TMH PHYSICIAN ORGANIZATION

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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

2004

Legal Domicile

Principal Officer

SHLOMIT SCHAAL MD PHD

Phone

8326676160

Tax Period

2024-01-01 to 2024-12-31

TMH PHYSICIAN ORGANIZATION, founded in 2004, is a large national nonprofit that reported $1.3B in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THIS ORGANIZATION IS PART OF THE METHODIST HOSPITAL, DOING BUSINESS AS HOUSTON METHODIST HOSPITAL, WHOSE MISSION IS: TO PROVIDE HIGH QUALITY, COST-EFFECTIVE HEALTH CARE THAT DELIVERS THE BEST VALUE TO THE PEOPLE WE SERVE IN A SPIRITUAL ENVIRONMENT OF CARING IN ASSOCIATION WITH INTERNATIONALLY RECOGNIZED TEACHING AND RESEARCH.

Program Service Accomplishments

Program 1

Expenses: $1,227,301,171 Revenue: $1,242,894,775

HOUSTON METHODIST (HM) HAS A FORMAL SEVERANCE PLAN. ELIGIBLE EMPLOYEES INCLUDE ALL FULL-TIME AND PART-TIME (NOT TEMPORARY OR PRN) STAFF INCLUDING HOURLY STAFF UP THROUGH SENIOR VICE PRESIDENTS...

HOUSTON METHODIST (HM) HAS A FORMAL SEVERANCE PLAN. ELIGIBLE EMPLOYEES INCLUDE ALL FULL-TIME AND PART-TIME (NOT TEMPORARY OR PRN) STAFF INCLUDING HOURLY STAFF UP THROUGH SENIOR VICE PRESIDENTS PROVIDED THEY WORK AT LEAST 20 HOURS PER WEEK AND ARE NOT OTHERWISE COVERED BY A PHYSICIAN EMPLOYMENT AGREEMENT. THE PLAN ONLY PROVIDES SALARY AND BENEFITS IN THE EVENT AN ELIGIBLE EMPLOYEE IS INVOLUNTARILY TERMINATED DUE TO THE ELIMINATION OF THEIR POSITION OR IF THEIR CURRENT POSITION IS SIGNIFICANTLY IMPACTED BY AN ORGANIZATIONAL RESTRUCTURING OR CHANGE IN REQUIREMENT AND A COMPARABLE POSITION IS NOT AVAILABLE WITHIN THE ORGANIZATION. THE ELIGIBLE PERSON MUST ALSO SIGN A TERMINATION AGREEMENT IN ORDER TO RECEIVE SALARY CONTINUATION AND BENEFITS UNDER THE PLAN TO WHICH THEY WOULD NOT NORMALLY BE ELIGIBLE TO RECEIVE UNDER A VOLUNTARY RESIGNATION. NO SEVERANCE PAYMENT WAS MADE FROM THIS PLAN DURING 2024.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,420,388

Program Service Revenue $1,242,894,775

Investment Income $-5,307

Other Revenue $5,553

TOTAL REVENUE $1,253,315,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,035,687,698

Fundraising Expenses $0

Program Expenses $1,227,301,171

Other Expenses $220,943,339

TOTAL EXPENSES $1,256,631,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,253,315,409	$1,100,381,977	+0.1%
Expenses	$1,256,631,037	$1,115,822,197	+0.1%
Net Income	$-3,315,628	$-15,440,220	-0.8%

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

Governance

Voting Members

Independent Members

N/A

Employees

5545

Volunteers

N/A

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

$9,403,244

Total Directors

$23,278,836

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAVIN BRITZ MD	DIRECTOR	48.00	Director	$1,784,441	$54,659	$1,839,100
KEVIN VARNER MD	DIRECTOR	48.00	Director	$1,621,167	$88,532	$1,709,699
A OSAMA GABER MD	DIRECTOR	48.00	Director	$1,521,149	$66,723	$1,587,872
ALAN B LUMSDEN MD	DIRECTOR	48.00	Director	$1,257,861	$83,822	$1,341,683
E BRIAN BUTLER MD	DIRECTOR	48.00	Director	$1,216,305	$56,202	$1,272,507
JAMES M MUSSER MDPHD	DIRECTOR	48.00	Director	$1,126,539	$67,643	$1,194,182
MASAYOSHI TAKASHIMA MD	DIRECTOR	48.00	Director	$1,114,901	$66,849	$1,181,750
JENNY CHANG MD	DIRECTOR	48.00	Director	$1,037,527	$49,057	$1,086,584
KATHLEEN KOBASHI MD	DIRECTOR	48.00	Director	$916,899	$65,289	$982,188
WILLIAM A ZOGHBI MD	DIRECTOR	48.00	Director	$884,667	$39,981	$924,648
ELEFTHERIOS MYLONAKIS MDPHD	DIRECTOR	48.00	Director	$871,314	$66,849	$938,163
CARL A HICKS MD	DIRECTOR, PART YR	50.00	Director	$814,755	$68,408	$883,163
PEDRO T RAMIREZ MD	DIRECTOR	48.00	Director	$784,496	$33,681	$818,177
JUN LI MD	DIRECTOR	48.00	Director	$771,626	$33,681	$805,307
DIEGO MARTIN MD PHD	DIRECTOR	48.00	Director	$758,008	$46,341	$804,349
ANDREW G LEE MD	DIRECTOR	48.00	Director	$718,496	$55,352	$773,848
RANDOLPH STEADMAN MD	DIRECTOR	48.00	Director	$659,835	$52,215	$712,050
BENJAMIN WEINSTEIN MD	DIRECTOR	48.00	Director	$625,274	$66,844	$692,118
JAIME GATENO DDS MD	DIRECTOR	48.00	Director	$501,945	$86,333	$588,278
STUART M DOBBSMD	DIRECTOR, PART YR	50.00	Director	$497,753	$61,002	$558,755
AMY NAQUIN-CHAPPEL MD	DIRECTOR, PART YR	50.00	Director	$413,435	$47,463	$460,898
SHLOMIT SCHAAL MDPHD	DIRECTOR, CHAIR, PRES & CEO	22.00	Officer Director	$0	$504,342	$1,945,042
PETER T NGUYEN MD	DIRECTOR	2.00	Director	$0	$0	$178,475
STEPHEN E SPIELMAN	CHIEF OPERATING OFFICER	23.00	Officer	$956,818	$158,561	$1,115,379
DAVID W CAMPBELL IV	VP, PRACTICE OPER & REV CYCLE PT YR	48.00	Officer	$375,640	$71,556	$447,196
LORA BURGER	VP OF FINANCE, ADMIN, MANAGED CARE	44.00	Officer	$362,245	$71,213	$433,458
KEVIN J BURNS	SECRETARY, PART YR	2.00	Officer	$0	$294,038	$3,228,085
EDWARD L TYRRELL	TREASURER	2.00	Officer	$0	$141,702	$1,125,246
JEFFREY T CARR	VP OF FIN, ADMIN, MANAGED CARE,PT YR	46.00	Officer	$13,688	$95,465	$674,023
ANTHONY C DEFURIO	SECRETARY	2.00	Officer	$0	$84,261	$434,815
ALDONA SPIEGEL	PHYSICIAN	50.00	Highest	$2,831,314	$73,120	$2,904,434
WARREN ELLSWORTH	PHYSICIAN	50.00	Highest	$2,754,767	$67,526	$2,822,293
ANTHONY ECHO	PHYSICIAN	50.00	Highest	$2,529,294	$55,410	$2,584,704
STEVEN BENJAMIN ALBRIGHT	PHYSICIAN	50.00	Highest	$2,444,233	$55,346	$2,499,579
BIN S TEH	PHYSICIAN	50.00	Highest	$1,836,858	$69,999	$1,906,857
ROBERTA L SCHWARTZ PHD	VP, FORMER OFFICER	0.00		$0	$339,780	$3,105,356

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	$1,253,315,409	$1,256,631,037	No data	$-3,315,628
2023	$1,100,381,977	$1,115,822,197	$131,952,106	$-15,440,220
2022	$993,017,243	$987,387,684	$125,261,150	$5,629,559
2021	$883,101,957	$868,854,252	$130,604,579	$14,247,705
2020	$756,474,312	$753,800,518	$117,125,312	$2,673,794
2019	$693,296,910	$687,011,485	$94,113,401	$6,285,425
2018	$600,820,692	$600,069,263	$81,961,478	$751,429