Methodist Patient Centered ACO

EIN: 352436666 501(c)(3) Health Care

Dallas, TX

Total Revenue
$3,491,205
Total Expenses
$5,636,012
Total Assets
$5,601,499
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
TX
Phone
2149474510
Tax Period
2023-10-01 to 2024-09-30

Methodist Patient Centered ACO, founded in 2012, is a community nonprofit in the Health Care sector that reported $3.5M in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $5.6M exceeded revenue, resulting in a 61% operating deficit.

Mission

To improve and save lives through managed coordinated care by providing quality and cost-effective medical and health services to patients.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,381,376
Investment Income $109,829
Other Revenue $0
TOTAL REVENUE $3,491,205

Expense Breakdown

Grants Paid $0
Salaries & Benefits $7,342
Fundraising Expenses $0
Program Expenses $4,967,276
Other Expenses $5,628,670
TOTAL EXPENSES $5,636,012

Year-over-Year Comparison

2023 2022 Change
Revenue $3,491,205 $5,283,244 -0.3%
Expenses $5,636,012 $6,515,357 -0.1%
Net Income $-2,144,807 $-1,232,113 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
12
Independent Members
5
Employees
N/A
Volunteers
18

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$2,709,148
Total Directors
13
$8,184,624
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN JONES MD CHAIR / PRESIDENT / CHIEF MEDICAL OFFICER 0.1
Officer Director
$0 $54,741 $587,455
SHANNON HUGGINS SECRETARY / VP OF COMPLIANCE 0.1
Officer Director
$0 $62,380 $569,785
ALFONSO RAMIREZ MD DIRECTOR 0.1
Director
$7,342 $0 $7,342
BASSEM MOSTAFA-ELSAWY MD DIRECTOR (THROUGH JAN 2024) 0.1
Director
$0 $30,278 $259,529
JAMES C SCOGGIN JR DIRECTOR 0.1
Director
$0 $77,284 $3,796,556
John Myers MD DIRECTOR 0.1
Director
$0 $149,980 $950,973
LUCIOUS WILLIAMS MD DIRECTOR 0.1
Director
$0 $0 $0
MARTIN L KOONSMAN MD DIRECTOR 0.1
Director
$0 $141,680 $1,121,327
MATT MULLER MD DIRECTOR 0.1
Director
$0 $0 $0
MICHAEL L FINCH MD DIRECTOR 0.1
Director
$0 $0 $9,205
MICHAEL S MARSHALL MD DIRECTOR 0.1
Director
$0 $49,445 $567,788
RAJASREE NAIR MD DIRECTOR 0.1
Director
$0 $13,301 $314,664
SAMIR NANGIA MD DIRECTOR 0.1
Director
$0 $0 $0
CRAIG BJERKE TREASURER 0.1
Officer
$0 $165,387 $1,551,908
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $3,491,205 $5,636,012 $5,601,499 $-2,144,807
2023 $5,283,244 $6,515,357 $7,849,824 $-1,232,113
2022 $5,219,838 $6,445,832 $8,133,362 $-1,225,994
2021 $6,532,302 $7,802,034 $1,181,995 $-1,269,732
2020 $4,414,379 $5,672,409 $3,165,152 $-1,258,030
2019 $6,779,994 $7,475,004 $4,825,353 $-695,010
2018 $7,096,303 $7,403,834 $6,772,649 $-307,531
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