORS THAT REDUCE THE LIKELIHOOD OF CHRONIC DISEASE DEVELOPMENT2019 OBJECTIVES:- HMSL: Through HMSL's speaker's bureau, provide yearly educational seminars and screenings related to heart disease, weight management, colorectal cancer, diabetes, and back and neck pain, for the community, increasing participation by 10% in 2019.- HMWB: Partner with HMWB marketing to provide screenings to the community, while distributing educational health material at various health fairs and community events.- HMW: Collaborate with local community-based organizations such as Christ Clinic to provide weight management education to their underserved patients by hosting informational booths once every quarter. Topics will include diet and healthy eating habits, exercise and physical activity, and managing weight to prevent and manage chronic illnesses.- HMTW: Improve community awareness for women's health, with a focus on breast cancer.- HMB: Bring awareness to the community on how to improve individuals' health and well-being and educate community on services by providing screenings to the community, while distributing educational health material at various health fairs and community events.- HMCL: Bring awareness to the community on how to improve individuals' health and wellbeing and educate community on services by providing screenings to the community, while distributing educational health material at various health fairs and community events.- HMCCH: Coordinate with community collaborative partners to identify opportunities to serve their population regarding healthy living promotion and prevention, meeting quarterly with local charity clinic, Christ Clinic.2019 OUTCOMES:- HMSL: For 2019, HMSL hosted a series of educational events and screenings designed promote healthy living. As a result, more than 390 people were educated on topics ranging from heart health to weight loss topics.- HMWB: In 2019, 2,368 participants attended various screenings, health fairs and community events.- HMW: In 2019, there were three community collaborations including Christ Clinic. Ten seminars and screenings with topics covering health living behaviors were hosted in collaboration with local organizations. Ten additional events were hosted in the community in partnership with HMW marketing.- HMTW: Overall, two events focusing on women's health and breast cancer were held with approximately 260 guests in attendance. Additionally, ten events spanning seven categories and health topics were held in 2019, with over 6,100 individuals in attendance.- HMB: In 2019, twenty new educational seminars and health fairs were held with over 1,200 individuals reached.- HMCL: In 2019, twelve health screenings, physician seminars, and wellness fairs were held or attended to educate the HMCL community.- HMCCH: In 2019, HMCCH was involved with three community collaborations in partnership with HMW.2019 HEALTH NEED: INCREASE ACCESS TO MENTAL HEALTH CARE SERVICES WITHIN HOUSTON METHODIST'S SURROUNDING UNDERSERVED COMMUNITY2019 OBJECTIVES:- HMSL: Provide access to mental health services to the underserved/uninsured via contracted services of the Mental Assessment Team ("MAT") and transfer agreements with Texana Behaviorial Healthcare Clinic at Sugar Land and the Harris County Psychiatric Center ("HCPC"), increasing referrals by 10%.- HMWB: Screen patients for behavioral health disorders, providing options for behavioral services post-discharge through continued participation in the Houston Methodist 1115 DSRIP waiver project initiative funded by the State of Texas.- HMW: Increase psychiatric care in the community through collaboration with Christ Clinic through 2019.- HMTW: Provide access to mental health services to the underserved/uninsured via MAT and telepsychiatry services.- HMB: Increase the utilization of the hospital's MAT Prevention and Early Detection and Intervention to provide support and treatment alternatives for psychiatric and substance abuse disorders; increasing the number of MAT team consults by 10% annually.- HMCL: Continue relationships with MAT team, and external partners, HCPC and West Oaks Hospital, with goal to increase the percentage of eligible referrals by 5% of the target population that needs mental health services.2019 OUTCOMES:- HMSL: Overall referral increases of 13% (2019 vs. 2018) was above the original intended referral increase of 10%.- HMWB: In 2019, approximately 465 patients were screened for mental health and substance abuse.- HMW: In 2019, $50,000 in support was allocated to Christ Clinic for mental health services in through the Mental Health Innovation grant.- HMTW: Overall, approximately 170 patients were referred via MAT team in 2019, a 15% increase from 2018.- HMB: In 2019, the MAT Prevention and Early Detection and Intervention team provided 968 consults, an 8.3% increase from the previous year.- HMCL: Approximately 260 patients were referred by MAT team to HCPC and West Oaks Hospital at the conclusion of 2019.HEALTH NEEDS NOT ADDRESSED:As a result of the CHNA prepared in 2019, Houston Methodist will not be addressing the following needs. Through the CHNA survey results, the below were indicated as "necessary components of a healthy community". Though these issues have an impact on one's quality of life, Houston Methodist does not have the expertise nor resources to directly address them. The hospital system fully supports local government and other social institutions and their efforts to curb these issues. The "health needs not addressed" are generally the same as those identified for the CHNA prepared in 2016.- Low Crime/Safe Neighborhood: Houston Methodist is unable to address crime and the creation of a safer neighborhood due to the hospital's primary scope of services being provision of direct patient health care. Houston Methodist acknowledges the importance of this component's effect on a community, however, does not have the resources nor is in the position to tackle this issue. HMH will continue to work with local government and organizations to indirectly improve safety.- Good Schools/Strong Education System: Houston Methodist is unable to address improving the education system due to the hospital's primary scope of services being provision of direct patient health care. Houston Methodist acknowledges the importance of this component's effect on a community, however, does not have the resources nor is in the position to tackle this issue. Houston Methodist will continue to work with local government and organizations to indirectly support local initiatives to enhance the education system.- Clean Air and Water Quality: Houston Methodist is unable to address improving air and water quality due to the hospital's primary scope of services being provision of direct patient health care. Houston Methodist acknowledges the importance of this component's effect on a community, however, does not have the resources nor is in the position to tackle this issue. Houston Methodist will continue to work with local government and organizations to indirectly focus on improving the environment.

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?
Name and address		Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10

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
Part I, Line 6a:	Houston Methodist, of which HMH is the flagship hospital, prepares an Annual Community Benefit Report which is made available to the public. This report includes charity care and community benefits provided by HMH, HMSL, HMWB, HMW, HMTW, HMB, HMCL and HMCCH which are in Harris County and in neighboring Fort Bend County and Montgomery County, Texas.
Part I, Line 7:	The costing methodology used to calculate the amounts reported in the table in part I, lines 7a thru 7c, was a cost to charge ratio derived from worksheet 2 (ratio of patient care cost to charges), as provided in the instructions to Form 990 Schedule H. The costing methodology for lines 7f through 7i was based on actual expenditures.Part I, Line 7a:In connection with the 2019 990 Schedule H reporting requirements, the cost of care provided to patients who have Medicare as their primary insurer and Medicaid as secondary has been classified as financial assistance (Part I, Line 7a) since these patients were presumptively eligible for full financial assistance. In prior years, the cost for these patients was classified as Medicare (Part III, Section B).
Part I, Line 7g:	HMSL, HMWB, HMW, HMTW, HMB, HMCL and HMCCH have not reported any subsidized health services in Part I, line 7(g).PART II, COMMUNITY BUILDING ACTIVITIES: HMSL, HMWB, HMW, HMTW, HMB, HMCL and HMCCH have not reported any community building activities in Part II, Lines 1-10.
Part III, Line 2:	The costing methodology used in determining the amount of bad debt expense (at cost) reported on line 2 (no amount was reported on line 3) was derived from applying the ratio of patient care cost to charges (from worksheet 2, line 11) to the sum of bad debt plus selfpay discounts attributable to patient accounts.
Part III, Line 3:	Houston Methodist will not classify amounts as bad debt if patient is eligible for charity under the organization's financial assistance policy.
Part III, Line 4:	Please refer to Note B of the Audited Consolidated Financial Statements of Houston Methodist, section titled Net Patient Revenue and Patient Accounts Receivable, Net (pages 7 - 9).
Part III, Line 8:	Medicare allowable costs were derived from Houston Methodist's filed Medicare Cost Reports (by facility) for the year ended December 31, 2019. The entire Medicare shortfall ($111.2 million) as reported in part III, line 7, as well as the unreimbursed cost of the Medicare Managed Care Program ($92.8 million), and Tricare programs ($11.9 million) should be treated as a community benefit, since these shortfalls, or subsidies, reduce the federal government's burden in providing health care to Medicare beneficiaries.
Part III, Line 9b:	Houston Methodist has a written Bad Debt Collection Policy; however, no collection efforts are put forth for patients who are known to qualify for financial assistance under the Financial Assistance Policy.
Part VI, Line 2:	In addition to the above described process of the CHNA in which Houston Methodist utilizes several different methods to identify the health priorities (health care needs) of the communities it serves which include but are not limited to the review of relevant secondary resources and data from sources such as U.S. Census, Center for Disease Control, Texas State Data Center, and public health expert interviews. Houston Methodist can identify the changing needs of the underserved population through established community partnerships with federally qualified health centers and charity facilities. In addition, Houston Methodist's Office of Community Benefits staff stay involved with local collaboratives to maintain local level awareness of public health issues. Also, through quarterly reporting and consistent communication with established charity partners, Houston Methodist can stay abreast of the needs.
Part VI, Line 3:	Financial assistance information is provided in multiple locations within Houston Methodist; at the point of registration, during case management and at the time of collections post discharge. Every check-in location has information posted in both English and Spanish stating how the patient can access financial assistance information.Additionally, this information is included in the patient guide provided to the patient at the time of registration. Houston Methodist financial counselors actively seek all uninsured inpatients and outpatients with scheduled services for a personal visit. During these visits, the financial counselors will screen the patient for financial assistance and will provide the patient with the financial assistance application ("FAA"). The patient will then be provided a list of resources with contact information should the patient require further assistance in completing the application.Presumptive financial assistance may be evaluated based on the following without the patient completing the FAA: - Homeless or deceased; - Eligible for other government programs including Medicaid, food stamps, subsidized housing, and Woman, Infant, and Children's programs (WIC) and other community/third-party approved programs; - Eligible based on an electronic scoring model that derives scores based on family income and family members in the household. Houston Methodist utilizes an eligibility partner to work closely with patients to qualify for state and federal assistance programs (e.g., Medicaid, SChip, crime victims, etc.). This eligibility partner will meet with all uninsured inpatients to discuss state and federal assistance programs; where the patient is not eligible for these programs, Houston Methodist's internal financial assistance program is introduced.Houston Methodist's case management unit works closely with the patient during patient discharge management to ensure the patient is introduced to all resources that may be needed post discharge (e.g., home health, skilled nursing, etc.). The case management unit works with the patient to qualify the patient and to gain access to these resources.Additionally, the case management unit works closely with the financial counselors when the patient is identified as having a need for financial assistance.Houston Methodist's patient accounting unit works closely with all uninsured patients post discharge during the billing and collections process. Houston Methodist's collections personnel will verbally screen patients for financial assistance during collection calls; where applicable, the patient will be sent a financial assistance application available in 19 languages. Additionally, all billing statements provide the patient with a phone number for customer service to obtain payment options. Houston Methodist utilizes outside collection assistance, for both early out and bad debt collections. Each collection agency must adhere to Houston Methodist's financial assistance policy and philosophy during all communication and collection events with Houston Methodist patients.Houston Methodist financial assistance application is reviewed periodically; additionally, Houston Methodist personnel are provided with educational in-services in the administering of the financial assistance policy as needed.
Part VI, Line 4:	HMSL:HMSL defines the Houston-Sugarland-Baytown MSA as its community. HMSL primarily serves the counties of Harris and Fort Bend, although the full list of counties that fall into the specified MSA include: Montgomery, Galveston, Liberty, Chambers, and Waller. The HMSL community has an estimated population of 5.2 million residents. As the largest county in Texas and the county most served by HMSL, Harris County accounts for an estimated 4.5 million of HMSL community residents, equating to approximately 86% of the HMSL community population. In comparison, Fort Bend County has a population of 711,421, accounting for approximately 14% of the HMSL community population. [1] Fort Bend County currently ranks as the most diverse county within the HMSL community and comes close to having an equal distribution of the nation's four major ethnic groups (34% white/NonHispanic, 24% Hispanic/Latino, 20% black/African American and 19% Asian). [2]Three major age groups comprise the HMSL community: youth and adolescent population (Under 18 years), adult population (18-64 years), and senior population (65 years and over). The adult population accounts for the highest percentage of the HMSL community (63%). Harris County has an adult population of 63%. Fort Bend County has the smallest percentage of adults within the HMSL community at 62%. The senior population accounts for 10% of the HMSL community. Harris County's median household income is $57,791 while Fort Bend County's is much higher at $93,645. Among HMSL community members 25 years of age and older, 60% have pursued education beyond a high school diploma. Fort Bend County has the highest percentage of community members who possess a graduate or professional degree (17.1%) compared to Harris County (11%). [3,4]HMWB:HMWB defines the Houston-Sugarland-Baytown MSA as its community. This MSA is comprised of the following nine counties: Austin, Brazoria, Chambers, Fort Bend, Galveston, Harris, Liberty, Montgomery and Waller with Harris County primarily served by HMWB. The HMWB community has an estimated population of 4.5 million residents. As the largest county in Texas and the only county served by HMWB Hospital, Harris County accounts for all HMWB community residents. [1] The HMWB community is within one of the most ethnically diverse metropolitan regions in the nation, with Harris County maintaining a minority-majority city status due to a 42% Hispanic/Latino population in comparison to 31% white/Non-Hispanic population. [2]Three major age groups comprise the HMWB community: youth and adolescent population (Under 18 years), adult population (18-64 years), and senior population (65 years and over). The adult population accounts for the highest percentage of the HMWB community (63%). The HMWB community median household income is $57,791. Among HMWB community members 25 years of age and older, 57% have pursued education beyond a high school diploma. [3,4]HMW:HMW defines the Houston-Sugarland-Baytown MSA as its community. This MSA is comprised of the following nine counties: Austin, Brazoria, Chambers, Fort Bend, Galveston, Harris, Liberty, Montgomery and Waller. HMW primarily serves Harris and Fort Bend counties and has an estimated population of 5.2 million residents. As the largest county in Texas and the county most served by HMW, Harris County accounts for an estimated 4.5 million of the hospital's community residents, equating to approximately 86% of the HMW community population. In comparison, Fort Bend County has a population of 711,421, accounting for approximately 14% of the HMW community population. [1] The HMW community is considered one of the most ethnically diverse metropolitan regions in the nation, with Harris County maintaining a minority-majority city status due to a 42% Hispanic/Latino population in comparison to 31% white/NonHispanic population. Fort Bend County currently ranks as the most diverse county within the HMW community and comes close to having an equal distribution of the nation's four major ethnic groups (34% white/NonHispanic, 24% Hispanic/Latino, 20% black/African American and 19% Asian). [2]Three major age groups comprise the HMW community: youth and adolescent population (Under 18 years), adult population (18-64 years), and senior population (65 years and over). The adult population accounts for the highest percentage of the HMW community (63%). Harris County has an adult population of 63%. Fort Bend County has the smaller percentage of adults within the HMW community at 62%. The senior population accounts for 10% of the HMW community. The median household income is $57,791 in Harris County and $93,645 in Fort Bend County. Among HMW community members 25 years of age and older, 60% have pursued education beyond a high school diploma. [3,4]
HMTW:	HMTW primarily serves Montgomery and Harris counties. Currently, 24% of Texans reside in the Houston The WoodlandsSugar Land MSA. The HMTW community has an estimated population of 5.0 million residents. As the largest county in Texas and the county most served by HMTW, Harris County accounts for an estimated 4.5 million of the hospital's community residents, equating to approximately 89% of the HMTW community population. In comparison, Montgomery County has a population of 535,187, accounting for approximately 11% of the HMTW community population. [1] The HMTW community is considered one of the most ethnically diverse metropolitan regions in the nation, with Harris County maintaining a minority-majority city status due to a 42% Hispanic/Latino population in comparison to 31% white/NonHispanic population. [2]Three major age groups comprise HMTW community: youth and adolescent population (Under 18 years), adult population (18-64 years), and senior population (65 years and over). The adult population accounts for the highest percentage of the HMTW community (63%). Montgomery County has the smaller percentage of adults within the HMTW community at 61%. The senior population accounts for 10% of the HMTW community. Montgomery County has a median household income of $74,323 and Harris County's is $57,791. Among HMTW community members 25 years of age and older, 58% have pursued education beyond a high school diploma. Additionally, Harris and Montgomery have similar percentage of community members who possess a graduate or professional degree (11.0% and 11.4% respectively). Harris County, however, has a higher percentage of members who did not receive a high school diploma (19.5%), compared to 12.4% in Montgomery County. [3,4]HMB:HMB defines the Houston-Sugarland-Baytown MSA as its community. HMB primarily serves the counties of Harris, Liberty, and Chambers though the full list of counties which fall into the specified MSA include: Montgomery, Wharton, Galveston, Fort Bend, and Waller. The HMB community has an estimated population of 4.6 million residents. [1] The HMB community is within one of the most ethnically diverse metropolitan regions in the nation, with Harris County maintaining a minoritymajority city status due to a 42% Hispanic/Latino population in comparison to 31% white/NonHispanic population. Liberty County ranks behind the other counties in terms of racial diversity with a 66% white/NonHispanic population and 1% Asian population. [2]Three major age groups comprise the HMB community: youth and adolescent population (Under 18 years), adult population (18-64 years), and senior population (65 years and over). The adult population accounts for the highest percentage of the HMB community (63%). The senior population accounts for 10% of the HMB community. In the HMB community, the median household income is $48,344 in Liberty county, $74,368 in Chambers County, and $57,791 in Harris County. Among HMB community members 25 years of age and older, 57% have pursued education beyond a high school diploma. Additionally, Liberty County has the highest percentage of members who did not receive a high school diploma (22.9%), as well as the lowest household income average. [3,4]HMCL:HMCL defines the Houston-Sugarland-Baytown MSA as its community. HMCL primarily serves the counties of Harris, Galveston, and Brazoria. However, the full list of counties which fall into the specified MSA include: Montgomery, Wharton, Chambers, Liberty, Fort Bend, and Waller Counties. The HMCL community has an estimated population of 4.8 million residents. [1] As the largest county in Texas and the county most served by HMCL, Harris County accounts for an estimated 4.5 million of the hospital's community residents, equating to approximately 93% of the HMCL community population. The HMCL community is within one of the most ethnically diverse metropolitan regions in the nation, with Harris County maintaining a minority-majority city status due to a 42% Hispanic/Latino population in comparison to 31% white/NonHispanic population. [2]Three major age groups comprise the HMCL community: youth and adolescent population (Under 18 years), adult population (18-64 years), and senior population (65 years and over). The adult population accounts for the highest percentage of the HMCL community (63%). The senior population accounts for 10% of the HMCL community. The average household income in Harris County is $57,791. Galveston County currently has an average household income in the MSA at $65,702 and Brazoria County currently has the third highest household income overall in the MSA at $76,426. Among HMCL community members 25 years of age and older, 58% have pursued education beyond a high school diploma. Additionally, in Harris County, close to 20% do not have a high school diploma, compared to 12% in Galveston County. [3,4]
HMCCH:	HMCCH defines the Houston-Sugarland-Baytown MSA as its community. HMCCH primarily serves the counties of Fort Bend and Harris, though the full list of counties which fall into the specified MSA include: Waller, Montgomery, Galveston, Liberty, Wharton, Chambers, and Brazoria. The HMCCH has an estimated population of 5.2 million residents. As the largest county in Texas and the county most served by HMCCH, Harris County accounts for an estimated 4.5 million of the hospital's community residents, equating to approximately 86% of the HMCC community population. [1] The HMCCH community is considered one of the most ethnically diverse metropolitan regions in the nation, with Harris County maintaining a minority-majority city status due to a 42% Hispanic/Latino population in comparison to 31% white/NonHispanic population. Fort Bend County currently ranks as the most diverse county within the HMCCH community and comes close to having a n equal distribution of the nation's four major ethnic groups (34% white/NonHispanic, 24% Hispanic/Latino, 20% black/African American and 19% Asian).[2]Three major age groups comprise the HMCCH community: youth and adolescent population (Under 18 years), adult population (18-64 years), and senior population (65 years and over). The adult population accounts for the highest percentage of the HMCCH community (63%). Fort Bend County has the smaller percentage of adults within the HMCCH community at 62%. The senior population accounts for 10% of the HMCCH community. Harris County's median household income ($57,791) is closely in line with the state's median household income, Fort Bend County's is 64% higher ($93,645). Among HMCCH community members 25 years of age and older, 60% have pursued education beyond a high school diploma. Additionally, Fort Bend County has the highest percentage of community members who possess a graduate or professional degree (17.1%) compared to Harris County. [3,4]Citations (Source: U.S. Census):[1] Texas Health and Human Services. Texas Population (2019). Retrieved from https://www.dshs.texas.gov/chs/popdat/st2019.shtm.[2] U.S. Census Bureau. American Community Survey (20132017); Race and Ethnicity (2018). Retrieved from https://factfinder.census.gov/.[3] U.S. Census Bureau. Age Report (2017). Retrieved from https://factfinder.census.gov.[4] U.S. Census Bureau. American Community Survey (20132017); Household Income (2018). Retrieved from https://factfinder.census.gov/._______________________________________________________PART VI, LINE 5 HMSL in Fort Bend county, HMWB in northwest Houston, HMW in West Houston, HMB in Baytown, Texas, HMTW in north Houston, HMCL in southeast Houston and HMCCH, a long-term acute care facility in Katy, Texas, provide medical services to people living in cities and suburbs adjacent to Houston.Governing BodyMethodist Health Centers, HMB, HMCL and HMCCH are governed by a board of directors, which include members of the community where each hospital is located.Community Hospitals - HMSL Since 1998, HMSL has been serving Fort Bend and surrounding counties, and residents rely on the hospital for compassionate care and leading-edge technology that was once available only in the Texas Medical Center. As of December 31, 2019, the hospital had 316 operating beds, 24 operating rooms, 1,042 affiliated physicians and 2,487 employees. HMSL recorded 17,799 inpatient admissions, 224,164 outpatient visits and 46,059 emergency room visits for 2019. In addition, HMSL recorded 2,457 births.Community Hospitals - HMWB Opened in 2000, HMWB offers care and technology to the northwest Houston community. As of December 31, 2019, the hospital had 310 operating beds, 23 operating rooms and 1,039 affiliated physicians. The hospital continues to expand facilities and services to meet the needs of patients and the community, offering cardiovascular surgery, neuroscience care, orthopedics and sports medicine services, perinatal and pediatric care, specialized services at its cancer and breast centers, and more. HMWB recorded 20,712 inpatient admissions, 192,673 outpatient visits and 64,872 emergency room visits for 2019. In addition, HMWB recorded 4,053 births. Community Hospitals - HMWHMW opened its doors to the West Houston and Katy communities in December 2010. Located at I-10 and Barker Cypress, it offers the community specialty medical services such as inpatient and outpatient medical and surgical care, state of the art surgery suites, endoscopy suites, cardiac catheterization labs, a 24-hour emergency care center, full-service imaging center, and vascular care, robotic surgery, women's services, orthopedics and sports medicine, neurology and neurosurgery, urology, plastic surgery, and otolaryngology. As of December 31, 2019, the hospital had 216 operating beds, 19 operating rooms and 1,017 affiliated physicians. It recorded 12,717 inpatient admissions, 135,187 outpatient visits and 46,994 emergency room visits in 2019. In addition, HMW recorded 2,417 births.Community Hospitals - HMTW HMTW opened as a full service, acute care hospital in June 2017. The hospital has 187 operating beds, 15 operating rooms, 1,013 affiliated physicians and 1,424 employees. HMTW is a community based, not for profit hospital that primarily serves Montgomery County.HMTW recorded 10,919 inpatient admissions and 116,464 outpatient visits in 2019. In addition, HMTW recorded 1,651 births and 26,876 emergency care visits by area residents during 2019. Although HMTW patients represent a diverse group of backgrounds, cultures and socioeconomic status, as patients at HMTW they all share one thing in common -- each is treated with dignity and compassion. This respect for each person is reflected in the mission statement and statement of values of Houston Methodist.Community Hospitals - HMBHMB is a nonprofit hospital located in Baytown, Texas. HMB is one of seven community hospitals under the Houston Methodist system of care. Houston Methodist includes a flagship teaching hospital in the Texas Medical Center, as well as seven community hospitals and a top-ranked research institute. The system is affiliated with Weill Cornell medical college and New York-Presbyterian Hospital.HMB, an acute care complex with 224 operating beds, 10 operating rooms, 553 affiliated physicians and 1,758 employees, is a community based, not for profit hospital that primarily serves the east Harris, Chambers and Liberty counties encompassing over 350,000 residents.HMB recorded 14,515 inpatient admissions, 119,804 outpatient visits and 61,491 emergency room visits by area residents during 2019. In addition, HMB recorded more than 1,782 births in 2019. Although HMB patients represent a diverse group of backgrounds, cultures and socio-economic status, as patients at HMB they all share one thing in common -- each has been treated with dignity and compassion. This respect for each person is reflected in the mission statement and statement of values of Houston Methodist.
Community Hospitals - HMCL	HMCL is a nonprofit, general acute care facility located in southeast Houston with 138 operating beds, 12 operating rooms, 650 affiliated physicians and 950 employees, serving Harris and Galveston counties. In 2019, the hospital recorded 6,912 inpatient visits, 137,295 outpatient visits and 26,144 emergency room visits. In addition, HMCL recorded 678 births. Although patients represent a diverse group of backgrounds, cultures and socio-economic status, as patients at HMCL they all share one thingeach is treated with dignity and compassion. This respect for each person is reflected in the mission statement and statement of values of HMCL.HMCL offers a variety of clinical services, from emergency medicine and critical care to outpatient services including advanced imaging and outpatient therapy onsite and at six satellite clinics in surrounding communities. The hospital's imaging department is accredited by the American College of Radiology for mammography, ultrasound and magnetic resonance imaging. Additional hospital accreditations include chest pain accredited facility through the society of cardiovascular patient care, stroke ready designated facility through Det Norske Veritas, and commission on cancer accreditation from the American college of surgeons.HMCL has advanced decontamination education, training and emergency care. The facility collaborates with city and county officials for advanced hurricane preparedness and readiness, given its close proximity to the Galveston Gulf Coast.Community Hospitals - HMCCHHMCCH, acquired from the Christus Health System in February 2014, operates 50 beds as a separately licensed, long-term acute care facility. HMCCH is a fully accredited DNV specialty hospital, licensed by the state of Texas and is Medicare certified. The hospital's services include pulmonary care management for ventilator-dependent patients, or those with respiratory failure; complex wound care; infectious disease management requiring long-term intravenous or antibiotic therapy; postsurgical complication management; hemodialysis or peritoneal dialysis; trauma and neurological injury management; pain management; rehabilitation therapies (physical, occupational and speech); and pharmacy. Medical Staff ModelMethodist Health Centers, HMB, HMCL and HMCCH have an open medical staff model. The open model gives patients access to physicians of all affiliations. HMSL is located in Sugar Land, Texas, approximately 21 miles southwest of downtown Houston. Since 1998, HMSL has been the health care provider of choice for residents of Fort Bend and surrounding counties and has grown into a 316-bed hospital with 24 operating rooms. Nearly 1,000 physicians representing the full range of medical specialties are on staff.HMSL offers a wide range of services and centers of excellence in cardiology, neurosciences, oncology, orthopedics, urology and women's services. HMSL is a magnet-recognized hospital and continues to be the only hospital in Fort Bend County to earn accreditation with commendation by the American College of Surgeons - commission on cancer. HMWB houses a primary care sports medicine graduate medical education program. HMB is a teaching hospital and in 2019 offered a family medicine residency program in conjunction with HMH, HMB collaborates with UTMB to provide obstetrical and gynecological services with a level II nursery.Use of Surplus Funds - HMSL In 2019, HMSL provided $45.1 million in financial assistance for internal charity based on the IRS definition of cost. Use of Surplus Funds - HMWB In 2019, HMWB provided $45.4 million in financial assistance for internal charity based on the IRS definition of cost. HMWB also provided $3.5 million in unreimbursed costs of Medicaid and other means-tested government programs.Use of Surplus Funds - HMWIn 2019, HMW provided $27.7 million in financial assistance for internal charity based on the IRS definition of cost. HMW also provided $2.4 million in unreimbursed costs of Medicaid and other means-tested government programs.Use of Surplus Funds - HMTWIn 2019, HMTW provided $18.3 million in financial assistance for internal charity based on the IRS definition of cost. HMCCH also provided $379,000 in unreimbursed costs of Medicaid and other means-tested government programs. Use of Surplus Funds - HMBIn 2019, HMB provided $45.6 million in financial assistance for internal charity based on the IRS definition of cost. HMB also provided $5.5 million in unreimbursed costs of Medicaid and other means-tested government programs.
Use of Surplus Funds - HMCL	In 2019, HMCL provided $13.6 million in financial assistance for internal charity based on the IRS definition of cost. HMCL also provided $1.1 million in unreimbursed costs of Medicaid and other means-tested government programs.Use of Surplus Funds - HMCCH In 2019, HMCCH provided $5.2 million in financial assistance for internal charity based on the IRS definition of cost. HMCCH also provided $3.4 million in unreimbursed costs of Medicaid and other means-tested government programs.Community SupportIn addition to Houston Methodist's contributions to community health through charity care and community benefits, each Houston Methodist facility actively develops awareness initiatives, sponsorships and programs that promote health and wellness, prevention and early detection. Houston Methodist staff and volunteers can be found at health screenings, exercise and nutrition promotions, stress management clinics and other health promotion activities throughout the year.Houston Methodist also reaches out to the community through health screenings, blood drives, health and safety tours and programs for children and teens. For example, an annual heart event is one of the community outreach events - those who attend received free health screenings, including cholesterol and blood pressure checks. This is one of more than 75 outreach events held with our community partners throughout the year. In addition to participating in Houston Methodist events, HMSL, HMWB, HMCL, HMW, HMTW, HMCCH and HMB also participate in community supported events in their respective service areas as delineated below. Each community hospital supports their respective communities through sponsorships of local organizations' activities, physician speaking engagements, free seminars on health and medical topics and health screenings.Community Support - HMSLHMSL collaborated with several agencies in 2019 to promote health awareness and offer screening programs to Fort Bend and surrounding counties. Nearly 400 participants attended these programs and seminars. The following health education seminars topics were conducted: heart disease, weight loss, back and neck pain and diabetes education. In 2019, over $129,000 in sponsorship and charitable donations were administered various nonprofit organizations providing care to the underserved. Additionally, HMSL continues to support primary care measures, such as providing around 200 flu shots to the community.Administrative hours were allocated to coordinate voluntary employee projects to meet specific community needs. Hospital employees participated in or provided a service for the following: United Way Campaign, holiday toy and flu shot drive program, employee blood drives and other community-based activities. I CARE in Action allows HMSL employees time off to volunteer at community charities. For 2019, HMSL employees provided 744 volunteer hours through I CARE in Action. These donated hours equate to a volunteer time value of approximately $19,000. Agencies volunteered with via the I CARE in Action program included but were not limited to the Center Houston, Dress for Success Houston, and many more.Community Support - HMWB HMWB hospital is deeply involved in promoting health awareness throughout the community by hosting complimentary physician lectures, seminars and wellness events in partnership with other local community organizations. The hospital provided 42 events and seminars to the community with a focus on diabetes, stroke, heart disease and obesity prevention. The hospital also provided smoking cessation programs, offering education, support and assistance to the public. In 2019, twelve Pfizer classes were provided, and 191 individuals received lung cancer screenings.Administrative hours were allocated to coordinate voluntary employee projects to meet specific community needs. Hospital employees participated in or provided a service for the following: United Way campaign, holiday food drive, employee blood drives and other community-based activities. A prominent community benefit program provided is Houston Methodist's I Care in Action program. I Care in Action allows HMWB employees time off to volunteer at community charities. For 2019, HMWB employees provided 562 volunteer hours through I Care in Action. These donated hours equate to a volunteer time value of approximately $14,000. Agencies volunteered for by HMWB employees included but were not limited to Rebuilding Together Houston, Habitat for Humanity and others.
Community Support - HMW	HMW is committed to engaging, supporting and donating monetary resources to the community in West Houston and Katy. In addition to monetary support through sponsorships, HMW provided several health seminars to consumers in the community. It collaborates with Christ Clinic, a local community based organization, to provide weight management education to underserved patients by hosting informational booths once every quarter. Topics include diet and healthy eating habits, exercise and physical activity and weight management to prevent and manage chronic diseases. HMW is an active participant in the Katy care collaborative, which brings together all hospitals, charity agencies and government agencies monthly to address local health care needs.Administrative hours were allocated to coordinate voluntary employee projects to meet specific community needs. Hospital employees participated in or provided a service for the following: United Way campaign, holiday toy drive program, employee blood drives and other community-based activities. A prominent community benefit program provided is Houston Methodist's I Care in Action program. I Care in Action allows HMW employees time off to volunteer at community charities. For 2019, HMW employees provided 206 volunteer hours through I Care in Action. These donated hours equate to a volunteer time value of approximately $5,000. Agencies volunteered with via the I Care in Action program included but were not limited to the Rebuilding Together Houston, Special Pals and more.Community Support - HMTWHMTW provided various health education seminars to members of its community. In 2019, the hospital hosted ten events, spanning seven categories and health topics with over 6,100 individuals in attendance. The health categories included women's health, community group events, health seminars, heart health, health and fitness, joint pain, stroke prevention and breast health.Administrative hours were allocated to coordinate voluntary employee projects to meet specific community needs. Hospital employees participated in or provided a service for the following: United Way campaign, Leukemia & Lymphoma society, American Heart Association, March of Dimes, Interfaith of the Woodlands, employee blood drives and other community-based activities. A prominent community benefit program provided is Houston Methodist's I Care in Action program. I Care in Action allows HMTW employees time off to volunteer at community charities. For 2019, HMTW employees provided over 118 volunteer hours through I Care in Action. These donated hours equate to a volunteer time value of approximately $3,000. Agencies volunteered with via the I Care in Action program include but were not limited to Rebuilding Together Houston, Montgomery County Food Bank and more.Community Support - HMBHMB provides direct funding and/or in-kind services including lab tests, community education, wellness screens, immunizations and other services to its community. The hospital also supports local support groups, offering space for meetings and expert speakers. In 2019, HMB provided over 31 support groups with approximately 170 attendees. The hospital also supports monthly complimentary seminars and screenings to the public. In 2019, it provided 20 educational programs with around 1,200 attendees. Additionally, employees volunteered at local health fairs around the city and also participated in other community activities, including community blood drives, flu shot drives, American Cancer Society's relay for life, American Diabetes Association, Bay Area American heart association and Komen Race for the Cure.Administrative hours were allocated to coordinate voluntary employee projects to meet specific community needs. Hospital employees participated in or provided a service for the following: United Way campaign, holiday toy drive, community health fairs, employee blood drives and other community-based activities. In 2019, HMB employees volunteered approximately 335 hours of their time through the employee volunteer program, I Care in Action. These donated hours equate to a volunteer time value of approximately $8,500. Agencies volunteered with via the I Care in Action program included Rebuilding Together Houston, the Houston Food Bank and more.Community Support - HMCLHMCL collaborated with several organizations in 2019 to promote health awareness and offer screening programs to residents in Harris and Galveston counties. The hospital held 12 screenings, physician seminars and wellness fairs to educate the community. It also produced several articles published in local newspapers and magazines regarding chronic disease. To encourage employee outreach, Houston Methodist offers the I Care in Action program. I Care in Action allows HMCL employees time off to volunteer at community charities. For 2019, HMCL employees provided approximately 240 volunteer hours through I Care in Action. These donated hours equate to a volunteer time value of approximately $6,000. Employees volunteered at agencies including Rebuilding Together Houston and the Houston Food Bank.Community Support - HMCCHAdministrative hours were allocated to coordinate voluntary employee projects to meet specific community needs. As a result of administrative support, hospital employees participated in or provided a service for the following: United Way campaign, holiday toy drive program, employee blood drives and other community-based activities. A prominent community benefit program provided is Houston Methodist's I Care in Action program. I Care in Action allows HMCCH employees timeoff to volunteer at community charities. For 2019, HMCCH employees provided approximately 130 volunteer hours through I Care in Action. These donated hours equate to a volunteer time value of approximately $3,300. Agencies volunteered with via the I Care in Action program included but were not limited to Rebuilding Together Houston and Special Pals.
PART VI. LINE 6:	In 2019, Houston Methodist was comprised of eight-member hospitals, a research institute, a medical residency education program and a physician organization. The system, with 25,543 employees in 2019, is one of the Houston area's largest employers.Seven community hospitals - HMSL in Fort Bend county, HMWB in northwest Houston, HMW in west Houston, HMTW in Montgomery county, HMB in Baytown, Texas, HMCL in the southeast Houston, and HMTW in Montgomery county provide medical services to people living in adjacent cities and suburbs. They serve their respective areas with services such as cardiology, obstetrics/gynecology, outpatient surgery, cancer services, diagnostic imaging and emergency services. The seventh community hospital, HMCCH in Katy, operates as a long-term acute care hospital.Community Benefit Activities and Health Services:Houston Methodist responded to the community's needs in 2019 through the provision of medical care, but also through research, education of health professionals and patients, community health education, donations to health carerelated events and other services. Since 1993, Houston Methodist has provided community benefits grants to organizations that provide direct patient care with a focus on preventive care, dental services, mental health, health care access, prenatal care and diabetes/nutrition care to underserved communities. By providing financial assistance to local clinics and nonprofit organizations, Houston Methodist contributes to their ability to grow and thrive, ensuring a healthier life for the future of all who walk through their doors. Houston Methodist champions community organizations that provide outstanding health care to people of all backgrounds. In 2019, Houston Methodist supported the following agencies across the greater Houston area, including those communities served by community hospitals:- ACCESS HEALTH- BOYS AND GIRLS COUNTRY OF HOUSTON, INC.- CHRIST CLINIC- DEPELCHIN CHILDREN'S CENTER- EL CENTRO DE CORAZON- HEALTHCARE FOR THE HOMELESS HOUSTON- HOPE CLINIC- HOUSTON AREA WOMEN'S CENTER- INTERFAITH COMMUNITY CLINIC- LEGACY COMMUNITY CLINIC- LONE STAR FAMILY HEALTH CENTER- MEMORIAL ASSISTANCE MINISTRIES- NORTHWEST ASSISTANCE MINISTRIES- SAN JOSE CLINIC- SANTA MARIA HOSTEL, INC.- SPRING BRANCH COMMUNITY HEALTH CENTER- STEPHEN F. AUSTIN COMMUNITY HEALTH CENTER- THE ROSE- THE WOMEN'S HOME- TOMAGWA HEALTH CARE MINISTRIES, INC.- VECINO HEALTH CENTERSSUMMARYAs a system, Houston Methodist made significant contributions through its community benefits and charity care program which have been a resource for patients in the community. Based on IRS cost definitions Houston Methodist provided $470.9 million in charity care and community benefits for the year ended December 31, 2019. In addition, based on IRS cost definitions, Houston Methodist provided $420.4 million in care to Medicare, Medicare Managed Care and Tricare/USFHP program beneficiaries for the year ended December 31, 2019.PART VI, LINE 7: TX

Schedule H (Form 990) 2019

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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.
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Attach to Form 990.
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OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
Methodist Hospital Group

Employer identification number
35-2410801

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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	(h) Purpose of grant or assistance
(1) American Heart Association PO Box 15186 Austin,TX78761	13-5613797	501c3	41,500	Medical Research
(2) Fort Bend Youth Sports Association 3200 South West Frwy Ste 2600 Houston,TX77027	30-0634406	501c3	20,000	Health Care Services
(3) Harris County Clinical Services Inc 2801 Via Fortuna Ste 500C Austin,TX78746	43-2110434	501c3	3,174,000	Outpatient Clinic
(4) The Hope Endowment PO Box 18261 Sugar Land,TX77496	27-0296828	501c3	17,500	Relief Services
(5) Interfaith of the Woodlands 4242 Interfaith Way The Woodlands,TX77381	74-1804123	501c3	20,000	Community Service
(6) Fort Bend County Women's Center PO Box 183 Richmond,TX77406	76-0032451	501c3	5,650	Community Service
(7) Project Blue PO Box 893 Mt Belview,TX77580	27-1867435	501c3	10,000	Community Service
(8) Baylor College of Medicine 1 Baylor Plaza Houston,TX77030	74-1613878	501c3	9,108,621	Community Service
(9) Arthritis Foundation 1355 Peachtree Street NE Atlanta,GA30309	58-1341679	501c3	7,680	Program Support
(10) Cy-Fair Educational Foundation PO Box 1698 Cypress,TX77410	23-7079589	501c3	25,500	Program Support
(11) Cy-Fair Sports Association Inc 22515 Schiel Rd Cypress,TX77433	74-2122949	501c3	50,000	Program Support
(12) Cypress-Fairbanks ISD 22602 Northwest Fwy Suite 1 Cypress,TX77429	74-6000654	501c3	5,500	Program Support
(13) Habitat for Humanity NWHC PO Box 682785 Houston,TX77268	76-0273510	501c3	10,000	Program Support
(14) Houston Museum of Natural Science 5555 Hermann Park Drive Houston,TX77030	74-1036131	501c3	10,000	Program Support
(15) Sienna Women's League Inc PO Box 16603 Sugar Land,TX77496	82-1966941	501c3	10,000	Program Support
(16) Texas Children's Hospital 6621 Fannin St Houston,TX77030	74-1100555	501c3	10,000	Program Support

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

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

Form 990, Schedule I, Part II

Prior to the approval of a grant to a requesting organization, the following criteria must be met: (1) The requesting organization must be an organization exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code; (2) The requesting organization must provide a recognizable or demonstrable benefit to the community; (3) The mission of the requesting organization must augment the mission of the Methodist Hospital Group; (4) The requesting organization's mission and services should not duplicate and must not conflict with those of the Methodist Hospital Group. For grants with restricted purposes, periodic reports were reviewed to ensure the funds were used to support indigent care service of the community.

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

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 Hospital Group

Employer identification number

35-2410801

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .........

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? ..

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Bret T Curran See Schedule O	(i) (ii)	360,442 ------------- 0	148,698 ------------- 0	65,072 ------------- 0	23,344 ------------- 0	19,214 ------------- 0	616,770 ------------- 0	0 ------------- 0
2Christopher Robben MD See Schedule O	(i) (ii)	0 ------------- 444,960	0 ------------- 45,000	0 ------------- 12,221	0 ------------- 24,000	0 ------------- 23,838	0 ------------- 550,019	0 ------------- 0
3Edward A Jones ex officio See Schedule O	(i) (ii)	452,381 ------------- 0	163,900 ------------- 0	78,111 ------------- 0	24,097 ------------- 0	21,016 ------------- 0	739,505 ------------- 0	0 ------------- 0
4Faisal Masud MD See Schedule O	(i) (ii)	0 ------------- 542,390	0 ------------- 78,000	0 ------------- 3,969	0 ------------- 26,300	0 ------------- 34,988	0 ------------- 685,647	0 ------------- 0
5Gregory Terry MD See Schedule O	(i) (ii)	0 ------------- 253,040	0 ------------- 104,180	0 ------------- 6,677	0 ------------- 21,408	0 ------------- 13,770	0 ------------- 399,075	0 ------------- 0
6H Dirk Sostman MD ex officio See Schedule O	(i) (ii)	646,488 ------------- 0	16,538 ------------- 0	103,080 ------------- 0	0 ------------- 0	0 ------------- 0	766,106 ------------- 0	0 ------------- 0
7John Cooke MD PhD See Schedule O	(i) (ii)	0 ------------- 348,262	0 ------------- 52,500	0 ------------- 17,922	0 ------------- 19,946	0 ------------- 12,140	0 ------------- 450,770	0 ------------- 0
8Joshua Septimus MD See Schedule O	(i) (ii)	0 ------------- 293,116	0 ------------- 52,812	0 ------------- 1,674	0 ------------- 21,678	0 ------------- 33,664	0 ------------- 402,944	0 ------------- 0
9Julia Andrieni MD See Schedule O	(i) (ii)	425,566 ------------- 0	127,723 ------------- 0	60,759 ------------- 0	21,635 ------------- 0	14,485 ------------- 0	650,168 ------------- 0	0 ------------- 0
10Kevin J Burns See Schedule O	(i) (ii)	918,775 ------------- 0	462,845 ------------- 0	245,033 ------------- 0	26,300 ------------- 0	22,708 ------------- 0	1,675,661 ------------- 0	0 ------------- 0
11Mahendra Jain MD See Schedule O	(i) (ii)	0 ------------- 270,421	0 ------------- 142,917	0 ------------- 2,277	0 ------------- 24,534	0 ------------- 11,494	0 ------------- 451,643	0 ------------- 0
12Marc L Boom MD See Schedule O	(i) (ii)	1,671,629 ------------- 0	1,300,825 ------------- 0	504,593 ------------- 0	26,300 ------------- 0	21,337 ------------- 0	3,524,684 ------------- 0	0 ------------- 0
13Mauro Ferrari PhD ex officio See Schedule O	(i) (ii)	93,467 ------------- 0	422,021 ------------- 0	868,230 ------------- 0	25,264 ------------- 0	3,957 ------------- 0	1,412,939 ------------- 0	0 ------------- 0
14Natalie Dryden MD See Schedule O	(i) (ii)	0 ------------- 209,323	0 ------------- 203,635	0 ------------- 51,288	0 ------------- 16,846	0 ------------- 21,651	0 ------------- 502,743	0 ------------- 0
15Ramon M Cantu See Schedule O	(i) (ii)	979,048 ------------- 0	489,921 ------------- 0	238,720 ------------- 0	26,277 ------------- 0	34,132 ------------- 0	1,768,098 ------------- 0	0 ------------- 0
16Robert A Phillips MD See Schedule O	(i) (ii)	881,802 ------------- 0	423,355 ------------- 0	231,040 ------------- 0	26,300 ------------- 0	15,245 ------------- 0	1,577,742 ------------- 0	0 ------------- 0
17Roberta L Schwartz PhD See Schedule O	(i) (ii)	980,860 ------------- 0	473,584 ------------- 0	256,915 ------------- 0	26,107 ------------- 0	21,337 ------------- 0	1,758,803 ------------- 0	0 ------------- 0
18Ryane Jackson See Schedule O	(i) (ii)	110,617 ------------- 0	21,613 ------------- 0	5,902 ------------- 0	10,184 ------------- 0	12,389 ------------- 0	160,705 ------------- 0	0 ------------- 0
19Seva Papageorge MD See Schedule O	(i) (ii)	0 ------------- 175,678	0 ------------- 4,320	0 ------------- 276	0 ------------- 16,650	0 ------------- 18,740	0 ------------- 215,664	0 ------------- 0
20Sidney J Sanders See Schedule O	(i) (ii)	357,895 ------------- 0	144,461 ------------- 0	116,911 ------------- 0	24,000 ------------- 0	19,416 ------------- 0	662,683 ------------- 0	0 ------------- 0
21Tiffany Burns MD See Schedule O	(i) (ii)	0 ------------- 209,749	0 ------------- 12,464	0 ------------- 1,328	0 ------------- 22,063	0 ------------- 33,163	0 ------------- 278,767	0 ------------- 0
22Timothy B Boone MD PhD See Schedule O	(i) (ii)	0 ------------- 790,137	0 ------------- 118,421	0 ------------- 15,444	0 ------------- 23,985	0 ------------- 34,789	0 ------------- 982,776	0 ------------- 0
23Todd Trask MD See Schedule O	(i) (ii)	0 ------------- 607,458	0 ------------- 0	0 ------------- 8,841	0 ------------- 25,552	0 ------------- 22,376	0 ------------- 664,227	0 ------------- 0
24Daniel B Newman See Schedule O	(i) (ii)	334,639 ------------- 0	133,724 ------------- 0	38,985 ------------- 0	21,592 ------------- 0	22,796 ------------- 0	551,736 ------------- 0	0 ------------- 0
25David P Bernard See Schedule O	(i) (ii)	397,375 ------------- 0	155,649 ------------- 0	54,133 ------------- 0	24,000 ------------- 0	29,317 ------------- 0	660,474 ------------- 0	0 ------------- 0
26Edward L Tyrrell See Schedule O	(i) (ii)	426,247 ------------- 0	173,825 ------------- 0	109,035 ------------- 0	26,267 ------------- 0	21,983 ------------- 0	757,357 ------------- 0	0 ------------- 0
27Jeff Carr See Schedule O	(i) (ii)	0 ------------- 265,294	0 ------------- 81,906	0 ------------- 9,230	0 ------------- 23,434	0 ------------- 13,671	0 ------------- 393,535	0 ------------- 0
28Alecia Rister See Schedule O	(i) (ii)	185,830 ------------- 0	51,003 ------------- 0	11,408 ------------- 0	15,669 ------------- 0	1,039 ------------- 0	264,949 ------------- 0	0 ------------- 0
29Barbara Quandt See Schedule O	(i) (ii)	216,041 ------------- 0	51,234 ------------- 0	6,259 ------------- 0	17,444 ------------- 0	19,317 ------------- 0	310,295 ------------- 0	0 ------------- 0
30Carl T Little See Schedule O	(i) (ii)	219,171 ------------- 0	57,229 ------------- 0	833 ------------- 0	17,664 ------------- 0	1,402 ------------- 0	296,299 ------------- 0	0 ------------- 0
31Chris Siebenaler See Schedule O	(i) (ii)	679,390 ------------- 0	260,423 ------------- 0	170,720 ------------- 0	24,000 ------------- 0	32,572 ------------- 0	1,167,105 ------------- 0	0 ------------- 0
32Debra Sukin See Schedule O	(i) (ii)	662,817 ------------- 0	256,828 ------------- 0	132,058 ------------- 0	24,000 ------------- 0	32,572 ------------- 0	1,108,275 ------------- 0	0 ------------- 0
33Gary Kempf See Schedule O	(i) (ii)	179,831 ------------- 0	59,828 ------------- 0	21,838 ------------- 0	16,684 ------------- 0	32,114 ------------- 0	310,295 ------------- 0	0 ------------- 0
34Janet Leatherwood See Schedule O	(i) (ii)	263,779 ------------- 0	84,628 ------------- 0	65,131 ------------- 0	23,669 ------------- 0	21,127 ------------- 0	458,334 ------------- 0	0 ------------- 0
35Jarren Garret See Schedule O	(i) (ii)	211,691 ------------- 0	27,698 ------------- 0	1,402 ------------- 0	4,431 ------------- 0	30,692 ------------- 0	275,914 ------------- 0	0 ------------- 0
36Katherine Walsh See Schedule O	(i) (ii)	247,104 ------------- 0	69,800 ------------- 0	30,882 ------------- 0	21,510 ------------- 0	11,307 ------------- 0	380,603 ------------- 0	0 ------------- 0
37Keith Barber See Schedule O	(i) (ii)	419,490 ------------- 0	155,910 ------------- 0	90,804 ------------- 0	21,809 ------------- 0	31,848 ------------- 0	719,861 ------------- 0	0 ------------- 0
38Kerrie Guerrero See Schedule O	(i) (ii)	237,273 ------------- 0	75,187 ------------- 0	8,061 ------------- 0	23,199 ------------- 0	1,316 ------------- 0	345,036 ------------- 0	0 ------------- 0
39Kyle R Stanzel See Schedule O	(i) (ii)	204,727 ------------- 0	43,350 ------------- 0	909 ------------- 0	11,890 ------------- 0	31,950 ------------- 0	292,826 ------------- 0	0 ------------- 0
40Liisa Ortegon See Schedule O	(i) (ii)	359,363 ------------- 0	139,992 ------------- 0	58,549 ------------- 0	21,664 ------------- 0	20,261 ------------- 0	599,829 ------------- 0	0 ------------- 0
41Linda K Kulhanek See Schedule O	(i) (ii)	291,677 ------------- 0	89,669 ------------- 0	30,301 ------------- 0	21,700 ------------- 0	13,815 ------------- 0	447,162 ------------- 0	0 ------------- 0
42Lowell Stanton See Schedule O	(i) (ii)	277,195 ------------- 0	88,935 ------------- 0	33,482 ------------- 0	26,300 ------------- 0	31,068 ------------- 0	456,980 ------------- 0	0 ------------- 0
43Michael L Garcia See Schedule O	(i) (ii)	357,864 ------------- 0	138,013 ------------- 0	49,821 ------------- 0	21,415 ------------- 0	19,476 ------------- 0	586,589 ------------- 0	0 ------------- 0
44Rebecca Chalupa See Schedule O	(i) (ii)	233,932 ------------- 0	72,791 ------------- 0	64,570 ------------- 0	25,423 ------------- 0	20,960 ------------- 0	417,676 ------------- 0	0 ------------- 0
45Trent Fulin See Schedule O	(i) (ii)	219,786 ------------- 0	67,061 ------------- 0	13,977 ------------- 0	22,874 ------------- 0	18,728 ------------- 0	342,426 ------------- 0	0 ------------- 0
46Victoria Brownewell See Schedule O	(i) (ii)	260,989 ------------- 0	90,294 ------------- 0	52,221 ------------- 0	23,694 ------------- 0	21,124 ------------- 0	448,322 ------------- 0	0 ------------- 0
47Wayne M Voss See Schedule O	(i) (ii)	485,134 ------------- 0	208,928 ------------- 0	114,960 ------------- 0	24,000 ------------- 0	25,812 ------------- 0	858,834 ------------- 0	0 ------------- 0
48Carole Hackett See Schedule O	(i) (ii)	564,054 ------------- 0	217,982 ------------- 0	222,375 ------------- 0	23,876 ------------- 0	15,210 ------------- 0	1,043,497 ------------- 0	0 ------------- 0
49Cathy Easter See Schedule O	(i) (ii)	391,813 ------------- 0	156,794 ------------- 0	52,236 ------------- 0	26,300 ------------- 0	33,250 ------------- 0	660,393 ------------- 0	0 ------------- 0
50Kenneth Letkeman See Schedule O	(i) (ii)	476,174 ------------- 0	32,281 ------------- 0	25,508 ------------- 0	7,815 ------------- 0	29,480 ------------- 0	571,258 ------------- 0	0 ------------- 0
51Stephen T Wong See Schedule O	(i) (ii)	462,862 ------------- 0	91,406 ------------- 0	12,558 ------------- 0	23,925 ------------- 0	32,014 ------------- 0	622,765 ------------- 0	0 ------------- 0
52Susan H Coulter See Schedule O	(i) (ii)	512,239 ------------- 0	197,838 ------------- 0	126,952 ------------- 0	21,700 ------------- 0	20,883 ------------- 0	879,612 ------------- 0	0 ------------- 0

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
Part I, Line 3	Houston Methodist Research Institute, Houston Methodist Clear Lake Hospital and Houston Methodist Baytown Hospital used the following items to establish compensation of their CEOs: (1) compensation committee, (2) independent compensation consultant, (3) compensation survey or study, and (4) approval by the board or compensation committee. The CEOs of other entities within the Group are employed by The Methodist Hospital, d/b/a Houston Methodist Hospital who used the following items to establish compensation of their CEOs: (1) compensation committee, (2) independent compensation consultant, (3) compensation survey or study, and (4) approval by the board or compensation committee.
Part I, Line 4a:	Houston Methodist has a formal severance plan. Eligible employees include all full-time and part-time (not temporary or PRN) staff including hourly staff up through senior vice presidents provided they work at least 20 hours per week and are not otherwise covered by a physician employment agreement. The plan only provides salary and benefits in the event an eligible employee is involuntarily terminated due to the elimination of their position or if their current position is significantly impacted by an organizational restructuring or change in requirement and a comparable position is not available within the organization. The eligible person must also sign a termination agreement in order to receive salary continuation and benefits under the plan to which they would not normally be eligible to receive under a voluntary resignation. The following severance payments were made from this plan during the tax year ended December 31, 2019: Mauro Ferrari $500,000. Part I, Line 4b Houston Methodist has the Supplemental Executive Retirement Plan (SERP) described below: The SERP is a nonqualified employer funded plan. Contributions are made annually into a tax deferred account and are considered taxable upon vesting (i.e. completion of three years of vesting service). Once vested, each year's subsequent contribution is taxable within the calendar year in which the deposit was made. Account balances cannot be accessed until retirement or termination (whichever occurs first) and may be subject to non-revocable distribution options selected upon election. The following SERP payment was made from this plan during the tax year ended December 31, 2019: Mauro Ferrari $734,571.
Part I, Line 7:	This organization provides variable compensation opportunity through an annual management incentive plan. Supervisor level and above may be eligible to participate. The annual incentive program is based on system and operating entity level performance in the areas of quality improvement outcomes, patient satisfaction and financial performance. In addition, a portion of the payout percentage is based on goals that are specific to the participants' management roles at the division or department level including but not limited to such metrics as operating results, quality and safety improvements and customer satisfaction measures. Determination of a participant's percentage of the potential bonus payout (paid as a percent of base salary) is based on whether the individual attains agreed upon goals for their area of responsibility as determined by their immediate supervisor as well as entity and system goals met.

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

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 Hospital Group

Employer identification number

35-2410801

Return Reference	Explanation
Form 990 Item (H) (b)	Affiliated Organizations Not Included In Group Return (total of 2 entities): (1) TMH Physician Organization (d/b/a Houston Methodist Specialty Physician Group), EIN 57-1201170, 6565 Fannin, Houston, TX 77030 (2) Methodist Hospital Foundation (d/b/a Houston Methodist Hospital Foundation), EIN 76-0094743, 6565 Fannin, Houston, TX 77030.
Form 990, Part I, Line 1 and Part III, Line 1	The organizations in Methodist Hospital Group (Group) (See Statement 1) are part of The Methodist Hospital, doing business as Houston Methodist Hospital, whose mission is: To provide high quality, cost-effective health care that delivers the best value to the people we serve in a spiritual environment of caring in association with internationally recognized teaching and research.
Form 990, Part III, Line 4 - Program Service Accomplishments	The entities in Methodist Hospital Group (see Statment 1) included in this return perform different activities. The Program Service Accomplishments for the activities are descriped below. 1. Methodist Health Centers does business as Houston Methodist Sugar Land Hospital (HMSL), Houston Methodist Willowbrook Hospital (HMWB), Houston Methodist West Hospital (HMW), and Houston Methodist Woodlands Hospital (HMTW). 1a. HMSL is located in Sugar Land, Texas, which is approximately 21 miles southwest of downtown Houston, Texas. As of December 31, 2019, HMSL's operating bed capacity was 316. Principal medical services provided by HMSL include Inpatient and Outpatient Medical and Surgical Care, Intensive Care, 24 Surgery Suites, one Bronchoscopy Suite, two Endoscopy Suites, a Radiation Therapy Center, three Cardiac Catheterization Labs, a 24-Hour Emergency Care Center, a Birthing and Women's Center, an Acute Wound Care Center, a comprehensive Breast Center, oncology, a complete Sports Medicine and Outpatient Physical Therapy Rehabilitation Center and State of the Art Imaging Services, including MRI, CT, PET CT and Nuclear Medicine. HMSL has earned quality-based hospital accreditation through Det Norske Veritas (DNV), chest pain accreditation through the Society of Cardiovascular Patient Care, and accreditation with the commendation by the American College of Surgeons - Commission on Cancer. HMSL recorded 298,594 visits during 2019 which were comprised of 224,164 Outpatient visits, 56,631 Emergency Visits, and 17,799 Inpatient Admissions. 1b. HMWB is located in northwest Harris County, approximately 25 miles northwest of downtown Houston, Texas. As of December 31, 2019, HMWB's operating bed capacity was 310. Principal medical services provided by HMWB include Inpatient and Outpatient Medical and Surgical Care, Surgery Suites, Endoscopy Suites, a Cardiac Catheterization Lab, a 24-Hour Emergency Department, two freestanding Emergency Care Centers, a Childbirth Center with a Neonatal Intensive Care Unit, an Intensive Care Unit, a Breast Care Center, Infusion Services, Wounds Care, General and Diagnostic Radiology, Nuclear Medicine, Laboratory, Radiation Therapy, Orthopedics and Sports Medicine, Neurology and Neurosurgery, Physical Therapy and 24 hour coverage in the Obstetrics Emergency Department and Intensive Care Unit. In addition, HMWB operated two Emergency Care Centers - one located in Cypress, TX and the other located in Spring, TX. HMWB recorded 192,673 Outpatient visits, 20,712 Admissions and 79,420 Emergency Room visits for a total of 292,805 visits in 2019. 1c. HMW is located in the western part of Harris County, approximately 21 miles west of downtown Houston, Texas. On December 17, 2010, HMW opened its emergency center, operating rooms, ICU, surgery center and all ancillary support services. The hospital also opened with one 6 story professional office building and has since opening added a second office building as well as two parking garages. Other areas that have been developed and/or expanded since opening include additional specialty & outpatient areas including a cancer center, birthing center, breast center, wound care, operating rooms, cath labs and cardiac imaging & and a physical therapy area. During 2019 HMW had 135,1875 outpatient visits, 51,759 emergency room visits and 12,717 inpatient admissions for a total of 199,663 visits. Currently, HMW has 239 licensed operating beds. The campus master plan includes expansion space to increase the inpatient capacity to approximately 400 beds and to accommodate two additional professional buildings. 1d. HMTW - Houston Methodist The Woodlands is located in southern Montgomery County, approximately 35 miles north of downtown Houston, Texas. As of December 31, 2019, HMTW's operating bed capacity was 187. Principal medical services provided by HMTW include Inpatient and Outpatient Medical and Surgical Care, Surgery Suites, Endoscopy Suites, Cardiac Catheterization Labs, 24-Hour Emergency Care Center, Birthing Center with a Level II Nursery, Intensive Care Unit, General and Diagnostic Radiology, Nuclear Medicine, Laboratory, Radiation Therapy, Sports Medicine, Physical Therapy, Infusion and 24 hour coverage in the OB Emergency Department and Intensive Care Unit. HMTW recorded 10,919 admissions, 7,388 surgeries, 2,181 cardiac catherization visits, 30,371 Emergency Room Visits, 23,746 Equivalent Admissions, and 1,651 births in 2019. 2. Houston Methodist St John Hospital (d/b/a Houston Methodist Clear Lake Hospital (HMCL)) is one of the newest members of Houston Methodist and operates as an acute care hospital in Nassau Bay, Texas. The hospital has 138 licensed operating beds as of December 31, 2019. In addition to having 624 physicians on staff to offer advanced medical and surgical care, HMCL has earned quality-based hospital accreditation through Det Norske Veritas (DNV), chest pain accreditation through the American College of Cardiology and is a Primary Stroke Center through DNV GL. HMCL recorded 170,351 visits during 2019 which were comprised of 137,295 Outpatient visits, 26,144 Emergency Visits, and 6,912 Inpatient Admissions. 3. Houston Methodist St Catherine Hospital (d/b/a Houston Methodist Continuing Care Hospital (HMCCH)) is a specialty care hospital providing long-term acute care (LTAC). LTAC patients receive daily care from a dedicated medical team for a period of typically 25 days or more. The services provided include intensive physical therapy, respiratory therapy, head trauma treatment, pain management, imaging, and outpatient rehabilitation. Currently HMCCH has 102 licensed beds. 4. San Jacinto Methodist Hospital (d/b/a Houston Methodist Baytown Hospital (HMB)) provides hospital services out of two locations in Baytown, Texas, which is approximately 30 miles east of downtown Houston, Texas. Two sites have adjacent professional office buildings that lease office space to physicians who practice within the hospitals and house hospital functions. As of December 31, 2019, HMB had 224 hospital beds in operation. Principal medical services provided include women's health, obstetrics, cancer center, urology, orthopedics, diabetes education, cardiovascular lab, rehabilitation, intensive care medical and surgical services and emergency care. HMB operates the only hospital emergency room in Baytown and served its community in 2019 by providing 14,515 Inpatient Admissions, 61,461 Emergency Room visits, and 119,804 Outpatient visits for a total of 195,780 visits. 5. TMH Medical Office Buildings is operated to support Houston Methodist Hospital, Houston Methodist Willowbrook Hospital, Houston Methodist San Jacinto Hospital, Houston Methodist Sugar Land Hospital, Houston Methodist West Hospital, Houston Methodist Continuing Care Hospital, Houston Methodist Clear Lake Hospital, and Houston Methodist The Woodlands Hospital. The TMH Medical Office Buildings also operates office buildings connected, attached or proximal to these hospitals. TMH Medical Office Buildings provides space for hospital departments and support services. In addition to these services, TMH Medical Office Buildings leases space to hospital employed physician practices in support of these hospitals. 6. Diagnostic Center Hospital of Texas (DCH) owns hospital assets that are leased under the terms of a long term lease to Houston Methodist Hospital (HMH). HMH in turn utilizes these assets, along with other substantial assets that it owns, to provide direct patient care.
7. The Houston Methodist Research Institute, established in 2004, is a	cornerstone of Houston Methodist's position as a nationally recognized academic medical center. HMRI supports research programs and infrastructure that enable faculty across the system to bring new scientific discoveries to patients as rapidly as possible through the full cycle of a cure from conceptual bench research, to prototyping and development, to clinical trials and FDA approval. The Institute supports more than 1,350 clinical research protocols and $63 million in extramurally funded translational research programs. HRMI's research departments, programs, and core facilities provide platform technology in support of clinical research programs throughout Houston Methodist. Its research goals are closely aligned with Houston Methodist's six Centers of Excellence. HMRI serves as a focal point for physicians and scientists with diverse interests and backgrounds to come together and share ideas. HMRI comprises 19 interdisciplinary departments: Anesthesiology & Critical Care, Cardiology, Cardiovascular Sciences, Cardiovascular Surgery, Medicine, Nanomedicine, Stanley H. Appel Department of Neurology, Neurosurgery, Nursing, Obstetrics & Gynecology, Ophthalmology, Oral & Maxillofacial Surgery, Orthopedic Surgery, Pathology & Genomic Medicine, Pharmacy, Radiation Oncology, Radiology, Surgery, and Urology. There are also 19 research programs: Blanton Eye Institute, Bioenergetics, Bioinformatics and Computational Biology, Cardiovascular Regeneration, Computational Surgery, Health & Nature, Houston Methodist Institute for Technology, Innovation & Education (MITIE), Immunobiology & Transplant Science, Immunotherapy, Mathematics in Medicine, Molecular & Translational Human Infectious Diseases, Musculoskeletal Regeneration, Nantz National Alzheimer Center, Neuroregeneration, Neurosciences, Outcomes Research, Rapid Device Translation, Regenerative Medicine, and Sherrie and Alan Conover Center for Liver Disease & Transplantation. The Research Institute also provides 20 core facilities for access to pioneering technology and data analysis, including: advanced cellular and tissue microscopy, biomedical informatics support, biomicrofluidics, biorepository, clinical research services, comparative medicine, digital solutions, electron microscopy, event services, flow cytometry, genomic instability assessment, immunomonitoring, intravital microscopy, machine shop, nanoengineering, preclinical catheterization lab, research pathology, RNAcore, translational imaging, and translational production & quality. 8. Houston Methodist Coordinated Care (HMCC) is a non-profit corporation that was formed on June 7, 2016 to benefit Houston Methodist hospitals in collaboration with a high value Primary Care network of physicians. Its purpose is to manage, coordinate and promote accountability for the quality, patient safety, cost and overall care of Houston Methodist's Medicare-eligible patients by following them through their healthcare journey, as well as to decrease health care costs to Medicare and the patients HMCC serves. Houston Methodist Coordinated Care establishes, reports, and ensures provider compliance with health care quality criteria, including performance standards, care protocols and efficiency measure.
Form 990, Part VI, Section A, line 2	John Bookout III, Director of Houston Methodist Research Institute, is the son of John Bookout, who is also a Director of the same entity.
Form 990, Part VI, Section A, line 6	-Houston Methodist Hospital is the sole corporate member of Houston Methodist Research Institute and TMH Health Care Group. -TMH Health Care Group is the sole corporate member of Diagnostic Center Hospital Corp. of Texas, Methodist Health Centers, Houston Methodist Baytown Hospital, Houston Methodist Specialty Physician Group, TMH Medical Office Buildings and Houston Methodist Coordinated Care. -Houston Methodist Specialty Physician Group is the sole corporate member of Methodist Pathology Associates, PLLC, Methodist Radiology Associates, PLLC, TMH Physician Associates, PLLC, TMH Physicians and Surgeons, PLLC, and Lone Star Pathology PLLC. -Methodist Health Centers is the sole corporate member of HMCL, HMCCH and HMSTC Real Property.
Form 990, Part VI, Section A, line 7a	Except as noted below, the subsidiary organizations' sole corporate member or the ultimate parent company, TMH, have the authority to appoint, remove or replace the members of their respective boards of directors. The following entities are controlled solely by their member, PO, and do not have a separate governing body: TMH Physician Associates, PLLC Methodist Pathology Associates, PLLC Methodist Radiology Associates, PLLC TMH Physicians and Surgeons, PLLC Lone Star Pathology, PLLC
Form 990, Part VI, Section A, line 7b	The subsidiary Organizations' sole corporate member or ultimate parent company, TMH, reserve the following powers: -Authority to appoint or remove, with or without cause, the Directors of the Organization; -Authority to establish the mission, strategy, and policy of the Organization; -Approval authority of all guarantees of debt by the Organization; -Approval authority of the annual operating and capital budget of the Organization; -Approval authority of all acquisitions, dissolution, sales of capital assets, partnerships, and joint ventures of the Organization; -Authority to direct the organization in its actions as the Corporate member or shareholder of the other Organizations; -Authority to amend the Certificate and the Bylaws and comparable governing documents of the Organization.
Form 990, Part VI, Section B, line 11b	Management, including certain Officers, works diligently to complete the Form 990 and attached schedules (Return) in a thorough manner. The Return is prepared by a Paid Preparer. Prior to filing the return, a copy of the Form 990 is made available to Board members (including required schedules) and management team members are available to answer any Board members' questions.
Form 990, Part VI, Section B, line 12c	Individuals serving in a significant decision making capacity complete a Conflict of Interest (COI) questionnaire annually. A comprehensive evaluation and thorough review of disclosures is performed by a 6-member COI Committee comprised of executives, management, and staff. The results of the COI disclosures are summarized and reported to the parent corporation, Houston Methodist Hospital's Board Audit & Compliance Committee, including certain actions being taken to protect the integrity of Houston Methodist decision-making. In addition, certain disclosure results are also communicated to management and to affected committee chairs to promote transparency, protect decision-making integrity, and to ensure restrictions are imposed where appropriate. Conflicted individuals may not vote or exert self-serving influence on the disclosed matter.
Form 990, Part VI, Section B, line 15	Houston Methodist Hospital (HMH) (sole corporate member of the Subsidiaries) follows IRS regulations as it relates to establishing a rebuttable presumption of reasonableness related to total compensation of the CEO of the organizations as well as other key employees and compensated officers of the organizations listed below. It has established a process that includes the following elements: A separate committee (the Board Committee) comprised of independent directors meets at least annually to review, deliberate and make recommendations to Houston Methodist Hospital Board of Directors as it relates to any changes in total compensation including base pay, bonus awards from incentive programs or benefits and perquisites of the CEO. For 2019, the Board Committee reviewed and recommended compensation packages for the following positions: - President/CEO, Houston Methodist who serves as Director, Officer; Director and Officer President & CEO (Methodist Health Centers); Director (Houston Methodist Research Institute); Director & Officer-Chairperson (Houston Methodist Baytown Hospital); Director and Officer-President/CEO (TMH Health Care Group); Director and Officer-Chairperson (TMH Medical Office Buildings); Director & Officer-Chairperson (Diagnostic Center Hospital Corporation of Texas); Director (Houston Methodist Clear Lake Hospital); Director, Chairperson, President & CEO (Houston Methodist Continuing Care Hospital); Director, Chairperson, President & CEO (Houston Methodist St. Catherine Real Property) - EVP, Chief Financial Officer/Chief Business Officer, Officer-Assistant Secretary & Treasurer (Houston Methodist Hospital) who serves as Officer-Assistant Secretary (Houston Methodist Research Institute); Officer-Assistant Secretary (Methodist Health Centers); Officer-Assistant Secretary (Houston Methodist Baytown Hospital); Officer-Secretary (TMH Health Care Group); Director and Officer, Vice Chairperson, Secretary and Treasurer (Diagnostic Center Hospital); Director and Officer, Secretary & Treasurer (TMH Medical Office Buildings); Director and Officer, Secretary & Treasurer (Houston Methodist St. Catherine Real Property); Director and Officer, Secretary/Chairperson (Houston Methodist Clear Lake Hospital); Director and Officer, Secretary & Treasurer (Houston Methodist Continuing Care Hospital); Officer, Vice President & Secretary (Houston Methodist Coordinated Care) - EVP, Chief Legal Officer & Business and Strategic Development Officer (Houston Methodist Hospital) who serves as Director and Officer, Vice President (Houston Methodist Continuing Care Hospital); Director (Houston Methodist Clear Lake Hospital); Director and Officer, Vice President (Houston Methodist St. Catherine Real Property) - EVP & Chief Medical Officer (Houston Methodist Hospital) who serves as Director and Officer, Chief Medical Officer (Methodist Health Centers) - EVP, Houston Methodist Hospital & Chief Innovative Officer who serves as Director (TMH Medical Office Buildings); Director and Officer, President & CEO (Diagnostic Center Hospital Corp. of Texas) - EVP, President, Institute for Academic Medicine & Chief Commercialization Officer - SVP, Institutional Advancement & President & CEO HMH Foundation - SVP, Chief Human Resources Officer - SVP, President & CEO, HM Research Institute - EVP, President, HM Research Institute - Regional SVP, Houston Methodist Health Centers (HMCL and HMSL) - Regional SVP, Houston Methodist Health Centers (HMB and HMWB) who serves as CEO of Houston Methodist The Woodlands Hospital - SVP, CEO HM Clear Lake Hospital The Board Committee establishes that no member has any conflict of interest with regard to the executive compensation arrangements being approved. The Board Committee reviews and considers information provided by an external consultant engaged to ensure it has direct access to: -Compensation information paid by comparable organizations, for functionally comparable positions. -Compensation norms in the organization's immediate locale and from other independent compensation surveys by nationally recognized independent firms that represent the organization's logical peer group. -Compensation information that includes information on base salary, incentives, benefits and perquisites for total compensation comparison purposes to ensure reasonable competitive ranking. The Board Committee relies on the comparability data to reach consensus that its recommendations to the Board regarding executive compensation changes are reasonable and in line with the organization's overall total compensation philosophy for executive pay. The deliberations and decisions of the committee are contemporaneously substantiated. The compensation for positions held by the other compensated Officers, Directors and Key Employees listed on Part VII, Section A is determined based on a thorough review of numerous compensation studies conducted by nationally recognized, independent firms that provide market data for total compensation for similar positions. The compensation information considered includes information on base salary, incentives, and benefits for total compensation purposes to ensure reasonable competitive ranking in order to meet recruitment and retention objectives that secure the talent required to contribute to organizational success.)
Form 990, Part VI, Section C, line 19	The governing documents (except the Articles of Incorporation, which are on file with the Secretary of the State of Texas), conflict of interest policy and financial statements of the organizations are not made available to the general public.
Form 990, Part VII, Section A.	The following list of Officers, Directors, Trustees, Key Employees and Highest Compensated Employees provide entity level details to support the information reported in Part VII since many of the Group's reportable individuals serve more than one entity included in this Group return. In addition, pursuant to Treasury Regulation Section 1 6033-2(D)(5), Houston Methodist Hospital, which is the Central Organization of the Group, elected to report information about its current and former officers, directors, trustees, and key employees, and current highest compensated employees in this Group return. Each person listed below held the following position with the Central Organization and/or entities included in this Group return:
Alecia Rister received all of her Part VII compensation from Houston	Methodist Research Institute and held the following position: Houston Methodist Research Institute - Key Employee, Chief Financial Officer (average hours per week-50) Andrew von Eschenbach, MD is an uncompensated director and held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Antonio Gotto, MD, DPhil, ex officio is an uncompensated director and held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Augustine M. K. Choi, MD, ex officio is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Bishop Scott Jones is an uncompensated director. He held the following position: Houston Methodist Hospital - Director (average hours per week-2). Barbara Quandt received all of her Part VII compensation from Houston Methodist Health Centers and held the following position: Houston Methodist Health Centers, HMWB - Key Employee - Vice President & Chief Nursing Officer (average hours per week-50). Bret T. Curran received all of his Part VII compensation from Houston Methodist Hospital and held the following position: HMH SVP Billing & Collection (average hours per week - 48), HMH Medical Office Buildings - Director (average hours per week-2). Brian Aquino, MD is an uncompensated director. He held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2). Carl T. Little received all of his Part VII compensation from The Health Centers. He held the following position: Methodist Health Centers - Key Employee, Vice President/Chief Operating Officer Methodist Willowbrook Hospital (average hours per week-50). Carlton E. Baucum is an uncompensated director. He held the following positions: Houston Methodist Hospital- Director & Officer, Vice Chairperson (average hours per week-2), TMH Health Care Group - Director (average hours per week-2), Houston Methodist Coordinated Care - Director, part year (average hours per week-2). Carole Hackett received all of her Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital - Senior Vice President, Chief Human Resources Officer (average hours per week-50). Carrie L. Byington, MD, ex officio is an uncompensated director. She held the following positions: Houston Methodist Research Institute - Director (average hours per week-2). Catherine S. Jodeit is an uncompensated director. She held the following position: Houston Methodist Research Institute - Director, part year (average hours per week-2). Cathy L. Easter received all of her Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital - Senior Vice President/Chief Executive Officer Global Health Care Services (average hours per week-50). Chris Siebenaler received all of his Part VII compensation from Methodist Health Centers and held the following positions: Methodist Health Centers - Key Employee, Regional Senior Vice President (average hours per week 18) and Houston Methodist Clear Lake Hospital (average hours per week 16) and Chief Executive Officer - Houston Methodist Baytown (average hours per week-16). Christopher P. Robben received all of his Part VII compensation from a related organization and held the following positions: Houston Methodist Coordinated Care - Director & Officer, Medical Director (average hours per week-2 in the Group) and 48 with related organization. Connie Dyer is an uncompensated director. She held the following position: Methodist Health Centers - Director (average hours per week-2) and Houston Methodist Coordinated Care - Director (average hours per week-2). Dan O. Dinges is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Daniel B. Newman received all of his Part VII compensation from Houston Methodist Clear Lake Hospital. He held the following position: Houston Methodist Clear Lake Hospital - Officer, President and Chief Executive Officer (average hours per week-50). David C. Baggett, Jr. is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director (average hours per week-2). David Chao is an uncompensated director and held the following position: Houston Methodist Research Institute - Director (average hours per week-2). David M. Underwood, Jr. is an uncompensated director. He held the following position: Houston Methodist Hospital - Director & Officer, Assistant Secretary (average hours per week-2 in the Group) and 2 with related organization. David P. Bernard received all of his Part VII compensation from Houston Methodist Baytown Hospital. He held the following position: Houston Methodist Baytown Hospital - Officer, President, Chief Executive Officer, Treasurer (average hours per week-50). Debra F. Sukin received all of her Part VII compensation from Houston Methodist Hospital. She held the following positions: Methodist Health Centers - Key Employee, Regional Senior Vice President - Houston Methodist Baytown Hospital and Methodist Willowbrook Hospital, and Chief Executive Officer - Houston Methodist The Woodlands Hospital (average hours per week-50). Dr. Edmund Robb, III is an uncompensated director. He held the following position: Houston Methodist Hospital - Director (average hours per week-2). Douglas E. Swanson, Jr. is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Dr. Thomas J. Pace, III is an uncompensated director. He held the following position: Houston Methodist Hospital - Director (average hours per week-2). Edward A. Jones received all of his Part VII compensation from Houston Methodist Research Institute and held the following position: Houston Methodist Research Institute - Director, President/Chief Executive Officer (average hours per week-50). Edward L. Tyrrell received all of his Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital, Senior Vice President (average hours per week of 40), Houston Methodist Research Institute - Officer, Treasurer (average hours per week-2), Houston Methodist Clear Lake Hospital - Officer, Treasurer (average hours per week-2), TMH Health Care Group - Officer, Treasurer (average hours per week-2 and 4 with related organization). Edwin "Ed" H Knight is an uncompensated director and held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Elizabeth Blanton Wareing is an uncompensated director. She held the following positions: Houston Methodist Hospital - Director & Officer, Secretary (average hours per week-2), Houston Methodist Research Institute - Director & Officer, Vice Chairperson (average hours per week-2) and 2 with related organization. Emily A. Crosswell is an uncompensated director. She held the following positions: Houston Methodist Hospital- Director (average hours per week-2), Methodist Health Centers - Director (average hours per week-2), Houston Methodist Baytown Hospital - Director, part year (average hours per week-2) and 2 with related organization. Ernest D. Cockrell, II is an uncompensated director. He held the following positions: Houston Methodist Research Institute - Director (average hours per week-2). Evan Katz is an uncompensated director. He held the following positions: Houston Methodist Research Institute - Director (average hours per week-2).
Ewing Werlein, Jr., is an uncompensated director. He held the following	positions: Houston Methodist Hospital - Director & Officer, Senior Chairperson (average hours per week-2), Methodist Health Centers - ex officio, Director and Senior Chairperson (average hours per week-2), Houston Methodist Research Institute - ex officio, Director (average hours per week-2), TMH Health Care Group - ex officio, Director & Officer, Senior Chairperson (average hours per week-2) and 2 with related organization. Faisal N. Masud received all of his Part VII compensation from a related organization and held the following position: Houston Methodist Hospital - Director (average hours per week-2 in the Group) and 48 with related organization. Gary W. Edwards is an uncompensated director. He held the following position: Houston Methodist Hospital - Director (average hours per week-2). Gary Kempf received all of his Part VII compensation from Houston Methodist Continuing Care and held the following position: Houston Methodist Continuing Care - Key employee, Vice President and Cheif Operating Officer of Houston Methodist Continuing Care (average hours per week-50). Giorgio Borlenghi is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director, part year (average hours per week-2). Glenn R. Davis, MD is an uncompensated director. He held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2). Gregory Terry, MD received all of his Part VII compensation from a related organization and held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2 in the Group, and 48 with related organization). Gregory V. Nelson is an uncompensated director. He held the following positions: Houston Methodist Hospital- Director & Officer, Vice Chairperson (average hours per week-2), Houston Methodist Research Institute - Director, Ex Officio (average hours per week-2), Methodist Health Centers - Director, Ex Officio (average hours per week-2), TMH Health Care Group - Director, Ex Officio & Officer, Chairperson (average hours per week-2) and 2 with related organization. H. Dirk Sostman, MD received all his Part VII compensation from Houston Methodist Research Institute and held the following positions: Houston Methodist Research Institute - Director, ex-officio and EVP, Pres IAM,CAO (average hours per week-50). Heather Koehler is an uncompensated director. She held the following position: Houston Methodist Coordinated Care - Director, part year (average hours per week-2). Janet Leatherwood received all of her Part VII compensation from Methodist Health Centers and held the following positions: Methodist Health Centers - Key Employee, Vice President & Chief Nursing Officer, Houston Methodist Sugar Land Hospital (average hours per week-50). Janice Finder received all of her Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Coordinated Care - Director, part year (average hours per week-50). Jarren Garret received all of his Part VII compensation from Houston Methodist Baytown Hospital. He held the following position: Houston Methodist Baytown Hospital - Key Employee, Vice President & Chief Operating Officer (average hours per week-50). Jeff Carr received all of his Part VII compensation from a related organization and held the following position: Houston Methodist Coordinated Care - Officer, Treasurer (average hours per week-2 in the Group, and 48 with related organization). Joe Bob Perkins is an uncompensated director. He held the following position: Houston Methodist Hospital - Director & Officer, Assistant Treasurer (average hours per week-2). John Cooke, MD, PhD received all of his Part VII compensation from a related organization and held the following position: Houston Methodist Research Institute - Director (average hours per week-2 in the Group and 48 with related organization). John F. Bookout is an uncompensated director. He held the following positions: Houston Methodist Hospital- Director & Officer, Chairman Emeritus (average hours per week-2), Methodist Health Centers - Director (average hours per week-2), Houston Methodist Research Institute - Director (average hours per week-2, and 2 with related organization). John F. Bookout, III is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director & Officer, Chairperson (average hours per week-2). Joseph C. "Rusty" Walter, III is an uncompensated director. He held the following positions: Houston Methodist Hospital - Director & Officer, Treasurer (average hours per week-2) and Houston Methodist Research Institute - Director (average hours per week-2, and 2 with related organization). Joseph R. "Rod" Canion is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Joshua Septimus, MD received all of his Part VII compensation from a related organization and held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2 in the Group and 48 with related organization). Julia Andrieni MD received all of her Part VII compensation from Houston Methodist Hospital and held the following position: Houston Methodist Coordinated Care - Director & Officer, Chairperson, President & CEO (average hours per week-48 in the Group and 2 with related organization). Juliet S. Ellis is an uncompensated director. She held the following position: Houston Methodist Hospital - Director (average hours per week-2). Katherine Walsh received all of her Part VII compensation from Houston Methodist Clear Lake Hospital and held the following positions: Houston Methodist Clear Lake Hospital - Key Employee, Vice President & Chief Nursing Officer (average hours per week-50). Keith Barber received all of his Part VII compensation from Methodist Health Centers and held the following position: Methodist Health Centers - Key Employee, Senior Vice President & Chief Executive Officer of Houston Methodist Willowbrook Hospital (average hours per week-50). Kelty R. Baker, MD is an uncompensated director and held the following position: Houston Methodist Hospital - Director (average hours per week-2), and 2 hours for related organization. Kenneth Letkeman received all of his Part VII compensation from Houston Methodist Hospital and held the following position: Houston Methodist Hospital - SVP Chief Information Officer (average hours per week-50). Kerrie Guerrero received all of her Part VII compensation from Methodist Health Centers and held the following positions: Methodist Health Centers - Key Employee, Vice President & Chief Nursing Officer of Houston Methodist the Woodlands Hospital (average hours per week-50). Kevin J. Burns received all of his Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital - Corporate Officer, Assistant Secretary & Treasurer (average hours per week- of 24), Diagnostic Center Hospital - Director & Officer, Vice Chairperson/Secretary & Treasurer (average hours per week-2), TMH Medical Office Buildings - Director & Officer, Secretary/Treasurer (average hours per week-2), Methodist Health Centers - Officer, Assistant Secretary (average hours per week-2), TMH Health Care Group - Officer, Secretary (average hours per week-2), Houston Methodist Baytown Hospital - Officer, Assistant Secretary (average hours per week-2), Houston Methodist Research Institute - Officer, Assistant Secretary (average hours per week-2), Houston Methodist Clear Lake Hospital - Director & Officer, Secretary/Chairperson (average hours per week-2), Houston Methodist Continuing Care Hospital - Director & Officer, Secretary & Treasurer (average hours per week-2), Houston Methodist St. Catherine Real Property - Director & Officer, Secretary & Treasurer (average hours per week-2),Houston Methodist Coordinated Care - Officer, Vice President & Secretary (average hours per week-2, and 6 with related organization). Kevin J. Lilly is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Kyle R. Stanzel received all of his Part VII compensation from Methodist Health Centers. He held the following position: Methodist Health Centers - Key Employee, Vice President & Chief Operating Officer Houston Methodist West Hospital (average hours per week-50).
Liisa Ortegon received all of her Part VII compensation from Houston	Methodist Hospital and held the following position: Houston Methodist Hospital - Key Employee, Senior Vice President & Chief Nursing Executive (average hours per week-50). Linda K. Kulhanek received all of her Part VII compensation from Houston Methodist Hospital and held the following position: Houston Methodist Hospital - Key Employee, Vice President Finance & Operations (average hours per week-50). Lisa P. Shock is an uncompensated director. She held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2). Lowell Stanton received all of his Part VII compensation from Methodist Health Centers and held the following positions: Methodist Health Centers - Key Employee, Vice President & Regional Chief Financial Officer (average hours per week-25), Houston Methodist Clear Lake Hospital -Key Employee, Vice President & Regional Chief Financial Officer (average hours per week-25). Mahendra G Jain received all of his Part VII compensation from a related organization and held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2, and 48 with related organization). Marc L Boom, M.D. received all of his Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital- Director & Officer, President & Chief Executive Officer (average hours per week of 30), Diagnostic Center Hospital Corp. of Texas - ex officio, Director & Officer, Chairperson (average hours per week-2), TMH Medical Office Buildings - ex officio, Director & Officer, Chairperson (average hours per week-2), Houston Methodist Baytown Hospital - ex officio, Director & Officer, Chairperson (average hours per week-2), Methodist Health Centers - ex officio, Director & Officer, President & Chief Executive Officer (average hours per week-2), Houston Methodist Research Institute - ex officio, Director (average hours per week-2), TMH Health Care Group - ex officio, Director & Officer, President & Chief Executive Officer (average hours per week-2), Houston Methodist Clear Lake Hospital - Director (average hours per week-2), Houston Methodist Continuing Care Hospital - Director & Officer, Chairperson, President, CEO (average hours per week-2), Houston Methodist St. Catherine Real Property - Director & Officer, Chairperson, President & CEO (average hours per week-2, and 2 with related organization). Mark A Houser is an uncompensated director. He held the following positions: Houston Methodist Hospital - Director (average hours per week-2), Houston Methodist Research Institute - Director & Officer, Chairperson, part year (average hours per week-2). Martha DeBusk is an uncompensated director. She held the following positions: Houston Methodist Hospital- Director (average hours per week-2), and Houston Methodist Research Institute - Director (average hours per week-2). Martha Walton is an uncompensated director. She held the following positions: Houston Methodist Research Institute - Director (average hours per week-2). Mary A Daffin is an uncompensated director. She held the following positions: Houston Methodist Hospital- Director & Officer, Vice Chair (average hours per week-2), TMH Health Care Group - Director (average hours per week-2). Mary Eliza Shaper is an uncompensated director and held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Maya Patel, MD is an uncompensated director and held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2). Mauro Ferrari, Ph.D. received all of his Part VII compensation from Houston Methodist Research Institute and held the following positions: Houston Methodist Research Institute - ex officio, Director & Officer, President & Chief Executive Officer, part year (average hours per week-12). Michael Garcia received all of his Part VII compensation from Houston Methodist Hospital and held the following position: Houston Methodist Hospital - Key Employee - Senior Vice President & Chief Operating Officer (average hours per week-50). Natalie J. Dryden received all of her Part VII compensation from a related organization held the following position: Houston Methodist Health Coordinated Care - Director (average hours per week-2 and 48 with related organization). Pete Alfaro is an uncompensated director. He held the following positions: Houston Methodist Baytown Hospital - Director & Officer, Vice Chairperson (average hours per week-2). Rachel D. Bishop received all of her Part VII compensation from a related organization held the following position: Houston Methodist Health Coordinated Care - Director, part year (average hours per week-2 and 48 with related organization). Ramon M. Cantu received all of his Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital- Key Employee, Executive Vice President, Chief Legal Officer (average hours per week of 44), Houston Methodist Clear Lake Hospital - Director (average hours per week-2), Houston Methodist Continuing Care Hospital - Director & Officer, Vice President (average hours per week-2), Houston Methodist St. Catherine Real Property - Director & Officer, Vice President (average hours per week-2). Rebecca Chalupa received all of her Part VII compensation from Houston Methodist Baytown Hospital and held the following position: Houston Methodist Baytown Hospital - Key Employee, Vice President and Chief Nursing Officer (average hours per week-50). Rev. Kenneth R. Levingston is an uncompensated director. He held the following positions: Houston Methodist Hospital - Director (average hours per week-2), Houston Methodist Research Institute - Director (averages hours per week-2), Methodist Health Centers - Director & Officer, Secretary (average hours per week-2). Rev. Reginald Lillie is an uncompensated director. He held the following position: Methodist Health Centers - Director (average hours per week-2). Ricardo Pardo, MD is an uncompensated director. He held the following positon: Houston Methodist Coordinated Care - Director (average hours per week-2). Richard A. Peebles is an uncompensated director. He held the following position: Houston Methodist Baytown Hospital - Director & Officer, Secretary (average hours per week-2).
Robert A. Phillips, MD, Ph.D. received all of his Part VII compensation	from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital- Key Employee, Executive Vice President & Chief Medical Officer (average hours per week-46), Methodist Health Centers - Director & Officer, Chief Medical Officer (average hours per week-2, and 2 with related organization). Robert K. Moses, Jr. is an uncompensated director. He held the following positions: Houston Methodist Hospital- Director (average hours per week-2), Methodist Health Centers - Director & Officer, Vice Chairperson (average hours per week-2), TMH Health Care Group - Director & Officer, Vice Chairperson (average hours per week-2, and 2 with related organization). Roberta Schwartz received all of her Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital- Key Employee, Executive Vice President (average hours per week-44), TMH Medical Office Buildings - Director (average hours per week-2), Diagnostic Center Hospital Corp. of Texas - Director & Officer, President & Chief Executive Officer (average hours per week-2), and 2 hours with related organization. Ryane Jackson received all of Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital - Director of Community Benefits and Global Education and Training (average hours per week-48) and Houston Methodist Coordinated Care - Director (average hours per week-2). Seva Papageorge, MD recieved all of his Part VII compensation from a related organization and held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2 in Group and 48 in related organization). Sidney J. Sanders received all of his Part VII compensation from Houston Methodist Hospital and held the following position: HMH Medical Office Buildings - Director & Officer, President & Chief Executive Officer (average hours per week-50). Spencer Tillman is an uncompensated director. He held the following position: Houston Methodist Hospital - Director (average hours per week-2). Steven Chazen is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director and Secretary (average hours per week-2). Stephen T. Wong received all of his Part VII compensation from Houston Methodist Research Institute and held the following position: Houston Methodist Research Institute - ACM Dept Chair/Center Dir MRI (average hours per week-50). Steven D. Arnold is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director, part year (average hours per week-2). Steven S. Looke is an uncompensated director. He held the following position: Houston Methodist Research Institute - Director (average hours per week-2). Susan H. Coulter received all of her Part VII compensation from Houston Methodist Hospital and held the following positions: Houston Methodist Hospital - Senior Vice President Development Foundation Administration (average hours per week-25) and 25 in related organization. Tiffany Burns, MD received all of her Part VII compensation from a related organization and held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2) and 48 in related organization. Timothy B. Boone, MD, PhD. received all of his Part VII compensation from a related organization and held the following position: Houston Methodist Research Institute - Director (average hours per week-2) and 48 in related organizaton. Timothy Irvine, MD is an uncompensated director and held the following position: Houston Methodist Coordinated Care - Director (average hours per week-2). Todd Trask, MD recieved all of his Part VII compensation from a related organization and held the following position: Houston Methodist Hospital - Director, part year (average hours per week-2) and 48 in related organization. Tom-Thuan Nguyen, MD is an uncompensated director and held the following positon: Houston Methodist Coordinated Care - Director (average hours per week-2). Trent Fulin, received all of his Part VII compensation from Methodist Health Centers and held the following position: Methodist Health Centers - Key Employee, Vice President and Cheif Operating Officer of Houston Methodist The Woodlands Hospital (average hours per week-50). Victoria Brownewell received all of her Part VII compensation from Methodist Health Centers and held the following positions: Methodist Health Centers - Key Employee, Vice President & Chief Nursing Officer of Houston Methodist West Hospital (average hours per week-25) & Houston Methodist Continuing Care Hospital (average hours per week-25). Vidal G. Martinez is an uncompensated director. He held the following positions: Houston Methodist Hospital - Director (average hours per week-2), Houston Methodist Research Institute - Director (average hours per week-2, and 2 with related organization). Vidal Ramirez is an uncompensated director. He held the following position: Methodist Health Centers - Director (average hours per week of 2). W. Benjamin Moreland is an uncompensated director. He held the following positions: Houston Methodist Hospital - Director (average hours per week-2), Houston Methodist Baytown Hospital - Director (average hours per week-2), Methodist Health Centers - Director & Officer, Chairperson (average hours per week-2, and 2 with related organization). Wayne M. Voss received all of his Part VII compensation from Methodist Health Centers and held the following positions: Methodist Health Centers - Key Employee, Senior Vice President/Hospital Chief Executive Officer - Houston Methodist West Hospital (average hours per week-25) & Houston Methodist Continuing Care Hospital (average hours per week-25). William F. Schwer is an uncompensated director. He held the following position: Methodist Health Centers - Director (average hours per week-2)
Part VII, Section A, Column B	Certain officers/directors of the organizations of the Methodist Hospital Group (Group) are employees of Houston Methodist Hospital and related organizations, Houston Specialty Physician Group (a subordinate organization within the Group but filing a separate return), Houston Methodist Hospital Foundation (a subordinate organization within the Group but filing a separate return) or its non-Group affiliates. The officers and directors who are employed by these organizations work a total of 50 hours per week on behalf of these organizations and other organizations of Houston Methodist. The compensation shown on Part VII and Schedule J reflects the total compensation earned for the officer/director for the combined hours spent working for all the organizations in the System.
Form 990, Part VII, Section B	The amounts reported on Part VII, Section B, are for both services and materials. These amounts could not be separated.
Form 990, Part XI, line 9:	Income from Subs 374,719,225. Transfers from donor restricted funds 221,162. UPL Net Adjustments -20,976,843.
Form 990, Part X - Balance Sheet	Diagnostic Center Hospital (DCH) of the Methodist Hospital Group does not follow SFAS 117. Due to software limitations, the section could not be presented properly and therefore Diagnostic Center Hospital's amount of Retained Earnings and Common Stock are included on line 27 instead of line lines 30 and 32. Line 30 - Capital Stock or trust principal, etc. - $37,482,581 Line 32 - Retained earnings, endowment, etc. - $20,820,642
Form 990, Part XII, Question 3a & 3b	The A-133 Audit referred to on lines 3a & 3b was obtained by Houston Methodist Research Institute.

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:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach 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 Hospital Group

Employer identification number

35-2410801

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

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?
(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	Yes	No
(1)Methodist Hospital Self-Insurance Trust 6565 Fannin Houston,TX77030 74-1948396	Insurance Trust	TX	501(c)(3)	Line 12a, I	The Methodist Hospital		No
(2)Methodist Primary Care Group 4401 Garth Road Baytown,TX77521 76-0556120	Health Care	TX	501(c)(3)	Line 12a, I	TMH Health Care Group	Yes
(3)Stehlin Foundation 6565 Fannin Houston,TX77030 74-1622404	Inactive	TX	501(c)(3)	PF	The Methodist Hospital Research Institute		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) Medvest 1 Limited 6565 Fannin Houston,TX77030 76-0534067	Health Care Investments	TX	Medvest Incorporated	Related	340,566	2,123,026		No			No	100.000 %
(2) Litchfield Memorial Partners LP 800 Town and Country Blvd Ste 200 Houston,TX77024 36-4778395	Property Investments	TX	Medvest Incorporated	Unrelated	3,616,112	19,098,463		No			No	90.000 %

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?
(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		Yes	No
(1) Allied Methodist Hospital Physicians 6565 Fannin Houston,TX77030 76-0551274	Physician Group	TX	TMH Health Care Group	C	-7,692	101,953	100.000 %	Yes
(2) Medvest Holdings Inc 6565 Fannin Houston,TX77030 76-0667765	Investment Company	TX	N/A	C					No
(3) Medvest Incorporated 6565 Fannin Houston,TX77030 76-0182470	Investment Company	TX	TMH Health Care Group	C	-596,373	9,156,741	100.000 %	Yes
(4) Methodist Willowbrook MOB Condominium Assoc 6565 Fannin Houston,TX77030 68-0500294	Condominium Association	TX	TMH Medical Office Bldg	C			15.460 %	Yes
(5) Methodist Willowbrook MOB Condominium Assoc II 6565 Fannin Houston,TX77030 26-2137993	Condominium Association	TX	TMH Medical Office Bldg	C			7.760 %	Yes
(6) San Jacinto Methodist - Alexander Condominium Assoc 6565 Fannin Houston,TX77030 47-0921764	Condominium Association	TX	TMH Medical Office Bldg	C				Yes
(7) SJMH Condominium Association 6565 Fannin Houston,TX77030 41-2096917	Condominium Association	TX	TMH Medical Office Bldg	C			29.380 %	Yes
(8) The Methodist Hospital Condominium Association 6565 Fannin Houston,TX77030 86-1065871	Condominium Association	TX	TMH Medical Office Bldg	C			46.970 %	Yes
(9) TMH Medical Office Buildings Condominium Assoc 6565 Fannin Houston,TX77030 76-0287893	Condominium Association	TX	TMH Medical Office Bldg	C			24.860 %	Yes
(10) Methodist West Houston Medical Office Building Condo Assoc 6565 Fannin Houston,TX77030 30-0655123	Condominium Association	TX	TMH Medical Office Bldg	C			40.860 %		No
(11) The Methodist Health Care System Short Term Disabiity Plan Trust 6565 Fannin Houston,TX77030 76-6161019	Insurance Trust	TX	N/A	T					No
(12) Romlac Inc 6565 Fannin Houston,TX77030 74-1674943	Real Estate Investment	TX	N/A	C					No
(13) The Sue M Chandler Trust 6565 Fannin Houston,TX77030 01-0828432	Split Interest Trust	TX	N/A	T					No
(14) Houston Methodist The Woodlands MOB Condo Assoc 6565 Fannin Houston,TX77030 81-3764171	Condominium Association	TX	TMH Medical Office Bldg	C			23.490 %		No
(15) Houston Methodist St Catherine MOB Condo Assoc 6565 Fannin Houston,TX77030 81-4457755	Condominium Association	TX	TMH Medical Office Bldg	C			8.830 %		No

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

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

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)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

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

Software ID:
Software Version:

- TIN:

TY 2019 AffiliateListing

Name:

Methodist Hospital Group

EIN:

35-2410801

Name	Address	EIN	Name control
San Jacinto Methodist Hospital	4401 Garth Road Baytown, TX 77521	74-1287015	SANJ
Diagnostic Center Hospital Corp of Texas	6565 Fannin GB240 Houston, TX 77030	74-1542108	DIAG
TMH Health Care Group	6565 Fannin GB240 Houston, TX 77030	76-0125389	TMHH
TMH Medical Office Buildings	6565 Fannin GB240 Houston, TX 77030	76-0249255	TMHM
Methodist Health Centers	6565 Fannin GB240 Houston, TX 77030	76-0545192	METH
The Methodist Hospital Research Institute	6565 Fannin GB240 Houston, TX 77030	87-0721923	METH
TMH Physician Associates PLLC	6565 Fannin GB240 Houston, TX 77030	30-0520570	TMHP
Methodist Pathology Associates PLLC	6565 Fannin GB240 Houston, TX 77030	37-1520288	METH
Methodist Radiology Associates PLLC	6565 Fannin GB240 Houston, TX 77030	38-3768845	METH
TMH Physicians and Surgeons PLLC	6565 Fannin GB240 Houston, TX 77030	45-5185756	TMHP
Houston Methodist St John Hospital	6565 Fannin GB240 Houston, TX 77030	46-4389870	HOUS
Houston Methodist St Catherine Hospital	6565 Fannin GB240 Houston, TX 77030	46-4402004	HOUS
Houston Methodist St Catherine Real Property Company	6565 Fannin GB240 Houston, TX 77030	46-4608564	HOUS
Lone Star Pathology PLLC	6565 Fannin GB240 Houston, TX 77030	47-2979550	LONE
Houston Methodist Coordinated Care	6565 Fannin GB240 Houston, TX 77030	81-2765582	HOUS

1	Briefly describe the organization’s mission or most significant activities: See Schedule O.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	87
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	47
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	13,598
6	Total number of volunteers (estimate if necessary) .............	6	723
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	39,241,868	42,835,545
9	Program service revenue (Part VIII, line 2g) .........	2,019,557,680	2,402,795,941
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	-100,395	1,070,666
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	89,492,383	75,801,907
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	2,148,191,536	2,522,504,059
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	24,037,085	32,353,032
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	880,068,034	998,618,561
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	984,191,213	1,115,453,470
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,888,296,332	2,146,425,063
19	Revenue less expenses. Subtract line 18 from line 12.......	259,895,204	376,078,996
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,825,836,551	4,329,282,088
21	Total liabilities (Part X, line 26).............	1,219,117,794	992,520,791
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,606,718,757	3,336,761,297

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,879,111,767 including grants of $ 32,353,032 ) (Revenue $ 2,478,597,848 )
	See 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 expenses1,879,111,767

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	29,513,780	5,514,218	2,254,411

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	13,513,893
e	Government grants (contributions)		1e	29,321,652

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		42,835,545

		Business Code
2a	Patient Care Services		2,325,284,130	2,325,284,130
b	Gross Rents	531120	50,571,479	50,571,479
c	Related Research	541700	16,016,242	16,016,242
d	Parking Income	900099	9,643,430	9,643,430
e	Medicare Shared Saving		1,280,660	1,280,660
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		2,402,795,941

3 Investment income (including dividends, interest, and othersimilar amounts) ......
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	7,087,125		7a
b	Less: cost or other basis and sales expenses	6,016,459		7b
c	Gain or (loss)	1,070,666		7c
d	Net gain or (loss).........			1,070,666			1,070,666
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..
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..
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..
Business Code			Miscellaneous Revenue
11a	Intercompany Support		900099	93,328,048	93,328,048
b	Other Income		900099	-17,526,141	-17,526,141
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			75,801,907
12	Total revenue. See instructions.....			2,522,504,059	2,478,597,848	0	1,070,666

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	32,353,032	32,353,032
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 ...........	11,476,517	7,345,757	4,130,760
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	737,835,580	711,953,426	25,882,154
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	33,380,869	32,128,433	1,252,436
9	Other employee benefits .......	162,092,862	155,691,267	6,401,595
10	Payroll taxes ...........	53,832,733	51,686,517	2,146,216
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	72,180		72,180
d	Lobbying ...........
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)	137,500,649	122,544,083	14,956,566
12	Advertising and promotion ....	5,237,376	412,414	4,824,962
13	Office expenses .......	22,870,000	21,050,506	1,819,494
14	Information technology ......	818,676	763,520	55,156
15	Royalties ..
16	Occupancy ...........	27,873,661	26,869,926	1,003,735
17	Travel ............	2,981,019	2,624,126	356,893
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,879,073	732,346	1,146,727
20	Interest ...........
21	Payments to affiliates .......	198,477,976		198,477,976
22	Depreciation, depletion, and amortization ..	151,892,598	151,892,598
23	Insurance ...
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	Medical Supplies & Lab	411,191,065	411,123,279	67,786
b	Intercompany Physician	98,090,818	98,090,818
c	Research Expenses	28,192,975	28,192,975
d	Physician, Research & E	14,453,547	14,400,474	53,073
e	All other expenses	13,921,857	9,256,270	4,665,587
25	Total functional expenses. Add lines 1 through 24e	2,146,425,063	1,879,111,767	267,313,296	0
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			74,936	1	90,824
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			240,277,826	4	273,055,603
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 .......
					5
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) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			31,381,835	8	35,130,545
9	Prepaid expenses and deferred charges ......			2,310,292	9	1,854,010
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,652,723,386
b	Less: accumulated depreciation	10b	1,399,537,140	2,098,235,431	10c	2,253,186,246
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............			51,219,967	14	44,419,967
15	Other assets. See Part IV, line 11 ...........			1,402,336,264	15	1,721,544,893
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,825,836,551	16	4,329,282,088

17	Accounts payable and accrued expenses .....	174,630,888	17	182,212,290
18	Grants payable ...		18
19	Deferred revenue .........	2,884,615	19	1,153,846
20	Tax-exempt bond liabilities .........		20
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 .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
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	1,041,602,291	25	809,154,655
26	Total liabilities. Add lines 17 through 25..	1,219,117,794	26	992,520,791

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	2,606,718,757	27	3,336,761,297
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here 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 ...........	2,606,718,757	32	3,336,761,297
33	Total liabilities and net assets/fund balances ........	3,825,836,551	33	4,329,282,088