NEBRASKA METHODIST HEALTH SYSTEM INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NEBRASKA METHODIST HEALTH SYSTEM INC (EIN 47-0639839)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201233119349300308
- Schema version
- 2011v1.2
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T08:31:37-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135565207 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 CENTRAL PARK PLAZA 1501 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470639839 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEBRASKA METHODIST HEALTH SYSTEM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEBR | NameControl |
| Phone | 4023544840 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA BURT | Name |
| Title | VICE PRES-FINANCE & CFO | Title |
| Phone | 4023544000 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00223617 | PTIN |
| Phone | 4023481450 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN FRASER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 46524687 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BESTCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | NE | StateLegalDomicile |
| Activity Or Mission Description | OPERATED EXCLUSIVELY FOR THE BENEFIT OF NEBRASKA METHODIST HOSPITAL & ITS RELATED ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 566 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 831714 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -30731 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 32502266 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 44974122 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9802 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 987440 | OtherRevenuePriorYear |
| Other Revenue Current Year | 922397 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33499508 | TotalRevenuePriorYear |
| Total Revenue Current Year | 45896519 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 91739 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 39000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25890407 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34409585 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9476014 | OtherExpensePriorYear |
| Other Expenses Current Year | 9561786 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 35458160 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44010371 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1958652 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1886148 | RevenuesLessExpensesCY |
| Total Assets BOY | 32311876 | TotalAssetsBOY |
| Total Assets EOY | 36059739 | TotalAssetsEOY |
| Total Liabilities BOY | 41897558 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 70373214 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -9585682 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -34313475 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 36498624 | Expense |
| Grants | 39000 | Grants |
| Revenue | 43073816 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2110613 | Expense |
| Grants | 0 | Grants |
| Revenue | 2090050 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 38609237 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 95 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 566 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA K BURT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4023544840 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| SPENCER STEVENS | ||||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| LARRY V PEARSON | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| ART N BURTSCHER | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| ADAM YALE | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| STEVEN T BAILEY MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 268710 | 69273 | |||
| LARRY DE ROIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HARRIS A FRANKEL MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD C HAHN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KRISTEN HOFFMAN MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 393647 | 83546 | |||
| DAN KINNEY PHD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| C L LANDEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN LOHRBERG MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 175781 | 34508 | |||
| DANIEL D LYDIATT MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 227149 | 20610 | |||
| JAMES MOUNCE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN P NELSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LB RED THOMAS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CONSTANCE M RYAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN M FRASER | ||||||||
| PRESIDENT/CEO | 39.00 | X | X | 602762 | 0 | 171191 | ||
| DIANNE SEEMAN LOZIER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LINDA K BURT | ||||||||
| VICE PRES FINANCE/CFO | 40.00 | X | 471507 | 0 | 95632 | |||
| STEVE BAUMERT | ||||||||
| EXECUTIVE | 40.00 | 275226 | 0 | 77145 | X | |||
| MARK BURMESTER | ||||||||
| EXECUTIVE | 40.00 | 208728 | 0 | 36137 | X | |||
| TOM EISERMAN | ||||||||
| EXECUTIVE | 40.00 | 153574 | 0 | 39664 | X | |||
| JERRY ELLWANGER | ||||||||
| EXECUTIVE | 40.00 | 214780 | 0 | 72748 | X | |||
| TODD GRAGES | ||||||||
| EXECUTIVE | 40.00 | 356626 | 0 | 82990 | X | |||
| ROGER HERTZ | ||||||||
| EXECUTIVE | 40.00 | 223469 | 0 | 56039 | X | |||
| HOLLY HUERTER MORGAN | ||||||||
| EXECUTIVE | 40.00 | 271145 | 0 | 72331 | X | |||
| KEN KLAASMEYER | ||||||||
| EXECUTIVE | 20.00 | 252539 | 0 | 49956 | X | |||
| CYNTHIA PEACOCK | ||||||||
| EXECUTIVE | 40.00 | 341925 | 0 | 72376 | X | |||
| ANTON PISKAC | ||||||||
| EXECUTIVE | 20.00 | 157005 | 0 | 35936 | X | |||
| MICHAEL KLEMENZ | ||||||||
| DIRECTOR-BUS. INTELLIGENCE | 40.00 | 177900 | 0 | 25762 | X | |||
| TERI LARSEN | ||||||||
| DIRECTOR-FINANCE & INT. CO | 40.00 | 139905 | 0 | 20274 | X | |||
| KAY RICHTER | ||||||||
| DIRECTOR-ACCOUNTING | 40.00 | 137351 | 0 | 18059 | X | |||
| STEPHEN ZUBROD | ||||||||
| EXECUTIVE | 40.00 | 139607 | 0 | 29285 | X | |||
| STEVEN ZUBER | ||||||||
| CHIEF MEDICAL INFO OFFICER | 40.00 | 326915 | 0 | 51685 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4450964 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1065287 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1215147 | TotalOtherCompensation |
| Number Individuals GT100 K | 37 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OWENS & MINOR | |||||
| 12199 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | CONSULTING | 2552967 |
| DELOITTE & TOUCHE LLP | |||||
| 111 S WACKER DRIVE | CHICAGO | IL | 60606 | CONSULTING | 436563 |
| MMC MECHANICAL CONTRACTORS INC | |||||
| 13800 WYANDOTTE STREET | KANSAS CITY | MO | 64145 | CONSTRUCTION SERVICES | 390811 |
| KPMG LLP | |||||
| P O BOX 120001 | DALLAS | TX | 75312 | ACCOUNTING | 361430 |
| RSM MC GLADREY INC | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | CONSULTING | 360702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MGMT SERVICE-AFFILIATE | 541900 | 42838885 | 42838885 |
| EMPLOYEE ASSISTANCE | 624100 | 2090050 | 2090050 |
| MISC HEALTH SERVICES | 624100 | 45187 | 45187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 44974122 | TotalProgramServiceRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 529107 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 628168 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -99061 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -99061 | TotalRevenueColumn |
| Exclusion | -$99,061 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| MGMT TO TAXABLE SUB. | 541610 | 798228 | 798228 | |
| CAFETERIA INCOME | 722100 | 223230 | 33486 | 189744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1021458 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45896519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45163866 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 831714 | UnrelatedBusinessRevenue |
| Exclusion | -$99,061 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39000 | Total |
| Program Services | 39000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4450964 | Total |
| Program Services | 921678 | ProgramServices |
| Management And General | 3529286 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22540590 | Total |
| Program Services | 22540590 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1276882 | Total |
| Program Services | 1224105 | ProgramServices |
| Management And General | 52777 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4266936 | Total |
| Program Services | 3258635 | ProgramServices |
| Management And General | 1008301 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1874213 | Total |
| Program Services | 1755325 | ProgramServices |
| Management And General | 118888 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237068 | Total |
| Management And General | 237068 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412495 | Total |
| Management And General | 412495 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42319 | Total |
| Management And General | 42319 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3891171 | Total |
| Program Services | 3891171 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210438 | Total |
| Program Services | 210438 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1135453 | Total |
| Program Services | 1135453 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96318 | Total |
| Program Services | 96318 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 961964 | Total |
| Program Services | 961964 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102397 | Total |
| Program Services | 102397 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65900 | Total |
| Program Services | 65900 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260020 | Total |
| Program Services | 260020 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 915409 | Total |
| Program Services | 915409 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13242 | Total |
| Program Services | 13242 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PROFESSIONAL DEV. | 311043 | 311043 |
| CREDIT CARD FEES | 278018 | 278018 |
| NON-OFFICE SUPPLIES | 195954 | 195954 |
| POSTAGE | 175703 | 175703 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256874 | Total |
| Program Services | 256874 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44010371 | Total |
| Program Services | 38609237 | ProgramServices |
| Management And General | 5401134 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12769250 | BOY |
| EOY | 8207244 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 802602 | BOY |
| EOY | 353336 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4348 | BOY |
| EOY | 6245 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118830 | BOY |
| EOY | 229640 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33394871 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19144629 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14107615 | BOY |
| EOY | 14250242 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260822 | BOY |
| EOY | 260822 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 635624 | BOY |
| EOY | 635624 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3612785 | BOY |
| EOY | 12116586 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32311876 | BOY |
| EOY | 36059739 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9435697 | BOY |
| EOY | 10590011 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3797000 | BOY |
| EOY | 3797000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28664861 | BOY |
| EOY | 55986203 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41897558 | BOY |
| EOY | 70373214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -9585682 | BOY |
| EOY | -34313475 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -9585682 | BOY |
| EOY | -34313475 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32311876 | BOY |
| EOY | 36059739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1886148 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -26613941 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| JENNIE EDMUNDSON HOSP | |||||
| 420680355 | 3 | 0 | 1 | 1 | $0 |
| PHYSICIANS CLINIC INC | |||||
| 470687317 | 9 | 0 | 1 | 1 | $0 |
| NEBR METH HOSP FNDN | |||||
| 470595345 | 7 | 0 | 1 | 1 | $0 |
| NEBR METH HOSPITAL | |||||
| 470376604 | 3 | 1 | 1 | 1 | $1,956,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1956161 | SumOfAmounts |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 42319 | FilingOrganizationsTotals |
| Affiliated Group Totals | 62733 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 42319 | FilingOrganizationsTotals |
| Affiliated Group Totals | 62733 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 43968052 | FilingOrganizationsTotals |
| Affiliated Group Totals | 456190064 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 44010371 | FilingOrganizationsTotals |
| Affiliated Group Totals | 456252797 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 68476 | CurrentYearMinus3 |
| Current Year Minus2 | 70755 | CurrentYearMinus2 |
| Current Year Minus1 | 60419 | CurrentYearMinus1 |
| Current Year | 62733 | CurrentYear |
| Total | 262383 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7888233 | OtherCostOrOtherBasis |
| Book Value | 7888233 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15389180 | OtherCostOrOtherBasis |
| Depreciation | 11383021 | Depreciation |
| Book Value | 4006159 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10117458 | OtherCostOrOtherBasis |
| Depreciation | 7761608 | Depreciation |
| Book Value | 2355850 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14250242 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCE CHARGES | 156853 |
| CONSTRUCTION IN PROGRESS | 331516 |
| EXECUFLEX | 2908304 |
| DEFERRED COMP 457B | 35292 |
| DUE FROM AFFILIATES | 8684621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12116586 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MINIMUM PENSION LIABILITY | $52,116,796 |
| OTHER LONG TERM LIABILITIES | $2,940,249 |
| COND. ASSET RETIREMENT | $929,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 55986203 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GREATER OMAHA CHAMBER FOUNDATION | |||||||
| 1301 HARNEY STREET | OMAHA | NE | 68102 | 470633685 | 501(C)(3) | 25000 | SUPPORT OF GREATER OMAHA ECONOMIC DEVELOPMENT PROJECTS AND PROGRAMS |
| (no name) | |||||||
| SUPPORT OF OMAHA REDEVELOPMENT PROGRAMS | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN T BAILEY MD | |||||||||||||
| 0 | 226606 | 0 | 40916 | 0 | 1188 | 0 | 57472 | 0 | 15535 | 0 | 341717 | 0 | 0 |
| KRISTEN HOFFMAN MD | |||||||||||||
| 0 | 288874 | 0 | 100638 | 0 | 4135 | 0 | 67190 | 0 | 16623 | 0 | 477460 | 0 | 0 |
| JOHN LOHRBERG MD | |||||||||||||
| 0 | 134183 | 0 | 25528 | 0 | 16070 | 0 | 34389 | 0 | 2939 | 0 | 213109 | 0 | 0 |
| DANIEL D LYDIATT MD | |||||||||||||
| 0 | 222723 | 0 | 65 | 0 | 4361 | 0 | 20610 | 0 | 268 | 0 | 248027 | 0 | 0 |
| JOHN M FRASER | |||||||||||||
| 570354 | 0 | 0 | 0 | 32408 | 0 | 159357 | 0 | 13449 | 0 | 775568 | 0 | 0 | 0 |
| LINDA K BURT | |||||||||||||
| 345340 | 0 | 0 | 0 | 126167 | 0 | 82134 | 0 | 14751 | 0 | 568392 | 0 | 105240 | 0 |
| STEVE BAUMERT | |||||||||||||
| 238985 | 0 | 0 | 0 | 36241 | 0 | 58008 | 0 | 20390 | 0 | 353624 | 0 | 0 | 0 |
| MARK BURMESTER | |||||||||||||
| 155009 | 0 | 0 | 0 | 53719 | 0 | 25625 | 0 | 10512 | 0 | 244865 | 0 | 0 | 0 |
| TOM EISERMAN | |||||||||||||
| 145642 | 0 | 0 | 0 | 7932 | 0 | 19625 | 0 | 21557 | 0 | 194756 | 0 | 0 | 0 |
| JERRY ELLWANGER | |||||||||||||
| 195000 | 0 | 0 | 0 | 19780 | 0 | 60336 | 0 | 13595 | 0 | 288711 | 0 | 0 | 0 |
| TODD GRAGES | |||||||||||||
| 308500 | 0 | 0 | 0 | 48126 | 0 | 67368 | 0 | 16875 | 0 | 440869 | 0 | 0 | 0 |
| ROGER HERTZ | |||||||||||||
| 220654 | 0 | 0 | 0 | 2815 | 0 | 43338 | 0 | 14783 | 0 | 281590 | 0 | 0 | 0 |
| HOLLY HUERTER MORGAN | |||||||||||||
| 227000 | 0 | 0 | 0 | 44145 | 0 | 56709 | 0 | 16875 | 0 | 344729 | 0 | 35798 | 0 |
| KEN KLAASMEYER | |||||||||||||
| 227854 | 0 | 0 | 0 | 24685 | 0 | 38455 | 0 | 16668 | 0 | 307662 | 0 | 13730 | 0 |
| CYNTHIA PEACOCK | |||||||||||||
| 248980 | 0 | 40000 | 0 | 52945 | 0 | 58620 | 0 | 17016 | 0 | 417561 | 0 | 27068 | 0 |
| ANTON PISKAC | |||||||||||||
| 136248 | 0 | 0 | 0 | 20757 | 0 | 20314 | 0 | 18499 | 0 | 195818 | 0 | 0 | 0 |
| MICHAEL KLEMENZ | |||||||||||||
| 176870 | 0 | 0 | 0 | 1030 | 0 | 11704 | 0 | 15054 | 0 | 204658 | 0 | 0 | 0 |
| TERI LARSEN | |||||||||||||
| 139741 | 0 | 0 | 0 | 164 | 0 | 8506 | 0 | 12712 | 0 | 161123 | 0 | 0 | 0 |
| KAY RICHTER | |||||||||||||
| 137187 | 0 | 0 | 0 | 164 | 0 | 9034 | 0 | 9968 | 0 | 156353 | 0 | 0 | 0 |
| STEPHEN ZUBROD | |||||||||||||
| 138882 | 0 | 0 | 0 | 725 | 0 | 13448 | 0 | 15967 | 0 | 169022 | 0 | 0 | 0 |
| STEVEN ZUBER | |||||||||||||
| 326645 | 0 | 90 | 0 | 180 | 0 | 36063 | 0 | 17809 | 0 | 380787 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | SOCIAL CLUB EXPENSES ARE REIMBURSED FOR THE BUSINESS PORTION ONLY. INTERNAL POLICY REQUIRES SUBSTANTIATION OF ALL BUSINESS USE EXPENSES. A HOUSING ALLOWANCE WAS PROVIDED TO NEWLY HIRED UPPER MANAGEMENT EMPLOYEES WHO WERE TRANSITIONING FROM OUTSIDE THE IMMEDIATE AREA. THE ALLOWANCE WAS INCLUDED IN THE W-2. |
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED PLAN DURING 2011 AND RECEIVED CONTRIBUTIONS, PLAN ACCRUALS OR PLAN DISTRIBUTIONS IN THE FOLLOWING AMOUNTS: STEVEN BAILEY, MD $9,485 ACCRUAL KRISTEN HOFFMAN, MD $21,501 ACCRUAL JOHN LOHRBERG, MD $6,562 ACCRUAL JOHN FRASER $111,396 ACCRUAL LINDA BURT $65,226 ACCRUAL; $105,240 PLAN DISTRIBUTION STEVEN BAUMERT $27,414 ACCRUAL MARK BURMESTER $24,250 ACCRUAL TOM EISERMAN $5,285 ACCRUAL JERRY ELLWANGER $13,002 ACCRUAL TODD GRAGES $46,641 ACCRUAL ROGER HERTZ $23,970 ACCRUAL HOLLY HUERTER-MORGAN $12,387 ACCRUAL; $35,798 PLAN DISTRIBUTION KEN KLAASMEYER $14,346 ACCRUAL; 13,730 PLAN DISTRIBUTION CYNTHIA PEACOCK $28,089 ACCRUAL; $27,068 PLAN DISTRIBUTION STEVEN ZUBER $6,395 ACCRUAL |
| PART I, LINE 7 | NON-FIXED PAYMENTS: BONUSES ARE PAID TO PHYSICIANS BASED ON SUBGROUPS WHICH IDENTIFY AND PAY BONUSES BASED ON THE BOTTOMLINE RESULTS AS COMPARED TO PRESET TARGETS FOR THESE SUBGROUPS. INFORMATION REGARDING THIS TYPE OF PAYMENT IS SHOWN IN PART II, SCHEDULE J, COLUMN (B)(II) FOR STEVEN BAILEY MD, KRISTEN HOFFMAN MD AND JOHN LOHRBERG MD. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS PROVIDED TO MEMBERS OF THE NEBRASKA METHODIST HEALTH SYSTEM AUDIT COMMITTEE WHO REVIEWED IT IN DETAIL. THE AUDIT COMMITTEE REPORTED TO BOARD OF DIRECTORS ON THEIR REVIEW OF THE FORM 990. ADDITIONALLY, A COPY OF THE FORM WAS MADE AVAILABLE TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW THROUGH A SECURE INTERNET PORTAL. INFORMATION FOR THE FORM 990 IS GATHERED FROM APPROPRIATE, RESPONSIBLE PARTIES THROUGHOUT THE ORGANIZATION INCLUDING THE ORGANIZATION'S FINANCE, HUMAN RESOURCES AND COMPLIANCE DEPARTMENTS, IS REVIEWED BY EXTERNAL TAX ADVISORS AND HAS A FINAL REVIEW BY THE CHIEF FINANCIAL OFFICER FOR NEBRASKA METHODIST HEALTH SYSTEM AND THE 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 ALL CONFLICTS OF INTEREST, NOT JUST FINANCIAL, THAT COULD GIVE RISE TO CONFLICTS WITH THE ORGANIZATION. SHOULD A CONFLICT BE IDENTIFIED, 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, COLUMN B | DIRECTORS, STEVEN BAILEY MD, KRISTEN HOFFMAN MD, AND JOHN LOHRBERG MD, ARE EMPLOYEES OF PHYSICIANS CLINIC INC. DIRECTOR DANIEL LYDIATT MD IS AN EMPLOYEE OF NEBRASKA METHODIST HOSPITAL. THESE INDIVIDUALS ARE FULLTIME EMPLOYEES WITH AN AVERAGE OF 40 HOURS PER WEEK. DIRECTORS KEN KLAASMEYER AND ANTON PISKAC MD ARE PART-TIME EMPLOYEES OF NEBRASKA METHODIST HEALTH SYSTEM WITH AN AVERAGE OF 20 HOURS PER WEEK. | AVERAGE HOURS PER WEEK |
| FORM 990, PART XI, LINE 5: | MINIMUM PENSION LIABILITY ADJUSTMENT -27,048,947. TRANSFERS FROM AFFILIATES 435,006. TOTAL TO FORM 990, PART XI, LINE 5: -26,613,941. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | TAX EXEMPT BOND LIABILITIES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| NEBRASKA METHODIST HOSPITAL | ||||||||||
| 8303 DODGE STREET | OMAHA | NE | 68114 | 470376604 | LICENSED HOSPITAL | NE | 501(C)(3) | L3 | NEBRASKA METHODIST HEALTH SYSTEM | 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 | 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 | 1 |
| JENNIE EDMUNDSON MEMORIAL HOSPITAL | ||||||||||
| 933 E PIERCE STREET | COUNCIL BLUFFS | IA | 51503 | 420680355 | LICENSED HOSPITAL | IA | 501(C)(3) | L3 | NEBRASKA METHODIST HEALTH SYSTEM | 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) | L11: I | JENNIE EDMUNDSON MEMORIAL HOSPITAL | 1 |
| PHYSICIANS CLINIC INC | ||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470687317 | CLINICAL HEALTH CARE | NE | 501(C)(3) | L9 | NEBRASKA METHODIST HEALTH SYSTEM | 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 | 1 |
| REAL ESTATE HOLDINGS | ||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470649790 | PROPERTY MANAGEMENT | NE | 501(C)(2) | NEBRASKA METHODIST HEALTH SYSTEM | 1 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHARED SERVICE SYSTEMS INC | |||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470649534 | MEDICAL SUPPLY DISTRIBUTION & LAUNDRY | NE | NEBRASKA METHODIST HEALTH SYSTEM | C | 11591191 | 14763688 | 1.00000 |
| METHODIST HEALTH PARTNERS | |||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470797563 | MANAGED CARE CONTRACTING | NE | NEBRASKA METHODIST HEALTH SYSTEM | C | 506344 | 107370 | 1.00000 |
| HEALTHCARE PARTNERS OF WESTERN IOWA | |||||||||||
| 933 E PIERCE | COUNCIL BLUFFS | IA | 51503 | 421411452 | MANAGED CARE CONTRACTING | IA | JENNIE EDMUNDSON MEMORIAL HOSPITAL | C | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| METHODIST HEALTH PARTNERS | ||
| N | 559559 | CASH |
| METHODIST HEALTH PARTNERS | ||
| A | 22183 | FMV |
| SHARED SERVICE SYSTEMS | ||
| K | 798228 | BOOK |
| PHYSICIANS CLINIC INC | ||
| A | 200564 | FMV |
| PHYSICIANS CLINIC INC | ||
| N | 3537845 | BOOK |
| PHYSICIANS CLINIC INC | ||
| K | 6301792 | BOOK |
| NEBRASKA METHODIST HOSPITAL | ||
| K | 23508468 | BOOK |
| NEBRASKA METHODIST HOSPITAL | ||
| Q | 1956161 | BOOK |
| JENNIE EDMUNDSON MEMORIAL HOSPITAL | ||
| K | 7070244 | BOOK |
| NEBRASKA METHODIST HOSPITAL FOUNDATION | ||
| K | 543456 | BOOK |
| NEBRASKA METHODIST HOSPITAL FOUNDATION | ||
| O | 1974618 | BOOK |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedSchedule (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Electing OrgElectingOrg | Total Grassroots LobbyingTotalGrassrootsLobbying | Total Direct LobbyingTotalDirectLobbying | Total Lobbying ExpendituresTotalLobbyingExpenditures | Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures | Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures | Lobbying NontaxableLobbyingNontaxableAmount | Grassroots NontaxableGrassrootsNontaxableAmount | Tot Lobbying Grassroot Minus NontxTotLobbyingGrassrootMinusNontx | Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx | Share Of Excess Lobbying ExpendtrsShareOfExcessLobbyingExpendtrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEBRASKA METHODIST HOSPITAL | |||||||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470376604 | X | 0 | 20414 | 20414 | 412222012 | 412242426 | $1,000,000 | $250,000 | 0 | 0 | 0 |
| NEBRASKA METHODIST HEALTH SYSTEM | |||||||||||||||
| 8511 W DODGE ROAD | OMAHA | NE | 68114 | 470639839 | X | 0 | 42319 | 42319 | 43968052 | 44010371 | $1,000,000 | $250,000 | 0 | 0 | 0 |