METHODIST PRIMARY CARE GROUP

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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

1996

Legal Domicile

Principal Officer

STEPHEN E SPIELMAN

Phone

8326676160

Tax Period

2023-01-01 to 2023-12-31

METHODIST PRIMARY CARE GROUP, founded in 1996, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $129.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $177.1M exceeded revenue, resulting in a 37% operating deficit.

Mission

THIS ORGANIZATION IS A SUBSIDIARY ENTITY 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: $171,324,183 Revenue: $129,022,782

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 2023.

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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 $0

Program Service Revenue $129,022,782

Investment Income $0

Other Revenue $0

TOTAL REVENUE $129,022,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $124,479,818

Fundraising Expenses $0

Program Expenses $171,324,183

Other Expenses $52,665,552

TOTAL EXPENSES $177,145,370

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,022,782	$115,482,231	+0.1%
Expenses	$177,145,370	$154,643,269	+0.1%
Net Income	$-48,122,588	$-39,161,038	+0.2%

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

909

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

$6,247,329

Total Directors

$5,188,509

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER P ROBBEN MD	DIRECTOR, CHAIRPERSON	48.00	Officer Director	$605,750	$53,462	$659,212
ANIKA BELL-GRAY MD	DIRECTOR	50.00	Director	$368,138	$39,995	$408,133
GREGORY TERRY MD	DIRECTOR	48.00	Director	$493,573	$45,682	$539,255
HARDEEP BAL MD	DIRECTOR	50.00	Director	$344,105	$56,356	$400,461
JOSHUA SEPTIMUS MD	DIRECTOR	48.00	Director	$485,763	$60,398	$546,161
MATTHEW S SIMPSON MD	DIRECTOR	50.00	Director	$649,719	$58,974	$708,693
PATRICIA LINCOLN MD	DIRECTOR	50.00	Director	$325,674	$55,696	$381,370
RACHEL BISHOP MD	DIRECTOR-PART YEAR	2.00	Director	$0	$6,269	$32,010
STEPHANIE MUNDY MD	DIRECTOR	50.00	Director	$696,765	$49,390	$746,155
SUDHA NAGARAJ MD	DIRECTOR	48.00	Director	$391,194	$54,935	$446,129
TINA LUU MD	DIRECTOR	50.00	Director	$279,703	$41,227	$320,930
JULIA ANDRIENI MD	VICE PRESIDENT	2.00	Officer	$0	$133,871	$1,055,965
STEPHEN E SPIELMAN	PRESIDENT/CEO	25.00	Officer	$0	$139,983	$1,045,357
JEFF CARR	SECRETARY	2.00	Officer	$0	$91,034	$630,919
DAVID W CAMPBELL IV	TREASURER	2.00	Officer	$0	$70,876	$425,921
KEVIN J BURNS	ASST SECRETARY	2.00	Officer	$0	$277,241	$2,429,955
SHEENA STUBBERS	PHYSICIAN	50.00	Highest	$621,312	$66,763	$688,075
JEFFREY SWEENEY	PHYSICIAN	50.00	Highest	$542,130	$61,384	$603,514
IRUM ZAHEER	PHYSICIAN	50.00	Highest	$546,351	$65,162	$611,513
STEVEN PATRICK STOWERS	PHYSICIAN	50.00	Highest	$571,171	$61,783	$632,954
RICHARD KYLE MILIAN	PHYSICIAN	50.00	Highest	$589,813	$59,646	$649,459

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	No data	No data	No data	No data
2023	$129,022,782	$177,145,370	$50,310,532	$-48,122,588
2022	$115,482,231	$154,643,269	$40,405,008	$-39,161,038
2021	$116,337,337	$153,099,148	$35,094,731	$-36,761,811
2020	$67,533,707	$103,887,807	$30,759,223	$-36,354,100
2019	$63,794,839	$92,175,092	$22,353,792	$-28,380,253
2018	$52,023,507	$76,609,513	$20,756,500	$-24,586,006