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Nonprofit · EIN 74-1948396

METHODIST HOSPITAL SELF INSURANCE TRUST

Tax-exempt · HOUSTON, TX 77030

Financials

$34.7M$22.9M2023$47.8M$28.2M2024
Revenue Expenses · by fiscal year end
Financials of METHODIST HOSPITAL SELF INSURANCE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$47,812,082$28,172,482$19,639,600$163,055,600$0$163,055,600
December 31, 2023990$34,666,328$22,873,928$11,792,400$143,416,000$0$143,416,000
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$39,812,078
Program service revenue
$0
Investment income
$8,000,004
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$11,242,736
Program services (functional)
$28,172,482

Balance sheet and other

Total assets, start of year
$143,416,000
Total assets, end of year
$163,055,600
Total liabilities, end of year
$0
Net assets, end of year
$163,055,600
Net assets without donor restrictions
$163,055,600
Gross receipts
$47,812,082
Employees
0
Volunteers
0
Year formed
1977
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
STATE STREET BANKTRUSTEE
Institutional trustee
2$0$527,828
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationFrom related orgs
STATE STREET BANKTRUSTEE
Institutional trustee
2$0$537,233

Address and contacts

Address (IRS master file)
6565 FANNIN ST GB240, HOUSTON, TX 77030-2703
In care of
% KATHY BLANKENSHIP
Principal officer (990 for 2024)
ANTHONY DEFURIO, 6565 FANNIN ST GB240, HOUSTON, TX 77030
Signed the 990
ANTHONY DEFURIO, EXECUTIVE VP, CFO
Phone
(832) 667-6160
Return prepared by
ERNST & YOUNG US LLP

Mission

SEE SCHEDULE O.

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION IS A TRUST AND WAS CREATED TO PROVIDE FOR THE SAFE KEEPING AND INVESTMENT OF FUNDS CONTRIBUTED BY THE METHODIST HOSPITAL (TMH), DOING BUSINESS AS HOUSTON METHODIST HOSPITAL, TO PROVIDE FOR FUNDING OF REASONABLE COSTS INCURRED IN PROTECTING HOUSTON METHODIST HOSPITAL ENTITIES AGAINST MALPRACTICE AND COMPREHENSIVE GENERAL PATIENT LIABILITY LOSSES.
    Expenses $28,172,482 · revenue $8,000,004

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
74-1948396
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$163,055,600
Income (IRS master file)
$47,812,082

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$47,812,082$28,172,482$163,055,600XML
990December 2023$34,666,328$22,873,928$143,416,000XML
990December 2022$29,751,346$21,085,246$131,623,600IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 74-1948396).

Questions about METHODIST HOSPITAL SELF INSURANCE TRUST

What is the EIN of METHODIST HOSPITAL SELF INSURANCE TRUST?
The employer identification number (EIN) of METHODIST HOSPITAL SELF INSURANCE TRUST is 74-1948396.
Is METHODIST HOSPITAL SELF INSURANCE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to METHODIST HOSPITAL SELF INSURANCE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does METHODIST HOSPITAL SELF INSURANCE TRUST 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 HOSPITAL SELF INSURANCE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did METHODIST HOSPITAL SELF INSURANCE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of METHODIST HOSPITAL SELF INSURANCE TRUST?
The 990 for the year ended December 31, 2024 names ANTHONY DEFURIO.
Who are the officers and directors of METHODIST HOSPITAL SELF INSURANCE TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does METHODIST HOSPITAL SELF INSURANCE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $47,812,082, expenses of $28,172,482 and total assets of $163,055,600 at year end.

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