Nonprofit · EIN 35-2436666
METHODIST PATIENT CENTERED ACO
Tax-exempt · DALLAS, TX 75203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $5,143,597 | $5,204,277 | -$60,680 | $7,821,326 | $7,821,326 | $0 |
| September 30, 2024 | 990 | $3,491,205 | $5,636,012 | -$2,144,807 | $5,601,499 | $5,601,499 | $0 |
| September 30, 2023 | 990 | $5,283,244 | $6,515,357 | -$1,232,113 | $7,849,824 | $7,849,824 | $0 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,043,190
- Investment income
- $100,407
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,650
- Salaries, compensation and benefits (total)
- $3,650
- Professional fundraising fees
- $0
- Occupancy
- $100,577
- Travel
- $2,677
- Program services (functional)
- $4,545,568
- Management and general (functional)
- $658,709
Balance sheet and other
- Total assets, start of year
- $5,601,499
- Total assets, end of year
- $7,821,326
- Total liabilities, end of year
- $7,821,326
- Net assets, end of year
- $0
- Gross receipts
- $5,143,597
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2012
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES C SCOGGIN JR | DIRECTOR Trustee or director | 0.1 | $0 | $4,016,230 | $62,489 |
| CRAIG BJERKE | TREASURER Officer | 0.1 | $0 | $1,536,500 | $166,171 |
| MARTIN L KOONSMAN MD | DIRECTOR Trustee or director | 0.1 | $0 | $1,038,597 | $146,103 |
| JOHN MYERS MD | DIRECTOR Trustee or director | 0.1 | $0 | $932,875 | $134,328 |
| SHANNON HUGGINS | SECRETARY / VP OF COMPLIANCE Trustee or director, Officer | 0.1 | $0 | $548,814 | $62,502 |
| BRIAN JONES MD | CHAIR / PRESIDENT / CHIEF MEDICAL OFFICER Trustee or director, Officer | 0.1 | $0 | $561,791 | $38,517 |
| MICHAEL S MARSHALL MD | DIRECTOR Trustee or director | 0.1 | $0 | $456,012 | $30,975 |
| RAJASREE NAIR MD | DIRECTOR Trustee or director | 0.1 | $0 | $296,234 | $11,205 |
| MICHAEL L FINCH MD | DIRECTOR Trustee or director | 0.1 | $0 | $8,340 | $0 |
| ALFONSO RAMIREZ MD | DIRECTOR Trustee or director | 0.1 | $3,650 | $0 | $0 |
| BRIGHAM AU MD | DIRECTOR (BEGINNING JANUARY 2025) Trustee or director | 0.1 | $0 | $0 | $0 |
| LUCIOUS WILLIAMS MD | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MATT MULLER MD | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MOLLIE DORROUGH MD | DIRECTOR (BEGINNING JANUARY 2025) Trustee or director | 0.1 | $0 | $0 | $0 |
| SAMIR NANGIA MD | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES C SCOGGIN JR | DIRECTOR Trustee or director | 0.1 | $0 | $3,719,272 | $77,284 |
| CRAIG BJERKE | TREASURER Officer | 0.1 | $0 | $1,386,521 | $165,387 |
| MARTIN L KOONSMAN MD | DIRECTOR Trustee or director | 0.1 | $0 | $979,647 | $141,680 |
| John Myers MD | DIRECTOR Trustee or director | 0.1 | $0 | $800,993 | $149,980 |
| BRIAN JONES MD | CHAIR / PRESIDENT / CHIEF MEDICAL OFFICER Trustee or director, Officer | 0.1 | $0 | $532,714 | $54,741 |
| SHANNON HUGGINS | SECRETARY / VP OF COMPLIANCE Trustee or director, Officer | 0.1 | $0 | $507,405 | $62,380 |
| MICHAEL S MARSHALL MD | DIRECTOR Trustee or director | 0.1 | $0 | $518,343 | $49,445 |
| RAJASREE NAIR MD | DIRECTOR Trustee or director | 0.1 | $0 | $301,363 | $13,301 |
| BASSEM MOSTAFA-ELSAWY MD | DIRECTOR (THROUGH JAN 2024) Trustee or director | 0.1 | $0 | $229,251 | $30,278 |
| MICHAEL L FINCH MD | DIRECTOR Trustee or director | 0.1 | $0 | $9,205 | $0 |
| ALFONSO RAMIREZ MD | DIRECTOR Trustee or director | 0.1 | $7,342 | $0 | $0 |
| LUCIOUS WILLIAMS MD | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MATT MULLER MD | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| SAMIR NANGIA MD | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES C SCOGGIN JR | DIRECTOR Trustee or director | 2 | $0 | $3,246,894 | $81,120 |
| CRAIG BJERKE | TREASURER Officer | 2 | $0 | $1,331,514 | $131,276 |
| MARTIN L KOONSMAN MD | DIRECTOR Trustee or director | 2 | $0 | $926,975 | $82,049 |
| GEORGE WILLIAMS MD | FORMER OFFICER Former | 0 | $0 | $673,201 | $45,045 |
| BRIAN JONES MD | CHAIR / PRESIDENT / CHIEF MEDICAL OFFICER Trustee or director, Officer | 5 | $0 | $508,383 | $75,388 |
| SHANNON HUGGINS | SECRETARY / VP OF COMPLIANCE Trustee or director, Officer | 5 | $0 | $481,536 | $43,805 |
| MICHAEL S MARSHALL MD | DIRECTOR Trustee or director | 5 | $0 | $471,983 | $49,062 |
| BASSEM MOSTAFA-ELSAWY MD | DIRECTOR Trustee or director | 2 | $0 | $283,198 | $47,212 |
| NANCY GEORGEKUTTY ALEXANDER MD | DIRECTOR (THROUGH JAN 2023) Trustee or director | 2 | $0 | $274,038 | $38,073 |
| RAJASREE NAIR MD | DIRECTOR Trustee or director | 2 | $0 | $269,164 | $8,883 |
| SAMUEL CULLISON MD | FORMER DIRECTOR Former | 0 | $0 | $216,254 | $6,232 |
| John Myers MD | DIRECTOR (BEGINNING JAN 2023) Trustee or director | 2 | $0 | $166,265 | $29,334 |
| SAMIR NANGIA MD | DIRECTOR Trustee or director | 2 | $0 | $22,000 | $0 |
| ALFONSO RAMIREZ MD | DIRECTOR Trustee or director | 2 | $17,093 | $0 | $0 |
| MICHAEL L FINCH MD | DIRECTOR Trustee or director | 2 | $0 | $7,297 | $0 |
| LUCIOUS WILLIAMS MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MATT MULLER MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1441 N BECKLEY AVE, DALLAS, TX 75203-1201
- In care of
- % ATTN TAX DEPT
- Principal officer (990 for 2024)
- CRAIG BJERKE, 1441 N BECKLEY AVE, DALLAS, TX 75203
- Signed the 990
- SHANNON HUGGINS, PRESIDENT
- Phone
- (214) 947-4510
- Return prepared by
- CROWE ADVISORY LLC
Mission
TO OPERATE AN ACCOUNTABLE CARE ORGANIZATION (ACO) TO (A) PARTICIPATE IN THE MEDICARE SHARED SAVINGS PROGRAM (MSSP) AS SET FORTH IN SECTION 1899 OF THE SOCIAL SECURITY ACT AND RELEASED REGULATIONS, (B) SERVE AS A VEHICLE FOR ADVANCING METHODIST HEALTH SYSTEM'S CLINICAL INTEGRATION AND QUALITY INITIATIVES, (C) SERVE AS A VEHICLE TO MANAGE, COORDINATE, AND PROMOTE ACCOUNTABILITY FOR THE QUALITY, PATIENT SAFETY, COST, AND OVERALL CARE OF PATIENTS, INCLUDING MEDICARE BENEFICIARIES, AND (D) SERVE AS A NETWORK TO PROVIDE COORDINATED QUALITY AND COST-EFFECTIVE MEDICAL AND HEALTH SERVICES.
Program accomplishments
- METHODIST PATIENT CENTERED ACO (MPCACO) IS A TEXAS NONPROFIT CORPORATION FORMED TO PARTICIPATE IN THE MEDICARE SHARED SAVINGS PROGRAM (MSSP) AS AN ACCOUNTABLE CARE ORGANIZATION (ACO). ON JULY 1, 2012 THE CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) SELECTED MPCACO TO PARTICIPATE IN ITS MSSP. METHODIST HOSPITALS OF DALLAS (MHD) IS A TEXAS NONPROFIT CORPORATION AND A 501(C)(3) ORGANIZATION. MHD IS THE SOLE MEMBER OF MPCACO. MHD PROVIDES QUALITY INTEGRATED CARE TO IMPROVE AND SAVE LIVES OF INDIVIDUALS THROUGHOUT NORTH TEXAS. AS REQUIRED BY SECTION 425.106 (C) OF THE MSSP REGULATIONS, SECTION 321 OF THE MPCACO AMENDED AND RESTATED BYLAWS REQUIRES THAT AT LEAST 75% OF THE MEMBERS OF THE BOARD SHALL BE ACO PARTICIPANTS AS DEFINED IN THE MSSP REGULATIONS, OR REPRESENTATIVES OF THOSE PARTICIPANTS TO ENSURE MPCACO IS OPERATED IN FURTHERANCE OF MHD'S EXEMPT PURPOSES. DURING THE MOST RECENT REPORTING PERIOD OF JANUARY 1, 2024 THROUGH DECEMBER 31, 2024, MEDICARE ADVISED THE ACO IT HAD PROPERLY REPORTED ON ALL REQUIRED QUALITY METRICS AND ACHIEVED MEDICARE SAVINGS OF $6,812,254 IN ONE MEASUREMENT PERIOD OF 2024 ON THE MEDICARE POPULATION SERVED BY THE ACO. MPCACO MOVED FROM THE BASIC TRACK TO ENHANCED TRACK ON JULY 1, 2019. PURSUANT TO THE SHARED SAVING AGREEMENT, 73% OF THAT TOTAL SAVINGS WAS DISTRIBUTED TO THE ACO. SUBSEQUENTLY, A PORTION OF THAT DISTRIBUTION WAS SHARED WITH PHYSICIANS WHO HAD SIGNED UP FOR THE SHARED SAVINGS PROGRAM AND HAD ACHIEVED A MINIMUM NUMBER OF POINTS (10) BY COMPLETING TASKS OF PERFORMANCE IMPROVEMENT, ACO CITIZENSHIP, QUALITY AND/OR ELECTRONIC MEDICAL RECORDS. AN ADDITIONAL PORTION WAS DISTRIBUTED TO THE HOSPITALS IN THE METHODIST HEALTH SYSTEM AND THE BALANCE WAS RETAINED TO OFFSET A PORTION OF THE ADMINISTRATIVE COSTS OF THE ACO.Expenses $4,545,568 · revenue $5,043,190
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 35-2436666
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E190)
- Assets (IRS master file)
- $7,821,326
- Income (IRS master file)
- $5,143,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $5,143,597 | $5,204,277 | $7,821,326 | XML |
| 990 | September 2024 | $3,491,205 | $5,636,012 | $5,601,499 | XML |
| 990 | September 2023 | $5,283,244 | $6,515,357 | $7,849,824 | XML |
| 990 | September 2022 | $5,219,838 | $6,445,832 | $8,133,362 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2436666).
Questions about METHODIST PATIENT CENTERED ACO
- What is the EIN of METHODIST PATIENT CENTERED ACO?
- The employer identification number (EIN) of METHODIST PATIENT CENTERED ACO is 35-2436666.
- Is METHODIST PATIENT CENTERED ACO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to METHODIST PATIENT CENTERED ACO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does METHODIST PATIENT CENTERED ACO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of METHODIST PATIENT CENTERED ACO due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did METHODIST PATIENT CENTERED ACO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of METHODIST PATIENT CENTERED ACO?
- The 990 for the year ended September 30, 2025 names CRAIG BJERKE.
- Who are the officers and directors of METHODIST PATIENT CENTERED ACO?
- The 990 for the year ended September 30, 2025 lists 15 people; 1 received compensation from the organization.
- How much revenue does METHODIST PATIENT CENTERED ACO have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $5,143,597, expenses of $5,204,277 and total assets of $7,821,326 at year end.
Other nonprofits in DALLAS
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025
- SCOTT & WHITE CLINIC EIN 74-2958277 · last filed 990 for 2025
- TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS EIN 75-1047527 · last filed 990 for 2024