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Object ID: 201800319349301230 - Rendered 2024-05-05
TIN: 74-1180155
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Information about Schedule R (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
16
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 HOSPITAL SELF INSURANCE TRUST
6565 FANNIN
HOUSTON
,
TX
77030
74-1948396
INSURANCE TRUST
TX
501(C)(3)
LINE 12A, I
THE METHODIST HOSPITAL
Yes
(2)
METHODIST PRIMARY CARE GROUP
6565 FANNIN
HOUSTON
,
TX
77030
76-0556120
HEALTH CARE
TX
501(C)(3)
LINE 12A, I
TMH HEALTH CARE GROUP
No
(3)
STEHLIN FOUNDATION
6565 FANNIN
HOUSTON
,
TX
77030
74-1622404
INACTIVE
TX
501(C)(3)
LINE 10
THE METHODIST RESEARCH INSTITUTE
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2016
Schedule R (Form 990) 2016
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
,
TX
77030
76-0534067
HEALTH CARE INVESTMENTS
TX
N/A
(2)
LITCHFIELD MEMORIAL PARTNERS LP
800 TOWN AND COUNTRY BLVD SUITE 200
HOUSTON
,
TX
77024
36-4778395
PROPERTY INVESTMENTS
TX
N/A
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
,
TX
77030
76-0551274
PHYSICIAN GROUP
TX
N/A
C
No
(2)
MEDVEST HOLDINGS INC
6565 FANNIN
HOUSTON
,
TX
77030
76-0667765
INVESTMENT COMPANY
TX
N/A
C
No
(3)
MEDVEST INCORPORATED
6565 FANNIN
HOUSTON
,
TX
77030
76-0182470
INVESTMENT COMPANY
TX
N/A
C
No
(4)
METHODIST WILLOWBROOK MOB CONDOMINIUM ASSOCIATION
6565 FANNIN
HOUSTON
,
TX
77030
68-0500294
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(5)
METHODIST WILLOWBROOK MOB CONDO ASSOCIATION II
6565 FANNIN
HOUSTON
,
TX
77030
26-2137993
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(6)
SAN JACINTO METHODIST-ALEXANDER CONDOMINIUM ASSOCIATION
6565 FANNIN
HOUSTON
,
TX
77030
47-0921764
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(7)
SJMH CONDOMINIUM ASSOCIATION
6565 FANNIN
HOUSTON
,
TX
77030
41-2096917
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(8)
THE METHODIST HOSPITAL CONDOMINIUM ASSOCIATION
6565 FANNIN
HOUSTON
,
TX
77030
86-1065871
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(9)
TMH MEDICAL OFFICE BUILDINGS CONDOMINIUM ASSOCIATION
6565 FANNIN
HOUSTON
,
TX
77030
76-0287893
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(10)
METHODIST WEST HOUSTON MOB CONDOMINIUM ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
30-0655123
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(11)
METHODIST HEALTH CARE SYSTEM SHORT TERM DISABILITY PLAN TRUST
6565 FANNIN
HOUSTON
,
TX
77030
76-6161019
INSURANCE TRUST
TX
N/A
T
No
(12)
ROMLAC INC
6565 FANNIN
HOUSTON
,
TX
77030
74-1674943
REAL ESTATE INVESTMENT
TX
N/A
C
No
(13)
THE SUE CHANDLER TRUST
6565 FANNIN
HOUSTON
,
TX
77030
01-0828432
SPLIT INTEREST TRUST
TX
N/A
T
No
(14)
HOUSTON METHODIST THE WOODLANDS MOB CONDO ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
81-3764171
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
(15)
HOUSTON METHODIST ST CATHERINE MOB CONDO ASSOC
6565 FANNIN
HOUSTON
,
TX
77030
81-4457755
CONDOMINIUM ASSOCIATION
TX
N/A
C
No
Schedule R (Form 990) 2016
Schedule R (Form 990) 2016
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
Yes
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
No
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
Yes
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
Q
10,147
FAIR MARKET VALUE
(2)
METHODIST HOSPITAL FOUNDATION
S
1,106,387
FAIR MARKET VALUE
(3)
MEDVEST 1 LIMITED PARTNERSHIP
S
2,643,570
FAIR MARKET VALUE
(4)
MEDVEST HOLDINGS
S
5,042
FAIR MARKET VALUE
(5)
STEHLIN FOUNDATION
R
496,098
FAIR MARKET VALUE
(6)
METHODIST INTERNATIONAL LLC
Q
752,008
FAIR MARKET VALUE
(7)
METHODIST INTERNATIONAL LLC
L
115,000
FAIR MARKET VALUE
(8)
METHODIST INTERNATIONAL LLC
R
173,580
FAIR MARKET VALUE
(9)
ALLIED METHODIST HOSPITAL PHYSICIANS
P
5,069,368
FAIR MARKET VALUE
(10)
ALLIED METHODIST HOSPITAL PHYSICIANS
Q
6,637
FAIR MARKET VALUE
(11)
ALLIED METHODIST HOSPITAL PHYSICIANS
L
115,000
FAIR MARKET VALUE
(12)
ALLIED METHODIST HOSPITAL PHYSICIANS
S
5,101,416
FAIR MARKET VALUE
(13)
METHODIST HOSPITAL SELF INSURANCE TRUST
R
8,000,000
FAIR MARKET VALUE
(14)
TMH PHYSICIAN ORGANIZATION
P
123,963,153
FAIR MARKET VALUE
(15)
TMH PHYSICIAN ORGANIZATION
Q
12,378,609
FAIR MARKET VALUE
(16)
TMH PHYSICIAN ORGANIZATION
L
1,240,983
FAIR MARKET VALUE
(17)
TMH PHYSICIAN ORGANIZATION
J
1,641,521
FAIR MARKET VALUE
(18)
TMH PHYSICIAN ORGANIZATION
S
53,258,720
FAIR MARKET VALUE
(19)
MEDVEST INCORPORATED
P
92,685
FAIR MARKET VALUE
(20)
MEDVEST INCORPORATED
J
13,590
FAIR MARKET VALUE
(21)
MEDVEST INCORPORATED
R
3,868,519
FAIR MARKET VALUE
(22)
METHODIST PRIMARY CARE GROUP
P
1,103,606
FAIR MARKET VALUE
(23)
METHODIST PRIMARY CARE GROUP
Q
4,378,001
FAIR MARKET VALUE
(24)
METHODIST PRIMARY CARE GROUP
L
250,000
FAIR MARKET VALUE
(25)
METHODIST PRIMARY CARE GROUP
R
27,510,394
FAIR MARKET VALUE
(26)
METHODIST HEALTH CENTERS
P
2,721,169
FAIR MARKET VALUE
(27)
METHODIST HEALTH CENTERS
Q
6,984,016
FAIR MARKET VALUE
(28)
METHODIST HEALTH CENTERS
L
104,718,891
FAIR MARKET VALUE
(29)
METHODIST HEALTH CENTERS
R
33,421,576
FAIR MARKET VALUE
(30)
HOUSTON METHODIST ST JOHN HOSPITAL
Q
111,407
FAIR MARKET VALUE
(31)
HOUSTON METHODIST ST JOHN HOSPITAL
L
6,976,889
FAIR MARKET VALUE
(32)
HOUSTON METHODIST ST JOHN HOSPITAL
R
9,904,221
FAIR MARKET VALUE
(33)
HOUSTON METHODIST ST CATHERINE
P
2,223,198
FAIR MARKET VALUE
(34)
HOUSTON METHODIST ST CATHERINE
Q
1,537,212
FAIR MARKET VALUE
(35)
HOUSTON METHODIST ST CATHERINE
L
646,069
FAIR MARKET VALUE
(36)
HOUSTON METHODIST ST CATHERINE
R
21,714,690
FAIR MARKET VALUE
(37)
DIAGNOSTIC CENTER HOSPITAL
P
1,730,769
FAIR MARKET VALUE
(38)
DIAGNOSTIC CENTER HOSPITAL
S
1,863,911
FAIR MARKET VALUE
(39)
TMH MEDICAL OFFICE BUILDINGS
Q
3,377,839
FAIR MARKET VALUE
(40)
TMH MEDICAL OFFICE BUILDINGS
L
2,200,000
FAIR MARKET VALUE
(41)
TMH MEDICAL OFFICE BUILDINGS
R
50,011,000
FAIR MARKET VALUE
(42)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
P
84,902,798
FAIR MARKET VALUE
(43)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
Q
12,951,307
FAIR MARKET VALUE
(44)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
A
6,506,100
FAIR MARKET VALUE
(45)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
L
7,200,000
FAIR MARKET VALUE
(46)
THE METHODIST HOSPITAL RESEARCH INSTITUTE
R
11,444,369
FAIR MARKET VALUE
(47)
SAN JACINTO METHODIST HOSPITAL
P
13,275
FAIR MARKET VALUE
(48)
SAN JACINTO METHODIST HOSPITAL
Q
1,698,207
FAIR MARKET VALUE
(49)
SAN JACINTO METHODIST HOSPITAL
L
24,558,951
FAIR MARKET VALUE
(50)
SAN JACINTO METHODIST HOSPITAL
R
21,062,837
FAIR MARKET VALUE
(51)
HOUSTON METHODIST COORDINATED CARE
L
50,001
FAIR MARKET VALUE
(52)
HOUSTON METHODIST COORDINATED CARE
R
1,958,036
FAIR MARKET VALUE
(53)
HEALTH CARE GROUP
R
58,484
FAIR MARKET VALUE
Schedule R (Form 990) 2016
Schedule R (Form 990) 2016
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) 2016
Schedule R (Form 990) 2016
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) 2016
Additional Data
Software ID:
Software Version: