MEMORIAL HERMANN FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MEMORIAL HERMANN FOUNDATION (EIN 74-1653640)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-06-14
- IRS object ID
- 202131659349301318
- Schema version
- 2019v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-14T17:34:42-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741653640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Memorial Hermann Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SYSTEM TAX DEPARTMENT | InCareOfNm |
| Business Name Control | MEMO | BusinessNameControlTxt |
| Phone | 7133384552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 929 Gessner Rd Suite 1900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEC KING | PersonNm |
| Person Title | EVP & CFO | PersonTitleTxt |
| Phone | 7133384552 | PhoneNum |
| Signature | 2021-06-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR DAVID CALLENDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 929 Gessner Rd1900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,396,049 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.memorialhermann.org/foundation/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE FUNDRAISING SUPPORT AND PROMOTIONAL EFFORTS TO MEMORIAL HERMANN HEALTH SYSTEM AND ITS TAX EXEMPT AFFILIATES AND THE PROGRAMS AND FUNCTIONS THAT THEY CONDUCT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $186,901 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $185,901 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,819,759 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,878,461 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $868,911 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,681,313 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $169,466 | CYOtherRevenueAmt |
| PY Total Revenue | $22,688,670 | PYTotalRevenueAmt |
| CY Total Revenue | $33,729,240 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,448,998 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,925,396 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,400,862 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,048,992 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,594,958 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,995,100 | PYOtherExpensesAmt |
| CY Other Expenses | $4,143,659 | CYOtherExpensesAmt |
| PY Total Expenses | $21,844,960 | PYTotalExpensesAmt |
| CY Total Expenses | $30,118,047 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $843,710 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,611,193 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $125,008,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,175,720 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $857,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,593,077 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,151,052 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $125,582,643 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MEMORIAL HERMANN HEALTH SYSTEM IS A NONPROFIT, VALUES-DRIVEN, COMMUNITY-OWNED HEALTH SYSTEM DEDICATED TO IMPROVING HEALTH. OUR VISION IS TO CREATE HEALTHIER COMMUNITIES, NOW AND FOR GENERATIONS TO COME. OUR VALUES ARE COMMUNITY, COMPASSION, CREDIBILITY, AND COURAGE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,828,272 | ExpenseAmt |
| Grant | $17,013,225 | GrantAmt |
| Desc | Disbursements to and on behalf of Memorial Hermann Health System and its affiliates for the funding of the purchase of patient-care related equipment, furnishings, and supplies and to fund medical programs for the benefit of various operating departments throughout the hospital locations. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $725,797 | ExpenseAmt |
| Grant | $655,830 | GrantAmt |
| Desc | Disbursements for the benefit of patients, employees, and retired employees of Memorial Hermann Health System and its affiliates who demonstrated a need for financial assistance because of an existing or continuing hardship including that of a Federally declared disaster area. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,372,598 | ExpenseAmt |
| Grant | $4,854,679 | GrantAmt |
| Desc | Disbursements to and on behalf of Memorial Hermann Health System and its affiliates to fund public, physicians, and employee training programs, health awareness, continuing education, medical seminars, Physician Graduate Medical Education Programs, and other medical courses of study. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $444,512 | $401,661 | Individual donations and contributions to |
| others. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $444,512 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $401,661 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $25,371,179 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SYSTEM TAX DEPARTMENT | PersonNm |
| Phone | 7133384552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 929 GESSNER RD STE 1900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Charles D Stokes | ||||||||
| CEO/President 7/1-8/31 | 1.0 | 40.0 | Yes (X) | $0 | $3,169,789 | $417,657 | ||
| Brian Dean | ||||||||
| EVP/CFO/Treasurer | 1.0 | 40.0 | Yes (X) | $0 | $1,368,259 | $193,230 | ||
| Deborah Gordon | ||||||||
| EVP/CAO/CLO/SECRETARY | 1.0 | 40.0 | Yes (X) | $0 | $1,311,250 | $174,996 | ||
| Anne E Neeson | ||||||||
| EVP, CEO - Foundation | 40.0 | 0.0 | Yes (X) | $0 | $627,425 | $73,458 | ||
| David L Callender MD | ||||||||
| CEO/President 09/01-Present | 1.0 | 40.0 | Yes (X) | $0 | $570,763 | $128,862 | Yes (X) | |
| Warren Shea | ||||||||
| Assistant Secretary | 1.0 | 40.0 | Yes (X) | $0 | $508,104 | $50,884 | ||
| Kirsten Schachter | ||||||||
| Sr Dir, Major Gifts | 40.0 | 0.0 | $0 | $205,906 | $1,178 | Yes (X) | ||
| Linda Kuykendall | ||||||||
| AVP, Donor Engagement/Spec Evn | 40.0 | 0.0 | $0 | $205,801 | $969 | Yes (X) | ||
| Claire H Williams | ||||||||
| Sr Dir, Major Gifts | 40.0 | 0.0 | $0 | $176,694 | $296 | Yes (X) | ||
| Kimberly A Koehn | ||||||||
| Sr Dir, Major Gifts | 40.0 | 0.0 | $0 | $168,171 | $274 | Yes (X) | ||
| Michelle E Bair | ||||||||
| Dir, Major Gifts | 40.0 | 0.0 | $0 | $157,269 | $254 | Yes (X) | ||
| A Blake Williams | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Caralisa M Simon | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| D Keith Mosing | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| David N Greenberg | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Douglas W Schnitzer | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Ed Emmett | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Edd C Hendee | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Gary R Petersen | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Hallie Vanderhider | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Harry N Pefanis | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| James J Postl | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| James R Smith | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jo Lynn Falgout | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Joe R Davis | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| John Eads | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Kristina H Somerville | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Lynden B Rose | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Martin D Beirne | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Martin J Fein | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Morton A Cohn | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Philamena Baird | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Stephen A Lasher | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Stephen M Fraga | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Stephen M Trauber | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Susan D Sarofim | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Suzie E Johnson | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Tony Bradfield | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Tony Vallone | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| William E King | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Zhanna Golodryga | ||||||||
| Director | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,469,431 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,042,058 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ward Ames Entertainment | |||||
| 7500 San Felipe Ste 350 | HOUSTON | TX | 77063 | EVENT MANAGEMENT | $308,705 |
| Sterling Associates | |||||
| 55 Waugh Dr STE 601 | HOUSTON | TX | 77007 | PHILANTHROPY CONSLTG | $388,782 |
| Pennebaker Inc | |||||
| 1100 west 23rd St Ste 200 | HOUSTON | TX | 77008 | MARKETING SERVICES | $221,286 |
| Accordant Philanthropy LLC | |||||
| 105 Teal Nest Ct | PONTE VERDRA BEACH | FL | 32082 | PHILANTRHOPY CONSLTG | $137,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,907,055 | FundraisingAmt |
| Related Organizations | $6,640,184 | RelatedOrganizationsAmt |
| All Other Contributions | $19,331,222 | AllOtherContributionsAmt |
| Noncash Contributions | $116,740 | NoncashContributionsAmt |
| Total Contributions | $29,878,461 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,681,313 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $186,901 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,494,412 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,466 | TotalRevenueColumnAmt |
| Exclusion | $169,466 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $666,809 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,907,055 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $666,809 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,729,240 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $186,901 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,663,878 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,747,181 | TotalAmt |
| Program Services | $22,747,181 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,215 | TotalAmt |
| Program Services | $178,215 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,425 | TotalAmt |
| Program Services | $203,913 | ProgramServicesAmt |
| Management And General | $203,913 | ManagementAndGeneralAmt |
| Fundraising | $219,599 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,873,650 | TotalAmt |
| Program Services | $771,727 | ProgramServicesAmt |
| Management And General | $387,489 | ManagementAndGeneralAmt |
| Fundraising | $714,434 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,508 | TotalAmt |
| Program Services | $44,033 | ProgramServicesAmt |
| Management And General | $39,359 | ManagementAndGeneralAmt |
| Fundraising | $46,116 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,917 | TotalAmt |
| Program Services | $88,372 | ProgramServicesAmt |
| Management And General | $78,992 | ManagementAndGeneralAmt |
| Fundraising | $92,553 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,492 | TotalAmt |
| Program Services | $53,887 | ProgramServicesAmt |
| Management And General | $48,168 | ManagementAndGeneralAmt |
| Fundraising | $56,437 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,212,306 | TotalAmt |
| Program Services | $756,469 | ProgramServicesAmt |
| Management And General | $627,372 | ManagementAndGeneralAmt |
| Fundraising | $828,465 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,239 | TotalAmt |
| Program Services | $6,081 | ProgramServicesAmt |
| Management And General | $3,960 | ManagementAndGeneralAmt |
| Fundraising | $8,198 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,864 | TotalAmt |
| Program Services | $188,300 | ProgramServicesAmt |
| Management And General | $122,021 | ManagementAndGeneralAmt |
| Fundraising | $209,543 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,121 | TotalAmt |
| Program Services | $9,300 | ProgramServicesAmt |
| Management And General | $6,650 | ManagementAndGeneralAmt |
| Fundraising | $12,171 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,003 | TotalAmt |
| Program Services | $417 | ProgramServicesAmt |
| Management And General | $347,156 | ManagementAndGeneralAmt |
| Fundraising | $430 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,866 | TotalAmt |
| Program Services | $23,651 | ProgramServicesAmt |
| Management And General | $20,389 | ManagementAndGeneralAmt |
| Fundraising | $103,826 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,525 | TotalAmt |
| Program Services | $1,077 | ProgramServicesAmt |
| Management And General | $940 | ManagementAndGeneralAmt |
| Fundraising | $1,508 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL FUNCTIONS | $470,885 | $173,592 | $78,896 | $218,397 |
| PUBLICATION $ SUBSCRIPTIONS | $171,218 | $56,239 | $84,350 | $30,629 |
| RECRUITMENT | $79,781 | $24,255 | $17,558 | $37,968 |
| SYSTEM DEPARTMENT CHARGES | $51,213 | $0 | $51,213 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,638 | TotalAmt |
| Program Services | $44,470 | ProgramServicesAmt |
| Management And General | $13,484 | ManagementAndGeneralAmt |
| Fundraising | $14,684 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,118,047 | TotalAmt |
| Program Services | $25,371,179 | ProgramServicesAmt |
| Management And General | $2,151,910 | ManagementAndGeneralAmt |
| Fundraising | $2,594,958 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,104,620 | BOYAmt |
| EOY | $10,843,346 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,545,095 | BOYAmt |
| EOY | $35,144,993 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,954,146 | BOYAmt |
| EOY | $78,955,001 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,404,401 | BOYAmt |
| EOY | $3,232,380 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,008,262 | BOYAmt |
| EOY | $128,175,720 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,032 | BOYAmt |
| EOY | $2,409,142 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,178 | BOYAmt |
| EOY | $183,935 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,210 | BOYAmt |
| EOY | $2,593,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,115,793 | BOYAmt |
| EOY | $7,412,132 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,035,259 | BOYAmt |
| EOY | $118,170,511 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,151,052 | BOYAmt |
| EOY | $125,582,643 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,008,262 | BOYAmt |
| EOY | $128,175,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,611,193 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,266,761 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $87,159 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEMORIAL HERMANN HEALTH SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741152597 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $22,925,396 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $22,925,396 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,035,259 | BeginningYearBalanceAmt |
| Contributions | $22,716,168 | ContributionsAmt |
| Investment Earnings Or Losses | $287,679 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,868,595 | OtherExpendituresAmt |
| End Year Balance | $118,170,511 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,009,340 | BeginningYearBalanceAmt |
| Contributions | $16,436,204 | ContributionsAmt |
| Investment Earnings Or Losses | $973,966 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,384,251 | OtherExpendituresAmt |
| End Year Balance | $118,035,259 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,733,398 | BeginningYearBalanceAmt |
| Contributions | $20,017,990 | ContributionsAmt |
| Investment Earnings Or Losses | $1,869,096 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,611,144 | OtherExpendituresAmt |
| End Year Balance | $117,009,340 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,191,309 | BeginningYearBalanceAmt |
| Contributions | $19,775,565 | ContributionsAmt |
| Investment Earnings Or Losses | $8,535,846 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,769,322 | OtherExpendituresAmt |
| End Year Balance | $124,733,398 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,931,514 | BeginningYearBalanceAmt |
| Contributions | $38,053,233 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,079,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,714,431 | OtherExpendituresAmt |
| End Year Balance | $111,191,309 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.10000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.90000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $23,320,010 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY SECURITIES | $47,524,535 | F |
| CASH & CASH EQUIVALENTS | $2,618,964 | F |
| FIXED INCOME | $5,491,492 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $78,955,001 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE REMAINDER TRUST NPV | $181,872 |
| ADVANCES DUE TO AFFILIATES, NE | $2,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,935 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Schedule D Part V Line 4 | The endowment funds of the Foundation consist of both term and permanent endowment funds obtained from planned solicitations and donor initiatives for charitable contributions. The term funds consist of donations and investment income whose use is governed by time or a specific event. The permanent funds consist of donations and investment income for which the donor's stipulations restrict the Foundation to using only the income resulting from the investment of the donation. The assets of the term funds and the permanent funds income may only be used to support the charitable exempt operations, programs and purposes of Memorial Hermann Health System through the purchase of supplies, equipment, and other expenditures necessary for the performance of those operations and programs. |
| Form 990 Schedule D Part X Line 2 | AT JUNE 30, 2020 AND 2019, MEMORIAL HERMANN FOUNDATION MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $2,290,865 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,963,869 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $326,996 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $67,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $237,950 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $22,046 | OtherDirectExpensesEvent1Amt |
| Event2 | Razzle Dazzle | Event2Nm |
| Gross Receipts Event2 | $726,667 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $485,504 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $241,163 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $82,186 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $650 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $140,021 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $18,306 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $889,523 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $790,873 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $98,650 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $98,650 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,907,055 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,240,246 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $666,809 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $82,186 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $67,650 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $476,621 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,352 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $666,809 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEMORIAL HERMANN HEALTH SYSTEM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 929 GESSNER RD STE 1900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 741152597 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $22,747,181 | CashGrantAmt |
| Purpose Of Grant | Disbursement to and of support of its tax exempt purposes for equipment, furnishings, supplies and other financial assistance. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Assistance to Employees | GrantTypeTxt |
| Recipient | 85 | RecipientCnt |
| Cash Grant | $178,215 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Use of Grant Funds | FormAndLineReferenceDesc |
| Explanation | "Grants and Assistance" The main purpose of Memorial Hermann Foundation is to solicit funds for the charitable purposes of Memorial Hermann Health System and its affiliates. The disbursement of those funds to the Health System is made through the application for reimbursement of purchases or expenditures made by an operating program manager and authorized by a senior executive of the Health System. Disbursement of funds to employees of the Health System is made after a review of the financial need and emergency hardship determination by an independent Employee Assistance Program agency and funding approval has been authorized by a committee of Health System managers. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles D Stokes | ||||||||||||||
| CEO/President 7/1-8/31 | $0 | $1,388,694 | $0 | $1,407,894 | $0 | $373,201 | $0 | $415,982 | $0 | $1,675 | $0 | $3,587,446 | $0 | $224,855 |
| David L Callender MD | ||||||||||||||
| CEO/President 09/01-Present | $0 | $418,868 | $0 | $136,052 | $0 | $15,843 | $0 | $127,187 | $0 | $1,675 | $0 | $699,625 | $0 | $0 |
| Anne E Neeson | ||||||||||||||
| EVP, CEO - Foundation | $0 | $353,829 | $0 | $257,216 | $0 | $16,380 | $0 | $71,783 | $0 | $1,675 | $0 | $700,883 | $0 | $0 |
| Deborah Gordon | ||||||||||||||
| EVP/CAO/CLO/SECRETARY | $0 | $658,296 | $0 | $500,699 | $0 | $152,255 | $0 | $173,321 | $0 | $1,675 | $0 | $1,486,246 | $0 | $121,785 |
| Brian Dean | ||||||||||||||
| EVP/CFO/Treasurer | $0 | $737,125 | $0 | $545,402 | $0 | $85,732 | $0 | $191,555 | $0 | $1,675 | $0 | $1,561,489 | $0 | $54,510 |
| Warren Shea | ||||||||||||||
| Assistant Secretary | $0 | $310,441 | $0 | $134,380 | $0 | $63,283 | $0 | $49,209 | $0 | $1,675 | $0 | $558,988 | $0 | $50,812 |
| Kirsten Schachter | ||||||||||||||
| Sr Dir, Major Gifts | $0 | $174,275 | $0 | $26,419 | $0 | $5,212 | $0 | $0 | $0 | $1,178 | $0 | $207,084 | $0 | $0 |
| Linda Kuykendall | ||||||||||||||
| AVP, Donor Engagement/Spec Evn | $0 | $152,893 | $0 | $46,952 | $0 | $5,956 | $0 | $0 | $0 | $969 | $0 | $206,770 | $0 | $0 |
| Claire H Williams | ||||||||||||||
| Sr Dir, Major Gifts | $0 | $150,480 | $0 | $21,960 | $0 | $4,254 | $0 | $0 | $0 | $296 | $0 | $176,990 | $0 | $0 |
| Kimberly A Koehn | ||||||||||||||
| Sr Dir, Major Gifts | $0 | $129,638 | $0 | $31,082 | $0 | $7,451 | $0 | $0 | $0 | $274 | $0 | $168,445 | $0 | $0 |
| Michelle E Bair | ||||||||||||||
| Dir, Major Gifts | $0 | $111,149 | $0 | $32,057 | $0 | $14,063 | $0 | $0 | $0 | $254 | $0 | $157,523 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Schedule J Line 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: MEMORIAL HERMANN HEALTH SYSTEM SPONSORS TWO SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS; MEMORIAL HERMANN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP); EXECUTIVE DEFERRED COMPENSATION PLAN (EDCP). THE FOLLOWING INDIVIDUALS PARTICIPATED IN AND/OR RECEIVED PAYMENTS (NOTED IN PARENTHESIS FOR SERP AND EDCP RESPECTIVELY) FROM MEMORIAL HERMANN HEALTH SYSTEM'S SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING THE TAX YEAR: CHARLES STOKES ($76,056.06/$228,854.72); BRIAN DEAN ($0/$54,510.36); DEBORAH GORDON ($0/$121,785.42; WARREN SHEA ($0/$50,811.75) |
| FORM 990 SCHEDULE J PART I LINE 7 | MEMORIAL HERMANN HEALTH SYSTEM HAS TWO INCENTIVE PROGRAMS IN WHICH CERTAIN MANAGEMENT INDIVIDUALS MAY PARTICIPATE, THE MANAGEMENT INCENTIVE BONUS AND LONG TERM INCENTIVE PLAN. THE MANAGEMENT INCENTIVE BONUS IS AN ANNUAL INCENTIVE DESIGNED TO ATTRACT AND RETAIN KEY LEADERS AND ESTABLISH GREATER ACCOUNTABILITY AND ALIGNMENT TO BUSINESS PERFORMANCE. PAYMENT AMOUNT TARGETS ARE BASED UPON A PERCENTAGE OF BASE SALARY, DEVELOPED BY INDEPENDENT THIRD PARTY EXPERTS. MEMORIAL HERMANN'S COMPENSATION COMMITTEE AND GOVERNING BOARD HAS FINAL DISCRETION WHETHER TO AWARD AMOUNTS TO INDIVIDUALS AND TO ADJUST THE PAYMENT AT THEIR SOLE DISCRETION. THE LONG TERM INCENTIVE PLAN IS BASED ON A THREE-YEAR PERFORMANCE PLAN, WHICH REWARDS KEY SENIOR LEADERS BY ALIGNING THEIR COMPENSATION TO STRATEGIC INITIATIVES OF MEMORIAL HERMANN. PERFORMANCE TARGETS ARE BASED UPON A PERCENTAGE OF THE INDIVIDUAL'S BASE SALARY AND ARE DEVELOPED BY INDEPENDENT THIRD PARTY EXPERTS USING MARKET COMPETITIVE DATA WITHIN THE GUIDES OF REASONABLENESS. AT THE END OF A THREE-YEAR PERIOD, MEMORIAL HERMANN'S COMPENSATION COMMITTEE REVIEWS PERFORMANCE AGAINST GOALS TO DETERMINE APPROPRIATE PAYOUT. MEMORIAL HERMANN'S COMPENSATION COMMITTEE AND GOVERNING BOARD HAS FINAL DISCRETION WHETHER TO AWARD AMOUNTS TO INDIVIDUALS AND TO ADJUST THE PAYMENT AT THEIR SOLE DISCRETION. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | gift cards, champagne drawing gift card, | 1 | $39,500 | FMV |
| Yes (X) | painting | 1 | $34,000 | FMV |
| Yes (X) | $100 gift cards | 1 | $1,500 | FMV |
| Yes (X) | post cards,envelops, handouts | 1 | $14,382 | FMV |
| Yes (X) | gift cards, travel size hot toddy heat protecter | 1 | $9,600 | FMV |
| Yes (X) | full page add September Modern Magazine | 1 | $5,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Part VI Section A Line 6 | The Memorial Hermann Foundation has as its sole member Memorial Hermann Health System, both of which are 501(c)(3) non-profit entities. |
| Form 990 Part VI section A Line 7A | The member has the authority to annually elect the board members of the organization and to terminate and replace them at its discretion. |
| Form 990 Part VI Section A Line 7B | The member has approval authority over the decisions of the board for amendments to the bylaws and articles of incorporation, annual operating and capital budget, the purchase or sale of substantial assets, and the merger or dissolution of the organization. |
| Form 990 Part VI Section B Line 11B | THE FORM 990 IS PREPARED AND REVIEWED BY MEMORIAL HERMANN SYSTEM TAX DEPARTMENT. THE SYSTEM TAX DEPARTMENT WORKS WITH OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION TO OBTAIN THE INFORMATION NEEDED TO COMPLETE THE FORM 990. UPON COMPLETION, THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER, CHIEF ACCOUNTING OFFICER, AND/OR OTHER KEY OFFICERS. A COMPLETE COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING THE FORM 990. |
| Form 990 Part VI Section B Line 12C | MEMORIAL HERMANN HEALTH SYSTEM UTILIZES CONFLICT OF INTEREST SURVEYS AND HAS CODIFIED ITS PROCEDURE IN A POLICY. THE POLICY IS MONITORED BY THE ORGANIZATION'S CORPORATE COMPLIANCE DEPARTMENT THROUGH ANNUAL SURVEYS OF BOARD MEMBERS, CORPORATE OFFICERS, MANAGEMENT LEVEL EMPLOYEES, AND OTHER SELECTED EMPLOYEES, PHYSICIANS AND VENDORS FOR ALL OF ITS ENTITIES AND RELATED AFFILIATES. IN ADDITION TO RESPONDING TO THE SURVEY, EACH RECIPIENT AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE POLICY, HAVE READ AND UNDERSTOOD IT, HAVE AGREED TO COMPLY WITH IT, AND UNDERSTANDS THAT MEMORIAL HERMANN IS A CHARITABLE ORGANIZATION TO MUST ENGAGE IN PRIMARILY TAX-EXEMPT PURPOSE ACTIVITIES. THE CORPORATE COMPLIANCE DEPARTMENT, CHIEF LEGAL OFFICER, AND THE CORPORATE AUDIT COMMITTEE, CONSISTING OF INDEPENDENT BOARD MEMBERS, RECEIVE A REPORT OF ALL ITEMS DISCLOSED. THE AUDIT COMMITTEE CHAIR REPORTS THE EXISTENCE OF ANY CONFLICTS TO THE CORPORATE BOARD OF DIRECTORS. MEMORIAL HERMANN'S CONFLICTS OF INTEREST POLICY REQUIRES THAT BOARD MEMBERS EXCUSE THEMSELVES FROM DISCUSSIONS IN WHICH THEY HAVE A CONFLICT OF INTEREST. THE POLICY ALSO SUBJECTS BOARD MEMBERS TO DISCIPLINARY ACTION IF THEY ARE FOUND TO HAVE VIOLATED THE POLICY. |
| Form 990 Part VI Section B Line 15 | THE COMPENSATION COMMITTEE OF THE MEMORIAL HERMANN BOARD OF DIRECTORS RETAINS THE ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF EXECUTIVE COMPENSATION. THE COMMITTEE IS COMPRISED OF INDIVIDUALS WHO ARE NOT EMPLOYED BY MEMORIAL HERMANN, AND HAVE NO CONFLICTING INTERESTS. THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND DISQUALIFIED PERSONS IS MODELED AFTER THE REQUIREMENTS IN IRC SECTION 4958 TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE TOTAL REMUNERATION FOR THE ORGANIZATION'S DISQUALIFIED PERSONS IN ADVANCE OF BEING PAID. ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE ENGAGES AN INDEPENDENT THIRD-PARTY EXECUTIVE COMPENSATION CONSULTANT WHO USES COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND/OR FORMS 990 OF SIMILAR ORGANIZATIONS TO PERFORM A COMPETITIVE ANALYSIS AND WRITE AN OPINION LETTER REGARDING THE COMPETITIVE POSITION OF MEMORIAL HERMANN'S DISQUALIFIED PERSONS. THE COMPENSATION COMMITTEE REVIEWS THE COMPARABILITY DATA AND OPINION LETTER, AND DOCUMENTS ITS DISCUSSION AND DECISIONS IN MINUTES THAT ARE RETAINED WITH THE ORGANIZATION'S OTHER GOVERNANCE MATERIALS. THE ANALYSIS IS PERFORMED ANNUALLY AND IT INCLUDES THE PRESIDENT AND CEO, ALL EXECUTIVE VICE PRESIDENTS AND SENIOR VICE PRESIDENTS OF THE ORGANIZATION, AS WELL AS FAMILY MEMBERS OF DISQUALIFIED PERSONS WHO ARE EMPLOYED BY MEMORIAL HERMANN. |
| Form 990 Part VI Section C Line 19 | CERTAIN DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC THROUGH THE TEXAS SECRETARY OF STATE, SUCH AS THE ORGANIZATION'S CERTIFICATE OF FORMATION AND ANY AMENDMENTS THERETO. THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS, WHICH ARE ATTACHED TO THE FORM 990 AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| Form 990 Part XI Line 9 | Change in charitable trusts. 87,158 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Memorial Hermann Health System | ||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 741152597 | Healthcare | TX | 501(c)(3) | 3 | na | false |
| Memorial Hermann Community Benefits Corp | ||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 680511504 | COMMUNITY | TX | 501(c)(3) | 10 | MHHS | false |
| Memorial Hermann Medical Group | ||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 204923281 | PHYSICIAN SVC | TX | 501(c)(3) | 10 | MHHS | false |
| MHS Physicians of Texas | ||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 760385980 | PHYSICIAN SVC | TX | 501(c)(3) | 3 | MHHS | false |
| Memorial Hermann Information Exchange | ||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 020684202 | POP HEALTH | TX | 501(c)(3) | 3 | MHHS | false |
| Memorial Hermann Accountable Care Org | ||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 800778181 | ACO | TX | 501(C)(4) | N/A | MHHS | false |
| Memorial Hermann Pharmacy Services LLC | ||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 202184459 | PHARMACY | TX | 501(c)(3) | 10 | MHHS | false |
| Memorial Hermann Hospital Based Physicia | ||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 844504483 | Physician SVC | TX | 501(c)(3) | N/A | MHHS | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| MHUSP Surgery Ctr III LLP | |||||||
| 15305 Dallas Parkway Suite 1600 LB | Addison | TX | 75001 | 200707543 | AMB SURGERY CNTR | TX | na |
| MH Katy Rehab Hospital LLC | |||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 263896057 | REHABILITATION | TX | na |
| MHUSP Surgery Centers IV LLP | |||||||
| 15305 Dallas Pkwy Ste 1600 LB 28 | Addison | TX | 75001 | 208575266 | AMB SURGERY Cntr | TX | na |
| MH SURGERY CRT KATY LLP | |||||||
| 15305 Dallas Pkwy Ste 1600 LB 28 | Addison | TX | 75001 | 203360737 | AMB SURGERY CNTR | TX | NA |
| MH SURGERY CTR MEMORIAL CITY LLC | |||||||
| 15305 Dallas Pkwy Ste 1600 LB 28 | Addison | TX | 75001 | 264276930 | AMB SURGERY CNTR | TX | NA |
| MH SURGERY CTR TEXAS MEDICAL CENTER LLP | |||||||
| 15305 Dallas Pkwy Ste 1600 LB 28 | Addison | TX | 75001 | 203233666 | AMB SURGERY CNTR | TX | NA |
| MH SURGERY CENTER THE WOODLANDS | |||||||
| 15305 Dallas Pkwy Ste 1600 LB 28 | Addison | TX | 75001 | 201765863 | AMG SURGERY CNTR | TX | NA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MHMD | |||||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 760074819 | INTEGRATED PN | TX | NA | C Corp | false | ||||
| The Health Professionals Ins Company LTD | |||||||||||||
| INVESTMENTS | na | Foreign | false | Barclays House 3rd Floor | Grand Caymen | CJ | CJ | ||||||
| Memorial Hermann Health Solutions | |||||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 264419989 | Insurance | TX | NA | C Corp | false | ||||
| Memorial Hermann Health Insurance | |||||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 760646301 | Insurance | TX | NA | c corp | false | ||||
| Memorial Hermann Health Plan Inc | |||||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 462707092 | Insurance | TX | na | C Corp | false | ||||
| Memorial Hermann Health Plan Holdings LL | |||||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 812971502 | Insurance | TX | na | C Corp | false | ||||
| MH Commercial Health Plan Inc | |||||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 206680981 | Insurnace | TX | NA | C Corp | false | ||||
| Memorial Hermann Ventures LLC | |||||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 825207571 | Holding Company | TX | NA | C corp | false | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Memorial Hermann Health System | ||
| B | $22,747,128 | GAAP |
| Memorial Hermann Health System | ||
| P | $11,036,077 | GAAP |
| Memorial Hermann Health System | ||
| Q | $19,097,459 | GAAP |