Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
BCheck if applicable:
CName of organization
THE METHODIST HOSPITAL
 
 
Doing business as
HOUSTON METHODIST HOSPITAL
 
Number and street (or P.O. box if mail is not delivered to street address)
6565 FANNIN ST GB 240
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX770302707
D Employer identification number

74-1180155
E Telephone number

G Gross receipts $ 6,519,136,972
F Name and address of principal officer:
MARC L BOOM MD
6565 FANNIN ST GB 240
HOUSTON,TX770302707
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HOUSTONMETHODIST.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet5792
K Form of organization:  
L Year of formation: 1946
M State of legal domicile: TX
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: PROVIDE MEDICAL CARE (SEE MISSION STATEMENT ON PAGE 2)
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 25
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 22
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 13,509
6 Total number of volunteers (estimate if necessary) ............. 6 1,203
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,987,931
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 192,547,051 33,741,928
9 Program service revenue (Part VIII, line 2g) ......... 2,523,982,801 2,737,750,742
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 99,445,184 42,016,831
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 59,762,179 81,981,622
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,875,737,215 2,895,491,123
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 57,758,338 11,798,694
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) 1,071,912,998 979,985,321
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,568,266,473 1,694,886,745
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,697,937,809 2,686,670,760
19 Revenue less expenses. Subtract line 18 from line 12....... 177,799,406 208,820,363
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 10,162,124,093 9,864,255,911
21 Total liabilities (Part X, line 26)............. 2,934,033,130 3,248,071,102
22 Net assets or fund balances. Subtract line 21 from line 20..... 7,228,090,963 6,616,184,809
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,325,253,152 including grants of $ 11,798,694 ) (Revenue $ 2,767,191,091 )
SEE SCHEDULE OCURRENTLY HOUSTON METHODIST HOSPITAL OPERATES 1,365 LICENSED BEDS IN ITS TEXAS MEDICAL CENTER FACILITIES. HOUSTON METHODIST HOSPITAL RECORDED 569,272 VISITS DURING 2022 WHICH WERE COMPRISED OF 436,659 OUTPATIENT VISITS, 92,178 EMERGENCY ROOM VISITS AND 40,435 INPATIENT ADMISSIONS. IT ALSO PERFORMED 14,345 INPATIENT SURGERIES AND 27,162 OUTPATIENT SURGERIES IN 2022.THE PRINCIPAL MEDICAL SERVICES AVAILABLE AT HOUSTON METHODIST HOSPITAL ARE ANESTHESIOLOGY, CARDIOVASCULAR SURGERY, ORAL & MAXILLOFACIAL-HOSPITAL DENTISTRY, DERMATOLOGY, FAMILY MEDICINE, GENERAL SURGERY, INTERNAL MEDICINE, CARDIOLOGY, CLINICAL IMMUNOLOGY, GASTROENTEROLOGY, GENERAL MEDICINE, HEMATOLOGY, HYPERTENSION TREATMENT, INFECTIOUS DISEASES, MEDICAL GENETICS, METABOLIC AND ENDOCRINE DISEASES, NUCLEAR MEDICINE, ONCOLOGY, PHARMACOLOGY, PULMONARY DISEASES, RENAL DISEASES, RHEUMATOLOGY, NEUROPHYSIOLOGY, NEUROSURGERY, OBSTETRICS AND GYNECOLOGY, OPHTHALMOLOGY, ORTHOPEDIC SURGERY, OTOLARYNGOLOGY-HEAD & NECK SURGERY, PATHOLOGY, PEDIATRICS, PHYSICAL MEDICINE AND REHABILITATION, PLASTIC SURGERY, PSYCHIATRY, RADIOLOGY, RADIOTHERAPY, AND UROLOGY. HOUSTON METHODIST HOSPITAL ALSO OFFERS A RANGE OF ADDITIONAL PATIENT SERVICES, INCLUDING AMBULATORY SURGERY, A BLOOD DONOR CENTER, A REHABILITATION CENTER, A SKILLED NURSING FACILITY, AND A BROAD RANGE OF PREVENTIVE HEALTH CARE INSTRUCTION, INCLUDING SMOKING CESSATION, STRESS MANAGEMENT, WEIGHT CONTROL, AND CARDIAC AND PULMONARY REHABILITATION.GENERAL OUTPATIENT SERVICES OFFERED BY HOUSTON METHODIST HOSPITAL INCLUDE AUDIOLOGY, SPEECH PATHOLOGY, PSYCHIATRIC SERVICES, DIAGNOSTIC CARDIOLOGY (INCLUDING NUCLEAR CARDIOLOGY, ECHOCARDIOGRAPHY, ELECTROCARDIOGRAPHY, PACEMAKER EVALUATION, AND CORONARY CATHETERIZATION), ENDOSCOPY, EMERGENCY SERVICES, GENERAL AND DIAGNOSTIC RADIOLOGY (INCLUDING FLUOROSCOPY, ULTRASOUND, MAMMOGRAPHY, MYELOGRAPHY, CT SCANNING, AND MRI), NUCLEAR MEDICINE, PATHOLOGY, PERIPHERAL VASCULAR LABORATORY, DERMATOLOGY, PHYSICAL MEDICINE, RADIOTHERAPY, SLEEP STUDIES AND NEUROPHYSIOLOGIC EVALUATIONS, AND SURGERY.HOUSTON METHODIST HOSPITAL OPERATES A MULTI-ORGAN TRANSPLANT CENTER. TRANSPLANTS BEING PERFORMED AT PRESENT INCLUDE KIDNEY, HEART, LUNGS, LIVER, PANCREAS, AND BONE MARROW. HOUSTON METHODIST HOSPITAL RESPONDS TO THE COMMUNITY'S NEEDS NOT ONLY THROUGH THE PROVISION OF MEDICAL CARE, BUT ALSO THROUGH EDUCATION OF HEALTH PROFESSIONALS AND PATIENTS, COMMUNITY HEALTH EDUCATION, DONATIONS TO HEALTH CARE RELATED EVENTS AND OTHER SERVICES, AND MEDICAL AND HEALTH RESEARCH.
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 expensesMediumBullet2,325,253,152
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
List of Attached Documents:
// Content
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
1,651
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
13,509
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBA , BD , BR , CH , CO , HR , EZ , DA , EG , GR , HK , HU , ID , IS , MY , MO , NI , PE , RP , PL , QA , RS , SA , KS , TW , TH , TU , AE , UK
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
25
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
22
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletEDWARD L TYRRELL FACHE6565 FANNIN GB240   HOUSTON,TX77030 (832) 667-6160
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) NINE OFFICERDIR-SEE METHODIST......................................................................
HOSPITAL GROUP RETURN-SCHE
4.89
.................
6.22
X   X       4,017,895 0 803,242
(2) SIXTEEN DIRECTORS-SEE METHODIST......................................................................
HOSPITAL GROUP RETURN-SCHE
2.00
.................
1.75
X           93,500 772,807 38,150
(3) ONE OFFICER-SEE METHODIST......................................................................
HOSPITAL GROUP RETURN-SCHE
24.00
.................
26.00
    X       1,794,772 0 250,163
(4) SEVEN KEY EMPLOYEES-SEE METHODIST......................................................................
HOSPITAL GROUP RETURN-SCHE
44.86
.................
5.14
      X     8,336,987 0 1,220,607
(5) FOUR HIGHEST PAID-SEE METHODIST......................................................................
HOSPITAL GROUP RETURN-SCHE
43.75
.................
6.25
        X   3,238,786 15,212 530,770
























Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 17,481,940 788,019 2,842,932
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2,835
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
FIVE CONTRACTORS-CONSOLIDATED WITH

METHODIST HOSPITAL GROUP
HOUSTON,TX77030
SEE EXPLANATION IN SCHEDULE O 84,905,860
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet234
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 29,995,733
e Government grants (contributions)1e 3,746,195
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 33,741,928
 Program Service RevenueAmt Business Code
2a PATIENT CARE SERVICES 622110 2,706,583,508 2,706,583,508    
b RELATED ORG. RENT 531390 31,167,234 31,141,061 26,173  
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 2,737,750,742
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 108,116,278   3,240 108,113,038
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 19     19
(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).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 1,083,266 3,556,463,136 7a
b Less: cost or other basis and sales expenses 78,014 3,623,567,835 7b
c Gain or (loss) 1,005,252 -67,104,699 7c
d Net gain or (loss).........MediumBullet -66,099,447     -66,099,447
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a MANAGEMENT FEE INCOME 524298 42,125,341   1,955,000 40,170,341
b FOOD SERVICE 722514 10,415,913   3,518 10,412,395
c INSURANCE PROCEEDS 524126 5,626,478 5,626,478    
d All other revenue .... 23,813,871 23,813,871    
e Total. Add lines 11a–11d ...... MediumBullet 81,981,603
12 Total revenue. See instructions.....MediumBullet 2,895,491,123 2,767,164,918 1,987,931 92,596,346
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 11,762,694 11,762,694
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 36,000 36,000
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 ........... 16,517,166   16,517,166  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 1,374,827 44,530 1,330,297  
7 Other salaries and wages........ 724,327,202 642,028,946 82,298,256  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 54,774,811 29,604,630 25,170,181  
9 Other employee benefits ....... 117,881,483 117,446,669 434,814  
10 Payroll taxes ........... 65,109,832 46,182,634 18,927,198  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 14,863,589   14,863,589  
c Accounting ........... 768,111   768,111  
d Lobbying ........... 624,763   624,763  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 15,862,635   15,862,635  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 149,345,260 127,379,651 21,965,609  
12 Advertising and promotion .... 11,482,369 173,523 11,308,846  
13 Office expenses ....... 22,806,273 15,476,941 7,329,332  
14 Information technology ...... 100,289,052 99,007,248 1,281,804  
15 Royalties ..        
16 Occupancy ........... 39,328,109 36,509,755 2,818,354  
17 Travel ............ 3,041,674 699,886 2,341,788  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 2,121,881 1,335,768 786,113  
20 Interest ........... 42,248,720   42,248,720  
21 Payments to affiliates ....... 38,680,452   38,680,452  
22 Depreciation, depletion, and amortization .. 140,154,138 116,410,489 23,743,649  
23 Insurance ... 5,388,444 99,240 5,289,204  
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 716,040,091 715,570,411 469,680  
b SUPPORT FOR MPO 141,677,664 141,677,664    
c PROF. SERVICES (NET) 117,394,281 116,650,859 743,422  
d SUPPORT FOR MRI 105,000,000 105,000,000    
e All other expenses 27,769,239 2,155,614 25,613,625  
25 Total functional expenses. Add lines 1 through 24e 2,686,670,760 2,325,253,152 361,417,608 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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 36,280,825 1 15,230,937
2 Savings and temporary cash investments ......... 361,073,010 2 498,762,089
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 308,131,658 4 357,904,533
5 Loans and other receivables from 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 4,049,520
8 Inventories for sale or use ............ 55,705,401 8 42,348,079
9 Prepaid expenses and deferred charges ...... 40,947,736 9 46,243,385
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 4,356,799,521
b Less: accumulated depreciation 10b 2,506,775,200 1,909,616,652 10c 1,850,024,321
11 Investments—publicly traded securities . 7,111,010,390 11 6,528,358,163
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 19,591,309 14 19,591,309
15 Other assets. See Part IV, line 11 ........... 319,767,112 15 501,743,575
16 Total assets. Add lines 1 through 15 (must equal line 33)... 10,162,124,093 16 9,864,255,911
Liabilities 17 Accounts payable and accrued expenses ..... 681,852,513 17 806,262,013
18 Grants payable ...   18  
19 Deferred revenue ......... 45,680,631 19 70,390,698
20 Tax-exempt bond liabilities ......... 1,983,776,890 20 2,110,739,264
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 222,723,096 25 260,679,127
26 Total liabilities. Add lines 17 through 25.. 2,934,033,130 26 3,248,071,102
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 7,228,090,963 27 6,616,184,809
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 7,228,090,963 32 6,616,184,809
33 Total liabilities and net assets/fund balances ........ 10,162,124,093 33 9,864,255,911
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,895,491,123
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,686,670,760
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
208,820,363
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
7,228,090,963
5
Net unrealized gains (losses) on investments ...............
5
-854,285,788
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
33,559,271
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
6,616,184,809
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2022. 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
b
33 1/3% support test—2021. 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—2022. 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
b
10%-facts-and-circumstances test—2021. 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
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. 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
b
33 1/3% support tests—2021. 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
20
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) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 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 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, 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 2022. 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 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE METHODIST HOSPITAL
 
Employer identification number
74-1180155
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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

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

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

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

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
464,921
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
159,842
j
Total. Add lines 1c through 1i ....................................................................................................
624,763
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: HOUSTON METHODIST ENGAGES IN DISCUSSIONS WITH ELECTED OFFICIALS AT THE STATE AND NATIONAL LEVEL TO DISCUSS THE IMPACT OF EXISTING AND PROPOSED LEGISLATION ON PATIENT CARE AND HOSPITAL OPERATIONS. WE ALSO ENGAGE IN DISCUSSIONS REGARDING SUPPORT FUNDING AT THE STATE AND NATIONAL LEVEL FOR BIOMEDICAL RESEARCH. THERE IS NO GRASSROOTS ENGAGEMENT WITH THE PUBLIC. HOUSTON METHODIST DOES NOT PARTICIPATE IN OR INTERVENE IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS), ANY POLITICAL CAMPAIGN ON BEHALF OF (OR IN OPPOSITION TO) ANY CANDIDATE FOR PUBLIC OFFICE. OTHER ACTIVITIES INCLUDE DUES TO HOSPITAL ASSOCIATIONS THAT ARE ALLOCABLE TO LOBBYING.
Schedule C (Form 990) 2021


Additional Data


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 600,359,234 501,522,045 438,909,392 354,742,443 332,622,778
b Contributions ... 82,335,480 45,028,495 11,496,108 26,052,075 48,172,415
c Net investment earnings, gains, and losses -91,205,931 60,007,314 58,476,254 64,791,438 -18,902,826
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
10,601,798 6,198,620 7,359,709 6,676,564 7,149,924
f Administrative expenses ....          
g End of year balance ...... 580,886,985 600,359,234 501,522,045 438,909,392 354,742,443
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet84.260 %
c
Term endowment SchDMd Bullet15.740 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ..... 31,229,924 197,402,212 228,632,136
b Buildings ....   2,306,841,023 1,041,512,225 1,265,328,798
c Leasehold improvements   748,024 298,423 449,601
d Equipment ....   1,820,578,338 1,464,964,552 355,613,786
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,850,024,321
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)DUE FROM AFFILIATES 125,658,158
(2)CONSTRUCTION IN PROGRESS 198,190,992
(3)DEPOSITS AND MISCELLANEOUS RECEIVABLES 146,571,185
(4)INVESTMENT-MEMORIAL PARTNERS 31,320,000
(5)LITCHFIELD K-1 INCOME 3,240
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 501,743,575
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  
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 260,679,127
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) 2021

Schedule D (Form 990) 2021
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
PART V, LINE 4: HOUSTON METHODIST HOSPITAL FOUNDATION, A RELATED ORGANIZATION OF THE METHODIST HOSPITAL DOING BUSINESS AS HOUSTON METHODIST HOSPITAL, HOLDS PERMANENTLY RESTRICTED NET ASSETS WHICH CONSIST OF 293 INDIVIDUAL ENDOWMENT ACCOUNTS. UNLESS OTHERWISE DIRECTED BY THE DONOR, GIFTS RECEIVED FOR ENDOWMENT ACCOUNTS ARE INVESTED CONSISTENT WITH HOUSTON METHODIST HOSPITAL'S APPROVED INVESTMENT POLICY. UNLESS OTHERWISE DIRECTED BY THE DONOR, THE FOUNDATION HAS A POLICY OF ANNUALLY APPROPRIATING A CERTAIN PERCENTAGE OF EACH ENDOWMENT ACCOUNT, WHICH IS THEN AVAILABLE TO BE SPENT CONSISTENT WITH DONOR INTENT. IN ORDER TO PRESERVE THE REAL VALUE OF A DONOR'S GIFT AND TO SUSTAIN FUNDING CONSISTENT WITH DONOR INTENT, THE ANNUAL APPROPRIATION RATE IS SET TO STRIKE A REASONABLE BALANCE BETWEEN LONG-TERM OBJECTIVES OF PRESERVING AND GROWING EACH ENDOWMENT FUND FOR THE FUTURE AND PROVIDING STABLE, YEAR-TO-YEAR APPROPRIATION AMOUNTS.
Schedule D (Form 990) 2021


Additional Data


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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
EAST ASIA AND THE PACIFIC 0 0 PASSIVE INVESTMENTS   293,839,585
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PASSIVE INVESTMENTS   293,765,339
MIDDLE EAST AND NORTH AFRICA 0 0 PASSIVE INVESTMENTS   2,215,979
SOUTH AMERICA 0 0 PASSIVE INVESTMENTS   16,957,472
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PASSIVE INVESTMENTS   28,845,200
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PASSIVE INVESTMENTS   8,502,249
RUSSIA AND NEIGHBORING STATES 0 0 PASSIVE INVESTMENTS   8,105,140
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 652,230,964
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 652,230,964
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID:  
Software Version:  



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    140,239,292 0 140,239,292 5.220 %
b Medicaid (from Worksheet 3, column a) . . . . .     87,564,989 70,163,099 17,401,890 0.650 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     5,967 53,110 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . .     227,810,248 70,216,209 157,641,182 5.870 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     894,777 0 894,777 0.030 %
f Health professions education (from Worksheet 5) . . .     62,329,027 17,701,418 44,627,609 1.660 %
g Subsidized health services (from Worksheet 6) . . . .     0 0    
h Research (from Worksheet 7) .     137,961,573 64,198,672 73,762,901 2.750 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     4,851,389 0 4,851,389 0.180 %
j Total. Other Benefits . .     206,036,766 81,900,090 124,136,676 4.620 %
k Total. Add lines 7d and 7j .     433,847,014 152,116,299 281,777,858 10.490 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
16,598,670
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
400,149,097
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
493,930,693
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-93,781,596
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 HOUSTON METHODIST HOSPITAL
6565 FANNIN
HOUSTON,TX77030
WWW.HOUSTONMETHODIST.ORG
000124
X X   X     X   SKILLED NURSING FACILITY, PSYCH, REHAB UNITS  
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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)
HOUSTON METHODIST HOSPITAL
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):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): HTTPS://WWW.HOUSTONMETHODIST.ORG/CHNA
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
HOUSTON METHODIST HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
HOUSTONMETHODIST.ORG/PAY-YOUR-BILL/NEW-POLICIES/
b
SAME AS 16.A.
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 6
Part VFacility Information (continued)

Billing and Collections
HOUSTON METHODIST HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
HOUSTON METHODIST HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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
HOUSTON METHODIST HOSPITAL PART V, SECTION B, LINE 5: GENERAL NOTE:THE METHODIST HOSPITAL IS DOING BUSINESS AS HOUSTON METHODIST HOSPITAL ("HMH"), HOUSTON METHODIST AS A SYSTEM; IS REPRESENTED AS HOUSTON METHODIST.PART V, SECTION B, LINE 5 HMH IDENTIFIED ITS COMMUNITY HEALTH PRIORITIES FOR THE 2023-2025 IMPLEMENTATION PLAN THROUGH THE EXECUTION OF A LARGE-SCALE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN 2022. 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 REQUIRED THE HOSPITAL SYSTEM TO UNDERSTAND WHAT MATTERED MOST TO THE POPULATION SURROUNDING ITS EIGHT HOSPITALS IN GREATER HOUSTON. TO DO THIS, THE OFFICE OF COMMUNITY BENEFITS WORKED WITH LEADERS IN PUBLIC HEALTH AND CONDUCTED SECONDARY RESEARCH TO DEVELOP NEW AND REFINE PAST SURVEY QUESTIONS THAT WOULD HELP HOUSTON METHODIST GAIN INSIGHT INTO THE TOP SOCIAL AND HEALTH PRIORITIES OF OUR CITY. THE SURVEY CONSISTED OF 41 QUESTIONS DIVIDED UNDER THE CATEGORIES OF: -TELL US ABOUT YOURSELF -TELL US ABOUT YOUR HEALTH -TELL US ABOUT YOUR COMMUNITY AND SOCIAL EXPERIENCES -TELL US HOW YOU FEELDISTRIBUTING THE SURVEY: AFTER THE SURVEY QUESTIONS WERE DEVELOPED, THE SURVEYS WERE DISTRIBUTED ELECTRONICALLY AND IN HARD COPY FORM ACROSS THE GREATER HOUSTON COMMUNITY. HARD COPY SURVEYS WERE DISTRIBUTED TO 14 UNIQUE NONPROFIT AGENCIES PROVIDING HEALTH CARE AND SOCIAL SERVICES TO DIVERSE POPULATIONS PROMARILY COMPRISED OF THE UNDERSERVED. THE 14 UNIQUE AGENCIES ARE OUTLINED BELOW: -ACCESSHEALTH -CHRIST CLINIC -COMMUNITY ASSISTANCE CENTER -EL CENTRO DE CORAZN -HEALTHCARE FOR THE HOMELESS-HOUSTON -HOPE CLINIC -LEGACY COMMUNITY HEALTH -LONESTAR FAMILY HEALTH CENTER -MEMORIAL ASSISTANCE MINISTRIES -NORTHWEST ASSISTANCE MINISTRIES -SAN JOSE CLINIC -TARGET HUNGER -VECINO HEALTH CENTERS -100 BLACK MEN OF METROPOLITAN HOUSTONIN ADDITION TO 14 NONPROFITS, HARD COPY SURVEYS WERE DISTRIBUTED AT HOUSTON METHODIST'S FLAGSHIP LOCATION IN THE TEXAS MEDICAL CENTER DUE TO THE VARIETY OF PATIENTS AND GUESTS WHO COME TO THE LOCATION FROM MORE THAN EIGHT COUNTIES-AND WERE ALSO DISTRIBUTED AT HOUSTON METHODIST BAYTOWN HOSPITAL, HOUSTON METHODIST CLEAR LAKE HOSPITAL AND HOUSTON METHODIST WILLOWBROOK HOSPITAL. ELECTRONIC SURVEYS WERE EMAILED TO MORE THAN 100 COMMUNITY ORGANIZATIONS AND POSTED ON SOCIAL NETWORKING SITES TO CAPTURE AN UNCONTROLLED GROUP OF RESPONDENTS. OVERALL, THE SURVEY PROCESS YIELDED 1,319 RESPONDENTS.TARGET SURVEY AUDIENCE: THE SURVEY WAS DISTRIBUTED WITH THE PURPOSE OF CAPTURING AS MANY MEMBERS OF THE COMMUNITY AS POSSIBLE, REPRESENTING THE DIVERSITY OF GREATER HOUSTON. AS A RESULT:- 71% OF RESPONDENTS IDENTIFIED AS BELONGING TO A RACIAL/ETHNIC MINORITY GROUP.- 49% HAD A HOUSEHOLD INCOME OF $35,000 OR LESS.- 72% IDENTIFIED AS HAVING SOME FORM OF INSURANCE WITH 28% BEING UNINSURED.- 31% OF RESPONDENT IDENTIFIED AS BEING MALE VS 66% FEMALE.THE FEEDBACK FROM THE UNDERSERVED COMMUNITY AND GENERAL GREATER HOUSTON POPULATION SERVED AS THE BASIS FOR INTERVIEWS WITH COMMUNITY HEALTH LEADERS.SURVEY RESULTS ANALYZED: SURVEY RESPONSES WERE COLLECTED BETWEEN FEBRUARY 24, 2022 AND APRIL 22, 2022. 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. SURVEY RESULTS INDICATED COMMUNITY MEMBERS OPINIONS ON THE ELEMENTS NEEDED TO BUILD A HEALTH COMMUNITY.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: HMH COMPILED A LIST OF TOP HEALTH AND COMMUNITY EXPERTS FROM AROUND THE GREATER HOUSTON COMMUNITY AND STATE TO SUPPORT THE STAKEHOLDER INTERVIEW PROCESS. A SET OF KEY QUESTIONS COVERING RELEVANT HEALTH AND SOCIAL TOPICS WERE DEVELOPED. EXPERTS AND LEADERS WERE PULLED FROM A VARIETY OF SPECIALTY AREAS, INCLUDING BUT NOT LIMITED TO DISEASE SPECIALISTS, NONPROFIT LEADERS, POLICYMAKERS AND MORE. THOSE ENGAGED WERE EXPERTS IN THEIR FIELD AND REPRESENTED FEDERALLY QUALIFIED HEALTH CENTERS, FREE/CHARITY CLINICS, LOCAL GOVERNMENTAL AGENCIES, HOSPITALS, MULTISERVICE AGENCIES, FAITH BASED ORGANIZATIONS, HIGHER EDUCATION AND MORE. THIRTY-FOUR SUBJECT MATTER EXPERTS AND LEADERS PROVIDED INPUT VIA AN ONLINE SURVEY AND/OR PERSONAL COMMUNICATION.SELECTION OF MEMBERS OF MEDICALLY UNDERSERVED, LOW INCOME, AND MINORITY POPULATIONS: THE OFFICE OF COMMUNITY BENEFITS RECEIVED THE PRIMARY INPUT ON THE NEEDS OF THE UNDERSERVED COMMUNITY THROUGH THE DISTRIBUTION OF A SURVEYWITHIN ORGANIZATIONS THAT PRIMARILY SERVED LOW-INCOME AND/OR MINORITY GROUPS TO ENSURE A HOLISTIC UNDERSTANDING OF NEEDS WERE OBTAINED. INPUT COLLECTION: INPUT FROM PERSON(S) WITH SPECIAL KNOWLEDGE -CHIEF EXECUTIVE OFFICER, JUSTICE FORWARD -CHIEF EXECUTIVE OFFICER, THE COUNCIL ON RECOVERY -VICE PRESIDENT, EDUCATION ADMINISTRATION, HOUSTON METHODIST ACADEMIC INSTITUTE -DIRECTOR OF NURSING, HOUSTON METHODIST HOSPITAL -MEDICAL DIRECTOR, HOUSTON METHODIST GLOBAL HEALTH CARE SERVICES, CHAIRMAN EMERITUS, HOUSTON METHODIST HOSPITAL DIVISION OF INFECTIOUS DISEASES, HOUSTON METHODIST -DIRECTOR-PROVIDER ENGAGEMENT & RESILIENCE, HOUSTON METHODIST -VICE CHAIRMAN, PSYCHIATRY & BEHAVIORAL HEALTH, HOUSTON METHODIST -VICE PRESIDENT, GOVERNMENT AFFAIRS, HOUSTON METHODIST -DIRECTOR, HUMAN RESOURCES CLIENT SERVICES & STANDARDS, HOUSTON METHODIST -CHIEF ADMINISTRATIVE OFFICER, THE HARRIS CENTER FOR MENTAL HEALTH AND IDD -SENIOR WELLNESS DIETITIAN, HOUSTON METHODIST -MANAGER, EMPLOYEE WELLNESS SERVICES, HOUSTON METHODISTVICE INPUT COLLECTION: INPUT FROM MEMBERS WITH BROAD INTEREST IN THE COMMUNITY -BISHOP, TEXAS ANNUAL CONFERENCE -SENIOR RABBI, CONGREGATION BETH ISRAEL -PRESIDENT & CEO, EPISCOPAL HEALTH FOUNDATION -DIRECTOR OF MINISTRY, THE FOUNTAIN OF PRAISE INPUT COLLECTION: INPUT FROM LEADERS AND MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME POPULATIONS -EXECUTIVE VICE PRESIDENT, HEALTHCARE FOR THE HOMELESS HOUSTON -DIRECTOR OF PROGRAM DEVELOPMENT, VECINO HEALTH CENTERS -TREASURER, BOARD OF DIRECTORS, HISPANIC HEALTH COALITION -SR. VICE PRESIDENT OF PROGRAMS, MEMORIAL AREA MINISTRIES -CHIEF CLINICAL OFFICER, SAN JOS CLINIC -DIRECTOR OF BEHAVIORAL HEALTH SERVICES, SPRING BRANCH COMMUNITY HEALTH CENTER -EXECUTIVE DIRECTOR, CHRIST CLINIC -CHIEF EXECUTIVE OFFICER, LONESTAR FAMILY HEALTH CENTER -VICE PRESIDENT, CENTER FOR RESILIENCY, THE ALLIANCE -CHIEF EXECUTIVE OFFICER, HEALTHCARE FOR THE HOMELESS HOUSTON -CHIEF POPULATION HEALTH OFFICER, ACCESSHEALTH -CHIEF EXECUTIVE OFFICER, EL CENTRO DE CORAZON -CHIEF EXECUTIVE OFFICER, VECINO HEALTH CENTERS -CHIEF ADMINISTRATIVE OFFICER, COMMUNITY HEALTH NETWORK -VICE PRESIDENT OF PROGRAM OPERATIONS, COALITION FOR THE HOMELESS OF HOUSTON -CHIEF EXECUTIVE OFFICER, SANTA MARIA HOSTEL, INC. -MEDICAL DIRECTOR, SPECIALTY SERVICES, LEGACY COMMUNITY HEALTH -CHIEF EXECUTIVE OFFICER, TOMAGWA HEALTHCARE MINISTRIES -CLINICAL PSYCHOLOGIST, LONE STAR CIRCLE OF CARE -CHIEF EXECUTIVE OFFICER, SPRING BRANCH COMMUNITY HEALTH CENTER -MEDICAL DIRECTOR, EL CENTRO DE CORAZON -CHIEF EXECUTIVE OFFICER, TARGET HUNGER
HOUSTON METHODIST HOSPITAL PART V, SECTION B, LINE 6A: ADDITIONAL HOSPITAL FACILITIES THAT HMH CONDUCTED A CHNA WITH INCLUDE:-HOUSTON METHODIST SUGAR LAND HOSPITAL-HOUSTON METHODIST WILLOWBROOK HOSPITAL-HOUSTON METHODIST WEST HOSPITAL-HOUSTON METHODIST BAYTOWN HOSPITAL-HOUSTON METHODIST CLEAR LAKE HOSPITAL-HOUSTON METHODIST CONTINUING CARE HOSPITAL-HOUSTON METHODIST THE WOODLANDS HOSPITAL
HOUSTON METHODIST HOSPITAL PART V, SECTION B, LINE 7D: IN ADDITION TO THE CONDUCTED CHNA BEING MADE EASILY ACCESSIBLE THROUGH THE HOUSTON METHODIST WEBSITE AND THE 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, INCLUDING STAKEHOLDERS, OTHER HEALTH CARE FACILITIES, ETC. IN ADDITION, THE REPRESENTATIVES OF THE COMMUNITY BENEFITS OFFICE PRESENTED THE CHNA FINDINGS TO AUDIENCES AT HMH AND OTHER EXTERNAL STAKEHOLDERS TO FURTHER PUBLICIZE EFFORTS.
HOUSTON METHODIST HOSPITAL PART V, SECTION B, LINE 11: HOUSTON METHODIST HOSPITAL WAS ABLE TO IDENTIFY THE TOP FOUR HEALTH PRIORITIES OF ITS COMMUNITY VIA THE CHNA PROCESS. THE HEALTH PRIORITIES THAT HMH IDENTIFIED THROUGH ITS MOST RECENTLY CONDUCTED CHNA ARE AS FOLLOWS: -INCREASING ACCESS TO PRIMARY CARE SERVICES TO SUPPORT PREVENTION AND MANAGEMENT OF CHRONIC CONDITIONS -INCREASING ACCESS TO SPECIALTY CARE SERVICES TO SUPPORT CHRONIC CONDITION MANAGEMENT. -PROMOTING HEALTHY LIVING BEHAVIORS TO REDUCE CHRONIC DISEASE AND SUBSTANCE USE DISORDER DEVELOPMENT. -INCREASING ACCESS TO MENTAL HEALTH CARE SERVICES INCLUDING TREATMENT FOR SUBSTANCE USE DISORDERS.DUE TO THE TIMING OF THE CHNA, WHICH WAS ADOPTED IN NOVEMBER, 2022, THE RESULTING IMPLEMENTATION PLAN APPLIES TO FISCAL YEARS 2023-25. HOWEVER, HMH PERFORMED THE FOLLOWING TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY IN RESPONSE TO THE PRIOR CHNA. 2022 HEALTH NEED: INCREASE ACCESS TO PRIMARY CARE SERVICES FOR THE SURROUNDING COMMUNITY2022 GOALS: -TO INCREASE THE NUMBER OF PATIENTS WHO ARE SEEN VIA VIRTUAL HEALTH MODALITY BY 10% FROM 24,621 IN 2021 TO 27,083 BY Q4 2022 -TO REDUCE APPOINTMENT NO SHOW RATES FROM AN ESTIMATED 4.39% IN 2021 TO 4% ACROSS THE PCG BY THE END OF Q4. -TO INCREASE THE NUMBER OF STUDENT-ATHLETE PRE-PARTICIPATION PHYSICAL EXAMS FROM 2,255 TO 2,300 BY Q4 2022. -TO HAVE 25 COACHES/COMMUNITY MEMBERS ATTEND CAMPUS OUTREACH PROGRAM TO PROMOTE SCHOOL AND STUDENT ENGAGEMENT IN PRE-PARTICIPATION PHYSICAL EXAMS BY END OF Q2 2022. -TO INCREASE THE VOLUME OF SAME DAY VISITS BY 5% FROM 5,898 VISITS IN 2021 TO 6,193 VISITS BY END OF Q4 2022 ACROSS THE SYSTEM. -TO INCREASE THE SHOW RATE OF HOUSTON METHODIST HOSPITAL UNDERSERVED PATIENTS REFERRED TO THE COMMUNITY NETWORK OF CARE PROGRAM TO 60% BY END OF Q4.2022 OUTCOMES: -THE NUMBER OF VIRTUAL URGENT CARE VISITS INCREASED FROM 24,621 TO 29,145, AN 18% INCREASE FROM 2021. -THE NUMBER OF NO SHOW RATES DECREASED FROM 4.39% IN 2021 TO 4.18% IN 2022. -THE NUMBER OF STUDENT-ATHLETES WHO RECEIVED PHYSICAL EXAMS INCREASED BY 8% FROM 2,255 IN 2021 TO 2,445 IN 2022. -DUE TO COVID-19 LIMITATIONS, OUTREACH VISITS AND ENGAGEMENT EFFORTS WERE LIMITED. -THE NUMBER OF SAME DAYS VISITS INCREASED FROM 5,898 VISITS IN 2021 TO 6,551 IN 2022 WITHOUT A NEW PRIMARY CARE GROUP LOCATION ADDITION -THE NETWORK OF CARE PROGRAM SHOW RATE INCREASED FROM 37% IN 2021 TO 48% IN 2022. 2022 HEALTH NEED: REDUCE BARRIERS TO ACCESSING SPECIALTY CARE SERVICES FOR THE SURROUNDING UNDERSERVED COMMUNITY2022 GOALS: -TO INCREASE THE NUMBER OF TELEMEDICINE CONSULTS BY THE END OF Q4 2022. -TO INCREASE THE NUMBER OF STUDENTS THAT HAVE RECEIVED TRAINING SERVICES BY 10% FROM 14,732 IN 2021 TO 16,205 BY Q4 OF 2022. -TO EXPAND THE SCOPE OF SERVICES OFFERED VIA COMMUNITY SCHOLARS FROM 8 TO 10 SPECIALTIES WHILE TREATING MORE COMPLEX CASES WITHIN HOUSTON METHODIST HOSPITAL BASED ON PROGRAM REFERRALS WHILE REMOVING PHYSICAL BARRIERS TO ACCESSING THE TMC FACILITIES BY Q4. -TO REDUCE APPOINTMENT NO SHOW RATES FROM 4.3% IN 2021 TO 4% ACROSS THE SPECIALTY PHYSICIAN GROUP BY THE END OF Q4 2022. -TO INCREASE ADULT CONGENITAL HEART DISEASE (ACHD) OUTPATIENT AND CLINIC VOLUMES BY 75% FROM 1,599 VISITS IN 2021 TO 2,798 VISITS BY THE END OF Q4 2022. -TO INCREASE PREVENTIVE MEDICINE INDIVIDUAL PATIENT ENCOUNTERS BY 200% FROM 1,949 PATIENTS IN 2021 TO 5,847 PATIENTS BY THE END OF Q4 2022. -TO INCREASE PET/CT IMAGING BY 100% FROM 2,246 PATIENT ENCOUNTERS IN 2021 TO 4,492 PATIENT ENCOUNTERS AT THE END OF Q4 2022. -TO INCREASE PSYCHOSOCIAL SUPPORT THROUGH COUNSELING SERVICES FROM 176 PATIENTS IN 2021 TO 180 CANCER PATIENTS BY THE END OF Q4 2022. -TO INCREASE NUMBER OF CANCER PATIENTS RECEIVING FINANCIAL NAVIGATION SUPPORT BY 5% FROM 532 IN 2021 TO 559 BY Q4 2022. -TO INCREASE LUNG CANCER SCREENING UTILIZATION BY 25% FROM 180 IN 2021 TO 225 BY END OF Q4 2022. -TO INCREASE THE NUMBER OF CLINICAL TRIALS INCLUSIVE OF MINORITY POPULATIONS BY AT LEAST 3% FROM 8.4% IN 2021 TO 11.4% BY END OF Q4 OF 2022. -TO INCREASE THE COMPLEX CARE INITIATIVE PATIENT ENGAGEMENT FROM 857 IN 2021 TO 890 BY END OF Q4 OF 2022. -TO INCREASE THE TRANSITIONAL CARE PATIENT ENGAGEMENT FROM 824 TO 837 BY END OF Q4 OF 2022. 2022 OUTCOMES: -AT THE CONCLUSION OF 2022, TELEMEDICINE CONCUSSION VISITS INCREASED TO 40 DURING 2022, REPRESENTING A 48% INCREASE. -THE NUMBER OF STUDENTS THAT RECEIVED TRAINING SERVICES IN 2022 WAS 18,000, EXCEEDING THE GOAL OF 16,205 FOR 2022. -IN 2022, TWO NEW SPECIALTIES WERE ADDED EQUALING A TOTAL OF 10 BEING OFFERED TO A TOTAL OF 270 REFERRED PATIENTS WITH MORE THAN 15 SURGICAL INTERVENTIONS. -THE NO SHOW RATE INCREASED SLIGHTLY FROM 4.3% IN 2021 TO 4.4% IN 2022. -ADULT CONGENITAL HEART DISEASE OUTPATIENT CLINIC VOLUMES DID NOT MEET THE GOAL SET FOR 2022 BUT DID INCREASE FROM 1,599 VISITS IN 2021 TO 1,873 IN 2022. -PREVENTIVE MEDICINE PATIENT ENCOUNTER VOLUMES DID NOT MEET THE GOAL SET FOR 2022, WITH A DECREASE FROM 1,949 ENCOUNTERS IN 2021 TO 1,807 IN 2022. -PET/CT IMAGING VOLUMES DID NOT MEET THE GOAL SET FOR 2022 BUT DID INCREASE FROM 2,246 PATIENT ENCOUNTERS IN 2021 TO 3,783 IN 2022. -AT THE CONCLUSION OF 2022, 165 PATIENTS RECEIVED PSYCHOSOCIAL SUPPORT THROUGH COUNSELING SERVICES, LOWER THAN THE 176 PATIENTS SEEN IN 2021. -AT THE CONCLUSION OF 2022, 641 PATIENTS RECEIVED FINANCIAL NAVIGATION SUPPORT, EXCEEDING THE SET GOAL OF 559. -AT THE CONCLUSION OF 2022, 311 PATIENTS RECEIVED PIVOTAL LUNG CANCER SCREENINGS, EXCEEDING THE SET GOAL OF 225. -AT THE CONCLUSION OF 2022, OUR CLINICAL TRIAL ACCRUAL RATE FOR MINORITIES AND WOMEN WAS 9.5% INCREASING FROM THE 8.4% IN 2021 BUT NOT QUITE MAKING THE GOAL OF 11.4% FOR 2022. -AT THE CONCLUSION OF 2022, THE NUMBER OF PATIENTS ENGAGED IN THE COMPLEX CARE INITIATIVE INCREASED BY 2% OR MORE EACH YEAR WITH 77% OF THOSE PATIENTS GRADUATING FROM THE PROGRAM. -THE TRANSITIONAL CARE PATIENT ENGAGEMENT HAD 1,091 PATIENT ENGAGED AND 884 PATIENTS HAVE GRADUATED THE PROGRAM IN 2022.
2022 HEALTH NEED: INCREASE ACCESS TO MENTAL HEALTH CARE SERIVES WITHIN HOUSTON METHODIST'S SURROUNDING UNDERSERVED COMMUNITY2022 GOALS: -TO MAINTAIN A POST-DISCHARGE FOLLOW-UP VISIT COMPLETION RATE OF 39% WITHIN THE 1-7DAY WINDOW FOR PATIENTS DISCHARGED FROM THE HOUSTON METHODIST INPATIENT PSYCHIATRIC UNIT. -TO ACHIEVE A RATE FROM 25% IN 2021 TO 54% PATIENTS WITH A COMPLETED POST-DISCHARGE FOLLOW UP VISIT WITHIN 8-30 DAYS POST-DISCHARGE BY END OF Q4 2022. -TO INCREASE SUICIDE SCREENING COMPLIANCE FROM YTD 2021 AVERAGE OF 88% TO 90% AT HOUSTON METHODIST HOSPITAL FOR INPATIENT UNITS, ICUS AND OBSERVATION UNITS. -TO INCREASE SUICIDE SCREENING COMPLIANCE FROM YTD 2021 AVERAGE OF 88% TO 90% FOR HOUSTON METHODIST HOSPITAL EMERGENCY DEPARTMENT BY END OF Q4 2022. -TO INCREASE TELEPSYCHIATRY UTILIZATION (FOR PATIENTS WITH PRIMARY OR SECONDARY PSYCHIATRIC DIAGNOSIS) AT HOUSTON METHODIST HOSPITAL BY 5% TO 1,064 BY END OF Q4 2022.2022 OUTCOMES: -AT THE CONCLUSION OF 2022, WE HAD AN INCREASE OF 44% POST-DISCHARGE FOLLOW UP VISIT COMPLETION RATE. -AT THE CONCLUSION OF 2022, WE INCREASED FROM 25% IN 2021 TO 38% IN 2022, HOWEVER, IT DID NOT FULLY MEET THE GOAL. -AT THE CONCLUSION OF 2022, THE OVERALL SCREENING COMPLIANCE RATE ACROSS HOUSTON METHODIST WAS 79%. -HOUSTON METHODIST HOSPITAL INPATIENT COMPLIANCE WAS 86%. -HOUSTON METHODIST EMERGENCY DEPARTMENT COMPLIANCE WAS 94% -TELEPSYCHIATRY UTILIZATION INCREASED FROM 1,014 CALLS IN 2021 TO 1,046 CALLS IN 2022, REPRESENTING A 3% INCREASE.2022 HEALTH NEED: PROMOTE HEALTHY LIVING BEHAVIORS TO REDUCE THE LIKELIHOOD OF CHRONIC DISEASE DEVELOPMENT2022 GOALS: -GOAL 1: TO RE-ESTABLISH, POST-COVID, THE 7 LONG-TERM COMMUNITY CENTER PARTNERSHIPS PROVIDING SERIES PROGRAMS ADDRESSING STROKE AWARENESS AND PREVENTION TOPICS BY THE END OF Q4 2022. -GOAL 2: TO INCREASE THE NUMBER OF LONG-TERM COMMUNITY CENTER PARTNERSHIPS FROM 4 IN 2021 TO 10 TO PROVIDE A SERIES OF PROGRAMS ADDRESSING STROKE AWARENESS AND PREVENTION TOPICS BY END OF Q4 2022. -TO INCREASE THE NUMBER OF LONG-TERM COMMUNITY CENTER PARTNERSHIPS FROM 4 IN 2021 TO 10 TO , PROVIDE AING SERIES OF PROGRAMS ADDRESSING STROKE AWARENESS AND PREVENTION TOPICS BY END OF Q4 2022. -TO CONTINUE THE SERIES IN 2022 IN PARTNERSHIP WITH DOCTORS FOR CHANGE, HARRIS COUNTY PUBLIC HEALTH AND THE CME OFFICE WITH A GOAL TO HAVE HOSTED A TOTAL OF 3 CE EVENTS. -TO INCREASE ENGAGEMENT OF GUIDED TRACK PROGRAM PARTICIPANTS TO 70% BY Q4 2022 AND MAINTAIN THE COMPLETION RATE OF GUIDED TRACK AT 88% BY Q4 OF 2022. 2022 OUTCOMES: -IN 2022, 13 EDUCATIONAL PROGRAMS WERE PROVIDED. -FOUR CONTINUING EDUCATION EVENTS WERE HELD IN 2022 TO FOCUS ON RELEVANT HEALTH AND SOCIAL SERVICE TOPICS INCLUDING COVID-19 SAFETY -IN 2022, THE ENGAGEMENT IN THE GUIDED TRACK PROGRAM INCREASED FROM 896 IN 2021 TO 1,407 IN 2022, REPRESENTING A 36% INCREASE WITH AN OVERALL COMPLETION RATE OF 88%.HEALTH NEEDS NOT BEING ADDRESSED: THERE ARE NO IDENTIFIED HEALTH NEEDS BASED ON THE 2022 CHNA SURVEY THAT HOUSTON METHODIST IS NOT ACTIVELY WORKING TO ADDRESS. HOUSTON METHODIST EXPANDED UPON ITS PRIORITIES BASED ON THE SURVEY FINDINGS OF THE ORIGINAL 2022 CHNA TO FOCUS ON KEY AREAS THAT WERE ORIGINALLY UNABLE TO BE ADDRESSED. DUE TO AN EXPANSION OF THE SYSTEM'S FOCUS ON DIVERSITY, EQUITY AND INCLUSION, HOUSTON METHODIST IS ABLE TO ADDRESS KEY AREAS THAT WERE ORIGINALLY IDENTIFIED AS NOT BEING ABLE TO BE ADDRESSED. ADDITIONAL RESOURCES WERE ALLOCATED TO FOCUS ON ECONOMIC EMPOWERMENT, EDUCATIONAL EMPOWERMENT AND PROMOTING HEALTHY NEIGHBORHOODS WHICH ENCOMPASS THE ORIGINAL THREE AREAS.THROUGH THE ESTABLISHMENT OF THE DIVERSITY, EQUITY & INCLUSION GRANT PROGRAM, HOUSTON METHODIST ESTABLISHED THE DIVERSITY, EQUITY & INCLUSION GRANT AND THE SOCIAL EQUITY GRANT WHICH FOCUS ON ADDRESSING THE ROOT CAUSES OF HEALTH INEQUITIES EXPERIENCED BY SOCIAL, RACIAL AND ETHNIC MINORITIES. THIS GRANT PROGRAM TARGETS THE SOCIAL DETERMINANTS OF HEALTH, THE CONDITIONS WITHIN WHICH PEOPLE ARE BORN AND LIVE, THAT ARE OFTEN THE UNDERLYING CAUSE OF TODAY'S MAJOR SOCIETAL HEALTH ISSUES SUCH AS LACK OF INSURANCE, OBESITY, POOR MENTAL HEALTH, HEART DISEASE AND MORE. SOCIAL DETERMINANTS TO BE ADDRESSED THROUGH GRANT FUNDING INCLUDE ACCESS TO HOUSING AND UTILITY SERVICES, ACCESS TO SAFE DRINKING WATER, CLEAN AIR, AND TOXIN-FREE ENVIRONMENTS, AVAILABILITY OF TRANSPORTATION, CRIME RATES AND EXPOSURE TO VIOLENT BEHAVIOR, EARLY CHILDHOOD EXPERIENCES AND DEVELOPMENT, EDUCATIONAL OPPORTUNITIES, FOOD INSECURITY AND INACCESSIBILITY OF NUTRITIOUS FOOD CHOICES, GENDER INEQUITY, INCOME LEVEL, NEIGHBORHOOD CONDITIONS AND PHYSICAL ENVIRONMENT, OCCUPATION, EMPLOYMENT STATUS, AND WORKPLACE SAFETY, RECREATIONAL AND LEISURE OPPORTUNITIES AND SOCIAL SUPPORT AND COMMUNITY INCLUSIVITY.IN 2022, HOUSTON METHODIST PROVIDED $4.3 MILLION IN FUNDING TO 59 UNIQUE NONPROFIT ORGANIZATIONS ACROSS GREATER HOUSTON THROUGH THE DIVERSITY, EQUITY AND INCLUSION GRANT PROGRAM. ORGANIZATIONS SUPPORTED INCLUDE CAPITAL IDEA HOUSTON, DEPELCHIN CHILDREN'S CENTER, SEARCH HOMELESS SERVICES, REBUILDING TOGETHER HOUSTON AND MORE. PART V, SECTION B, LINE 13BDISCOUNTED CARE IS PROVIDED FOR PATIENTS GREATER THAN 500% OF THE FEDERAL POVERTY GUIDELINES WHEN THE PATIENT'S ACCOUNT BALANCE IS GREATER THAN 10% OF THEIR FAMILY INCOME.PART V, SECTION B, LINE 15ETHE 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 20AECAS ARE NOT USED; THEREFORE, PROVIDING NOTICE DOES NOT APPLY.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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) 2022
Schedule H (Form 990) 2022
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 3C: ELIGIBILITY CRITERIA INCLUDED IN THE FINANCIAL ASSISTANCE POLICY CONSISTS OF FEDERAL POVERTY GUIDELINES, INCOME LEVELS OTHER THAN FEDERAL POVERTY GUIDELINES, MEDICAL INDIGENCY, INSURANCE AND UNDERINSURANCE STATUS AND RESIDENCY. ASSET TESTS ARE NOT USED IN DETERMINING ELIGIBILITY.
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, HOUSTON METHODIST BAYTOWN HOSPITAL, HOUSTON METHODIST CLEAR LAKE HOSPITAL, HOUSTON METHODIST CONTINUING CARE HOSPITAL, HOUSTON METHODIST SUGAR LAND, HOUSTON METHODIST THE WOODLANDS HOSPITAL, HOUSTON METHODIST WEST HOSPITAL AND HOUSTON METHODIST WILLOWBROOK HOSPITAL 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 THROUGH 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 2022 FORM 990, SCHEDULE H REPORTING REQUIREMENTS, THE COST OF CARE PROVIDED TO PATIENTS WHO HAVE MEDICARE AS THEIR PRIMARY INSURER AND MEDICAID AS THEIR SECONDARY INSURER HAS BEEN CLASSIFIED AS FINANCIAL ASSISTANCE (PART I, LINE 7A) SINCE THESE PATIENTS WERE PRESUMPTIVELY ELIGIBLE FOR FULL FINANCIAL ASSISTANCE.
PART I, LINE 7G: HMH HAS NOT REPORTED ANY SUBSIDIZED HEALTH SERVICES IN PART I, LINE 7(G).
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 SELF-PAY DISCOUNTS ATTRIBUTABLE TO PATIENT ACCOUNTS.
PART III, LINE 3: HOUSTON METHODIST WILL NOT CLASSIFY AMOUNTS AS BAD DEBT IF THE PATIENT IS ELIGIBLE FOR CHARITY CARE 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 8- 9).
PART III, LINE 8: MEDICARE ALLOWABLE COSTS WERE DERIVED FROM HMH'S FILED MEDICARE COST REPORTS FOR THE YEAR ENDED DECEMBER 31, 2022. THE ENTIRE MEDICARE SHORTFALL ($93.8 MILLION) AS REPORTED ON PART III, LINE 7, AS WELL AS THE UNREIMBURSED COST OF THE MEDICARE MANAGED CARE PROGRAM ($112.1 MILLION) AND TRI-CARE PROGRAM ($7.1 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, 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 UNITED STATES CENSUS BUREAU, CENTERS FOR DISEASE CONTROL AND PREVENTION, TEXAS STATE DATA CENTER, PUBLIC HEALTH EXPERT INTERVIEWS AND MORE. HOUSTON METHODIST IS ALSO ABLE TO IDENTIFY THE CHANGING NEEDS OF THE UNDERSERVED POPULATION THROUGH ESTABLISHED COMMUNITY PARTNERSHIPS WITH FEDERALLY QUALIFIED HEALTH CENTERS, SOCIAL SERVICE AGENCIES, HARRIS COUNTY PUBLIC HEALTH AND CHARITY FACILITIES. THROUGH QUARTERLY REPORTING AND CONSISTENT COMMUNICATION, 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, WOMAN, INFANT, AND CHILDREN'S PROGRAMS (WIC) AND OTHER COMMUNITY/THIRD-PARTY APPROVED PROGRAMS;AND 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 FAA 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 BAD DEBT COLLECTION AGENCIES. EACH COLLECTION AGENCY MUST ADHERE TO HOUSTON METHODIST'S FINANCIAL ASSISTANCE POLICY AND PHILOSOPHY DURING ALL COMMUNICATION AND COLLECTION EVENTS WITH HOUSTON METHODIST PATIENTS.METHODIST PERSONNEL ARE PROVIDED WITH EDUCATIONAL IN-SERVICES IN THE ADMINISTERING OF THE FINANCIAL ASSISTANCE POLICY AS NEEDED. FAA IS REVIEWED PERIODICALLY AND UPDATED AS NEEDED.
PART VI, LINE 4: HMH DEFINES THE HOUSTON-THE WOODLANDS-SUGAR LAND METROPOLITAN STATISTICAL AREA (MSA) AS ITS COMMUNITY. HMH PRIMARILY SERVES THE FOLLOWING COUNTIES THAT ARE IN THIS MSA: HARRIS, FORT BEND, MONTGOMERY, BRAZORIA, GALVESTON, LIBERTY, CHAMBERS AND WALLER COUNTIES. THE HMH COMMUNITY CONTAINS AN ESTIMATED POPULATION OF 6,949,721 RESIDENTS. AS THE LARGEST COUNTY IN TEXAS AND THE COUNTY MOST SERVED BY HOUSTON METHODIST HOSPITAL, HARRIS COUNTY ACCOUNTS FOR AN ESTIMATED 4.7 MILLION OF HMH COMMUNITY RESIDENTS, EQUATING TO APPROXIMATELY 67% OF THE HMH COMMUNITY POPULATION. [1]THE HMH COMMUNITY IS CONSIDERED ONE OF THE MOST ETHNICALLY DIVERSE METROPOLITAN REGIONS IN THE NATION, WITH A 38% HISPANIC/LATINO POPULATION, 34% WHITE/NON-HISPANIC POPULATION, 17% PERCENT BLACK/AFRICAN AMERICAN POPULATION AND 8% ASIAN POPULATION. WITHIN THE HMH COMMUNITY, HARRIS COUNTY MAINTAINS A MINORITY-MAJORITY CITY STATUS DUE TO A 43% HISPANIC/LATINO POPULATION IN COMPARISON TO 29% WHITE/NON-HISPANIC POPULATION. FORT BEND COUNTY CURRENTLY RANKS AS THE MOST DIVERSE COUNTY WITHIN THE HOUSTON METHODIST HOSPITAL COMMUNITY AND COMES CLOSE TO HAVING AN EQUAL DISTRIBUTION OF THE NATION'S FOUR MAJOR ETHNIC GROUPS (32% WHITE/NON-HISPANIC, 25% HISPANIC/LATINO, 20% BLACK/AFRICAN AMERICAN AND 21% ASIAN). CHAMBERS COUNTY RANKS BEHIND THE OTHER COUNTIES IN TERMS OF RACIAL DIVERSITY WITH A 66% WHITE/NON-HISPANIC POPULATION. [2] THREE MAJOR AGE GROUPS COMPRISE THE HMH 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 HMH COMMUNITY (63%). THE SENIOR POPULATION CURRENTLY ACCOUNTS FOR 11% OF THE HMH COMMUNITY. WHILE IT ACCOUNTS FOR THE LOWEST PERCENTAGE OF THE COMMUNITY, THE SENIOR POPULATION PROJECTS THE HIGHEST PERCENT GROWTH OF ANY COHORT BY 2030. OF THE COUNTIES WITHIN THE HMH COMMUNITY, GALVESTON COUNTY HAS THE GREATEST PERCENTAGE OF SENIORS AT 14%, WHILE HARRIS AND FORT BEND COUNTIES HAVE THE LOWEST PERCENTAGE OF SENIORS AT 11%. [3] CURRENTLY, THE MEDIAN HOUSEHOLD INCOME IN TEXAS IS $63,826. IN COMPARISON, HMH COMMUNITY HAS A MEDIAN HOUSEHOLD INCOME OF $69,328, WHICH RANKS ABOVE THE STATE. ONLY HARRIS ($63,022), LIBERTY ($50,917) AND WALLER ($61,752) COUNTIES RANK LOWER THAN THE TEXAS MEDIAN HOUSEHOLD INCOME VALUE, WHILE FORT BEND COUNTY ($100,189) IS 57% HIGHER. [4]EDUCATIONAL ATTAINMENT VARIES ACROSS COUNTIES WITHIN THE HMH COMMUNITY. ACCORDING TO THE UNITED STATES CENSUS BUREAU AMERICAN COMMUNITY SURVEY (2020), AMONG HMH COMMUNITY MEMBERS 25 YEARS OF AGE AND OLDER, 61% HAVE PURSUED EDUCATION BEYOND A HIGH SCHOOL DIPLOMA. WITHIN HARRIS COUNTY, 23% OF COMMUNITY MEMBERS 25 YEARS OF AGE AND OLDER HAVE OBTAINED A MINIMUM OF A HIGH SCHOOL DIPLOMA, 7% HAVE OBTAINED AN ASSOCIATE DEGREE, 20% HAVE OBTAINED A BACHELOR'S DEGREE AND 12% HAVE OBTAINED A POST-GRAD DEGREE. [5][1] U.S. CENSUS BUREAU. AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES, AGE AND SEX (2020). RETRIEVED FROM HTTPS://DATA.CENSUS.GOV [2] U.S. CENSUS BUREAU. AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES. HISPANIC OR LATINO, AND NOT HISPANIC OR LATINO BY RACE TABLE P2 (2020). RETRIEVED FROM HTTPS://DATA.CENSUS.GOV/CEDSCI/TABLE?Q=RACE%20AND%20ETHNICITY&G=0100000US_0500000US48071,48157,48167,48201,48291,48339[3] UNITED STATES CENSUS BUREAU. AMERICAN COMMUNITY SURVEY: AGE AND SEX (2020). RETRIEVED FROM HTTPS://DATA.CENSUS.GOV/CEDSCI/TABLE?Q=2020%20ACS&G=0400000US48_0500000US48039,48071,48157,48167,48201,48291,48339,48473&TID=ACSST5Y2020.S1901[4] U.S. CENSUS BUREAU. AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES, INCOME IN THE PAST 12 MONTHS (2020). RETRIEVED FROM HTTPS://DATA.CENSUS.GOV/TABLE?Q=2020+ACS&G=050XX00US48039,48071,48291,48339,48473,48167,48201,48157_040XX00US48&TID=ACSST5Y2020.S1901 [5] U.S. CENSUS BUREAU. AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES, INCOME IN THE PAST 12 MONTHS (2020). RETRIEVED FROM HTTPS://DATA.CENSUS.GOV/CEDSCI/TABLE?Q=2020%20ACS&G=0400000US48_0500000US48039,48071,48157,48167,48201,48291,48339,48473&TID=ACSST5Y2020.S1501
PART VI, LINE 5: HOUSTON METHODIST HOSPITAL IS A NONPROFIT HOSPITAL BASED IN HOUSTON, TEXAS AND IS THE FLAGSHIP OF HOUSTON METHODIST. AFFILIATED WITH THE TEXAS ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. HOUSTON METHODIST WORKS CLOSELY WITH LOCAL CHURCH LEADERS TO BRING COMPASSION AND SPIRITUALITY TO ALL ITS ENDEAVORS AND TO HELP MEET THE HEALTH NEEDS OF THE COMMUNITY IT SERVES.IN ADDITION TO THE FLAGSHIP HOSPITAL, HOUSTON METHODIST IS COMPRISED OF SEVEN COMMUNITY HOSPITALS, A TOP-RANKED ACADEMIC INSTITUTE, PHYSICIAN ORGANIZATIONS, A GLOBAL DEVELOPMENT ENTITY AND NINE EMERGENCY CARE CENTERS, HMH IS AFFILIATED WITH WEILL CORNELL MEDICAL COLLEGE. U.S. NEWS & WORLD REPORT HAS RECOGNIZED HMH AS THE NO.1 HOSPITAL IN TEXAS FOR THE 12TH YEAR IN A ROW. HMH WAS ALSO NAMED TO U.S. NEWS & WORLD REPORT'S PRESTIGIOUS HONOR ROLL FOR THE SEVENTH TIME. HMH WAS RANKED IN 10 SPECIALTIES, INCLUDING NINE SPECIALTIES RANKED IN THE TOP 20 AND TWO RANKED IN THE TOP 5. AMONG OUR COMMUNITY HOSPITALS, HOUSTON METHODIST SUGAR LAND HOSPITAL IS RANKED NO. 9 IN TEXAS AND NO. 5 IN HOUSTON. HOUSTON METHODIST WILLOWBROOK HOSPITAL RANKED NO. 24 IN TEXAS AND NO. 8 IN HOUSTON. HMH IS AN ACUTE CARE COMPLEX WITH 948 OPERATING BEDS, 85 OPERATING ROOMS, 2,335 AFFILIATED PHYSICIANS AND 8,488 EMPLOYEES AS OF DECEMBER 31, 2022. IT'S LOCATED IN HOUSTON'S WORLD-RENOWNED TEXAS MEDICAL CENTER. HMH RECORDED 40,435 ADMISSIONS, 528,837 OUTPATIENT VISITS, 1,745 BIRTHS, AND 44,703 EMERGENCY ROOM VISITS BY HOUSTON AREA RESIDENTS DURING 2022. IN ADDITION, HMH RECORDED MORE THAN 5,340 INTERNATIONAL PATIENT VISITS FROM 67 COUNTRIES IN 2022. ALTHOUGH THESE INDIVIDUALS REPRESENT A DIVERSE GROUP OF BACKGROUNDS, CULTURES AND SOCIO-ECONOMIC STATUS, AS PATIENTS AT HMH 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 HMH.GOVERNING BODY:HOUSTON METHODIST HOSPITAL IS GOVERNED BY A BOARD OF DIRECTORS COMPRISED OF MEMBERS OF THE COMMUNITY WHERE IT IS LOCATED. HMH'S BOARD OF DIRECTORS INCLUDES MEMBERS FROM THE COMMUNITY AS WELL AS HMH'S PRESIDENT/CEO, HMH'S MEDICAL STAFF PRESIDENT AND THE BISHOP OF THE TEXAS ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH.COMMUNITY COUNCILS:HOUSTON METHODIST HOSPITAL ALSO HAS COMMUNITY INVOLVEMENT THROUGH ADVISORY COUNCILS COMPRISED OF COMMUNITY MEMBERS, INCLUDING MEMBERS OF THE HMH BOARD OF DIRECTORS, WHO VOLUNTEER TO CREATE HEALTH-RELATED PROGRAMS FOR HOUSTONIANS. ONE EXAMPLE IS THE PRESIDENT'S LEADERSHIP COUNCIL (PLC), AN ADVISORY BOARD SERVING THE HOSPITAL AND ALL HMH MEMBERS WORK WITH HMH'S PRESIDENT AND CEO TO ACHIEVE THE MISSION OF IMPROVING HEALTH FOR HMH PATIENTS THROUGH RESEARCH, EDUCATION AND CLINICAL CARE. THE MEMBERS OF THE PLC SERVE AS ADVOCATES AND PHILANTHROPIC AMBASSADORS FOR HMH. PLC MEMBERS ARE HIGH-LEVEL VOLUNTEERS WHO BRING PROFESSIONAL EXPERTISE, COMMUNITY AND PATIENT PERSPECTIVES TO HMH LEADERSHIP ON BEHALF OF OUR CITY, STATE AND NATION. PARTICIPANTS ARE ENCOURAGED TO SERVE ON ONE OR MORE COMMITTEES FOCUSING ON INSTITUTIONAL ADVOCACY, PHILANTHROPY, CONSTITUENT EVENTS, CORPORATE RELATIONSHIPS OR DEPARTMENTAL PRIORITIES. THE PLC IS A NON-GOVERNING, NON-FIDUCIARY ORGANIZATION AND IS NOT RESPONSIBLE FOR HEALTH CARE OR SYSTEM OVERSIGHT. PLC MEMBERS ARE ASKED TO SERVE A THREE-YEAR TERM, WHICH IS RENEWABLE.OTHER COUNCILS INCLUDE THE HMH DEBAKEY HEART & VASCULAR CENTER COUNCIL, THE NEUROLOGICAL INSTITUTE NATIONAL COUNCIL AND THE CENTER FOR PERFORMING ARTS MEDICINE ADVISORY COUNCIL.MEDICAL STAFF MODEL:HOUSTON METHODIST HOSPITAL HAS AN OPEN MEDICAL STAFF MODEL. THE OPEN MODEL GIVES PATIENTS ACCESS TO PHYSICIANS OF ALL AFFILIATIONS.HEALTH EDUCATION:THE HOUSTON METHODIST INSTITUTE FOR ACADEMIC MEDICINE PERFORMS CLINICAL AND TRANSLATIONAL EDUCATION WITH A PATIENT-CENTERED AND INTER-PROFESSIONAL TEAM-BASED APPROACH. HMH CONTINUALLY MAXIMIZES THE EFFECTIVENESS OF ITS INNOVATIVE TEACHING AND LEARNING PROGRAMS WITH EVIDENCE-BASED METHODOLOGY GROUNDED IN EDUCATIONAL RESEARCH. THIS APPROACH, COMBINED WITH A COLLABORATIVE ENVIRONMENT OF LEARNERS FROM AROUND THE GLOBE, CREATES THE MOST EFFECTIVE EDUCATIONAL EXPERIENCE FOR HEALTH AND TRANSLATIONAL RESEARCH PROFESSIONALS. HMH'S MISSION OF LEADING MEDICINE IS GROUNDED IN A COMMITMENT TO TRANSLATIONAL, INTERDISCIPLINARY AND TRANSFORMATIVE RESEARCH AND EDUCATION. HMH'S MISSION IS TO INNOVATE IN HEALTH CARE TECHNOLOGY AND TRAIN CURRENT AND FUTURE CLINICIANS AND TRANSLATIONAL RESEARCHERS IN CUTTING EDGE HEALTH CARE ADVANCES. THE INSTITUTE FOR ACADEMIC MEDICINE SUPPORTS RESEARCH AND EDUCATION PROGRAMS AT HMH BY PROVIDING THE PLATFORM TECHNOLOGIES AND RESEARCH PROGRAMS, ADMINISTRATIVE SUPPORT, STAFF, AND FACILITIES THAT ARE NEEDED TO RAPIDLY TRANSLATE DISCOVERIES MADE IN THE LABORATORY AND THE CLINIC INTO NEW DIAGNOSTICS, THERAPIES AND TREATMENTS.SINCE 2005, HMH'S GRADUATE MEDICAL EDUCATION PROGRAMS HAVE TRAINED PHYSICIANS IN VARIOUS MEDICAL AND SURGICAL SPECIALTIES. HMH SPONSORS 68 GME-ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS WITH 372 GME RESIDENTS AND FELLOWS. IN 2022, THE PROGRAM GRADUATED ITS 17TH CLASS OF 128 RESIDENTS AND FELLOWS.2022 ALSO MARKED THE EIGHTH YEAR OF A PARTNERSHIP WITH TEXAS A&M SCHOOL OF MEDICINE. UNDER THE PARTNERSHIP, HMH AND HOUSTON METHODIST WILLOWBROOK HOSPITAL (ALL HOUSTON CAMPUS STUDENTS) NOW HAVE 206 MEDICAL STUDENTS INCLUDING 18 MD/PHD STUDENTS ON THE HOUSTON CAMPUS, (47 M1; 49 M2; 49 M3) (34 ENMED AND 15 WILLOWBROOK) AND 43 M4 STUDENTS (22 ENMED AND 21 WILLOWBROOK).IN JULY 2019, THE JOINT TEXAS A&M UNIVERSITY SCHOOL OF MEDICINE AND COLLEGE OF ENGINEERING AND HMH ENGINEERING MEDICINE (ENMED) 4-YEAR PROGRAM BEGAN IN HOUSTON WITH 25 STUDENTS IN THE FIRST YEAR (CLASS OF 2023) AND PLANS TO GROW TO 50 PER CLASS EACH YEAR TO FOLLOW. THE INAUGURAL CLASS (CLASS OF 2023) GRADUATED WITH 100% OF GRADUATES MATCHING INTO RESIDENCIES, FIVE IN HOUSTON METHODIST PROGRAMS. THE PROGRAM HAS STUDENTS IN ALL FOUR CLASSES, INCLUDING 34 IN THE M4 CLASS OF 2024, 49 IN THE M3 CLASS OF 2025, 47 IN THE M2 CLASS OF 2026 AND 45 IN THE M1 CLASS OF 2027. HMH HOPES THESE TYPES OF COLLABORATIVE RELATIONSHIPS WILL FACILITATE MEDICAL INNOVATION, AS THESE YOUNG STUDENTS ARE PROVIDED THE OPPORTUNITY TO WORK WITH WORLD-CLASS RESEARCHERS AND PHYSICIANS.THE HMH INSTITUTE FOR TECHNOLOGY, INNOVATION AND EDUCATION (ALSO CALLED MITIE) IS A COMPREHENSIVE, STATE-OF-THE-ART EDUCATION AND RESEARCH CENTER FOR PHYSICIANS WHO WISH TO ACQUIRE NEW PROCEDURAL SKILLS AND INTEGRATE NEW TECHNOLOGIES INTO THEIR PRACTICES. ITS RESEARCH MISSION IS TO ENHANCE THE USE OF IMAGE GUIDED TECHNOLOGY TO GUIDE PROCEDURES, INCORPORATE ROBOTIC SURGERY INTO THE IMAGE GUIDED PLATFORM AND DEVELOP NEW TECHNOLOGY AND PROCEDURAL TECHNIQUES.MEDICAL RESEARCH:THE HOUSTON METHODIST ACADEMIC INSTITUTE (HMAI) GOVERNS THE ESSENTIAL CLINICAL AND TRANSLATIONAL RESEARCH AND EDUCATION INITIATIVES OF HOUSTON METHODIST. IN 2022, IT WAS HOME TO 772 FACULTY AND 2,270 CREDENTIALED RESEARCHERS, AND MORE THAN 1,430 ONGOING CLINICAL PROTOCOLS AND TRIALS. HMAI IS DIRECTLY TIED TO CLINICIANS AND PATIENTS TO HELP MOVE THE BEST IN MEDICAL TECHNOLOGY TO THE PATIENT FASTER FOR BETTER PREVENTION, DIAGNOSIS AND TREATMENT OF DISEASE. HMAI IS JUST ONE WAY HOUSTON METHODIST INTEGRATES ITS SERVICES, BY BRINGING THE RESEARCH CONDUCTED IN THE LABORATORY TO THE PATIENT'S BEDSIDE. THE DISCOVERIES MADE BY HOUSTON METHODIST RESEARCHERS QUICKLY FILTER DOWN TO CLINICAL CARE IN THE FORM OF NEW TREATMENTS AND IMPROVED PROCEDURES
USE OF SURPLUS FUNDS - HOUSTON METHODIST HOSPITAL: IN 2022, HMH PROVIDED $140.2 MILLION IN FINANCIAL ASSISTANCE FOR INTERNAL CHARITY BASED ON THE IRS DEFINITION OF COST. HMH ALSO PROVIDED $17.4 MILLION IN UNREIMBURSED COSTS OF MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS. HMH, THROUGH HOUSTON METHODIST'S EXTERNAL CHARITY CARE PROGRAM, ALSO PROVIDED A TOTAL OF $4.9 MILLION FOR SERVICES TO THE MEDICALLY NEEDY, THROUGH EXTERNAL ORGANIZATIONS THAT ARE MEETING THE HEALTH CARE NEEDS THAT HOUSTON METHODIST HAS IDENTIFIED AS PRIORITIES. AN INTERNAL CHARITY CARE PROGRAM PROVIDES SERVICES TO THE INDIGENT AT HMH AND THROUGH AFFILIATED ORGANIZATIONS. THE MAJORITY OF PATIENTS WHO QUALIFIED FOR CHARITY CARE WERE EDUCATED ABOUT THE PROGRAM THROUGH SIGNS POSTED THROUGHOUT THE HOSPITAL. OTHER PATIENTS WERE REFERRED BY THEIR PHYSICIANS, HOSPITAL STAFF AND THROUGH FUNDED COMMUNITY AGENCIES. SURPLUS FUNDS ARE ALSO USED EACH YEAR TO STRENGTHEN COMMUNITY SERVICE OUTREACH TO SUPPORT LOW-INCOME AND UNINSURED PATIENTS WITH ACCESSING HIGH-QUALITY, COMPREHENSIVE HEALTH CARE. SERVICES PROVIDED INCLUDE PRIMARY HEALTH CARE, EMERGENCY AND ROUTINE CARE, IMMUNIZATIONS, DENTAL CARE, PSYCHOLOGICAL AND CASE MANAGEMENT SERVICES, WELL CHILD EXAMINATIONS, SICK VISITS, HEALTH EDUCATION, HEALTH SCREENINGS, WELL WOMAN EXAMS AND IN-KIND LAB SERVICES AND X-RAYS.HMH'S SUPPORT ALLOWED THESE ORGANIZATIONS TO ENHANCE THEIR SERVICES TO LOW-INCOME PATIENTS WITH DIVERSE HEALTH NEEDS. HMH PROVIDED DIRECT FUNDING AND/OR IN-KIND SERVICES INCLUDING LAB TESTS, X-RAYS, IMMUNIZATIONS, HUMAN RESOURCES CONSULTATION AND OTHER SERVICES. WITH THE HOSPITAL'S SUPPORT, AGENCIES LIKE VECINO HEALTH CENTERS AND LEGACY COMMUNITY HEALTH WERE POSITIONED TO MEET FEDERALLY QUALIFIED HEALTH CENTER DESIGNEE QUALIFICATIONS, THEREBY ALLOWING THEM TO QUALIFY FOR ENHANCED MEDICARE AND MEDICAID REIMBURSEMENT.PART VI, LINE 6: ABOUT HOUSTON METHODIST LOCATED IN THE HEART OF THE TEXAS MEDICAL CENTER, HOUSTON METHODIST HOSPITAL IS THE FLAGSHIP HOSPITAL OF HOUSTON METHODIST AND SERVES PATIENTS FROM ALL OVER THE WORLD. HOUSTON METHODIST INCLUDES HOUSTON METHODIST SUGAR LAND HOSPITAL IN FORT BEND COUNTY (SOUTHWEST OF HOUSTON), HOUSTON METHODIST WILLOWBROOK HOSPITAL IN HARRIS COUNTY (NORTHWEST OF HOUSTON), HOUSTON METHODIST WEST HOSPITAL IN HARRIS COUNTY (WEST OF HOUSTON), HOUSTON METHODIST BAYTOWN HOSPITAL IN HARRIS COUNTY (EAST OF HOUSTON), HOUSTON METHODIST CLEAR LAKE HOSPITAL IN HARRIS COUNTY (SOUTH OF HOUSTON), HOUSTON METHODIST CONTINUING CARE HOSPITAL IN HARRIS COUNTY (WEST OF HOUSTON) AND HOUSTON METHODIST THE WOODLANDS HOSPITAL IN MONTGOMERY COUNTY (NORTH OF HOUSTON).HMH PROMOTES THE HEALTH OF THE COMMUNITY AND THE MISSION OF HOUSTON METHODIST BY DELIVERING THE HIGHEST QUALITY AND SAFEST HEALTH CARE TO PATIENTS. QUALITY INITIATIVES RANGE FROM HAND HYGIENE PROGRAMS, WITH EXCEPTIONALLY GOOD RESULTS, TO PATIENT FALL AND INFECTION REDUCTION PROGRAMS. HMH WAS THE FIRST HOSPITAL IN THE TEXAS MEDICAL CENTER TO REQUIRE ITS EMPLOYEES, VENDORS, AND VOLUNTEERS TO RECEIVE THE SEASONAL FLU SHOT TO PROTECT PATIENTS, THOSE TYPICALLY MOST VULNERABLE TO COMPLICATIONS FROM THE FLU. HMH WAS THE FIRST HOSPITAL IN THE COUNTRY TO MANDATE THE COVID-19 VACCINE FOR ALL EMPLOYEES.HMH IS THE ACADEMIC MEDICAL CENTER FOR HOUSTON METHODIST, BRINGING THE COMMUNITY AN INSTITUTION DEDICATED TO PATIENT CARE, RESEARCH AND EDUCATION. BY SERVING AS A LEADING ACADEMIC MEDICAL CENTER, IT PROVIDES THE COMMUNITY WITH QUALITY PATIENT CARE, LEADING RESEARCH THAT CAN BE QUICKLY TRANSLATED INTO TREATMENTS AND THE TRAINING OF OUR COUNTRY'S FUTURE DOCTORS. WHILE ALL HOUSTON METHODIST HOSPITALS PROVIDE QUALITY PATIENT CARE, HMH EXPANDS THE VISION TO INCLUDE RESEARCH AND A COMPREHENSIVE RESIDENCY PROGRAM. ASIDE FROM PROMOTING THE HEALTH OF OUR COMMUNITY BY DELIVERING EXCEPTIONAL LEADING CARE TO OUR PATIENTS, HMH MAKES SIGNIFICANT CONTRIBUTIONS THROUGH COMMUNITY BENEFITS PROGRAMS AS DESCRIBED BELOW.COMMUNITY BENEFIT ACTIVITIES AND HEALTH SERVICES:HOUSTON METHODIST HOSPITAL RESPONDED TO THE COMMUNITY'S NEEDS IN 2022 THROUGH THE PROVISION OF MEDICAL CARE, BUT ALSO THROUGH RESEARCH, EDUCATION OF HEALTH PROFESSIONALS AND PATIENTS, COMMUNITY HEALTH EDUCATION, DONATIONS TO HEALTHCARE-RELATED EVENTS AND OTHER SERVICES.SINCE 1993, HMH 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 NON-PROFIT ORGANIZATIONS, HMH CONTRIBUTES TO THEIR ABILITY TO GROW AND THRIVE, ENSURING A HEALTHIER LIFE FOR THE FUTURE OF ALL WHO WALK THROUGH THEIR DOORS.HMH CHAMPIONS COMMUNITY ORGANIZATIONS THAT PROVIDE OUTSTANDING HEALTH CARE TO PEOPLE OF ALL BACKGROUNDS. IN 2022, HMH SUPPORTED NUMEROUS AGENCIES ACROSS THE GREATER HOUSTON AREA THROUGH THE ESTABLISHED COMMUNITY BENEFITS GRANT PROGRAM AND OTHER ACTIVITIES. THESE AGENCIES INCLUDED BUT WERE NOT LIMITED TO: -ACCESS HEALTH -AIDS FOUNDATION -ASIAN AMERICAN HEALTH COALITION -AVENUE 360 HEALTH AND WELLNESS -BOYS AND GIRLS CLUBS -BOYS AND GIRLS COUNTRY OF HOUSTON, INC. -CASA EL BUEN SAMARITANO -CHRIST CLINIC -DEPELCHIN CHILDREN'S CENTER -EL CENTRO DE CORAZON -EPILEPSY FOUNDATION -HEALTHCARE FOR THE HOMELESS - HOUSTON -HOUSTON AREA WOMEN'S CENTER -INTERFAITH COMMUNITY CLINIC -LEGACY COMMUNITY HEALTH -LONE STAR FAMILY HEALTH -MEMORIAL ASSISTANCE MINISTRIES -OPEN DOOR MISSION -SAN JOSE CLINIC -SANTA MARIA HOSTEL -SPRING BRANCH COMMUNITY HEALTH CENTER -STEPHEN F. AUSTIN COMMUNITY HEALTH CENTER, INC. -THE CENTER FOR PURSUIT -THE ROSE -THE WOMEN'S HOME -TOMAGWA -VECINO HEALTH CENTERSEDUCATIONHOUSTON METHODIST HOSPITAL'S PRIMARY ACADEMIC PARTNER IS WEILL CORNELL MEDICINE IN NEW YORK. THE TWO INSTITUTIONS SHARE BEST PRACTICES AND COLLABORATE ON RESEARCH, EDUCATION AND CLINICAL CARE. MORE THAN 600 HOUSTON METHODIST FACULTY HAVE WEILL CORNELL FACULTY APPOINTMENTS. HMH AND HOUSTON METHODIST THE WOODLANDS HOSPITAL (HMTW) SPONSOR NEARLY ALL THEIR OWN MEDICAL RESIDENCIES AND FELLOWSHIPS ACROSS MORE THAN 65 GRADUATE MEDICAL EDUCATION PROGRAMS - RANGING FROM NEUROSURGERY TO PATHOLOGY TO OBSTETRICS/GYNECOLOGY - AND HOSTS SEVERAL MORE ROTATING TRAINEES FROM OTHER MEDICAL INSTITUTIONS. HMH ALSO PARTNERS WITH TEXAS A&M COLLEGE OF ENGINEERING AND SCHOOL OF ENGINEERING MEDICINE ON THE ENGINEERING MEDICINE MEDICAL SCHOOL PROGRAM..
COMMUNITY INVOLVEMENT: HOUSTON METHODIST HOSPITAL ACTIVELY DEVELOPS AWARENESS INITIATIVES, SPONSORSHIPS AND PROGRAMS THAT PROMOTE HEALTH AND WELLNESS, PREVENTION AND EARLY DETECTION, HMH STAFF AND VOLUNTEERS CAN BE SEEN AT HEALTH SCREENINGS, EXERCISE AND NUTRITION PROMOTIONS, STRESS MANAGEMENT CLINICS AND OTHER HEALTH PROMOTION ACTIVITIES THROUGHOUT THE YEAR.THROUGH THE HOUSTON METHODIST COMMUNITY SPONSORSHIP AND DONATIONS PROGRAM, HOUSTON METHODIST DONATES TO HEALTHCARE-RELATED CHARITABLE ACTIVITIES AND LOCAL NONPROFIT COMMUNITY AGENCIES THAT HAVE A MISSION IN ADVANCING HEALTH INITIATIVES. HEALTH INITIATIVES INCLUDE RAISING AWARENESS OF CHRONIC CONDITIONS, ADVANCING RESEARCH TO UNCOVER CURES FOR AILMENTS, INCREASING PATIENTS' ACCESS TO HEALTH CARE SERVICES & SUPPORT, INCREASING OPPORTUNITIES FOR HEALTHCARE PROVIDERS TO SERVE AND EDUCATING THE COMMUNITY ON HEALTH CONCERNS. HOUSTON METHODIST ALSO DONATES HOSPITAL EQUIPMENT AND MEDICAL SUPPLIES AS NEEDED TO CHARITIES LOCALLY WHO MAY BE IN NEED OR TO CHARITIES THAT FACILITATE CARE AND SUPPORT FOR OTHER HEALTHCARE-FOCUSED AGENCIES. SPONSORSHIP AND DONATION PARTNERS INCLUDE THE AMERICAN HEART ASSOCIATION, BARBARA BUSH LITERACY FOUNDATION, BIG BROTHERS BIG SISTERS OF LONE STAR, COALITION FOR THE HOMELESS, THE ALZHEIMER'S ASSOCIATION, AND MANY MORE. HMH PROVIDED $9.0 MILLION THROUGH ITS DONATION AND SPONSORSHIP EFFORTS. AS A SYSTEM, HOUSTON METHODIST PROVIDED $9.7 MILLION THROUGH THESE SAME EFFORTS. HOUSTON METHODIST WORKS TO ADDRESS THE IDENTIFIED HEALTH NEEDS OF THE HOUSTON COMMUNITY THROUGH EDUCATING THE POPULATION ON VARIOUS TOPICS THAT AFFECT THEIR OVERALL HEALTH AND WELLBEING. COMMUNITY OUTREACH EFFORTS IN 2022 INCLUDED, BUT WERE NOT LIMITED TO, COVID-19 EDUCATION AND VACCINE DRIVES, HEART DISEASE EDUCATION/AWARENESS, BREAST CANCER SUPPORT GROUPS, AND MORE. HMH PROVIDED $50.6 MILLION THROUGH ITS OVERALL EDUCATIONAL EFFORTS IN 2022. HOUSTON METHODIST PROVIDED $54.5 MILLION IN EDUCATIONAL EFFORTS DURING 2022. HOUSTON METHODIST PARTNERED WITH 100 BLACK MEN OF METROPOLITAN HOUSTON TO PROVIDE EDUCATION ON PROSTATE AND COLON CANCER AND THE IMPACT ON THE AFRICAN AMERICAN COMMUNITY. THE EDUCATION SESSION INCLUDED TOPICS SUCH AS RISK FACTORS, HEALTHY LIVING BEHAVIORS AND HEALTH CARE ACCESS OPPORTUNITIES ASSOCIATED WITH BOTH CANCERS. THE EDUCATION SESSION ALSO PROVIDED PROSTATE AND COLON CANCER SCREENING OPPORTUNITIES TO THE AUDIENCE WHICH RESULTS IN 52 COMPLETED FREE SCREENINGS. HOUSTON METHODIST FURTHERED ITS COMMITMENT TO PROVIDING EDUCATIONAL OPPORTUNITIES TO UNDERSERVED YOUTH WITHIN GREATER HOUSTON THROUGH A PARTNERSHIP WITH CRISTO REY JESUIT. THIS PARTNERSHIP PROVIDES STUDENTS WITH AN EXPERIENTIAL LEARNING EXPERIENCE AT HOUSTON METHODIST FACILITIES TO EXPOSE THEM TO HEALTH CARE CAREERS WITH AN OVERALL INVESTMENT OF $228,735. HOUSTON METHODIST HOSPITAL HOSTED 4 STUDENTS IN 2022. LASTLY, 2022 LAUNCHED THE INAUGURAL COHORT OF THE DEI SUMMER SCHOLARS PROGRAM WHICH PROVIDES 12 MINORITY STUDENTS IN COLLEGES AND UNIVERSITIES WITH A SUMMER INTERNSHIP EXPERIENCE AT HOUSTON METHODIST HOSPITAL. STUDENTS ARE PLACED IN DIFFERENT AREAS OF THE HEALTH CARE ENVIRONMENT INCLUDING SUPPLY CHAIN, SPIRITUAL CARE, DEI, FINANCE AND MORE. HOUSTON METHODIST HOSPITAL PROVIDES A $72,000 INVESTMENT FOR STUDENTS PARTICIPATING IN THIS INTERNSHIP PROGRAM.A PROMINENT COMMUNITY BENEFIT PROGRAM PROVIDED IS HOUSTON METHODIST'S I CARE IN ACTION PROGRAM. I CARE IN ACTION ALLOWS HOUSTON METHODIST EMPLOYEES TIME OFF TO VOLUNTEER AT COMMUNITY CHARITIES. BY ALLOWING EMPLOYEES TIME OFF TO VOLUNTEER, HOUSTON METHODIST HELPS COMMUNITY AGENCIES SAVE FINANCIAL RESOURCES SO THAT MORE OF THEIR FUNDS CAN GO TOWARDS PROVIDING DIRECT CARE TO THEIR UNDERSERVED PATIENT AND CLIENT BASE. THE PROGRAM HAS MORE THAN 50 AGENCIES AVAILABLE FOR EMPLOYEES TO SUPPORT. AGENCIES WITH VOLUNTEERS VIA THE I CARE IN ACTION PROGRAM INCLUDED HOUSTON FOOD BANK, CHRIST CLINIC, AND MEDICAL BRIDGES.IN 2022, HMH EMPLOYEES PROVIDED 3,132 VOLUNTEER HOURS THROUGH I CARE IN ACTION. THESE DONATED HOURS EQUATE TO A VOLUNTEER TIME VALUE OF $93,803. HOUSTON METHODIST PROVIDED SPECIAL VOLUNTEER ACTIVITIES TO ADDRESS FOOD INSECURITY THROUGH A SYSTEM WIDE FOOD DRIVE AND IN-PERSON VOLUNTEERISM WITH THE HOUSTON FOOD BANK AND MONTGOMERY COUNTY FOOD BANK. COLLECTIVELY, 2,969 POUNDS OF FOOD WERE DONATED, AND 82 PALLETS OF FOOD WERE SORTED WHICH RESULTED IN 81,382 MEALS MADE POSSIBLE FOR THE COMMUNITY. ACROSS THE SYSTEM, A TOTAL OF 5,898 VOLUNTEER HOURS WERE PROVIDED VIA I CARE IN ACTION EQUATING TO VOLUNTEER TIME VALUE OF $176,636. IN ADDITION TO THE I CARE IN ACTION PROGRAM; TIME WAS ALLOCATED TO SUPPORT ADDITIONAL COMMUNITY-FOCUSED ACTIVITIES TO HELP MEET SPECIFIC COMMUNITY NEEDS. ACTIVITIES INCLUDED PARTICIPATION IN OR PROVIDING A SERVICE FOR THE FOLLOWING: UNITED WAY CAMPAIGN, EMPLOYEE BLOOD DRIVES, THE ADOPT-A-FAMILY PROGRAM AND MORE. THE ADOPT-A-FAMILY HOLIDAY DONATION PROGRAM RESULTED IN 56 FAMILIES AND 200 CHILDREN BEING ADOPTED BY HOUSTON METHODIST HOSPITAL IN 2022.HMH PROMOTES THE HEALTH OF THE COMMUNITY BY FULFILLING HMH'S MISSION THROUGH EXCEPTIONAL, HIGH-QUALITY PATIENT CARE, EDUCATION AND RESEARCH, AFFILIATIONS WITH ACADEMIC AND MEDICAL PARTNERS FOR IMPROVED COMMUNITY HEALTH CARE, CHARITY CARE, AND COMMUNITY INVOLVEMENT.HMH ALSO COOPERATES WITH LOCAL ENTITIES TO IDENTIFY COMMUNITY NEEDS. MEMBERS OF HMH'S EXECUTIVE TEAM ARE ON THE BOARDS OF LOCAL ORGANIZATIONS THAT ADVOCATE FOR EDUCATIONAL, ENVIRONMENTAL AND HEALTH CARE ISSUES THAT AFFECT PUBLIC POLICY AND INTERNATIONAL COMPANIES THAT DO BUSINESS IN HOUSTON.PROGRAM AND COMMUNITY PARTNERSHIPS:THANKS TO THE PROGRAMS SUPPORTED BY HMH, MORE THAN 100,000 HOUSTONIANS BENEFIT FROM 600,000 PATIENT VISITS FOR ANNUAL PEDIATRIC CHECK-UPS, PREVENTATIVE SCREENING, DENTAL CARE, DIAGNOSTIC PROCEDURES, COMPLEX SURGERIES AND A HOST OF OTHER MEDICAL TREATMENTS - CARE TO WHICH THEY MIGHT OTHERWISE NOT HAVE ACCESS.HMH IS PLEASED TO HAVE A SIGNIFICANT PARTNERSHIP WITH EL CENTRO DE CORAZON, A FEDERALLY QUALIFIED HEALTH CENTER WITH THREE LOCATIONS THAT SERVES HOUSTON'S EAST END. FOUNDED IN 1994, THE CLINIC OFFERS A COMPREHENSIVE RANGE OF ADULT AND PEDIATRIC HEALTH CARE SERVICES FOR THE UNDERSERVED, UNINSURED, AND UNDERINSUREDINCLUDING PRIMARY CARE AND FAMILY MEDICINE, WOMEN'S HEALTH, DENTAL, AND BEHAVIORAL HEALTH SERVICES. EL CENTRO ALSO PROVIDES ANCILLARY SERVICES TO ASSIST PATIENTS IN OVERCOMING BARRIERS TO ACCESSING HEALTH CARE. EIGHTY-SEVEN PERCENT OF THE PATIENTS LIVE AT OR BELOW 200% THE FEDERAL POVERTY LEVEL. EL CENTRO DE CORAZON IS JUST ONE OF MANY COLLABORATIVE PARTNERS THAT HMH HAS FOSTERED THROUGH ITS COMMUNITY OUTREACH EFFORTS. AN INITIATIVE THAT HAS HELPED PROVIDE ACCESS TO SPECIALTY CARE SERVICES FOR THE UNDERSERVED COMMUNITY IS HMH'S COMMUNITY SCHOLARS PROGRAM. ESTABLISHED IN 2013, THE PROGRAM HAS PROVIDED THE SERVICES OF ENDOCRINOLOGY, NEUROLOGY, NEPHROLOGY, OPHTHALMOLOGY, PULMONOLOGY, CARDIOLOGY, HEMATOLOGY ONCOLOGY, UROLOGY/GYNECOLOGY AND UROLOGY TO LOCAL COMMUNITY PARTNER CLINICS SUCH AS SAN JOS CLINIC AND HOPE CLINIC. IN 2022, THE PROGRAM GAINED TWO ADDITIONAL SPECIALTIES TO HELP SUPPORT THE COMMUNITY, ORTHOPEDIC SPORTS MEDICINE, AND GASTROENTEROLOGY. IN 2022, 909 PATIENTS WERE SEEN VIA THE HMH COMMUNITY SCHOLARS PROGRAM. IN ADDITION TO THE PATIENTS BEING SEEN WITHIN THE COMMUNITY PARTNER CLINIC BY HMH PHYSICIANS AND FELLOWS, IF PATIENTS' HEALTH CARE NEEDS EXCEEDED THE SCOPE OF CAPABILITY OF CARE WITHIN THE COMMUNITY CLINIC SETTING, THEY WERE REFERRED TO HMH FOR MEDICALLY NECESSARY TREATMENT TO GET THEM ON THE PATHWAY TO HEALTH AND HEALING. OF THE OVER 900 PATIENTS SEEN VIA SCHOLARS IN THE COMMUNITY, 299 WERE REFERRED TO HMH FOR ADDITIONAL SERVICES.HMH ALSO PARTNERS WITH MORE THAN 14 FEDERALLY QUALIFIED HEALTH CENTERS AND CHARITY CLINICS IN THE GREATER HOUSTON AREA REPRESENTING MORE THAN 43 UNIQUE LOCATIONS THROUGH ITS COMMUNITY NETWORK OF CARE PROGRAM. THE COMMUNITY NETWORK OF CARE PROVIDES FACILITATED REFERRALS TO UNDERSERVED/NON-RESOURCE HMH PATIENTS WHO ARE IDENTIFIED AS NEEDING A PRIMARY CARE MEDICAL HOME. IN 2022, 605 PATIENTS WERE CONNECTED TO A CLINIC IN THEIR COMMUNITY. THE PROGRAM PROVIDES TRANSPORTATION AND COPAY ASSISTANCE FOR THE FIRST APPOINTMENT TO ENSURE A WARM HANDOFF AND ASSIST THE PATIENT IN ESTABLISHING CARE AT THEIR NEW MEDICAL HOME.SUMMARY AS 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. HOUSTON METHODIST PROVIDED $568.0 MILLION IN CHARITY CARE AND COMMUNITY BENEFITS FOR THE YEAR ENDED DECEMBER 31, 2022. IN ADDITION, BASED ON IRS COST DEFINITIONS, HOUSTON METHODIST PROVIDED $598.3 MILLION IN CARE TO MEDICARE, MEDICARE MANAGED CARE AND TRICARE/USFHP PROGRAM BENEFICIARIES FOR THE YEAR ENDED DECEMBER 31, 2022.PART VI, LINE 7: TX
Schedule H (Form 990) 2022
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number
74-1180155
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) ACCESS HEALTH (FORMERLY FORT BEND FAMILY HEALTH)
400 AUSTIN STREET
RICHMOND,TX77469
74-1951476 501C3 247,083 0     PROGRAM SUPPORT
(2) AIDS FOUNDATION HOUSTON INC
6260 WESTPARK DRIVE SUITE 100
HOUSTON,TX77057
76-0073661 501C3 57,462 0     PROGRAM SUPPORT
(3) AVENUE 360 HEALTH AND WELLNESS
2150 WEST 18TH ST
HOUSTON,TX77008
76-0549240 501C3 78,300 0     PROGRAM SUPPORT
(4) BOYS & GIRLS CLUB OF GREATER HOUSTON INC
815 CROSBY ST
HOUSTON,TX77019
76-0270942 501C3 79,800 0     PROGRAM SUPPORT
(5) BOYS AND GIRLS COUNTRY OF HOUSTON INC
18806 ROBERTS ROAD
HOCKLEY,TX774479327
74-6026198 501C3 64,830 0     PROGRAM SUPPORT
(6) CHRIST CLINIC
5504 FIRST STREET
KATY,TX77493
90-0789318 501C3 227,800 0     PROGRAM SUPPORT
(7) DEPELCHIN CHILDREN'S CENTER
4950 MEMORIAL DRIVE
HOUSTON,TX77007
76-0318867 501C3 150,000 0     PROGRAM SUPPORT
(8) EL CENTRO DE CORAZONEASTWOOD HEALTH CLINIC
5001 NAVIGATION
HOUSTON,TX77011
76-0442781 501C3 250,100 0     PROGRAM SUPPORT
(9) UT HEALTH SCIENCE CENTER AT HOUSTON HARRIS COUNTY PSYCH CTR
PO BOX 301316
DALLAS,TX753031316
80-0176343 STATE AGENCY 220,160 0     PROGRAM SUPPORT
(10) HEALTHCARE FOR THE HOMELESS - HOUSTON
2505 FANNIN ST
HOUSTON,TX77002
76-0647934 501C3 425,000 0     PROGRAM SUPPORT
(11) ASIAN AMERICAN HEALTH COALITION-DBA HOPE CLINIC
7001 CORPORATE DR SUITE 120
HOUSTON,TX77036
31-1756818 501C3 62,849 0     PROGRAM SUPPORT
(12) HOUSTON AREA WOMEN'S CENTER
3077 EL CAMINO STREET
HOUSTON,TX77054
74-2029166 501C3 165,628 0     PROGRAM SUPPORT
(13) INTERFAITH COMMUNITY CLINIC
101 PINE MANOR DRIVE
OAK RIDGE NORTH,TX77385
75-2634623 501C3 64,200 0     PROGRAM SUPPORT
(14) LEGACY COMMUNITY HEALTH SERVICES
PO BOX 66308
HOUSTON,TX772666308
76-0009637 501C3 868,606 0     PROGRAM SUPPORT
(15) LONE STAR FAMILY HEALTH CENTER
605 S CONROE MEDICAL DRIVE
CONROE,TX77304
30-0038860 501C3 143,675 0     PROGRAM SUPPORT
(16) MEMORIAL ASSISTANCE MINISTRIES
1625 BLALOCK ROAD
HOUSTON,TX77080
76-0044172 501C3 150,000 0     PROGRAM SUPPORT
(17) NORTHWEST ASSISTANCE MINISTRIES
15555 KUYKENDAHL ROAD
HOUSTON,TX770903651
76-0088702 501C3 411,602 0     PROGRAM SUPPORT
(18) OPEN DOOR MISSION
5803 HARRISBURG BLVD
HOUSTON,TX77011
76-0146890 501C3 55,000 0     PROGRAM SUPPORT
(19) SAN JOSE CLINIC
2615 FANNIN STREET
HOUSTON,TX77002
76-0373703 501C3 235,995 0     PROGRAM SUPPORT
(20) SANTA MARIA HOSTEL INC
PO BOX 550048
HOUSTON,TX772550048
74-1669131 501C3 221,926 0     PROGRAM SUPPORT
(21) SPRING BRANCH COMMUNITY HEALTHCARE
800 W SAM HOUSTON PARKWAY S SUITE
200
HOUSTON,TX77042
30-0198705 501C3 323,457 0     PROGRAM SUPPORT
(22) STEPHEN F AUSTIN COMMUNITY HEALTH CENTER
2552 E BROADWAY SUITE 10
PEARLAND,TX77581
41-2273820 501C3 141,368 0     PROGRAM SUPPORT
(23) THE CENTER FOR PURSUIT
4400 HARRISBURG BLVD
HOUSTON,TX77011
74-1272417 501C3 25,000 0     PROGRAM SUPPORT
(24) THE ROSE
12700 NORTH FEATHERWOOD DRIVE 260
HOUSTON,TX77034
76-0193812 501C3 125,000 0     PROGRAM SUPPORT
(25) THE WOMEN'S HOME
811 WESTHEIMER ROAD
HOUSTON,TX770063917
74-1467811 501C3 100,000 0     PROGRAM SUPPORT
(26) TOMAGWA HEALTH CARE MINISTRIES
455 SCHOOL SUITE 30
TOMBALL,TX773753333
76-0280324 501C3 55,950 0     PROGRAM SUPPORT
(27) VECINO HEALTH CENTERS
424 HAHLO STREET
HOUSTON,TX770203022
76-0622208 501C3 728,563 0     PROGRAM SUPPORT
(28) ALZHEIMER'S ASSOCIATION
6055 SOUTH LOOP EAST
HOUSTON,TX770871005
13-3039601 501C3 21,500 0     SPONSORSHIP
(29) AMERICAN CANCER SOCIETY
6301 RICHMOND AVE
HOUSTON,TX77063
13-1788491 501C3 30,000 0     SPONSORSHIP
(30) AMERICAN HEART ASSOCIATION
10060 BUFFALO SPEEDWAY
HOUSTON,TX77054
13-5613797 501C3 39,000 0     SPONSORSHIP
(31) AMERICAN LEADERSHIP FORUM
3101 RICHMOND SUITE 140
HOUSTON,TX77098
76-0284248 501C3 16,500 0     SPONSORSHIP
(32) ARMS WIDE ADOPTION SERVICES
6925 PORTWEST DR SUITE 110
HOUSTON,TX77024
74-2116380 501C3 93,266 0     PROGRAM SUPPORT
(33) ASIA SOCIETY TEXAS CENTER
1370 SOUTHMORE BLVD
HOUSTON,TX77004
03-0433949 501C3 10,000 0     SPONSORSHIP
(34) ASSOCIATION FOR THE ADVANCEMENT OF MEXICAN AMERICANS
6001 GULF FREEWAY BLDG E
HOUSTON,TX77023
74-1696961 501C3 40,000 0     PROGRAM SUPPORT
(35) ASSOCIATION OF FUNDRAISING PROFFESSIONAL-GREATER HOUSTON CHAPTER
3305 STECK AVENUE SUITE 200
AUSTIN,TX78757
74-2536109 501C3 15,000 0     SPONSORSHIP
(36) AVONDALE HOUSE
3737 OMEARA DRIVE
HOUSTON,TX77025
74-1865489 501C3 50,000 0     PROGRAM SUPPORT
(37) BIG BROTHERS BIG SISTERS LONE STAR
1003 WASHINGTON AVE
HOUSTON,TX77002
75-0800632 501C3 33,333 0     PROGRAM SUPPORT
(38) BOAT PEOPLE SOS INC
11360 BELLAIRE BLVD SUITE 910
HOUSTON,TX77072
45-4040991 501C3 50,000 0     PROGRAM SUPPORT
(39) BOYNTON UNITED METHODIST CHURCH
2812 MILBY ST
HOUSTON,TX77004
72-1514576 501C3 6,373 0     PROGRAM SUPPORT
(40) CANCARE INC
9575 KATY FREEWAY STE 428
HOUSTON,TX77024
76-0305357 501C3 22,500 0     SPONSORSHIP
(41) CAPITAL IDEA HOUSTON
2101 CRAWFORD 211
HOUSTON,TX77002
47-2462360 501C3 357,325 0     PROGRAM SUPPORT
(42) CASA OF LIBERTY CHAMBERS COUNTIES
2015 SCOUT STREET
LIBERTY,TX77575
27-0666017 501C3 20,000 0     PROGRAM SUPPORT
(43) CENIKOR FOUNDATION INC
11931 WICKCHESTER LN STE 300
HOUSTON,TX77043
76-0031861 501C3 10,000 0     SPONSORSHIP
(44) CHANGING YOUNG CHILDREN'S LIVES THROUGH
2200 LOUETTA RD
SPRING,TX77388
20-0726745 501C3 32,500 0     SPONSORSHIP
(45) CHINESE COMMUNITY CENTER INC
9800 TOWN PARK DRIVE
HOUSTON,TX77036
76-0067885 501C3 27,708 0     PROGRAM SUPPORT
(46) COMBINED ARMS
2929 MCKINNEY STREET
HOUSTON,TX77003
47-5648923 501C3 30,000 0     PROGRAM SUPPORT
(47) COMMUNITY ASSISTANCE CENTER
1022 MCCALL AVE
CONROE,TX77301
76-0000798 501C3 31,400 0     PROGRAM SUPPORT
(48) COVENANT HOUSE TEXAS
1111 LOVETT BLVD
HOUSTON,TX77006
76-0050882 501C3 33,333 0     PROGRAM SUPPORT
(49) CRISTO REY JESUIT COLLEGE PREPARTORY
6700 MOUNT CARMEL ST
HOUSTON,TX77087
26-3159838 501C3 10,000 0     SPONSORSHIP
(50) CY-HOPE INC
12715 TELGE RD
CYPRESS,TX77429
45-2346150 501C3 13,333 0     PROGRAM SUPPORT
(51) DRESS FOR SUCCESS HOUSTON
3310 EASTSIDE STREET
HOUSTON,TX77098
76-0579697 501C3 6,667 0     PROGRAM SUPPORT
(52) EAST HARRIS COUNTY EMPOWERMENT COUNCIL
11821 EAST FREEWAY SUITE 500
HOUSTON,TX77029
27-0377576 501C3 50,000 0     PROGRAM SUPPORT
(53) EASTER SEALS GREATER HOUSTON
4888 LOOP CENTRAL DRIVE SUITE 200
HOUSTON,TX77081
74-1238418 501C3 70,000 0     PROGRAM SUPPORT
(54) EDUCATIONAL FOUNDATION OF THE SETC
3109 GREENBRIAR DRIVE
HOUSTON,TX77098
45-4519800 501C3 21,000 0     SPONSORSHIP
(55) FAMILY HOUSTON
4625 LILLIAN ST
HOUSTON,TX77007
74-1152613 501C3 51,250 0     PROGRAM SUPPORT
(56) FAMILY TO FAMILY NETWORK INC
16225 PARK TEN PLACE 500
HOUSTON,TX77084
76-0328275 501C3 70,000 0     PROGRAM SUPPORT
(57) FRESH SPIRIT WELLNESS FOR WOMEN
5718 WESTHEIMER ROAD 10TH FLOOR
HOUSTON,TX77057
76-0638759 501C3 10,667 0     PROGRAM SUPPORT
(58) GIRLS INC OF GREATER HOUSTON
2190 NORTH LOOP WEST SUITE 105
HOUSTON,TX77018
76-0483812 501C3 25,333 0     PROGRAM SUPPORT
(59) GOLFERS AGAINST CANCER
17110 NORTHGATE FOREST DRIVE
HOUSTON,TX77068
76-0574871 501C3 25,000 0     SPONSORSHIP
(60) GOOD SAMARITAN FOUNDATION
3262 WESTHEIMER RD STE 764
HOUSTON,TX77098
74-1235398 501C3 30,000 0     SPONSORSHIP
(61) GREATER HOUSTON PARTNERSHIP FOUNDATION
701 AVENIDA DE LAS AMERICAS STE 900
HOUSTON,TX77010
76-0267896 501C6 33,000 0     SPONSORSHIP
(62) GREATER HOUSTON WOMENS CHAMBER OF COMMERCE
3201 KIRBY DRIVE SUITE 400
HOUSTON,TX77098
26-1536004 501C6 16,000 0     SPONSORSHIP
(63) HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE STREET
HOUSTON,TX77004
76-0331398 501C3 20,000 0     SPONSORSHIP
(64) HOUSTON CHILDREN'S CHORUS
PO BOX 66567
HOUSTON,TX772666567
76-0286895 501C3 7,000 0     SPONSORSHIP
(65) HOUSTON FOOD BANK
535 PORTWALL STREET
HOUSTON,TX77029
74-2181456 501C3 400,000 0     PROGRAM SUPPORT
(66) HOUSTON ISD FOUNDATION
4400 W 18TH STREET
HOUSTON,TX77092
76-0424529 501C3 223,333 0     PROGRAM SUPPORT
(67) HOUSTON MUSEUM OF NATURAL SCIENCE
5555 HERMANN PARK DRIVE
HOUSTON,TX77030
74-1036131 501C3 10,000 0     SPONSORSHIP
(68) HOUSTON SYMPHONY SOCIETY
615 LOUISIANA ST SUITE 102
HOUSTON,TX77002
74-1157373 501C3 15,000 0     SPONSORSHIP
(69) HOUSTON TEXANS FOUNDATION
TWO NRG PARK
HOUSTON,TX77054
01-0572814 501C3 17,000 0     SPONSORSHIP
(70) HOUSTON TEXAS EXES INC
PO BOX 271648
HOUSTON,TX772771648
76-0424906 501C3 10,000 0     SPONSORSHIP
(71) HYPE FREEDOM SCHOOL INC
13233 CULLEN BLVD
HOUSTON,TX77047
46-5133254 501C3 67,333 0     PROGRAM SUPPORT
(72) ICONOCLAST ARTISTS
11140 GREENBAY ST
HOUSTON,TX77024
81-4170887 501C3 27,501 0     PROGRAM SUPPORT
(73) INSTITUTE FOR SPIRITUALITY & HEALTH
8100 GREENBRIAR SUITE 300
HOUSTON,TX77054
74-1246255 501C3 25,000 0     SPONSORSHIP
(74) INTERFAITH MINISTRIES FOR GREATER HOUSTON
3303 MAIN STREET
HOUSTON,TX77002
74-1488102 501C3 115,000 0     SPONSORSHIP
(75) JUSTICE FORWARD
515 CAROLINE STREET
HOUSTON,TX77002
20-2760137 501C3 33,333 0     PROGRAM SUPPORT
(76) LATIN WOMEN'S INITIATIVE
112 W 4THSTREET
HOUSTON,TX77007
76-0560059 501C3 10,000 0     SPONSORSHIP
(77) LEUKEMIA & LYMPHOMA SOCIETY
5433 WESTHEIMER RD STE 300
HOUSTON,TX77056
13-5644916 501C3 25,000 0     SPONSORSHIP
(78) LOCAL INFANT FORMULA FOR EMERGENCIES
2002 S WAYSIDE DR STE 113
HOUSTON,TX77023
76-0296548 501C3 12,500 0     PROGRAM SUPPORT
(79) MARCH OF DIMES
PO BOX 18819
ATLANTA,GA31126
13-1846366 501C3 25,000 0     SPONSORSHIP
(80) MEDICAL BRIDGES INC
PO BOX 300245
HOUSTON,TX772300245
76-0548161 501C3 10,000 84,129 BOOK VALUE SUPPLIES AND MEDICAL EQUIPMENT SPONSORSHIP AND DONATION ASSISTANCE
(81) MEN OF DISTINCTION OF GREATER HOUSTON
PO BOX 130630
HOUSTON,TX77019
26-0421594 501C3 7,500 0     SPONSORSHIP
(82) MISSOURI CITY THE LINKS
PO BOX 8068
HOUSTON,TX77449
74-2209696 501C4 63,333 0     PROGRAM SUPPORT
(83) THE MONTROSE CENTER
401 BRANARD ST 2ND FLOOR
HOUSTON,TX77006
74-2050245 501C3 45,289 0     PROGRAM SUPPORT
(84) MONTROSE GRACE PLACE
2515 WAUGH DRIVE
HOUSTON,TX77006
27-2773965 501C3 12,215 0     PROGRAM SUPPORT
(85) NESTQUEST HOUSTON INC
1907 SABINE ST 166
HOUSTON,TX77007
81-5310771 501C3 37,500 0     PROGRAM SUPPORT
(86) NETWORK OF BEHAVIORAL HEALTH PROVIDERS
9401 SOUTHWEST FREEWAY SUITE 1242
HOUSTON,TX77074
75-3220882 501C3 53,447 0     PROGRAM SUPPORT
(87) NORA'S GIFT FOUNDATION
8300 EL RIO STREET
HOUSTON,TX77054
62-1763895 501C3 15,000 0     SPONSORSHIP
(88) PORT CITY LINKS INC
3718 PARKWOOD DR
HOUSTON,TX77021
76-0218846 501C4 9,000 0     PROGRAM SUPPORT
(89) PROJECT ROW HOUSES
2521 HOLMAN STREET
HOUSTON,TX77004
76-0411778 501C3 64,525 0     PROGRAM SUPPORT
(90) REBUILDING TOGETHER HOUSTON
PO BOX 15315
HOUSTON,TX77220
76-0027902 501C3 208,333 0     PROGRAM SUPPORT
(91) REMIND
PO BOX 27607
HOUSTON,TX77227
76-0206826 501C3 10,000 0     SPONSORSHIP
(92) RICE UNIVERSITY
6100 MAIN STREET MS-208
HOUSTON,TX77005
74-1109620 501C3 10,000 0     SPONSORSHIP
(93) SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA
2225 NORTH LOOP WEST
HOUSTON,TX77008
76-0239833 501C3 10,000 0     SPONSORSHIP
(94) SEARCH HOMELESS SERVICES
2015 CONGRESS AVE
HOUSTON,TX77002
76-0260403 501C3 33,124 0     PROGRAM SUPPORT
(95) SER-JOB FOR PROGRESS OF THE TEXAS GULF
1710 TELEPHONE RD
HOUSTON,TX77023
74-1590387 501C3 116,667 0     PROGRAM SUPPORT
(96) SICKLE CELL ASSOCIATION OF HOUSTON INC
4014 MARKET STREET
HOUSTON,TX77020
47-2168151 501C3 8,333 0     PROGRAM SUPPORT
(97) SOUTH TEXAS COLLEGE OF LAW HOUSTON INC
1303 SAN JACINTO STREET
HOUSTON,TX77002
74-1554976 501C3 50,000 0     PROGRAM SUPPORT
(98) SUSAN G KOMEN BREAST CANCER FDN INC
PO BOX 801889
DALLAS,TX75380
75-1835298 501C3 25,000 0     SPONSORSHIP
(99) TARGET HUNGER
1260 SHOTWELL ST
HOUSTON,TX77020
31-1548849 501C3 46,183 0     PROGRAM SUPPORT
(100) TEXAS ANNUAL CONFERENCE UNITED METHODIST
5215 MAIN STREET
HOUSTON,TX77002
74-1491628 501C3 260,000 0     PROGRAM SUPPORT
(101) TEXAS DIVERSITY COUNCIL
PO BOX 590258
HOUSTON,TX772590258
38-3695039 501C3 7,000 0     SPONSORSHIP
(102) TEXAS GENERATION ONE INC
3805 BURKETT STREET
HOUSTON,TX77004
20-8442170 501C3 33,333 0     PROGRAM SUPPORT
(103) TEXAS NURSES DISTRICT 9 FOUNDATION
7324 SOUTHWEST FRWY SUITE 1453
HOUSTON,TX77074
26-4369773 501C3 10,000 0     SPONSORSHIP
(104) TEXAS SOUTHERN UNIVERSITY FOUNDATION INC
3100 CLEBURN STREET HANNAH HALL STE
201
HOUSTON,TX77004
74-1620415 501C3 34,373 0     PROGRAM SUPPORT
(105) THE ALLIANCE
6420 HILLCROFT AVE
HOUSTON,TX77081
76-0171217 501C3 41,833 0     PROGRAM SUPPORT
(106) THE CHILDREN'S ASSESSMENT CTR FDN
2500 BOLSOVER STREET
HOUSTON,TX77005
76-0458780 501C3 38,333 0     PROGRAM SUPPORT
(107) THE HEALTH MUSEUM
1515 HERMANN DRIVE
HOUSTON,TX77004
74-6106357 501C3 20,000 0     SPONSORSHIP
(108) THE MENNINGER CLINIC FOUNDATION
12301 MAIN STREET
HOUSTON,TX77035
81-0588012 501C3 10,000 0     SPONSORSHIP
(109) THE TRUTH PROJECT INC
PO BOX 710138
HOUSTON,TX77271
46-3044821 501C3 24,333 0     PROGRAM SUPPORT
(110) THE WOMENS RESOURCE OF GREATER HOUSTON
730 N POST OAK RD STE 203
HOUSTON,TX77024
31-1769108 501C3 84,622 0     PROGRAM SUPPORT
(111) UNITED AGAINST HUMAN TRAFFICKING
6671 SOUTHWEST FWY STE 220
HOUSTON,TX77074
26-1103492 501C3 43,042 0     PROGRAM SUPPORT
(112) UNIVERSITY OF ST THOMAS
3800 MONTROSE BLVD
HOUSTON,TX77006
74-1277664 501C3 5,075 0     SPONSORSHIP
(113) UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER
7000 FANNIN ST SUITE 1200
HOUSTON,TX77030
74-1761309 STATE AGENCY 71,393 0     PROGRAM SUPPORT
(114) URBAN HARVEST INC
3302 CANAL STREET
HOUSTON,TX77003
76-0501430 501C3 30,000 0     PROGRAM SUPPORT
(115) VOLUNTEERS OF AMERICA TEXAS INC
4808 YALE STREET
HOUSTON,TX77018
75-0827469 501C3 100,000 0     PROGRAM SUPPORT
(116) WESLEY COMMUNITY CENTER
1410 LEE STREET
HOUSTON,TX77009
74-1132578 501C3 55,000 0     PROGRAM SUPPORT
(117) WEST HOUSTON ASSISTANCE MINISTRIES INC
10501 MEADOWGLEN LANE
HOUSTON,TX77042
76-0001309 501C3 30,958 0     PROGRAM SUPPORT
(118) YES PREP PUBLIC SCHOOLS INC
5515 SOUTH LOOP EAST SUITE B
HOUSTON,TX77033
76-0563835 501C3 53,056 0     PROGRAM SUPPORT
(119) YMCA OF GREATER HOUSTON
1331 AUGUSTA DRIVE
HOUSTON,TX77057
74-1109737 501C3 40,000 0     PROGRAM SUPPORT
(120) CENTRAL SOUTH DISTRICT UNITED METHODIST CHURCH
3511 LINKWOOD DRIVE
HOUSTON,TX77025
501C3 10,000 0     PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
114
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
6
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
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) SCHOLARSHIPS 6 36,000      
(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
PART I, LINE 2: PRIOR TO THE METHODIST HOSPITAL'S 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 (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; (4) THE REQUESTING ORGANIZATION'S MISSION AND SERVICES SHOULD NOT DUPLICATE AND MUST NOT CONFLICT WITH THOSE OF THE METHODIST HOSPITAL. PERIODIC REPORTS WERE REVIEWED TO ENSURE THE FUNDS WERE USED TO SUPPORT INDIGENT CARE SERVICE AND OR OTHER NEEDS OF THE COMMUNITY.
Schedule I (Form 990) 2022



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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
2022
Open to Public Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1SEVEN KEY EMPLOYEES-SEE METHODIST
HOSPITAL GROUP RETURN-SCHE
(i)

(ii)
4,985,084
-------------
0
2,034,164
-------------
0
1,317,739
-------------
0
1,048,773
-------------
0
171,834
-------------
0
9,557,594
-------------
0
0
-------------
0
2NINE OFFICERDIR-SEE METHODIST
HOSPITAL GROUP RETURN-SCHE
(i)

(ii)
2,018,602
-------------
0
1,358,631
-------------
0
640,662
-------------
0
777,250
-------------
0
25,992
-------------
0
4,821,137
-------------
0
0
-------------
0
3FOUR HIGHEST PAID-SEE METHODIST
HOSPITAL GROUP RETURN-SCHE
(i)

(ii)
2,046,767
-------------
15,112
740,618
-------------
0
451,401
-------------
100
393,530
-------------
0
137,240
-------------
0
3,769,556
-------------
15,212
0
-------------
0
4ONE OFFICER-SEE METHODIST
HOSPITAL GROUP RETURN-SCHE
(i)

(ii)
1,005,503
-------------
0
463,100
-------------
0
326,169
-------------
0
222,824
-------------
0
27,339
-------------
0
2,044,935
-------------
0
0
-------------
0
5SIXTEEN DIRECTORS-SEE METHODIST
HOSPITAL GROUP RETURN-SCHE
(i)

(ii)
0
-------------
572,275
0
-------------
195,862
93,500
-------------
4,670
0
-------------
19,250
0
-------------
18,900
93,500
-------------
810,957
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 1A HEALTH OR SOCIAL CLUB DUES: AS STIPULATED BY THE EMPLOYMENT OF THE CEO, HE IS ENTITLED TO ANNUAL MEMBERSHIP IN THE RIVER OAKS COUNTRY CLUB IN SUPPORT OF HOUSTON METHODIST RELATED BUSINESS DEVELOPMENT ACTIVITIES. THIS AMOUNT IS INCLUDED IN THE TAXABLE INCOME OF THE CEO. PART I, LINE 4A: HOUSTON METHODIST HOSPITAL HAS A FORMAL SEVERANCE PLAN. ELIGIBLE EMPLOYEES INCLUDE ALL FULL-TIME AND PART-TIME STAFF (NOT TEMPORARY OR PRN), 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. NO SEVERANCE PAYMENT WAS MADE FROM THIS PLAN IN 2022.
PART I, LINE 4B HOUSTON METHODIST HOSPITAL HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A NON-QUALIFIED 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 UPON ELECTION. NO PAYMENT WAS MADE FROM THIS PLAN IN 2022.
PART I, LINE 7 THIS ORGANIZATION PROVIDES VARIABLE COMPENSATION OPPORTUNITY THROUGH AN ANNUAL MANAGEMENT INCENTIVE PLAN. EMPLOYEES AT THE 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, OR 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. HOUSTON METHODIST HOSPITAL ALSO HAS THE DEFERRED RETENTION BONUS PLAN (DRBP), A NONQUALIFIED EMPLOYER FUNDED PLAN. CONTRIBUTIONS ARE MADE TO ELIGIBLE EMPLOYEES EACH YEAR BASED UPON THEIR POSITION THROUGHOUT THE PLAN YEAR WHICH RUNS JULY 1 TO JUNE 30. EACH YEAR'S CONTRIBUTION IS SUBJECT TO THREE YEAR LAPSE TIME CLASS VESTING AT WHICH TIME THE VESTED CONTRIBUTION IS PAID OUT TO THE EMPLOYEE AND TAXED. SCHEDULE J, PART II PURSUANT TO TREASURY REG SECTION 1 6033-2(D)(5), HOUSTON METHODIST HOSPITAL HAS ELECTED TO REPORT INFORMATION ABOUT CONTRIBUTIONS, GIFTS & GRANTS, COMPENSATION AND OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS AND CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE GROUP RETURN OF METHODIST HOSPITAL GROUP, EIN 35-2410801.
Schedule J (Form 990) 2022

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number
74-1180155
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A HARRIS COUNTY HEALTH FACILITIES DEVELOPMENT CORPORATION
 
52-1284201 41315RGV0 04-10-2008 350,000,000 REFUNDING BONDS FOR SERIES 2006B ISSUED 5/10/06   X   X   X
B HARRIS COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION
 
76-0337885 414009PV6 08-27-2020 370,000,000 NEW MONEY BONDS FOR FUNDING CAPITAL CONSTRUCTION PROJECTS   X   X   X
C HARRIS COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION
 
76-0337885 414009BS8 06-02-2009 586,480,000 REFUNDING FOR SERIES 2005A ISSUED 1/20/05 & PORTION OF 2008C ISSUED 8/21/08   X   X   X
D HARRIS COUNTY CULTURAL EDUCATION FACILITIES FINANCE CORPORATION
 
76-0337885 414009KE9 08-06-2015 308,098,500 NEW MONEY BONDS FOR FUNDING CAPITAL CONSTRUCTION PROJECTS   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 25,900,000      
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 350,000,000 370,000,000 586,480,000 308,107,608
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............   595,700   1,768,692
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   369,404,300   306,338,916
11 Other spent proceeds ............. 350,000,000   586,480,000  
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2021 2018
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X     X X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X     X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.400 % 0.100 % 1.600 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.400 % 0.100 % 1.600 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X X     X   X
b Exception to rebate? ........ X     X X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X     X
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K SUPPLENTAL INFORMATION SCHEDULE K - PART II, LINE 13 (ISSUES A AND C) ALL OUTSTANDING BONDS OF THE METHODIST HOSPITAL ISSUED PRIOR TO 2015 ARE REFUNDING BONDS. THE METHODIST HOSPITAL ASSUMES THAT LINE 13 DOES NOT ADDRESS REFUNDING BONDS. SCHEDULE K - PART III, LINE 4 (ISSUE C) THE REPORTED PRIVATE USE PERCENTAGE HAS BEEN CALCULATED ON THE PORTION OF THE SERIES 2009C REFUNDING BONDS THAT REFUNDED THE SERIES 2005A BONDS ISSUED IN THE AMOUNT OF $350,000,000. THE REMAINING AMOUNT OF THE SERIES 2009C BONDS THAT REFUNDED BONDS ISSUED PRIOR TO DECEMBER 31, 2002 IN THE AMOUNT OF $236,480,000 WERE EXCLUDED FROM DETERMINING THE REPORTED PRIVATE USE CALCULATION. SCHEDULE K - PART II, LINE 3 (ISSUE D) DIFFERENCES BETWEEN THE ISSUE PRICE (PART I) AND TOTAL PROCEEDS (PART II LINE 3) ARE DUE TO INVESTMENT EARNINGS.
Schedule K (Form 990) 2021

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) JULIA ANDRIENI FAMILY MEMBER OF ROBERT PHILLIPS-KEY EMPLOYEE 889,012 EMPLOYMENT   No
(2) LEE SCHWARTZ FAMILY MEMBER OF ROBERTA SCHWARTZ-KEY EMPLOYEE 441,285 EMPLOYMENT   No
(3) TIFFANY GARCIA FAMILY MEMBER OF MICHAEL L GARCIA-KEY EMPLOYEE 44,530 EMPLOYMENT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)

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
2021
Open to Public
Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS WHO ARE MEMBERS OF THE BOARD OF DIRECTORS AS DEFINED IN THE BYLAWS; THE RESIDENT BISHOP; AND ONE PHYSICIAN DIRECTOR. IN THE EVENT OF AN EMERGENCY WHEN THERE IS INSUFFICIENT TIME TO CONVENE THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION IN SUCH A MANNER AS THE EXECUTIVE COMMITTEE MAY DEEM TO BE IN THE BEST INTEREST OF THE CORPORATION IN ALL CASES IN WHICH SPECIFIC DIRECTIONS HAVE BEEN GIVEN BY THE BOARD OF DIRECTORS, PROVIDED ANY ACTION WHICH THE COMMITTEE MAY TAKE DOES NOT CONFLICT WITH THE MISSION OF THE CORPORATION AND THE POLICIES AND DIRECTIVES OF THE BOARD OF DIRECTORS. THE CHAIRPERSON OF THE BOARD OF DIRECTORS, UPON THE CALLING OF ANY EXECUTIVE COMMITTEE MEETING, AS THE FIRST ITEM OF BUSINESS, IS REQUIRED TO STATE THE NATURE OF THE EMERGENCY AND THE FACT THAT THERE WAS INSUFFICIENT TIME TO CONVENE THE BOARD OF DIRECTORS, WHICH IS RECORDED IN THE MINUTES BEFORE ANY ACTION IS DEEMED VALID AND ON BEHALF OF THE BOARD OF DIRECTORS. VACANCIES IN THE MEMBERSHIP OF SAID COMMITTEE ARE FILLED BY APPOINTMENT OF THE CHAIRPERSON AND APPROVAL BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MEETS UPON THE CALL OF THE CHAIRPERSON. THE COMMITTEE KEEPS REGULAR MINUTES OF ITS PROCEEDINGS AND FORTHWITH DELIVERS BY MAIL, FACSIMILE, EMAIL, OR IN PERSON, A WRITTEN REPORT OF THE SAME TO ALL MEMBERS OF THE BOARD OF DIRECTORS. ALL ACTS OR RESOLUTIONS OF THE EXECUTIVE COMMITTEE ARE SUBJECT TO THE APPROVAL OF, OR REVISION BY, THE BOARD OF DIRECTORS, BUT NO RIGHTS OF THIRD PARTIES ARE AFFECTED BY ANY SUCH REVISION. THE SECRETARY OF THE CORPORATION ACTS AS SECRETARY OF THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 7A THE TEXAS ANNUAL CONFERENCE OF THE SOUTH CENTRAL JURISDICTION OF THE UNITED METHODIST CHURCH ("CONFERENCE") ELECTS OR RATIFIES THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B THE CONFERENCE HAS THE AUTHORITY TO APPROVE ANY AMENDMENTS TO THE FOLLOWING PROVISIONS OF HOUSTON METHODIST HOSPITAL'S BYLAWS OR THE ARTICLES OF INCORPORATION: I) THE PROVISION THAT THE CONFERENCE ELECTS ALL DIRECTORS OF THIS ORGANIZATION FROM NOMINEES RECOMMENDED BY THE COMMITTEE ON NOMINATIONS OF THE CONFERENCE BASED ON NOMINATIONS MADE BY THE BOARD OF DIRECTORS, (II) THE PROVISION THAT A SUFFICIENT NUMBER OF DIRECTORS BE MEMBERS OF THE UNITED METHODIST CHURCH TO COMPLY WITH THE MEMBERSHIP REQUIREMENTS SET FORTH IN THE BOOK OF DISCIPLINE OF THE UNITED METHODIST CHURCH, (III) THE PROVISION THAT FOUR METHODIST MINISTERS, INCLUDING THE RESIDENT BISHOP BE MEMBERS OF THE BOARD OF DIRECTORS, (IV) THE PROVISION THAT THE BOARD OF DIRECTORS SHALL CONSIST OF NO MORE THAN TWENTY-SIX AND NO FEWER THAN FIFTEEN MEMBERS, OR (V) THE PROVISION THAT AMENDS THE PURPOSE CLAUSES (ARTICLE II AND VI) OF THE ARTICLES OF INCORPORATION OF THE CORPORATION OR THE DISSOLUTION CLAUSE (ARTICLE VII) OF THE ARTICLES OF INCORPORATION OF THE CORPORATION.
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 REVIEWED 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 THIS ORGANIZATION FOLLOWS IRS REGULATIONS AS IT RELATES TO ESTABLISHING A REBUTTABLE PRESUMPTION OF REASONABLENESS RELATED TO TOTAL COMPENSATION OF KEY EMPLOYEES AND COMPENSATED OFFICERS OF THE ORGANIZATION 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 THE BOARD AS IT RELATES TO ANY CHANGES IN TOTAL COMPENSATION INCLUDING BASE PAY, BONUS AWARDS FROM INCENTIVE PROGRAMS OR BENEFITS AND PERQUISITES OF THE CEO AND OTHER OFFICERS AND SOME KEY EMPLOYEES (TYPICALLY THOSE WHO REPORT DIRECTLY TO THE CEO). 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 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 THIS ORGANIZATION'S OVERALL TOTAL COMPENSATION PHILOSOPHY FOR EXECUTIVE PAY. THE DELIBERATION AND DECISIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY SUBSTANTIATED. THE COMPENSATION FOR POSITIONS HELD BY KEY EMPLOYEES NOT INCLUDED IN THE PROCESS ABOVE, 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 FOR 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 ORGANIZATION ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART VII, SECTION B, LINE 1B PURSUANT TO TREASURY REG SECTION 1 6033-2(D)(5), HOUSTON METHODIST HOSPITAL HAS ELECTED TO REPORT INFORMATION ABOUT CONTRIBUTIONS, GIFTS & GRANTS, COMPENSATION AND OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES, CERTAIN OTHER HIGHLY PAID EMPLOYEES, CERTAIN PROFESSIONAL CONTRACTORS AND CERTAIN OTHER CONTRACTORS ON A CONSOLIDATED BASIS FOR ALL OF THE MEMBERS OF THE GROUP, INCLUDING THE PARENT ORGANIZATION, ON THE GROUP RETURN OF METHODIST HOSPITAL GROUP, EIN 35-2410801.
FORM 990, PART XI, LINE 9: TRANSFER TO OTHER ENTITIES 33,559,271.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
THE METHODIST HOSPITAL
 
Employer identification number

74-1180155
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?
Yes No
(1)METHODIST PRIMARY CARE GROUP
6565 FANNIN

HOUSTON,TX77030
76-0556120
HEALTH CARE TX 501(C)(3) LINE 12B, II TMH HEALTH CARE GROUP
 
 
No
(2)METHODIST HOSPITAL SELF INSURANCE TRUST
6565 FANNIN

HOUSTON,TX77030
74-1948396
INSURANCE TRUST TX 501(C)(3) LINE 12A, I THE METHODIST HOSPITAL
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) MEDVEST 1 LIMITED PARTNERSHIP

6565 FANNIN
HOUSTON,TX77030
76-0534067
HEALTH CARE INVESTMENTS TX N/A
        No     No  
(2) LITCHFIELD MEMORIAL PARTNERS LP

800 TOWN AND COUNTRY BLVD SUITE 200
HOUSTON,TX77024
36-4778395
PROPERTY INVESTMENTS TX THE METHODIST HOSPITAL
 
UNRELATED 3,278 13,454,286   No 3,240   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?
Yes No
(1) ALLIED METHODIST HOSPITAL PHYSICIANS

6565 FANNIN
HOUSTON,TX77030
76-0551274
PHYSICIAN GROUP TX N/A
C         No
(2) HOUSTON METHODIST CLEAR LAKE MOB CONDO ASSOC

6565 FANNIN
HOUSTON,TX77030
85-1911578
CONDOMINIUM ASSOCIATION TX N/A
C         No
(3) HOUSTON METHODIST ST CATHERINE MOB CONDO ASSOC

6565 FANNIN
HOUSTON,TX77030
81-4457755
CONDOMINIUM ASSOCIATION TX N/A
C         No
(4) HOUSTON METHODIST THE WOODLANDS MOB CONDO ASSOC

6565 FANNIN
HOUSTON,TX77030
81-3764171
CONDOMINIUM ASSOCIATION TX N/A
C         No
(5) MEDVEST HOLDINGS INC

6565 FANNIN
HOUSTON,TX77030
76-0667765
INVESTMENT COMPANY TX N/A
C         No
(6) MEDVEST INCORPORATED

6565 FANNIN
HOUSTON,TX77030
76-0182470
INVESTMENT COMPANY TX N/A
C         No
(7) METHODIST HEALTH CARE SYSTEM SHORT TERM DISABILITY PLAN TRUST

6565 FANNIN
HOUSTON,TX77030
76-6161019
INSURANCE TRUST TX N/A
T         No
(8) METHODIST WEST HOUSTON MOB CONDO ASSOC

6565 FANNIN
HOUSTON,TX77030
30-0655123
CONDOMINIUM ASSOCIATION TX N/A
C         No
(9) METHODIST WILLOWBROOK MOB CONDO ASSOC

6565 FANNIN
HOUSTON,TX77030
68-0500294
CONDOMINIUM ASSOCIATION TX N/A
C         No
(10) METHODIST WILLOWBROOK MOB CONDO ASSOC II

6565 FANNIN
HOUSTON,TX77030
26-2137993
CONDOMINIUM ASSOCIATION TX N/A
C         No
(11) ROMLAC INC

6565 FANNIN
HOUSTON,TX77030
74-1674943
REAL ESTATE INVESTMENT TX N/A
C         No
(12) SJMH CONDOMINIUM ASSOCIATION

6565 FANNIN
HOUSTON,TX77030
41-2096917
CONDOMINIUM ASSOCIATION TX N/A
C         No
(13) THE METHODIST HOSPITAL CONDO ASSOC

6565 FANNIN
HOUSTON,TX77030
86-1065871
CONDOMINIUM ASSOCIATION TX N/A
C         No
(14) TMH MEDICAL OFFICE BUILDINGS CONDO ASSOC

6565 FANNIN
HOUSTON,TX77030
76-0287893
CONDOMINIUM ASSOCIATION TX N/A
C         No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
Yes
 
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) METHODIST HOSPITAL FOUNDATION

P 14,347,680 FAIR MARKET VALUE
(2) METHODIST HOSPITAL FOUNDATION

C 29,995,733 FAIR MARKET VALUE
(3) METHODIST HOSPITAL FOUNDATION

S 47,566,136 FAIR MARKET VALUE
(4) MEDVEST 1 LIMITED PARTNERSHIP

S 510,041 FAIR MARKET VALUE
(5) ALLIED METHODIST HOSPITAL PHYSICIANS

P 1,590,031 FAIR MARKET VALUE
(6) ALLIED METHODIST HOSPITAL PHYSICIANS

L 1,625,000 FAIR MARKET VALUE
(7) METHODIST HOSPITAL SELF INSURANCE TRUST

Q 21,085,246 FAIR MARKET VALUE
(8) METHODIST HOSPITAL SELF INSURANCE TRUST

B 21,751,346 FAIR MARKET VALUE
(9) METHODIST HOSPITAL SELF INSURANCE TRUST

R 8,000,000 FAIR MARKET VALUE
(10) TMH PHYSICIAN ORGANIZATION

P 175,717,865 FAIR MARKET VALUE
(11) TMH PHYSICIAN ORGANIZATION

Q 16,482,962 FAIR MARKET VALUE
(12) TMH PHYSICIAN ORGANIZATION

B 6,161,979 FAIR MARKET VALUE
(13) TMH PHYSICIAN ORGANIZATION

L 2,661,675 FAIR MARKET VALUE
(14) TMH PHYSICIAN ORGANIZATION

J 2,364,693 FAIR MARKET VALUE
(15) TMH PHYSICIAN ORGANIZATION

R 362,259,401 FAIR MARKET VALUE
(16) MEDVEST INCORPORATED

H 31,320,000 FAIR MARKET VALUE
(17) MEDVEST INCORPORATED

L 165,000 FAIR MARKET VALUE
(18) MEDVEST INCORPORATED

R 915,195 FAIR MARKET VALUE
(19) METHODIST PRIMARY CARE GROUP

Q 1,700,408 FAIR MARKET VALUE
(20) METHODIST PRIMARY CARE GROUP

L 974,021 FAIR MARKET VALUE
(21) METHODIST PRIMARY CARE GROUP

R 42,492,733 FAIR MARKET VALUE
(22) METHODIST HEALTH CENTERS

P 315,000 FAIR MARKET VALUE
(23) METHODIST HEALTH CENTERS

Q 6,502,093 FAIR MARKET VALUE
(24) METHODIST HEALTH CENTERS

B 468,360 FAIR MARKET VALUE
(25) METHODIST HEALTH CENTERS

L 236,159,676 FAIR MARKET VALUE
(26) METHODIST HEALTH CENTERS

J 120,252 FAIR MARKET VALUE
(27) METHODIST HEALTH CENTERS

S 550,100,901 FAIR MARKET VALUE
(28) METHODIST HEALTH CENTERS

R 83,182,927 FAIR MARKET VALUE
(29) HOUSTON METHODIST ST JOHN HOSPITAL

Q 2,662,378 FAIR MARKET VALUE
(30) HOUSTON METHODIST ST JOHN HOSPITAL

L 27,672,698 FAIR MARKET VALUE
(31) HOUSTON METHODIST ST JOHN HOSPITAL

S 63,696,347 FAIR MARKET VALUE
(32) HOUSTON METHODIST ST CATHERINE

Q 5,351,001 FAIR MARKET VALUE
(33) HOUSTON METHODIST ST CATHERINE

L 3,422,994 FAIR MARKET VALUE
(34) HOUSTON METHODIST ST CATHERINE

J 831,808 FAIR MARKET VALUE
(35) HOUSTON METHODIST ST CATHERINE

K 925,733 FAIR MARKET VALUE
(36) HOUSTON METHODIST ST CATHERINE

R 54,173,189 FAIR MARKET VALUE
(37) DIAGNOSTIC CENTER HOSPITAL

S 122,330 FAIR MARKET VALUE
(38) TMH MEDICAL OFFICE BUILDINGS

Q 712,962 FAIR MARKET VALUE
(39) TMH MEDICAL OFFICE BUILDINGS

L 3,268,643 FAIR MARKET VALUE
(40) TMH MEDICAL OFFICE BUILDINGS

R 37,152,542 FAIR MARKET VALUE
(41) THE METHODIST HOSPITAL RESEARCH INSTITUTE

P 105,324,487 FAIR MARKET VALUE
(42) THE METHODIST HOSPITAL RESEARCH INSTITUTE

Q 13,812,985 FAIR MARKET VALUE
(43) THE METHODIST HOSPITAL RESEARCH INSTITUTE

B 14,527,232 FAIR MARKET VALUE
(44) THE METHODIST HOSPITAL RESEARCH INSTITUTE

L 8,533,257 FAIR MARKET VALUE
(45) THE METHODIST HOSPITAL RESEARCH INSTITUTE

J 6,108,110 FAIR MARKET VALUE
(46) THE METHODIST HOSPITAL RESEARCH INSTITUTE

R 86,629,447 FAIR MARKET VALUE
(47) HOUSTON METHODIST ACADEMIC INSTITUTE

P 39,850,000 FAIR MARKET VALUE
(48) HOUSTON METHODIST ACADEMIC INSTITUTE

B 1,490,144 FAIR MARKET VALUE
(49) HOUSTON METHODIST ACADEMIC INSTITUTE

L 563,704 FAIR MARKET VALUE
(50) HOUSTON METHODIST ACADEMIC INSTITUTE

R 37,286,974 FAIR MARKET VALUE
(51) SAN JACINTO METHODIST HOSPITAL

Q 1,363,661 FAIR MARKET VALUE
(52) SAN JACINTO METHODIST HOSPITAL

B 171,825 FAIR MARKET VALUE
(53) SAN JACINTO METHODIST HOSPITAL

L 41,261,242 FAIR MARKET VALUE
(54) SAN JACINTO METHODIST HOSPITAL

S 34,190,054 FAIR MARKET VALUE
(55) HOUSTON METHODIST COORDINATED CARE

L 4,250,000 FAIR MARKET VALUE
(56) HOUSTON METHODIST COORDINATED CARE

S 16,505,455 FAIR MARKET VALUE
(57) HEALTH CARE GROUP

R 1,723,933 FAIR MARKET VALUE
(58) HOUSTON METHODIST GLOBAL

L 165,000 FAIR MARKET VALUE
(59) HOUSTON METHODIST GLOBAL

S 74,295 FAIR MARKET VALUE
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


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