NEBRASKA METHODIST HEALTH SYSTEM INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NEBRASKA METHODIST HEALTH SYSTEM INC (EIN 47-0639839)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201413179349306311
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T16:47:06-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 NORTH 96TH STREET SUITE 300 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470639839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEBRASKA METHODIST HEALTH SYSTEM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEBR | BusinessNameControlTxt |
| Phone | 4023544840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8511 WEST DODGE ROAD | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68114 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BURT | PersonNm |
| Person Title | VICE PRES-FINANCE & CFO | PersonTitleTxt |
| Phone | 4023544000 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01231721 | PTIN |
| Phone | 4023481450 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN FRASER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8511 WEST DODGE ROAD | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,729,617 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BESTCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | OPERATED EXCLUSIVELY FOR THE BENEFIT OF NEBRASKA METHODIST HOSPITAL & ITS RELATED ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 647 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $882,745 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $50,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,619,848 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,970,461 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,452 | PYInvestmentIncomeAmt |
| CY Investment Income | $248,204 | CYInvestmentIncomeAmt |
| PY Other Revenue | $925,306 | PYOtherRevenueAmt |
| CY Other Revenue | $1,047,290 | CYOtherRevenueAmt |
| PY Total Revenue | $41,566,606 | PYTotalRevenueAmt |
| CY Total Revenue | $42,315,955 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $259,222 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $152,254 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,105,538 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,533,622 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,530,510 | PYOtherExpensesAmt |
| CY Other Expenses | $10,807,959 | CYOtherExpensesAmt |
| PY Total Expenses | $41,895,270 | PYTotalExpensesAmt |
| CY Total Expenses | $44,493,835 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$328,664 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,177,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,969,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,193,471 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $78,853,476 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,590,197 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$27,883,696 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $119,603,274 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF NEBRASKA METHODIST HEALTH SYSTEM IS TO CARE FOR PEOPLE BY DEVELOPING THE SPIRITUAL, HUMAN, FINANCIAL AND PHYSICAL RESOURCE BASE NEEDED TO PROVIDE THE BEST POSSIBLE HEALTH CARE SERVICES. THE PRIMARY WAY IN WHICH NEBRASKA METHODIST HEALTH SYSTEM PURSUES THIS MISSION IS THROUGH THE MONITORING AND COORDINATION OF ACTIVITIES AND BY REMAINING ALERT TO THE PHILOSOPHIES OF HEALING MINISTRIES AS REPRESENTED BY THE UNITED METHODIST CHURCH IN ITS ECUMENICAL RELATIONSHIPS AND CONCERNS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,941,844 | ExpenseAmt |
| Grant | $152,254 | GrantAmt |
| Revenue | $39,169,925 | RevenueAmt |
| Desc | NEBRASKA METHODIST HEALTH SYSTEM SUPPORTS THE MISSION OF CARING FOR PEOPLE THROUGH THE COORDINATION OF THE METHODIST HEALTH SYSTEM FAMILY OF RELATED CORPORATIONS.TO ACHIEVE THE HIGHEST QUALITY HEALTHCARE AT THE LOWEST COST, THE NEBRASKA METHODIST HEALTH SYSTEM HAS CONSOLIDATED SEVERAL ESSENTIAL FUNCTIONS, AND, IN TURN, PROVIDES THESE SERVICES FROM A CENTRALIZED SOURCE FOR MAXIMUM EFFICIENCY TO ALL AFFILIATED PROVIDERS. THE SERVICES INCLUDE MANAGEMENT CONSULTING, FINANCE, OPERATIONS ANALYSIS, DATA PROCESSING AND HUMAN RESOURCES FUNCTIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,053,772 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,024,801 | RevenueAmt |
| Desc | BEST CARE EAP IS A PREMIER PROVIDER OF CUSTOMIZED EMPLOYEE ASSISTANCE PROGRAMS, MANAGEMENT CONSULTATION, EMPLOYEE AND LEADERSHIP TRAINING AND DEVELOPMENT, PERFORMANCE COACHING AND WORK/LIFE SERVICES. BEST CARE EAP PARTNERS WITH ORGANIZATIONS ACROSS THE COUNTRY TO FACILITATE A HEALTHIER, MORE PRODUCTIVE WORKFORCE.THE EMPLOYEE ASSISTANCE PROGRAM (EAP) CONDUCTS CRITICAL SUPPORT ACTIVITIES FOR TRAUMATIC EVENTS SUCH AS THE DEATH OF AN EMPLOYEE, WORKPLACE ACCIDENTS, NATURAL DISASTERS AND VIOLENCE IN THE WORKPLACE. TRAUMA RESPONSE INCLUDES IMMEDIATE PHONE CONSULTATION, THE GOAL OF TRAUMA RESPONSE IS TO MINIMIZE THE DAMAGE CREATED BY THE ORDEAL AND TO SPEED THE RECOVERY PROCESS FOR PERSONNEL AND THE ORGANIZATION. EAP ALSO ASSISTS MANAGERS IN RECOGNIZING POST-TRAUMA SYMPTOMS AND PROVIDES GUIDANCE ON HOW TO REFER THE EMPLOYEE TO EAP. DURING AND AFTER, COUNSELORS WILL IDENTIFY AND REFER THOSE EMPLOYEES NEEDING FURTHER COUNSELING ASSISTANCE. SPECIALLY TRAINED PROFESSIONAL COUNSELORS CONDUCT SHORT TERM COUNSELING SERVICES TO HELP INDIVIDUALS AND FAMILIES OFFERING AN UNBIASED, INFORMAL AND CONFIDENTIAL ENVIRONMENT TO WORK THROUGH PERSONAL PROBLEMS AND FINANCIAL DIFFICULTIES.DURING 2013, THE EAP ALSO FACILITATED EMPLOYEE AND SUPERVISORY TRAINING IN SUCH AREAS AS MANAGEMENT, WELLNESS, ATTITUDE/MOTIVATION AND HUMAN RESOURCES TOPICS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $38,995,616 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 647 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA K BURT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4023544840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8511 W DODGE ROAD | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SPENCER STEVENS | |||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LARRY V PEARSON | |||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ART N BURTSCHER | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADAM YALE | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN FRASER | |||||||||
| PRESIDENT/CEO | 16.00 | 24.00 | Yes (X) | Yes (X) | $665,343 | $0 | $195,369 | ||
| LARRY DE ROIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN DODGE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD C HAHN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN HOFFMAN MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $361,883 | $64,800 | |||
| DAN KINNEY PHD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| C L LANDEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LOHRBERG MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $206,720 | $56,272 | |||
| DIANNE SEEMAN LOZIER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL D LYDIATT MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $252,868 | $23,890 | |||
| JOHN NELSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT ROSE MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $684,430 | $66,422 | |||
| LB RED THOMAS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SID DINSDALE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL LEBENS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA K BURT | |||||||||
| VICE PRES FINANCE/CFO | 5.00 | 35.00 | Yes (X) | $481,614 | $0 | $91,351 | |||
| MARK BURMESTER | |||||||||
| EXECUTIVE | 40.00 | 0.00 | $316,061 | $0 | $70,165 | Yes (X) | |||
| TOM EISERMAN | |||||||||
| EXECUTIVE | 40.00 | 0.00 | $170,205 | $0 | $40,257 | Yes (X) | |||
| JERRY ELLWANGER | |||||||||
| EXECUTIVE | 40.00 | 0.00 | $224,901 | $0 | $76,988 | Yes (X) | |||
| TODD GRAGES | |||||||||
| EXECUTIVE | 1.00 | 39.00 | $404,665 | $0 | $87,096 | Yes (X) | |||
| ROGER HERTZ | |||||||||
| EXECUTIVE | 40.00 | 0.00 | $237,849 | $0 | $57,330 | Yes (X) | |||
| HOLLY HUERTER MORGAN | |||||||||
| EXECUTIVE | 40.00 | 0.00 | $274,848 | $0 | $75,914 | Yes (X) | |||
| CYNTHIA PEACOCK | |||||||||
| EXECUTIVE | 1.00 | 39.00 | $373,382 | $0 | $70,414 | Yes (X) | |||
| ANTON PISKAC | |||||||||
| EXECUTIVE | 39.00 | 1.00 | $272,355 | $0 | $67,612 | Yes (X) | |||
| STEVE BAUMERT | |||||||||
| EXECUTIVE | 1.00 | 39.00 | $293,431 | $0 | $79,976 | Yes (X) | |||
| MICHAEL KLEMENZ | |||||||||
| DIR - BUSINESS INTELLIGENCE | 40.00 | 0.00 | $176,776 | $0 | $27,813 | Yes (X) | |||
| STEPHEN ZUBROD | |||||||||
| EXECUTIVE | 40.00 | 0.00 | $158,638 | $0 | $34,453 | Yes (X) | |||
| TERI LARSEN | |||||||||
| DIR - FINANCE REVENUE ANALYTICS | 40.00 | 0.00 | $156,357 | $0 | $22,542 | Yes (X) | |||
| KAY RICHTER | |||||||||
| DIR - ACCOUNTING | 40.00 | 0.00 | $167,026 | $0 | $19,884 | Yes (X) | |||
| STEVEN ZUBER | |||||||||
| CHIEF MEDICAL INFO OFFICER | 40.00 | 0.00 | $348,527 | $0 | $90,046 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,721,978 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,505,901 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,318,594 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 39 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADVISORY BOARD | |||||
| P O BOX 79461 | BALTIMORE | MD | 21279 | CONSULTING SERVICE | $1,188,724 |
| CORP 3 DESIGN | |||||
| 1005 SOUTH 76 STREET 104 | OMAHA | NE | 68114 | MEDIA CONSULTANTS | $486,746 |
| STRATA DECISION TECHNOLOGY | |||||
| P O BOX 150497 | HARTFORD | CT | 06115 | CONSULTING SERVICE | $457,222 |
| ANDERSON PARTNERS | |||||
| 6919 DODGE STREET | OMAHA | NE | 68132 | ADVERTISING SERVICES | $424,638 |
| KPMG LLP | |||||
| P O BOX 120001 | DALLAS | TX | 75312 | TAX AND AUDITING SERVICE | $404,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $50,000 | RelatedOrganizationsAmt |
| Total Contributions | $50,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MGMT SERVICE-AFFILIATES | 541900 | $38,923,128 | $38,923,128 |
| EMPLOYEE ASSISTANCE | 624100 | $2,024,801 | $2,024,801 |
| MISC HEALTH SERVICES | 624100 | $22,532 | $22,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,970,461 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,953 | TotalRevenueColumnAmt |
| Exclusion | $121,953 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $751,999 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $811,719 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$59,720 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,720 | TotalRevenueColumnAmt |
| Exclusion | -$59,720 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,728,194 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,601,943 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $126,251 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,251 | TotalRevenueColumnAmt |
| Exclusion | $126,251 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| MGMT TO TAXABLE SUB. | 541610 | $800,232 | $800,232 | |
| CAFETERIA INCOME | 722100 | $306,778 | $82,513 | $224,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,107,010 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,315,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,194,726 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $882,745 | UnrelatedBusinessRevenueAmt |
| Exclusion | $188,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,254 | TotalAmt |
| Program Services | $152,254 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,714,654 | TotalAmt |
| Management And General | $3,714,654 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,974,345 | TotalAmt |
| Program Services | $21,974,345 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812,209 | TotalAmt |
| Program Services | $1,765,054 | ProgramServicesAmt |
| Management And General | $47,155 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,026,426 | TotalAmt |
| Program Services | $3,147,018 | ProgramServicesAmt |
| Management And General | $879,408 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,005,988 | TotalAmt |
| Program Services | $1,874,588 | ProgramServicesAmt |
| Management And General | $131,400 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,116 | TotalAmt |
| Management And General | $230,116 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,743 | TotalAmt |
| Management And General | $426,743 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,000 | TotalAmt |
| Management And General | $48,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,217 | TotalAmt |
| Management And General | $10,217 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,513,031 | TotalAmt |
| Program Services | $4,513,031 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,579 | TotalAmt |
| Program Services | $928,579 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $871,693 | TotalAmt |
| Program Services | $871,693 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,820 | TotalAmt |
| Program Services | $84,820 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,566 | TotalAmt |
| Program Services | $927,566 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,209 | TotalAmt |
| Program Services | $111,209 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,390 | TotalAmt |
| Program Services | $262,390 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,228,410 | TotalAmt |
| Program Services | $1,228,410 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,808 | TotalAmt |
| Program Services | $8,282 | ProgramServicesAmt |
| Management And General | $10,526 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DUES, LICENSES, SUBSCRI | $337,013 | $337,013 |
| CREDIT CARD FEES | $296,389 | $296,389 |
| POSTAGE | $159,888 | $159,888 |
| STAFF EDUCATION | $138,106 | $138,106 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,981 | TotalAmt |
| Program Services | $214,981 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,493,835 | TotalAmt |
| Program Services | $38,995,616 | ProgramServicesAmt |
| Management And General | $5,498,219 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,082,764 | BOYAmt |
| EOY | $14,193,247 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,766 | BOYAmt |
| EOY | $805,245 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,655 | BOYAmt |
| EOY | $6,609 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,352 | BOYAmt |
| EOY | $436,711 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,867,137 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,543,285 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,881,418 | BOYAmt |
| EOY | $14,323,852 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,822 | BOYAmt |
| EOY | $8,201,615 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,403,003 | BOYAmt |
| EOY | $100,126,192 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,969,780 | BOYAmt |
| EOY | $138,193,471 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,556,409 | BOYAmt |
| EOY | $9,747,038 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,797,000 | BOYAmt |
| EOY | $3,797,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,500,067 | BOYAmt |
| EOY | $5,046,159 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,853,476 | BOYAmt |
| EOY | $18,590,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$27,883,696 | BOYAmt |
| EOY | $30,337,681 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $88,886,763 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $378,830 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$27,883,696 | BOYAmt |
| EOY | $119,603,274 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,969,780 | BOYAmt |
| EOY | $138,193,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,177,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $199,567 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $149,465,283 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| JENNIE EDMUNDSON HOSP | |||||
| 420680355 | 3 | 0 | Yes (1) | Yes (1) | $0 |
| PHYSICIANS CLINIC INC | |||||
| 470687317 | 9 | 0 | Yes (1) | Yes (1) | $3,653,717 |
| NEBR METH HOSP FNDN | |||||
| 470595345 | 7 | 0 | Yes (1) | Yes (1) | $2,130,884 |
| NEBR METH HOSPITAL | |||||
| 470376604 | 3 | Yes (1) | Yes (1) | Yes (1) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,784,601 | SupportSumAmt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $71,245 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $71,245 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $44,445,835 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $473,111,863 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $44,493,835 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $473,183,108 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $60,419 | CurrentYearMinus3Amt |
| Current Year Minus2 | $62,733 | CurrentYearMinus2Amt |
| Current Year Minus1 | $64,334 | CurrentYearMinus1Amt |
| Current Year | $71,245 | CurrentYearAmt |
| Total | $258,731 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $479,065 | ContributionsAmt |
| Investment Earnings Or Losses | $96,457 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,463 | OtherExpendituresAmt |
| End Year Balance | $570,059 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,888,233 | OtherCostOrOtherBasisAmt |
| Book Value | $7,888,233 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,222,160 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,693,438 | DepreciationAmt |
| Book Value | $3,528,722 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,756,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,849,847 | DepreciationAmt |
| Book Value | $2,906,897 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,323,852 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED FINANCE CHARGES | $147,139 |
| CONSTRUCTION IN PROGRESS | $360,275 |
| DEFERRED COMP | $3,918,426 |
| DUE TO AFFILIATES | $3,368,857 |
| PREPAID PENSION ASSETS | $3,065,902 |
| BENEFICIAL INTEREST IN NET ASSETS OF FDN | $89,265,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $100,126,192 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LONG TERM LIABILITIES | $4,105,045 |
| COND. ASSET RETIREMENT OBLIGATION | $941,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,046,159 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FUNDS ARE DESIGNATED FOR CHARITABLE CARE. |
| PART X, LINE 2: | THE HEALTH SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THERE WERE NO CHANGES MADE TO THE FINANCIAL STATEMENTS DUE TO FIN48. |
| PART IX, LINE 6 | IN 2013, NET ASSETS WERE ADJUSTED TO REFLECT THE BENEFICIAL INTEREST IN FOUNDATION NET ASSETS, AN INCREASE OF $89,265,593. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| GREATER OMAHA CHAMBER FOUNDATION | |||||||
| 1301 HARNEY STREET | OMAHA | NE | 68102 | 470633685 | 501(C)(3) | $30,000 | SUPPORT OF GREATER OMAHA ECONOMIC DEVELOPMENT PROJECTS AND PROGRAMS |
| JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION | |||||||
| 933 EAST PIERCE STREET | COUNCIL BLUFFS | IA | 51503 | 421439454 | 501(C)(3) | $20,205 | COMMUNITY HEALTH ACTIVITIES AND PROGRAMS |
| NEBRASKA METHODIST HOSPITAL FOUNDATION | |||||||
| 8511 WEST DODGE ROAD | OMAHA | NE | 68114 | 470595345 | 501(C)(3) | $56,143 | SUPPORT OF NEBRASKA METHODIST HOSPITAL |
| KNIGHTS OF AK-SAR-BEN FOUNDATION | |||||||
| 8707 WEST CENTER ROAD STE 101 | OMAHA | NE | 68124 | 470447496 | 501(C)(3) | $12,250 | SCHOLARSHIPS AND COMMUNITY ACTIVITIES |
| WOMEN'S FUND OF GREATER OMAHA | |||||||
| 7602 PACIFIC STREET STE 300 | OMAHA | NE | 68114 | 470840885 | 501(C)(3) | $10,000 | PROMOTES ECONOMIC, HEALTH AND EDUCATIONAL OPPORTUNITIES FOR METROPOLITAN WOMEN |
| OMAHA SYMPHONY | |||||||
| 1605 HOWARD STREET | OMAHA | NE | 68102 | 476039304 | 501(C)(3) | $14,154 | PROMOTES CULTURAL AND EDUCATIONAL FINE ARTS PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE NEBRASKA METHODIST HEALTH SYSTEM GENERALLY DOES NOT GIVE GRANTS. WHEN IT DOES DO SO, IT MAKES THE GRANT IN THE BEST INTEREST OF THE COMMUNITY AND INSURES THAT THE DONEE ORGANIZATION IS A 501(C)(3). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN FRASER | ||||||||||||||
| PRESIDENT/CEO | $629,586 | $0 | $0 | $0 | $35,757 | $0 | $183,567 | $0 | $12,791 | $0 | $861,701 | $0 | $0 | $0 |
| KRISTEN HOFFMAN MD | ||||||||||||||
| DIRECTOR | $0 | $294,441 | $0 | $64,214 | $0 | $3,228 | $0 | $50,662 | $0 | $14,397 | $0 | $426,942 | $0 | $0 |
| JOHN LOHRBERG MD | ||||||||||||||
| DIRECTOR | $0 | $156,271 | $0 | $32,175 | $0 | $18,274 | $0 | $40,549 | $0 | $17,429 | $0 | $264,698 | $0 | $0 |
| DANIEL D LYDIATT MD | ||||||||||||||
| DIRECTOR | $0 | $250,009 | $0 | $0 | $0 | $2,859 | $0 | $23,890 | $0 | $259 | $0 | $277,017 | $0 | $0 |
| SCOTT ROSE MD | ||||||||||||||
| DIRECTOR | $0 | $380,309 | $0 | $42,190 | $0 | $261,931 | $0 | $54,620 | $0 | $12,061 | $0 | $751,111 | $0 | $240,196 |
| LINDA K BURT | ||||||||||||||
| VICE PRES FINANCE/CFO | $363,574 | $0 | $25,000 | $0 | $93,040 | $0 | $77,913 | $0 | $14,427 | $0 | $573,954 | $0 | $69,490 | $0 |
| MARK BURMESTER | ||||||||||||||
| EXECUTIVE | $288,087 | $0 | $25,000 | $0 | $2,974 | $0 | $54,519 | $0 | $16,591 | $0 | $387,171 | $0 | $0 | $0 |
| TOM EISERMAN | ||||||||||||||
| EXECUTIVE | $155,509 | $0 | $0 | $0 | $14,696 | $0 | $22,034 | $0 | $19,624 | $0 | $211,863 | $0 | $5,841 | $0 |
| JERRY ELLWANGER | ||||||||||||||
| EXECUTIVE | $198,496 | $0 | $0 | $0 | $26,405 | $0 | $64,272 | $0 | $13,680 | $0 | $302,853 | $0 | $0 | $0 |
| TODD GRAGES | ||||||||||||||
| EXECUTIVE | $323,459 | $0 | $0 | $0 | $81,206 | $0 | $71,450 | $0 | $16,635 | $0 | $492,750 | $0 | $33,614 | $0 |
| ROGER HERTZ | ||||||||||||||
| EXECUTIVE | $233,636 | $0 | $0 | $0 | $4,213 | $0 | $44,328 | $0 | $13,947 | $0 | $296,124 | $0 | $0 | $0 |
| HOLLY HUERTER MORGAN | ||||||||||||||
| EXECUTIVE | $219,250 | $0 | $0 | $0 | $55,598 | $0 | $60,432 | $0 | $16,471 | $0 | $351,751 | $0 | $29,066 | $0 |
| CYNTHIA PEACOCK | ||||||||||||||
| EXECUTIVE | $264,855 | $0 | $30,000 | $0 | $78,527 | $0 | $62,560 | $0 | $10,849 | $0 | $446,791 | $0 | $51,282 | $0 |
| ANTON PISKAC | ||||||||||||||
| EXECUTIVE | $251,087 | $0 | $0 | $0 | $21,268 | $0 | $55,491 | $0 | $14,013 | $0 | $341,859 | $0 | $0 | $0 |
| STEVE BAUMERT | ||||||||||||||
| EXECUTIVE | $253,760 | $0 | $0 | $0 | $39,671 | $0 | $61,753 | $0 | $19,212 | $0 | $374,396 | $0 | $0 | $0 |
| MICHAEL KLEMENZ | ||||||||||||||
| DIR - BUSINESS INTELLIGENCE | $175,731 | $0 | $0 | $0 | $1,045 | $0 | $12,433 | $0 | $16,204 | $0 | $205,413 | $0 | $0 | $0 |
| STEPHEN ZUBROD | ||||||||||||||
| EXECUTIVE | $156,759 | $0 | $0 | $0 | $1,879 | $0 | $18,730 | $0 | $16,439 | $0 | $193,807 | $0 | $0 | $0 |
| TERI LARSEN | ||||||||||||||
| DIR - FINANCE REVENUE ANALYTICS | $139,440 | $0 | $0 | $0 | $16,917 | $0 | $10,123 | $0 | $13,190 | $0 | $179,670 | $0 | $0 | $0 |
| KAY RICHTER | ||||||||||||||
| DIR - ACCOUNTING | $156,838 | $0 | $10,000 | $0 | $188 | $0 | $11,289 | $0 | $9,384 | $0 | $187,699 | $0 | $0 | $0 |
| STEVEN ZUBER | ||||||||||||||
| CHIEF MEDICAL INFO OFFICER | $323,767 | $0 | $11,556 | $0 | $13,204 | $0 | $74,564 | $0 | $17,587 | $0 | $440,678 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SOCIAL CLUB EXPENSES ARE REIMBURSED FOR THE BUSINESS PORTION ONLY. INTERNAL POLICY REQUIRES SUBSTANTIATION OF ALL BUSINESS USE EXPENSES. |
| PART I, LINE 1B | A WRITTEN POLICY DOES NOT EXIST, HOWEVER INTERNAL POLICY AND COMMUNICATION DICTATE SUBSTANTIATION OF ALL BUSINESS USE EXPENSES RELATED TO SOCIAL CLUB MEMBERSHIP. |
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED PLAN DURING 2013 AND RECEIVED CONTRIBUTIONS, PLAN ACCRUALS OR PLAN DISTRIBUTIONS IN THE FOLLOWING AMOUNTS: JOHN LOHRBERG, MD $7,097 ACCRUAL JOHN FRASER $127,936 ACCRUAL STEVEN ZUBER, $41,733 ACCRUAL LINDA BURT $59,332 ACCRUAL; $69,490 PLAN DISTRIBUTION STEVEN BAUMERT $28,136 ACCRUAL MARK BURMESTER $38,507 ACCRUAL TOM EISERMAN $4,440 ACCRUAL; $5,841 PLAN DISTRIBUTION JERRY ELLWANGER $11,660 ACCRUAL TODD GRAGES $46,962 ACCRUAL; $33,614 PLAN DISTRIBUTION ROGER HERTZ $22,678 ACCRUAL HOLLY HUERTER-MORGAN $11,375 ACCRUAL; $29,066 PLAN DISTRIBUTION CYNTHIA PEACOCK $26,479 ACCRUAL; $51,282 PLAN DISTRIBUTION ANTON PISKAC, $25,049 ACCRUAL SCOTT ROSE MD, $4,657 ACCRUAL; $240,196 PLAN DISTRIBUTION STEPHEN ZUBROD,$8,693 ACCRUAL |
| PART I, LINE 6 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2B | NEBRASKA METHODIST HEALTH SYSTEM INC. IS A COMMON PAYMASTER FOR ITSELF AND CERTAIN RELATED AFFILIATES. ALL W-2 FORMS FOR THESE AFFILIATES ARE ISSUED UNDER THE TAX IDENTIFICATION NUMBER OF NEBRASKA METHODIST HEALTH SYSTEM. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED BY NEBRASKA METHODIST HEALTH SYSTEM INC. WAGES AND BENEFITS SHOWN IN THIS FORM 990 ARE ACTUAL WAGES ASSOCIATED WITH ONLY NEBRASKA METHODIST HEALTH SYSTEM INC. |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING THE FORM 990, A COPY IS PROVIDED TO THE AUDIT COMMITTEE OF NEBRASKA METHODIST HEALTH SYSTEM. THE COMMITTEE IS GIVEN AN OPPORTUNITY TO ASK QUESTIONS OR REQUEST MORE INFORMATION AT A SUBSEQUENT MEETING. THE FORM 990 IS ALSO POSTED ON A SECURE BOARD PORTAL; BOARD MEMBERS ARE GIVEN NOTICE OF THE DOCUMENT IN THE PORTAL SO THEY MAY REVIEW AND ASK QUESTIONS PRIOR TO FILING. INFORMATION FOR THE FORM 990 IS GATHERED FROM APPROPRIATE RESPONSIBLE PARTIES THROUGHOUT THE ORGANIZATION, INCLUDING THE ORGANIZATION'S HUMAN RESOURCES, FINANCE AND COMPLIANCE DEPARTMENTS. THE RETURN GETS A DETAIL TIE-OUT AND DIRECTOR OF ACCOUNTING REVIEW. IT IS REVIEWED BY EXTERNAL TAX ADVISORS AND HAS A FINAL REVIEW BY THE CHIEF FINANCIAL OFFICER FOR NEBRASKA METHODIST HEALTH SYSTEM AND THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES PURSUANT TO THE METHODIST HEALTH SYSTEM CONFLICT OF INTEREST POLICY WHICH REQUIRES THE DISCLOSURE OF RELATIONSHIPS, NOT JUST FINANCIAL, THAT COULD GIVE RISE TO CONFLICTS WITH THE ORGANIZATION. A BOARD COMMITTEE MEETS ANNUALLY TO REVIEW ALL POTENTIAL CONFLICTS IDENTIFIED THROUGH THE SURVEYS. SHOULD A DECISION COME TO THE BOARD WITH AN IDENTIFIED CONFLICT, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE IS NOT PERMITTED TO VOTE OR USE PERSONAL INFLUENCE ON THE MATTER AND IS NOT COUNTED IN DETERMINING A QUORUM FOR A MEETING AT WHICH THE MATTER IS DISCUSSED. A POTENTIAL CONFLICT OF INTEREST, ONCE IDENTIFIED, MUST BE EVALUATED ON A CASE BY CASE BASIS. IN ORDER TO APPROVE THE TRANSACTION WHICH INVOLVES A DIRECT CONFLICT OF INTEREST, THE BOARD MUST FIRST FIND, BY MAJORITY VOTE OF DIRECTORS FOR WHOM NO CONFLICT EXISTS, AT A MEETING AT WHICH A QUORUM IS PRESENT, THAT THE ARRANGEMENT OR TRANSACTION IS IN THE BEST INTERESTS OF NEBRASKA METHODIST HEALTH SYSTEM AND/OR ITS AFFILIATES, IS FAIR AND REASONABLE, AND AFTER INVESTIGATION, THE DIRECTORS HAVE DETERMINED THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT CANNOT BE OBTAINED WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. |
| FORM 990, PART VI, SECTION B, LINE 15 | METHODIST HEALTH SYSTEM RETAINS AN INDEPENDENT CONSULTANT TO REVIEW ALL OFFICER COMPENSATION FOR EACH AFFILIATE. UNDER THIS PROCESS, MARKET DATA ON COMPENSATION IS GATHERED AND ANALYZED, AND COMPENSATION RANGES ARE SET. THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF THE NEBRASKA METHODIST HEALTH SYSTEM, A NEBRASKA NON-PROFIT CORPORATION. ALL OFFICER COMPENSATION IS REVIEWED, EVALUATED AND APPROVED BY THIS COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 1023 WAS FILED PRIOR TO 7/15/87 AND NEED NOT BE MADE PUBLICLY AVAILABLE. A COPY OF THE IRS LETTER 947 WILL BE PROVIDED UPON WRITTEN REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS SEPARATELY AVAILABLE TO THE PUBLIC. HOWEVER, THE AMENDED ARTICLES OF INCORPORATION ARE AVAILABLE THROUGH THE NEBRASKA SECRETARY OF STATE'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES. FINANCIAL INFORMATION IS AVAILABLE TO THE PUBLIC THROUGH THE IRS FORM 990 AND FORM 990-T. THE ORGANIZATION ALSO CONTRIBUTES INFORMATION REGARDING COMMUNITY BENEFITS IT PROVIDES AS PART OF THE ANNUAL COMMUNITY BENEFIT REPORT. THIS REPORT IS AVAILABLE TO THE PUBLIC ON THE WEBSITE WWW.METHODISTCHART.ORG. |
| FORM 990, PART VII, SECTION A | TODD GRAGES, CYNTHIA PEACOCK AND STEVE BAUMERT ARE KEY EMPLOYEES FOR THE NEBRASKA METHODIST HEALTH SYSTEM. THESE INDIVIDUALS HAVE ASSIGNED LEADERSHIP ROLES WITH PHYSICIANS CLINIC, NEBRASKA METHODIST HOSPITAL FOUNDATION AND JENNIE EDMUNDSON MEMORIAL HOSPITAL RESPECTIVELY. THESE INDIVIDUALS ARE PAID BY NEBRASKA METHODIST HEALTH SYSTEM THROUGH A COMMON PAYMASTER ARRANGEMENT AND REPORT TO THE PRESIDENT OF THE NEBRASKA METHODIST HEALTH SYSTEM. FOR THIS REASON, THEY ARE REPORTED ON THE NEBRASKA HEALTH SYSTEM FORM 990 AS KEY EMPLOYEES. LINDA BURT IS THE CFO FOR THE ENTIRE GROUP OF NEBRASKA HEALTH SYSTEM ENTITIES. HER HOURS HAVE BEEN ALLOCATED ACROSS THE ORGANIZATION. |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 4,241,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,241,980. BILLING SERVICE FEES: PROGRAM SERVICE EXPENSES 238,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 238,674. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 32,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,377. |
| FORM 990, PART XI, LINE 9: | MINIMUM PENSION LIABILITY ADJUSTMENT 62,337,048. TRANSFERS TO AFFILIATES -2,137,358. BENEFICIAL INTEREST IN NET ASSETS OF THE FOUNDATION 89,265,593. |
| FORM 990, PART X, LINE 20 | BOND LIABILITIES SHOWN ON THE NEBRASKA METHODIST HEALTH SYSTEM BOOKS AND RECORDS WERE INCLUDED AS PART OF THE REFUNDING PORTION OF THE HOSPITAL AUTHORITY NO. 3 OF DOUGLAS COUNTY, NEBRASKA ISSUE DATED 5/20/2008. THIS BOND ISSUE IS REPORTED ON SCHEDULE K OF THE NEBRASKA METHODIST HOSPITAL FORM 990. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NEBRASKA METHODIST HOSPITAL | ||||||||||
| 8303 DODGE STREET | OMAHA | NE | 68114 | 470376604 | LICENSED HOSPITAL | NE | 501(C)(3) | L3 | NEBRASKA METHODIST HEALTH SYSTEM | Yes (1) |
| NEBRASKA METHODIST HOSPITAL FOUNDATION | ||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470595345 | SUPPORT OF NEBRASKA METHODIST HOSPITAL | NE | 501(C)(3) | L7 | NEBRASKA METHODIST HEALTH SYSTEM | Yes (1) |
| NEBRASKA METHODIST COLLEGE OF NURSING & ALLIED HEALTH | ||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470724387 | NURSING AND HEALTH EDUCATION FACILITY | NE | 501(C)(3) | L2 | NEBRASKA METHODIST HOSPITAL | 0 |
| JENNIE EDMUNDSON MEMORIAL HOSPITAL | ||||||||||
| 933 E PIERCE STREET | COUNCIL BLUFFS | IA | 51503 | 420680355 | LICENSED HOSPITAL | IA | 501(C)(3) | L3 | NEBRASKA METHODIST HEALTH SYSTEM | Yes (1) |
| JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION | ||||||||||
| 933 E PIERCE STREET | COUNCIL BLUFFS | IA | 51503 | 421439454 | SUPPORT OF JENNIE EDMUNDSON MEMORIAL HOSPITAL | IA | 501(C)(3) | L7 | JENNIE EDMUNDSON MEMORIAL HOSPITAL | 0 |
| PHYSICIANS CLINIC INC | ||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470687317 | CLINICAL HEALTH CARE | NE | 501(C)(3) | L9 | NEBRASKA METHODIST HEALTH SYSTEM | Yes (1) |
| NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST | ||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 363699672 | INSURANCE | NE | 501(C)(3) | L11: III-FI | NEBRASKA METHODIST HEALTH SYSTEM | Yes (1) |
| REAL ESTATE HOLDINGS | ||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470649790 | PROPERTY MANAGEMENT | NE | 501(C)(2) | N/A | NEBRASKA METHODIST HEALTH SYSTEM | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHARED SERVICE SYSTEMS INC | ||||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470649534 | MEDICAL SUPPLY DISTRIBUTION & LAUNDRY | NE | NEBRASKA METHODIST HEALTH SYSTEM | C | $11,342,983 | $15,609,837 | 1.00000 | Yes (1) |
| METHODIST HEALTH PARTNERS | ||||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470797563 | MANAGED CARE CONTRACTING | NE | NEBRASKA METHODIST HEALTH SYSTEM | C | $652,373 | $3,751,047 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (16 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| METHODIST HEALTH PARTNERS | ||
| O | $617,005 | CASH |
| METHODIST HEALTH PARTNERS | ||
| A | $23,731 | FMV |
| SHARED SERVICE SYSTEMS | ||
| L | $800,232 | BOOK |
| PHYSICIANS CLINIC INC | ||
| A | $148,875 | FMV |
| PHYSICIANS CLINIC INC | ||
| O | $2,920,035 | BOOK |
| PHYSICIANS CLINIC INC | ||
| L | $6,357,456 | BOOK |
| PHYSICIANS CLINIC INC | ||
| R | $3,653,717 | BOOK |
| NEBRASKA METHODIST HOSPITAL | ||
| L | $23,585,512 | BOOK |
| NEBRASKA METHODIST HOSPITAL | ||
| A | $299,015 | BOOK |
| NEBRASKA METHODIST HOSPITAL | ||
| S | $5,476,968 | BOOK |
| NEBRASKA METHODIST HOSPITAL FOUNDATION | ||
| L | $550,236 | BOOK |
| NEBRASKA METHODIST HOSPITAL FOUNDATION | ||
| P | $2,130,884 | BOOK |
| JENNIE EDMUNDSON MEMORIAL HOSPITAL | ||
| L | $7,158,384 | BOOK |
| NEBRASKA METHODIST HOSPITAL | ||
| H | $28,546 | BOOK |
| NEBRASKA METHODIST HOSPITAL FOUNDATION | ||
| C | $50,000 | CASH |
| NEBRASKA METHODIST HOSPITAL FOUNDATION | ||
| B | $56,143 | CASH |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEBRASKA METHODIST HOSPITAL | |||||||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470376604 | Yes (X) | $0 | $23,245 | $23,245 | $428,666,028 | $428,689,273 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| NEBRASKA METHODIST HEALTH SYSTEM | |||||||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470639839 | Yes (X) | $0 | $48,000 | $48,000 | $44,445,835 | $44,493,835 | $1,000,000 | $250,000 | $0 | $0 | $0 |