MEMORIAL SPECIALTY HOSPITAL: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MEMORIAL SPECIALTY HOSPITAL (EIN 75-2492741)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-02
- IRS object ID
- 202521229349201827
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T15:10:24-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470617373 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONSPIRIT HEALTH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 INVERNESS DRIVE WEST | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752492741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEMORIAL SPECIALTY HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEMO | BusinessNameControlTxt |
| Phone | 9366397016 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1447 | AddressLine1Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONTE BOSTWICK | PersonNm |
| Person Title | MARKET PRESIDENT | PersonTitleTxt |
| Phone | 9366397016 | PhoneNum |
| Signature | 2025-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NHU DUONG | PreparerPersonNm |
| PTIN | P02088956 | PTIN |
| Phone | 3032989100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Total Revenue | $0 | TotalRevenueAmt |
| Total Expenses | $0 | TotalExpensesAmt |
| Excess Or Deficit For Year | $0 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | OPERATIONS OF MEMORIAL SPECIALTY HOSPITAL WERE SOLD TO PAM SPECIALTY HOSPITAL OF LUFKIN, LLC ON 7/1/2018. ON 4/23/2023, THE ASSETS OF MEMORIAL SPECIALTY HOSPITAL WERE TRANSFERRED TO MEMORIAL HEALTH SYSTEM OF EAST TEXAS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | OPERATIONS OF MEMORIAL SPECIALTY HOSPITAL WERE SOLD TO PAM SPECIALTY HOSPITAL OF LUFKIN, LLC ON JULY 1, 2018. ON 4/23/2023, THE ASSETS OF MEMORIAL SPECIALTY HOSPITAL WERE TRANSFERRED TO MEMORIAL HEALTH SYSTEM OF EAST TEXAS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| T DOUGLAS LAWSON | ||||
| BOARD MEMBER/PRESIDENT, SOUTH REGIO | 1.00 | $0 | $0 | $0 |
| MONTE BOSTWICK | ||||
| MARKET PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHELLI BROOKS | ||||
| MKT VP OP. FINANCE | 1.00 | $0 | $0 | $0 |
| JANE AINSWORTH | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALAN BASSIN MD | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARLO BRAWNER MD | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KURUVILLA CHERIPARAMBIL | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JULE FENLEY | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANGELA GOIN | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DEMETRESS HARRELL | ||||
| CHAIR | 1.00 | $0 | $0 | $0 |
| JOE HAYNES | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KEVIN HUDSON MD | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELLI BROOKS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1447 | AddressLine1Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9366397166 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART I, LINE 3C - SCHEDULE H NOT REQUIRED | FormAndLineReferenceDesc |
| Explanation | MEMORIAL SPECIALTY HOSPITAL IS RECOGNIZED AS A HOSPITAL BY THE INTERNAL REVENUE SERVICE UNDER IRC SECTION 170(B)(1)(A)(III). HOWEVER, MEMORIAL SPECIALTY HOSPITAL DOES NOT CURRENTLY OPERATE ANY LICENSED HOSPITAL FACILITIES; THEREFORE, NO SCHEDULE H IS REQUIRED. | ExplanationTxt |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | Yes (1) | DirectorOfSuccessorInd |
| Employee Of Successor | Yes (1) | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | EXPLANATION OF INVOLVEMENT: THE FOLLOWING INDIVIDUALS WERE OFFICERS/DIRECTORS OF LUFKIN VISION ACQUISITIONS AND REMAINED SERVING AS OFFICERS/DIRECTORS OF THE TRANSFEREE ORGANIZATION, MEMORIAL HEALTH SYSTEM OF EAST TEXAS:T. DOUGLAS LAWSONMONTE BOSTWICKSHELLI BROOKSDEMETRESS HARRELLJANE AINSWORTHTHE FOLLOWING INDIVIDUAL WAS AN EMPLOYEE OF MEMORIAL HEALTH SYSTEM OF EAST TEXAS PRIOR TO THE TRANSFER AND REMAINED AN EMPLOYEE OF THE TRANSFEREE ORGANIZATION, MEMORIAL HEALTH SYSTEM OF EAST TEXAS:SHELLI BROOKS |
| SCHEDULE N, PART I: | ON 4/23/2023, NET ASSETS OF MEMORIAL SPECIALTY HOSPITAL WERE TRANSFERRED TO MEMORIAL HEALTH SYSTEM OF EAST TEXAS, A RELATED SECTION 501(C)(3) ORGANIZATION. ALL AMOUNTS TRANSFERRED ARE USED BY MEMORIAL HEALTH SYSTEM OF EAST TEXAS IN SUPPORT OF THEIR TAX EXEMPT PURPOSE. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |