Methodist Hospitals of Dallas (EIN 750800661) - Form 990 Financial Analysis & Trantor Score

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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

1935

Legal Domicile

Phone

2149474512

Tax Period

2023-10-01 to 2024-09-30

Methodist Hospitals of Dallas, founded in 1935, is a large national nonprofit in the Health Care sector that reported $2.1B in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.9B left a modest 7% surplus.

Mission

TO IMPROVE AND SAVE LIVES THROUGH COMPASSIONATE QUALITY HEALTH CARE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $13,496,835

Program Service Revenue $2,008,546,566

Investment Income $44,668,386

Other Revenue $13,516,908

TOTAL REVENUE $2,080,228,695

Expense Breakdown

Grants Paid $85,228,379

Salaries & Benefits $1,029,387,673

Fundraising Expenses $302,155

Program Expenses $1,710,967,489

Other Expenses $816,568,585

TOTAL EXPENSES $1,931,184,637

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,080,228,695	$1,918,663,778	+0.1%
Expenses	$1,931,184,637	$1,748,411,893	+0.1%
Net Income	$149,044,058	$170,251,885	-0.1%

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

Employees

11346

Volunteers

414

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

$7,010,225

Total Directors

$4,168,384

Key Employees

$7,477,098

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERNARD DIFIORE	VICE CHAIR	0.1	Officer Director	$0	$0	$0
BRENDA JACKSON	SECRETARY	0.1	Officer Director	$0	$0	$0
DAVID MCATEE	VICE CHAIR	0.1	Officer Director	$0	$0	$0
DUNCAN FULTON	VICE CHAIR	0.1	Officer Director	$0	$0	$0
JAMES C SCOGGIN JR	CEO	40.0	Officer Director	$3,719,272	$77,284	$3,796,556
JOE B FORTSON III	VICE CHAIR	0.1	Officer Director	$0	$0	$0
JOHN RANDALL CANEDY	Board Chair	0.1	Officer Director	$0	$0	$0
MICHAEL L FINCH MD	VICE CHAIR	0.1	Officer Director	$9,205	$0	$9,205
TIM GRIFFY	VICE CHAIR	0.1	Officer Director	$0	$0	$0
ALAN WALNE	Board of Directors	0.1	Director	$0	$0	$0
ARMIN MIZANI	Board of Directors	0.1	Director	$0	$0	$0
BISHOP RUBEN SAENZ	Board of Directors	0.1	Director	$0	$0	$0
CAROL NORTON MD	Board of Directors	0.1	Director	$46,499	$0	$46,499
CLAYTON Oliphint DMIN	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
DAN JOHNSON	Board of Directors (Beginning March 2024)	0.1	Director	$0	$0	$0
DELIA JASSO	Board of Directors	0.1	Director	$0	$0	$0
DONALD WILLIAMS	Board of Directors (Beginning March 2024)	0.1	Director	$0	$0	$0
GERALD BRIGHT	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
HELEN GIDDINGS	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
Jamie Wickliffe	Board of Directors (Beginning March 2024)	0.1	Director	$0	$0	$0
JIM NORRIS	BOARD OF DIRECTORS (Through March 2024)	0.1	Director	$0	$0	$0
JOHN WILLIS DO	Board of Directors	0.1	Director	$28,000	$22,394	$316,124
JULIE YARBROUGH	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
KEITH BOONE DMIN	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
KENNETH GOVAN	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
LEVI H DAVIS	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
MARCUS KNIGHT	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
MICHAEL MCKEE D DIV	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
PAT FAUBION	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
R STEPHEN FOLSOM	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
RUBEN VELEZ MD	BOARD OF DIRECTORS	0.1	Director	$0	$0	$0
YON JORDEN	Board of Directors	0.1	Director	$0	$0	$0
CRAIG BJERKE	TREASURER & CFO	40.0	Officer	$1,386,521	$165,387	$1,551,908
MICHAEL O PRICE	ASSISTANT SECRETARY & CLO	40.0	Officer	$1,212,430	$78,269	$1,290,699
ROBERT M MILONE	ASSISTANT TREASURER	40.0	Officer	$319,291	$42,566	$361,857
E KENNETH HUTCHENRIDER	PRESIDENT - MRMC	40.0	Key Emp	$957,729	$135,781	$1,093,510
FRANCES LAUKAITIS	PRESIDENT - MCMC (through Jan 2024)	40.0	Key Emp	$874,616	$38,352	$912,968
JOHN PHILLIPS	PRESIDENT - MDMC	40.0	Key Emp	$1,250,555	$160,765	$1,411,320
JUAN FRESQUEZ JR	PRESIDENT - MMMC	40.0	Key Emp	$891,441	$130,161	$1,021,602
LESLIE PIERCE	SR VP REVENUE CYCLE	40.0	Key Emp	$595,926	$97,284	$693,210
PAMELA STOYANOFF	President & COO	40.0	Key Emp	$2,115,084	$229,404	$2,344,488
BRIAN KENJARSKI	SVP DATA GOVERNANCE & CMIO	40.0	Highest	$794,226	$87,757	$881,983
CHERYL FLYNN	SR VICE PRESIDENT - CHRO (THROUGH MARCH 2024)	40.0	Highest	$996,842	$68,555	$1,065,397
John Myers MD	PRESIDENT, METHodist medical group	40.0	Highest	$800,993	$149,980	$950,973
MARTIN L KOONSMAN MD	CHIEF MEDICAL OFFICER	40.0	Highest	$979,647	$141,680	$1,121,327
PAMELA MCNUTT	SENIOR VICE PRESIDENT & CIO	40.0	Highest	$1,044,154	$77,538	$1,121,692

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	$2,080,228,695	$1,931,184,637	$3,792,854,430	$149,044,058
2023	$1,918,663,778	$1,748,411,893	$3,335,341,098	$170,251,885
2022	$1,856,448,774	$1,636,296,370	$2,987,780,646	$220,152,404
2021	$1,778,931,007	$1,522,971,364	$2,942,691,478	$255,959,643
2020	$1,425,920,050	$1,271,361,529	$2,524,338,178	$154,558,521
2019	$1,554,155,622	$1,413,034,193	$2,250,321,544	$141,121,429
2018	$1,384,503,173	$1,286,677,652	$2,104,892,447	$97,825,521

Methodist Hospitals of Dallas