2025-07-18T14:09:25-05:00 2024-12-31 621114363 HENDERSON HUTCHERSON & MCCULLOUGH PLLC 1755 KIRBY PARKWAY SUITE 200 MEMPHIS TN 38120 990 2024-01-01 383790195 SEMMES-MURPHEY FOUNDATION SEMM 9012595316 6325 HUMPHREYS BLVD MEMPHIS TN 38120 JENNIFER BALINK EXECUTIVE DIRECTOR 9012595316 2025-07-10 1 1 RICHARD A SWOPE P00590766 9016834234 2025-07-10 2024 2025-03-06 01:10:19Z JENNIFER BALINK 6325 HUMPHREYS BLVD MEMPHIS TN 38120 2457643 0 X WWW.SEMMESMURPHEY-FOUNDATION.ORG X 2007 TN (1) TO ADVANCE THE ART AND SCIENCE OF NEUROSURGERY, NEUROLOGY AND RELATED DISCIPLINES THROUGH THE PRACTICE OF CLINICAL MEDICINE, THE PROVISION OF SURGICAL CARE, AND THE DEVELOPMENT OF IMPROVED METHODS, SYSTEMS, TECHNIQUES, AND RESOURCES IN FURTHERANCE THEREOF. (2) TO ESTABLISH AND PROMOTE OPPORTUNITIES FOR GRADUATE AND POSTGRADUATE MEDICAL EDUCATION IN COORDINATION AND COOPERATION WITH COLLEGES AND MEDICINE, SCIENCE AND HEALTH PROFESSIONS, HOSPITALS, PUBLIC AND PRIVATE AGENCIES AND OTHERS. (3) TO ENGAGE IN CLINICAL AND SCIENTIFIC RESEARCH IN CONJUCTION WITH THE PROFESSIONAL PRACTICE OF MEDICINE AND SURGERY. (4) TO PROVIDE PROFESSIONAL MEDICAL AND SURGICAL PATIENT CARE, HEALTH EDUCATION AND GUIDANCE, AND OTHER THERAPEUTIC HEALTH SERVICES FOR INDIVIDUALS AND FAMILIES WITHOUT REGARD TO RACE, CREED, COLOR, SEX, AGE, RELIGION, NATIONAL ORIGIN, DISABILITY, HEALTH STATUS, VETERAN STATUS OR (WITHIN THE ECONOMIC RESOURCES AVAILABLE TO THE CORPORATION) ABILITY TO PAY. 12 4 29 20 0 0 1246061 1149472 613246 1289671 1901 0 0 -27909 1861208 2411234 0 0 0 0 1764550 1829017 0 0 106009 685601 1215277 2450151 3044294 -588943 -633060 955360 691852 203412 572964 751948 118888 X (1) TO ADVANCE THE ART AND SCIENCE OF NEUROSURGERY, NEUROLOGY AND RELATED DISCIPLINES THROUGH THE PRACTICE OF CLINICAL MEDICINE, THE PROVISION OF SURGICAL CARE, AND THE DEVELOPMENT OF IMPROVED METHODS, SYSTEMS, TECHNIQUES, AND RESOURCES IN FURTHERANCE THEREOF. (2) TO ESTABLISH AND PROMOTE OPPORTUNITIES FOR GRADUATE AND POSTGRADUATE MEDICAL EDUCATION IN COORDINATION AND COOPERATION WITH COLLEGES AND MEDICINE, SCIENCE AND HEALTH PROFESSIONS, HOSPITALS, PUBLIC AND PRIVATE AGENCIES AND OTHERS. (3) TO ENGAGE IN CLINICAL AND SCIENTIFIC RESEARCH IN CONJUCTION WITH THE PROFESSIONAL PRACTICE OF MEDICINE AND SURGERY. (4) TO PROVIDE PROFESSIONAL MEDICAL AND SURGICAL PATIENT CARE, HEALTH EDUCATION AND GUIDANCE, AND OTHER THERAPEUTIC HEALTH SERVICES FOR INDIVIDUALS AND FAMILIES WITHOUT REGARD TO RACE, CREED, COLOR, SEX, AGE, RELIGION, NATIONAL ORIGIN, DISABILITY, HEALTH STATUS, VETERAN STATUS OR (WITHIN THE ECONOMIC RESOURCES AVAILABLE TO THE CORPORATION) ABILITY TO PAY. 0 0 131203 374413 OPERATED A FELLOWSHIP PROGRAM TO TRAIN PHYSICIANS IN THE ART AND SCIENCE OF ENDOVASCULAR NEUROSURGERY. 2332848 915258 COMPILED DATA FOR VARIOUS CLINICAL RESEARCH STUDIES AND OTHER REGISTRIES, INCLUDING THE NATIONAL NEUROSURGERY OUTCOMES DATABASE (QOD). 2464051 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 1 0 TN X SEMMES-MURPHEY FOUNDATION 9012595316 6325 HUMPHREYS BLVD MEMPHIS TN 38120 CLARENCE WATRIDGE MD PAST- CHAIRMAN 1.00 X 0 0 0 KEVIN FOLEY MD VICE-CHAIRMAN 1.00 X X 0 0 0 JON ROBERTSON MD SECRETARY 1.00 X X 0 0 0 ADAM ARTHUR MD DIRECTOR 1.00 X 0 0 0 LUCAS ELIJOVICH MD CHAIRMAN 1.00 X X 0 0 0 SCOTT FOUNTAIN MD DIRECTOR 1.00 X 0 0 0 ROBERT LASTER MD DIRECTOR 1.00 X 0 0 0 L MADISON MICHAEL MD SECRETARY 1.00 X 0 0 0 DANIEL HOIT MD DIRECTOR 1.00 X 0 0 0 KEN EDMUNDSON DIRECTOR 1.00 X 0 0 0 KIRK BAILEY TREASURER 1.00 X X 0 0 0 RUSSEL OLSEN DIRECTOR 1.00 X 0 0 0 JENNIFER BALINK EXECUTIVE DIRECTOR 50.00 X 247666 0 33845 NICOLAS K KHATTAR PHYSICIAN 1.00 X 100058 0 17725 HAYDN A HOFFMAN MD PHYSICIAN 1.00 X 100052 0 3407 COURTNEY L BERRYMAN CLINICAL RESEARCH MANAGER 1.00 X 115981 0 28647 563757 0 83624 4 0 1 0 SEMMES MURPHEY CLINIC 6325 HUMPHREYS BOULEVARD MEMPHIS TN 38120 HEALTH CARE 306436 BULTER SNOW LLP PO BOX 6010 RIDGELAND MS 39158 LEGAL 261269 THE UNIVERSITY OF HEALTH SCIENCE CENTER 62 S DUNLAP SUITE 300 MEMPHIS TN 38163 HEALTH CARE RESEARCH 137350 YOUR PART TIME CONTROLLER 1600 MARKET STREET SUITE 3425 PHILADELPHIA PA 19103 BOOKKEEPING 114928 4 29063 1120409 1149472 SERVICE FEES 621110 1289671 1289671 1289671 18500 29063 46409 -27909 -27909 2411234 1289671 0 -27909 X 247666 82556 82555 82555 1283043 1283043 81564 71386 5089 5089 110639 98255 6192 6192 106105 93475 6315 6315 211809 180038 31771 227521 227521 573723 526227 47496 4482 4482 21718 21718 1192 1192 6779 6779 47640 28584 19056 SUPPLIES 93787 79719 14068 BAD DEBT 20768 20768 FUNDRAISING 5858 5858 3044294 2464051 474234 106009 357978 106812 126748 491484 297997 58442 119618 110017 69340 47456 40677 955360 691852 203412 440714 7250 125000 203412 572964 X 59086 118888 692862 0 751948 118888 955360 691852 -633060 0 X X 0 1 X 1 0 X 1277482 895072 922827 1246061 1174326 5515768 1277482 895072 922827 1246061 1174326 5515768 1723608 3792160 5515768 5188853 0.68750 0.68350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88153 55560 32593 21864 13780 8084 40677 X 2464243 6600 46409 53009 2411234 0 2411234 3097303 6600 46409 53009 3044294 0 3044294 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE FOUNDATION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT OF THE FOUNDATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 46,409. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 46,409. GOLF TOURNAMENT 47563 29063 18500 798 45611 47563 29063 18500 798 45611 46409 -27909 X 0 0 0 0 0 0 0 0 0 JENNIFER BALINK EXECUTIVE DIRECTOR 247666 0 0 0 0 0 33845 0 0 0 281511 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS OF THE SEMMES-MURPHEY FOUNDATION ARE SHAREHOLDERS OF SEMMES-MURPHEY CLINIC: KEVIN . FOLEY, M.D., JON H. ROBERTSON, M.D., ADAM ARTHUR, M.D., SCOTT FOUNTAIN, M.D., L. MADISON MICHAEL, M.D., LUCAS ELIJOVICH, M.D., AND DANIEL HOIT, M.D. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO EACH DIRECTOR ON THE BOARD OF DIRECTORS TO REVIEW THE INFORMATION FOR ACCURACY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 NO MEMBERS OF THE BOARD OF DIRECTORS RECEIVE COMPENSATION. SALARY FOR EXECUTIVE DIRECTOR IS BASED ON SALARY SURVERY DATA TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE SEMMES-MURPHEY FOUNDATION MAKES ITS CORPORATE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 165,475. MANAGEMENT AND GENERAL EXPENSES 29,202. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 194,677. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 103,671. MANAGEMENT AND GENERAL EXPENSES 18,294. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,965. PURCHASED MEDICAL SERVICES : PROGRAM SERVICE EXPENSES 149,137. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,137. IRB FEES: PROGRAM SERVICE EXPENSES 107,944. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,944. FORM 990, PART XII, LINE 2: THE FOLLOWING DIRECTORS OF THE SEMMES-MURPHEY FOUNDATION ARE SHAREHOLDERS OF SEMMES-MURPHEY CLINIC: KEVIN . FOLEY, M.D., JON H. ROBERTSON, M.D., ADAM ARTHUR, M.D., SCOTT FOUNTAIN, M.D., L. MADISON MICHAEL, M.D., LUCAS ELIJOVICH, M.D., AND DANIEL HOIT, M.D. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.