METHODIST LEBONHEUR HEALTHCARE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- METHODIST LEBONHEUR HEALTHCARE (EIN 58-1454711)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201103189349302000
- Schema version
- 2010v3.4
- 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 K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T08:51:03-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581454711 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST LE BONHEUR HEALTHCARE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | METH | NameControl |
| Phone | 9015160543 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 UNION AVENUE NO 700 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRIS MCLEAN | Name |
| Title | EXEC VP / CFO | Title |
| Phone | 9015160543 | Phone |
| Date Signed | 2011-11-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY BIBBY | Name |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GARY SHORB | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 UNION AVENUE NO 700 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 146322458 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.METHODISTHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | MANAGEMENT AND SUPERVISION OF AFFILIATED HOSPITALS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1047 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 993268 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 701948 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 194991 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18114810 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 113287961 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 35256899 | InvestmentIncomePriorYear |
| Investment Income Current Year | 28707712 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 116214915 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3737425 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 170288572 | TotalRevenuePriorYear |
| Total Revenue Current Year | 145928089 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 965663 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 91704840 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 79451563 | 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 | 53980727 | OtherExpensePriorYear |
| Other Expenses Current Year | 39741852 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 145685567 | TotalExpensesPriorYear |
| Total Expenses Current Year | 120159078 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 24603005 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 25769011 | RevenuesLessExpensesCY |
| Total Assets BOY | 790766522 | TotalAssetsBOY |
| Total Assets EOY | 778036497 | TotalAssetsEOY |
| Total Liabilities BOY | 801849025 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 791175019 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -11082503 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -13138522 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | METHODIST LE BONHEUR HEALTHCARE, IN PARTNERSHIP WITH ITS MEDICAL STAFFS, WILL COLLABORATE WITH PATIENTS AND THEIR FAMILIES TO BE THE LEADER IN PROVIDING HIGH QUALITY, COST-EFFECTIVE PATIENT AND FAMILY-CENTERED CARE. SERVICES WILL BE PROVIDED IN A MANNER WHICH SUPPORTS THE HEALTH MINISTRIES AND SOCIAL PRINCIPLES OF THE UNITED METHODIST CHURCH TO BENEFIT THE COMMUNITIES WE SERVE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3289364 | Expense |
| Grants | 965663 | Grants |
| Revenue | 113397303 | Revenue |
| Description | AT METHODIST LE BONHEUR HEALTHCARE, WE TAKE OUR MISSION SERIOUSLY AND ARE COMMITTED TO GIVING BACK TO THE COMMUNITY IN A MEANINGFUL WAY. WE CONTINUE TO BE THE LARGEST PROVIDER OF TENNCARE SERVICES IN THE STATE, AND OUR FACILITIES SERVE ALL AREAS OF THE CITY AND COUNTY. AS A FAITH-BASED INSTITUTION, ACCESS TO HEALTHCARE FOR ALL OF THE COMMUNITY IS IMPORTANT TO US. PLEASE SEE OUR EXTENDED DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS IN SCHEDULE O. | Description |
| Total Program Service Expense | 3289364 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | 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 | 0 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 1 | InvestTaxExemptBonds |
| Escrow Account | 1 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | 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 | 189 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1047 | 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE WAUGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9015160656 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 UNION AVE | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| RONALD A BELZ | |||||||
| BOARD CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | |
| LUKE YANCY | |||||||
| BOARD VICE CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | |
| SHIRLEY RAINES | |||||||
| BOARD SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| ED ROBERSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REV VICTORIA BALDWIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID BECKLEY PHD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REV HARRY DURBIN SR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CHADD DURRETT JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BILL EVANS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ALAN GRAF JR | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| KENT INGRAM | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DENNIS SPENCE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| HARRY A JOHNSON III | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REV CHESTER JONES | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARY JO KIRPATRICK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARY MEDFORD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JACKSON MOORE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BEVERLY ROBERTSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| EMBRA JACKSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID STEVENS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RONALD STIMPSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CARTER TOWNE MD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOSE 'VELAZ' QUEZ | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEVE WISHNIA | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GARY SHORB | |||||||
| PRESIDENT & CEO | 50.00 | X | X | 1562461 | 0 | 618501 | |
| CHRIS MCLEAN | |||||||
| EXECUTIVE VICE PRESIDENT & CFO | 50.00 | X | 677389 | 0 | 150217 | ||
| DONNA ABNEY | |||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | X | 608744 | 0 | 188014 | ||
| JERRY MALIOT | |||||||
| SVP - CHIEF QUALITY OFFICER | 50.00 | X | 545093 | 0 | 70541 | ||
| SUSAN THURMOND | |||||||
| SVP - CLINICAL EFFECTIVENESS | 50.00 | X | 543322 | 0 | 174675 | ||
| STEVE WEST | |||||||
| SVP - COMMUNITY BENEFIT | 50.00 | X | 452755 | 0 | 96574 | ||
| GEORGE MAYZELL | |||||||
| SVP - CHIEF PATIENT CARE OFFICER | 50.00 | X | 442108 | 0 | 110335 | ||
| ANDREW FOWLER | |||||||
| SVP - INFORMATION SYSTEMS | 50.00 | X | 436814 | 0 | 109446 | ||
| DAVID BAYTOS | |||||||
| SVP - MS & INTERNATIONAL HEALTHCARE SERVICES | 50.00 | X | 434357 | 0 | 112488 | ||
| CAROL ROSS-SPANG | |||||||
| SVP - HUMAN RESOURCES | 50.00 | X | 398025 | 0 | 112884 | ||
| CATO JOHNSON | |||||||
| SVP - CORPORATE AFFAIRS | 50.00 | X | 394543 | 0 | 97984 | ||
| ALEXANDER MACGREGOR | |||||||
| SVP - CHIEF MEDICAL INFORMATION OFFICER | 50.00 | X | 388522 | 0 | 97757 | ||
| LYNN FIELD | |||||||
| VICE PRESIDENT - CHIEF LEGAL OFFICER | 50.00 | X | 239991 | 0 | 50487 | ||
| GARY GUNDERSON | |||||||
| SVP - FAITH & HEALTH | 50.00 | X | 221962 | 0 | 84678 | ||
| WILLIAM BREEN JR | |||||||
| SVP - PHYSICIAN ALIGNMENT | 50.00 | X | 209154 | 0 | 39024 | ||
| DONNA HERRIN GRIFFITH | |||||||
| FORMER SVP - CHIEF NURSING OFFICER | 50.00 | X | 183756 | 0 | 6030 | ||
| EDWARD RAFALSKI | |||||||
| SVP - STRATEGIC PLANNING & MARKETING | 50.00 | X | 157899 | 0 | 25200 | ||
| LARRY SPRATLIN | |||||||
| TREASURER | 50.00 | X | 0 | 344535 | 61398 | ||
| ELIZABETH OSTRIC | |||||||
| EXECUTIVE DIRECTOR | 50.00 | 307116 | 0 | 36800 | X | ||
| MICHAEL NESBIT | |||||||
| VICE PRESIDENT | 50.00 | 278199 | 0 | 59897 | X | ||
| LARRY FOGARTY | |||||||
| VICE PRESIDENT | 50.00 | 276655 | 0 | 61142 | X | ||
| DAVID ROSENBAUM | |||||||
| VICE PRESIDENT | 50.00 | 248693 | 0 | 46789 | X | ||
| MICHELLE COLLIS | |||||||
| VICE PRESIDENT | 50.00 | 213795 | 0 | 48488 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 9221353 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 344535 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2459349 | TotalOtherCompensation |
| Number Individuals GT100 K | 98 | 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 |
|---|---|---|---|---|---|
| CS2 ADVERTISING | |||||
| 400 UNION AVE | MEMPHIS | TN | 38103 | ADVERTISING SERVICE | 1069640 |
| TODAYCARE LLC | |||||
| 810 BROADWAY STE 105 | NASHVILLE | TN | 37203 | CHILDCARE SERVICES | 908531 |
| OR NURSES INC | |||||
| 9037 POPLAR AVE STE 103A | GERMANTOWN | TN | 38138 | NURSING SERVICES | 708434 |
| BELZ INVESTCO GP | |||||
| PO BOX 3661 | MEMPHIS | TN | 38173 | LEASE SERVICES | 694091 |
| MANGAN HOLCOMB PARTNERS | |||||
| 2300 COTTONDALE LN STE 300 | LITTLE ROCK | AR | 72202 | PRINTING SERVICES | 644503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 22 | NumberOfContractorsGT100K |
| Related Organizations | 85679 | RelatedOrganizations |
| All Other Contributions | 109312 | AllOtherContributions |
| Total Contributions | 194991 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| AFFILIATE MANAGEMENT | 900099 | 114355416 | 114355416 |
| INVESTMENT IN SUBSIDIA | 900099 | -1067455 | -1067455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 113287961 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9229575 | TotalRevenueColumn |
| Unrelated Business Revenue | 161314 | UnrelatedBusinessRevenue |
| Exclusion | $9,068,261 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 469075 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 469075 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 469075 | TotalRevenueColumn |
| Exclusion | $469,075 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19872506 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 394369 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19872506 | Securities |
| Other | -394369 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19478137 | TotalRevenueColumn |
| Exclusion | $19,478,137 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | 3159008 | 831954 | $2,327,054 | |
| HEALTHSOUTH REVENUES | 900099 | 109342 | 109342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3268350 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145928089 | TotalRevenueColumn |
| Related Or Exempt Function Income | 113397303 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 993268 | UnrelatedBusinessRevenue |
| Exclusion | $31,342,527 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 965663 | Total |
| Program Services | 965663 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7893895 | Total |
| Management And General | 7893895 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55728476 | Total |
| Program Services | 8310076 | ProgramServices |
| Management And General | 47418400 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4080930 | Total |
| Management And General | 4080930 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7633606 | Total |
| Program Services | 1169367 | ProgramServices |
| Management And General | 6464239 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4114656 | Total |
| Program Services | 753376 | ProgramServices |
| Management And General | 3361280 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403464 | Total |
| Management And General | 403464 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67614 | Total |
| Program Services | 1414 | ProgramServices |
| Management And General | 66200 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 457503 | Total |
| Management And General | 457503 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12590208 | Total |
| Program Services | 141391 | ProgramServices |
| Management And General | 12448817 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2693212 | Total |
| Program Services | 2215 | ProgramServices |
| Management And General | 2690997 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13526282 | Total |
| Program Services | 7357105 | ProgramServices |
| Management And General | 6169177 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8784792 | Total |
| Management And General | 8784792 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3897809 | Total |
| Program Services | 468510 | ProgramServices |
| Management And General | 3429299 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525459 | Total |
| Program Services | 88213 | ProgramServices |
| Management And General | 437246 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383486 | Total |
| Program Services | 131654 | ProgramServices |
| Management And General | 251832 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172780 | Total |
| Program Services | 15669 | ProgramServices |
| Management And General | 157111 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14671582 | Total |
| Program Services | 256879 | ProgramServices |
| Management And General | 14414703 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378013 | Total |
| Program Services | 18507 | ProgramServices |
| Management And General | 359506 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| RECRUITMENT | 378171 | 378171 | |
| EXPENSE TRANSFERS | -19188523 | -2797848 | -16390675 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120159078 | Total |
| Program Services | 3289364 | ProgramServices |
| Management And General | 116869714 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 999 | BOY |
| EOY | 10 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23989713 | BOY |
| EOY | 24727500 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67366 | BOY |
| EOY | 68141 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1616078 | BOY |
| EOY | 2228608 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 141195594 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 91274560 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60252740 | BOY |
| EOY | 49921034 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 582639856 | BOY |
| EOY | 612063104 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55519899 | BOY |
| EOY | 62026919 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3973635 | BOY |
| EOY | 9333990 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62706236 | BOY |
| EOY | 17667191 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 790766522 | BOY |
| EOY | 778036497 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86635090 | BOY |
| EOY | 94065788 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 546590591 | BOY |
| EOY | 522780000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4252629 | BOY |
| EOY | 3087691 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164370715 | BOY |
| EOY | 171241540 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801849025 | BOY |
| EOY | 791175019 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -11082503 | BOY |
| EOY | -13138522 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -11082503 | BOY |
| EOY | -13138522 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 790766522 | BOY |
| EOY | 778036497 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 25769011 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -27825030 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| 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 (6 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| METHODIST HEALTHCARE-MEMPHIS HOSPITALS | |||||
| 620479367 | 3 | 1 | 1 | 1 | $109,320,482 |
| METHODIST HEALTHCARE-FAYETTE HOSPITAL | |||||
| 620862334 | 3 | 1 | 1 | 1 | $834,576 |
| METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES | |||||
| 621403517 | 9 | 1 | 1 | 1 | $943,238 |
| ALLIANCE HEALTH SERVICES INC | |||||
| 620841121 | 9 | 1 | 1 | 1 | $1,374,000 |
| METHODIST EXTENDED CARE HOSPITAL INC | |||||
| 621518342 | 3 | 1 | 1 | 1 | $1,365,696 |
| METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES | |||||
| 582078931 | 9 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 6 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 113837992 | SumOfAmounts |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE ORGANIZATION PROVIDES SUPPORT FOR ITS SUPPORTING ORGANIZATION BY PROVIDING EXPENSE REIMBURSEMENTS AND MANAGEMENT OVERSIGHT. THE AMOUNTS PRESENTED ON PART I, LINE 11(H) AS SUPPORT ARE THE VALUES OF EXPENSE REIMBURSEMENTS PROVIDED TO THE VARIOUS ORGANIZATIONS FOR THE YEAR. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mailings Members | 1 | MailingsMembers |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Other Activities | 1 | OtherActivities |
| Other Activities | $457,503 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 457503 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | THE ORGANIZATION MADE PAYMENTS TO VARIOUS LOBBYING ORGANIZATIONS THROUGHOUT THE YEAR TO ENGAGE IN LOBBYING ACTIVITIES ON ITS BEHALF. TOTAL AMOUNTS PAID FOR LOBBYING EQUALLED $457,503. SPECIFIC AMOUNTS USED TO ENGAGE IN EACH OF THE ACTIVITIES IN LINE 1C-I IS UNKNOWN, AS THEY WERE PERFOMRED BY THIRD PARTIES. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13195283 | OtherCostOrOtherBasis |
| Book Value | 13195283 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4623152 | OtherCostOrOtherBasis |
| Depreciation | 2639941 | Depreciation |
| Book Value | 1983211 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2855215 | OtherCostOrOtherBasis |
| Depreciation | 2457310 | Depreciation |
| Book Value | 397905 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 118978522 | OtherCostOrOtherBasis |
| Depreciation | 86177309 | Depreciation |
| Book Value | 32801213 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1543422 | OtherCostOrOtherBasis |
| Book Value | 1543422 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 49921034 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUND OF FUNDS-LONG/SHORT EQUITY | 42223011 | F |
| PRIVATE REAL ESTATE COMINGLED FUNDS | 19803908 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 62026919 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM AFFILIATES | Description |
| Book Value | 9333990 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 9333990 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER ASSETS | 14396061 |
| OTHER RECEIVABLES | 3271130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 17667191 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PENSION EXPENSE | $119,906,372 |
| SWAP MARKET VALUE | $49,186,883 |
| OTHER LIABILITIES | $1,848,335 |
| INVESTMENT IN HEALTHCHOICE | $299,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 171241540 | 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 ORGANIZATION CONSOLIDATES ITS AUDIT WITH ITS SUBSIDIARIES. THE FOLLOWING STATEMENT REFLECTS THE FIN 48 FOOTNOTE OF THE CONSOLIDATED GROUP. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SYSTEM AND ALL OF THE NONPROFIT AFFILIATES FOR WHICH THE SYSTEM OR ITS BOARD OF DIRECTORS IS CONTROLLING MEMBER ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3). AS QUALIFIED TAX-EXEMPT ORGANIZATIONS, THE SYSTEM'S NONPROFIT AFFILIATES MUST OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THEIR TAX-EXEMPT STATUS. INCOME TAX FROM THE OPERATIONS OF THE SYSTEM'S WHOLLY OWNED FOR-PROFIT SUBSIDIARY, AMBULATORY OPERATIONS, INC., AND ITS SUBSIDIARIES IS NOT SIGNIFICANT. THE SYSTEM APPLIES FASB ASC TOPIC 740 (TOPIC 740), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AND PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE HAS BEEN NO IMPACT ON THE SYSTEM'S COMBINED FINANCIAL STATEMENTS AS A RESULT OF TOPIC 740. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (37 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||||
| 1378 UNION AVE | MEMPHIS | TN | 381043623 | 131788491 | 501(C)(3) | 20050 | N/A | N/A | GENERAL SUPPORT |
| AMERICAN FOOTBALL COACHES ASSOCIATION | |||||||||
| 100 LEGENDS LN | WACO | TX | 767061243 | 020232424 | 501(C)(3) | 25000 | N/A | N/A | GENERAL SUPPORT |
| AMERICAN HEART ASSOCIATION | |||||||||
| PO BOX4002900 | DES MOINES | TN | 503402900 | 135613797 | 501(C)(3) | 16236 | N/A | N/A | GENERAL SUPPORT |
| LIBERTY BOWL FESTIVAL ASSOCIATION | |||||||||
| 3767 NEW GETWELL RD | MEMPHIS | TN | 381186013 | 626064769 | 501(C)(4) | 5000 | N/A | N/A | GENERAL SUPPORT |
| APRIL 4TH FOUNDATION | |||||||||
| PO BOX 3267 | MEMPHIS | TN | 38173 | 621843078 | N/A | 16220 | N/A | N/A | GENERAL SUPPORT |
| CAMPBELL FOUNDATION | |||||||||
| 1400 S GERMANTOWN RD | GERMANTOWN | TN | 381382205 | 620548038 | 501(C)(3) | 37465 | N/A | N/A | GENERAL SUPPORT |
| CHICKASAW COUNCIL | |||||||||
| 171 S HOLLYWOOD | MEMPHIS | TN | 381124899 | 626249663 | 501(C)(3) | 5000 | N/A | N/A | GENERAL SUPPORT |
| CHRISTIAN MEDICAL AND DENTAL ASSOCIATION | |||||||||
| 2023 W HOUSTON WAY | GERMANTOWN | TN | 381396933 | 621867977 | 501(C)(3) | 5000 | N/A | N/A | GENERAL SUPPORT |
| CYSTIC FIBROSIS FOUNDATION | |||||||||
| 6555 QUINCE RD STE 104 | MEMPHIS | TN | 381198220 | 620851705 | 501(C)(3) | 7500 | N/A | N/A | GENERAL SUPPORT |
| FIRSTWORKS | |||||||||
| 3276 SUMMER AVE | MEMPHIS | TN | 38122 | 621365428 | 501(C)(3) | 5000 | N/A | N/A | GENERAL SUPPORT |
| GREATER MEMPHIS CHAMBER OF COMMERCE | |||||||||
| 22 N FRONT ST STE 200 | MEMPHIS | TN | 381032100 | 620291250 | 501(C)(6) | 25000 | N/A | N/A | GENERAL SUPPORT |
| BILL HASLEM INAUGURAL | |||||||||
| 1701 WEST END AVE STE 300 | NASHVILLE | TN | 372032610 | N/A | 7500 | N/A | N/A | GENERAL SUPPORT | |
| HEALTHY MEMPHIS | |||||||||
| 3175 LENOX PARK BLVD STE 309 | MEMPHIS | TN | 381154291 | 621820264 | 501(C)(3) | 25000 | N/A | N/A | GENERAL SUPPORT |
| SUSAN G KOMEN FOR THE CURE | |||||||||
| 6685 POPLAR AVE STE 205 | GERMANTOWN | TN | 381383698 | 751835298 | 501(C)(3) | 34159 | N/A | N/A | GENERAL SUPPORT |
| LEADERSHIP ACADEMY | |||||||||
| 22 N FRONT ST STE 500 | MEMPHIS | TN | 381032156 | 581607228 | 501(C)(3) | 10000 | N/A | N/A | GENERAL SUPPORT |
| LEADERSHIP MEMPHIS | |||||||||
| 119 S MAIN ST STE 425 | MEMPHIS | TN | 381033673 | 621043517 | 501(C)(3) | 9652 | N/A | N/A | GENERAL SUPPORT |
| WOUND OSTOMY AND CONTINENCE NURSES MEMPHIS AREA | |||||||||
| 5700 MASON RD | MEMPHIS | TN | 381201846 | 261326171 | 501(C)(6) | 10000 | N/A | N/A | GENERAL SUPPORT |
| MEMPHIS BIOWORKS FOUNDATION | |||||||||
| 20 S DUDLEY STE 900 | MEMPHIS | TN | 381034904 | 621858660 | 501(C)(3) | 50000 | N/A | N/A | GENERAL SUPPORT |
| MEMPHIS BOTANIC GARDENS | |||||||||
| 750 CHERRY RD | MEMPHIS | TN | 381174608 | 237159172 | 501(C)(3) | 10000 | N/A | N/A | GENERAL SUPPORT |
| MEMPHIS JEWISH COMMUNITY CENTER | |||||||||
| 6560 POPLAR AVE | MEMPHIS | TN | 381383614 | 620481800 | 501(C)(3) | 25000 | N/A | N/A | GENERAL SUPPORT |
| NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE | |||||||||
| 4805 MOUNT HOPE DR | BALTIMORE | MD | 21215 | 131084135 | 501(C)(3) | 15300 | N/A | N/A | GENERAL SUPPORT |
| MEMPHIS THEOLOGICAL SEMINARY | |||||||||
| 168 E PARKWAY S | MEMPHIS | TN | 381044340 | 626012228 | 501(C)(3) | 5000 | N/A | N/A | GENERAL SUPPORT |
| MEMPHIS TOMORROW | |||||||||
| 22 N FRONT ST STE 670 | MEMPHIS | TN | 381032168 | 621867308 | 501(C)(3) | 25000 | N/A | N/A | GENERAL SUPPORT |
| MID SOUTH MINORITY BUSINESS | |||||||||
| 158 MADISON AVE STE 300 | MEMPHIS | TN | 381032682 | 621198163 | 501(C)(3) | 78950 | N/A | N/A | GENERAL SUPPORT |
| NATIONAL ASSOCIATION OF HEALTH SERVICE EXECUTIVES | |||||||||
| 1050 CONNECTICUT AVE NW 10TH FL | WASHINGTON | DC | 200365334 | 621312239 | 501(C)(3) | 25000 | N/A | N/A | GENERAL SUPPORT |
| NATIONAL CIVIL RIGHTS MUSEUM | |||||||||
| 450 MULBERRY ST | MEMPHIS | TN | 381034214 | 581484027 | 501(C)(3) | 60000 | N/A | N/A | GENERAL SUPPORT |
| PEERLESS PRINTING COMPANY | |||||||||
| 2896 WALNUT GROVE RD | MEMPHIS | TN | 381112714 | N/A | 5070 | N/A | N/A | GENERAL SUPPORT | |
| MEMPHIS MUSEUMS INC (PINK PALACE) | |||||||||
| 3050 CENTRAL AVE | MEMPHIS | TN | 381113399 | 620801926 | 501(C)(3) | 5000 | N/A | N/A | GENERAL SUPPORT |
| REBUILD GOVERNMENT | |||||||||
| 22 N FRONT ST STE 670 | MEMPHIS | TN | 381032168 | N/A | 75000 | N/A | N/A | GENERAL SUPPORT | |
| SHELBY FARMS PARK CONSERVANCY | |||||||||
| 500 N PINE LAKE DR | MEMPHIS | TN | 381347970 | 260350397 | 501(C)(3) | 51500 | N/A | N/A | GENERAL SUPPORT |
| SOUTHWEST TN COMMUNITY COLLEGE FOUNDATION | |||||||||
| 5983 MACON CV | MEMPHIS | TN | 381347642 | 621105769 | 501(C)(3) | 100000 | N/A | N/A | GENERAL SUPPORT |
| ST JOHNS UNITED METHODIST CHURCH | |||||||||
| 1207 PEABODY AVE | MEMPHIS | TN | 381044507 | 501(C)(3) | 9450 | N/A | N/A | GENERAL SUPPORT | |
| TEACH FOR AMERICA | |||||||||
| ONE COMMERCE SQ STE 1190 | MEMPHIS | TN | 381032500 | 620544854 | 501(C)(3) | 10000 | N/A | N/A | GENERAL SUPPORT |
| UNITED METHODIST NEIGHBORHOOD | |||||||||
| PO BOX 111348 | MEMPHIS | TN | 381111348 | 620794812 | 501(C)(3) | 5000 | N/A | N/A | GENERAL SUPPORT |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||||
| ONE N FRONT ST | MEMPHIS | TN | 381032189 | 626048540 | 501(C)(3) | 6400 | N/A | N/A | GENERAL SUPPORT |
| VANDERBILT UNIVERSITY | |||||||||
| 501 OXFORD HOUSE | NASHVILLE | TN | 372324632 | 620476822 | 501(C)(3) | 19000 | N/A | N/A | GENERAL SUPPORT |
| VANDERBILT UNIVERSITY MEDICAL SCHOOL | |||||||||
| 501 OXFORD HOUSE | NASHVILLE | TN | 372324632 | 620476822 | 501(C)(3) | 19000 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 30 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 7 | TotalNbrOfOtherOrganizations |
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 |
| 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 (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY SHORB | |||||||||||||
| 786833 | 0 | 429991 | 0 | 345637 | 0 | 607274 | 0 | 11227 | 0 | 2180962 | 0 | 318274 | 0 |
| CHRIS MCLEAN | |||||||||||||
| 454106 | 0 | 189193 | 0 | 34090 | 0 | 136949 | 0 | 13268 | 0 | 827606 | 0 | 30579 | 0 |
| DONNA ABNEY | |||||||||||||
| 397983 | 0 | 177680 | 0 | 33081 | 0 | 178428 | 0 | 9586 | 0 | 796758 | 0 | 26670 | 0 |
| JERRY MALIOT | |||||||||||||
| 343008 | 0 | 110292 | 0 | 91793 | 0 | 57711 | 0 | 12830 | 0 | 615634 | 0 | 82163 | 0 |
| SUSAN THURMOND | |||||||||||||
| 364226 | 0 | 138508 | 0 | 40588 | 0 | 169149 | 0 | 5526 | 0 | 717997 | 0 | 32602 | 0 |
| STEVE WEST | |||||||||||||
| 309104 | 0 | 120489 | 0 | 23162 | 0 | 83970 | 0 | 12604 | 0 | 549329 | 0 | 16045 | 0 |
| GEORGE MAYZELL | |||||||||||||
| 333135 | 0 | 103358 | 0 | 5615 | 0 | 97624 | 0 | 12711 | 0 | 552443 | 0 | 0 | 0 |
| ANDREW FOWLER | |||||||||||||
| 266846 | 0 | 105362 | 0 | 64606 | 0 | 99911 | 0 | 9535 | 0 | 546260 | 0 | 60719 | 0 |
| DAVID BAYTOS | |||||||||||||
| 302718 | 0 | 114701 | 0 | 16938 | 0 | 99893 | 0 | 12595 | 0 | 546845 | 0 | 12715 | 0 |
| CAROL ROSS-SPANG | |||||||||||||
| 268471 | 0 | 105199 | 0 | 24355 | 0 | 100366 | 0 | 12518 | 0 | 510909 | 0 | 19054 | 0 |
| CATO JOHNSON | |||||||||||||
| 248806 | 0 | 102864 | 0 | 42873 | 0 | 88539 | 0 | 9445 | 0 | 492527 | 0 | 36581 | 0 |
| ALEXANDER MACGREGOR | |||||||||||||
| 301294 | 0 | 76855 | 0 | 10373 | 0 | 87969 | 0 | 9788 | 0 | 486279 | 0 | 0 | 0 |
| LYNN FIELD | |||||||||||||
| 192729 | 0 | 44658 | 0 | 2604 | 0 | 41307 | 0 | 9180 | 0 | 290478 | 0 | 0 | 0 |
| GARY GUNDERSON | |||||||||||||
| 155201 | 0 | 64340 | 0 | 2421 | 0 | 55142 | 0 | 29536 | 0 | 306640 | 0 | 0 | 0 |
| WILLIAM BREEN JR | |||||||||||||
| 162613 | 0 | 45000 | 0 | 1541 | 0 | 33686 | 0 | 5338 | 0 | 248178 | 0 | 0 | 0 |
| DONNA HERRIN GRIFFITH | |||||||||||||
| 31800 | 0 | 17825 | 0 | 134131 | 0 | 6030 | 0 | 0 | 0 | 189786 | 0 | 35114 | 0 |
| EDWARD RAFALSKI | |||||||||||||
| 127388 | 0 | 29743 | 0 | 768 | 0 | 20170 | 0 | 5030 | 0 | 183099 | 0 | 0 | 0 |
| LARRY SPRATLIN | |||||||||||||
| 0 | 228432 | 0 | 56207 | 0 | 59896 | 0 | 52028 | 0 | 9370 | 0 | 405933 | 0 | 56604 |
| ELIZABETH OSTRIC | |||||||||||||
| 264514 | 0 | 42602 | 0 | 0 | 0 | 28629 | 0 | 8171 | 0 | 343916 | 0 | 0 | 0 |
| MICHAEL NESBIT | |||||||||||||
| 219674 | 0 | 47372 | 0 | 11153 | 0 | 47632 | 0 | 12265 | 0 | 338096 | 0 | 9552 | 0 |
| LARRY FOGARTY | |||||||||||||
| 216813 | 0 | 50242 | 0 | 9600 | 0 | 48889 | 0 | 12253 | 0 | 337797 | 0 | 8572 | 0 |
| DAVID ROSENBAUM | |||||||||||||
| 181157 | 0 | 42864 | 0 | 24672 | 0 | 37647 | 0 | 9142 | 0 | 295482 | 0 | 20903 | 0 |
| MICHELLE COLLIS | |||||||||||||
| 160960 | 0 | 39780 | 0 | 13055 | 0 | 37123 | 0 | 11365 | 0 | 262283 | 0 | 10813 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | DUES TO SOCIAL CLUBS ARE PROVIDED FOR CERTAIN EMPLOYEES. THE PERSONAL USE OF SUCH FACILITIES ARE INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME. A HOUSING ALLOWANCE IS PROVIDED TO ONE CLERGYMAN FOR MINISTERIAL SERVICES PROVIDED TO PATIENTS AND THEIR FAMILIES. THIS AMOUNT IS INCLUDED IN BOX 14 OF THE EMPLOYEE'S W-2. |
| PART I, LINE 4B | THE PURPOSE OF THE METHODIST LE BONHEUR HEALTHCARE CONSOLIDATED EXECUTIVE DEFERRED COMPENSATION PLAN IS TO PROVIDE RETIREMENT BENEFITS FOR CERTAIN EXECUTIVE LEVEL EMPLOYEES IN ADDITION TO THE BENEFITS PROVIDED THROUGH THE OTHER RETIREMENT PLANS THAT ARE SPONSORED BY THE COMPANY. IT IS INTENDED THAT THIS PLAN COMPLY WITH INTERNAL REVENUE CODE SECTION 457(F) AND QUALIFY FOR THE SHORT TERM DEFERRAL EXCEPTION TO CODE SECTION 409A. UNDER THE PLAN, CORPORATE EXECUTIVES AT OR ABOVE THE VICE PRESIDENT LEVEL ARE ELIGIBLE TO RECEIVE EXECUTIVE DEFERRED COMPENSATION CREDITS DEPENDING ON THEIR POSITION CLASSIFICATION [6%,8%,10%,12% OF BASE SALARY]. EACH PLAN YEAR, THE EXECUTIVE MUST ELECT A DEFERRED VESTING DATE TO BE APPLIED TO THE DEFERRED COMPENSATION CREDIT THAT WILL BE EARNED IN THAT PLAN YEAR. THE DEFERRED VESTING DATE IS SUBJECT TO A VESTING SCHEDULE THAT REQUIRES A MINIMUM DEFERRAL OF 5 YEARS TO BECOME VESTED. UPON REACHING AGE 55, THE MINIMUM DEFERRAL IS REDUCED TO 3 YRS. UPON REACHING AGE 60, THE MINIMUM DEFERRAL IS REDUCED TO 2 YRS. AT AGE 64, A CASH EQUIVALENT IS PROVIDED TO THE EXECUTIVE AND NO ADDITIONAL DEFERRALS ARE MADE UNDER THIS PLAN. THE PLAN IS UNFUNDED WITH ALL BENEFITS PAID FROM THE COMPANY'S GENERAL ASSETS. HOWEVER, THE EXECUTIVE IS ALLOWED TO DIRECT THE INVESTMENTS OF HIS DEFERRED COMPENSATION CREDIT IN A MENU OF INVESTMENT ALTERNATIVES MADE AVAILABLE BY THE COMPANY. UPON VESTING, A DISTRIBUTION IS PROVIDED LESS THE APPLICABLE TAX. IN THE CASE OF A VOLUNTARY TERMINATION OF EMPLOYMENT BY THE EXECUTIVE OR INVOLUNTARY TERMINATION OF EMPLOYMENT FOR CAUSE BY THE COMPANY, THE NON-VESTED FUNDS ARE FORFEITED. ACCELERATED VESTING (100%) IS ALLOWED UPON DEATH, DISABILITY OR AN INVOLUNTARY TERMINATION BY THE COMPANY WITHOUT CAUSE. ALLOCATIONS TO THE PLAN FOR 2010 INCLUDE THE FOLLOWING: GARY SHORB - $ 94,398 CHRISTOPHER MCLEAN - 52,527 DONNA ABNEY - 47,363 SUSAN THURMOND - 43,707 STEVE WEST - 37,117 ANDREW FOWLER - 32,022 DAVID BAYTOS - 35,949 CAROL ROSS-SPANG - 32,057 CATO JOHNSON - 18,645 LARRY SPRATLIN - 18,263 MICHAEL NESBIT - 17,320 LARRY FOGARTY - 17,086 MICHELLE COLLIS - 12,877 |
| PART I, LINE 7 | THE MANAGEMENT INCENTIVE PLAN INTENDS TO REWARD MANAGEMENT FOR THE ACHIEVEMENT OF PERFORMANCE AGAINST A PRE-ESTABLISHED SET OF BALANCED AND CHALLENGING GOALS. THE PLAN ALSO INCLUDES A PROVISION THAT DEFERS VESTING OF A PORTION OF THE AWARD SUBJECT TO CONTINUED EMPLOYMENT (WITH A SUBSTANTIAL RISK OF FORFEITURE) TO ENCOURAGE RETENTION OF EXECUTIVES. THIS PLAN IS REVIEWED BY AN EXTERNAL THIRD-PARTY CONSULTANT. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN | |||||||
| 521283414 | 821697VM8 | 2004-09-15 | 161400000 | ADVANCE REFUNDING, CAPITAL ACQUISITION | 0 | 0 | 0 |
| THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN | |||||||
| 521283414 | 821697VN6 | 2004-09-15 | 89000000 | CAPITAL ACQUISITION | 0 | 0 | 0 |
| THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN | |||||||
| 521283414 | 821697ZK8 | 2008-06-12 | 270000000 | CURRENT REFUNDING, CAPITAL ACQUISITION | 0 | 0 | 0 |
| THE HEALTH EDUCATIONAL & HOUSING FACILITY BOARD OF THE COUNTY OF SHELBYTN | |||||||
| 521283414 | 821697YF0 | 2008-06-12 | 112198412 | CURRENT REFUNDING | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 6830000 | 130655000 | 165305362 | 15884267 | 147057179 | 2586587 | 6941323 | 3689402 | 2005 | 0 | 1 | 1 | 1 | |
| 81875000 | 90858489 | 2596094 | 779734 | 3792993 | 80597104 | 2005 | 0 | 0 | 1 | 1 | |||
| 271497597 | 10068037 | 1355713 | 10279010 | 187388948 | 2010 | 1 | 0 | 1 | 1 | 65615000 | |||
| 18755000 | 113042852 | 11681722 | 964513 | 1998 | 1 | 0 | 1 | 1 | 100014058 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 1 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 1 | 0 | 1 | 0.00640 | 0.00000 | 0.00640 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE NA | ||||||||
| 0 | 0 | 1 | 16.600000000000 | 1 | 0 | 0 | 0 | 0 |
| JP MORGAN CHASE NA | ||||||||
| 0 | 0 | 1 | 13.600000000000 | 0 | 0 | 0 | 0 | 0 |
| JP MORGAN CHASE NA | ||||||||
| 0 | 1 | 1 | 30.400000000000 | 0 | 0 | 0 | 0 | 0 |
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |||
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE K, PART II, LINE 3: | AMOUNTS REPORTED ON LINE 3 INCLUDE INVESTMENT EARNINGS ON BOND PROCEEDS. |
| SCHEDULE K, PART II, LINE 11: | OTHER SPENT PROCEEDS REPRESENTS AMOUNTS USED TO CURRENTLY REFUND PRIOR ISSUES. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELZ INVESTCO GP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | OWNED IN PART BY BOARD MEMBER RONALD BELZ | Relationship |
| Amount Of Transaction | 694091 | AmountOfTransaction |
| Description Of Transaction | PROPERTY LEASE AND RENTAL | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENTS: | FORM 990, PART III, LINE 4A: | METHODIST LE BONHEUR HEALTHCARE PROVIDES OVER $135 MILLION OF NET COMMUNITY BENEFIT EXPENSE TO CHARITY, MEDICAID, TENNCARE, MEDICAL EDUCATION, AND COMMUNITY SERVICES. NET COMMUNITY BENEFIT EXPENSE IS CALCULATED USING A STANDARD APPROACH AS REQUIRED FOR GOVERNMENT BENEFIT REPORTING. METHODIST HEALTHCARE FOUNDATION FUNDING THE METHODIST HEALTHCARE FOUNDATION, THE PHILANTHROPIC ARM OF METHODIST HEALTHCARE, RAISES AND MANAGES CHARITABLE FUNDS TO SUPPORT THE MISSION AND VISION OF METHODIST HEALTHCARE. THE FOUNDATION SUPPORTS METHODIST HEALTHCARE IN ITS CONTINUING MISSION TO PROVIDE HIGH QUALITY, COST-EFFECTIVE HEALTHCARE IN THE COMMUNITIES WE SERVE THROUGH PROVIDING NEW RESEARCH, SUPPORT CLINICAL INITIATIVES AND PROVIDE MUCH NEEDED CAPITAL SUPPORT. METHODIST HEALTHCARE FOUNDATION MISSION STATEMENT: THE FOUNDATION SUPPORTS THE LIFE OF METHODIST LE BONHEUR HEALTHCARE BY INVITING COMMUNITY PHILANTHROPIC PARTNERS TO INVEST IN THE PARTS OF OUR MISSION THAT DEMAND ENHANCEMENTS IN RESEARCH, FACILITY OR PROGRAMS. THE FOUNDATION INVITES ITS PARTNERS TO BUILD THE CAPACITY OF THE HEALTHCARE SYSTEM BY COMMUNICATING THE BOLD FAITH OF OUR FOUNDERS AND EXPANSIVE VISION OF A MORE FULL AND HEALTHY LIFE FOR THE COMMUNITIES WE SERVE. IN 2010, THE METHODIST HEALTHCARE FOUNDATION RAISED OVER $6 MILLION AND GAVE BACK OVER $10 MILLION TOWARDS A VARIETY OF AREAS INCLUDING EDUCATION, RESEARCH, SCHOLARSHIPS, GRANTS, AND EQUIPMENT. PHILANTHROPY IS KEY FOR COMMUNITY-BASED METHODIST HEALTHCARE, AND THE FOUNDATION IS TRULY THE SPIRIT OF METHODIST HEALTHCARE. IN ORDER TO STRENGTHEN CLINICAL INITIATIVES THROUGHOUT THE METHODIST HEALTHCARE SYSTEM, THE METHODIST HEALTHCARE FOUNDATION AWARDS GRANTS FOR PROGRAMS AND RESEARCH PROJECTS THAT FIT THE MISSION AND GOALS OF METHODIST HEALTHCARE. THE GRANTS PROVIDE SUPPORT FOR WORK CONDUCTED IN AREAS OF MOST INTEREST, SPECIFICALLY: NEUROSCIENCE, TRANSPLANT, CANCER, PATIENT SAFETY, QUALITY OF CARE AND NURSING EXCELLENCE AND EDUCATION. THE GRANTS APPROVED BY THE METHODIST HEALTHCARE FOUNDATION BOARD OF DIRECTORS IN 2010 INCLUDE: - PHARMACOKINETICS OF MERCURY IN EXTREMELY LOW BIRTH WEIGHT INFANTS AFTER CO-TRANSFUSION WITH PACKED RED BLOOD CELLS (MOHAMAD ELABIAD, MD - $3,690) - FEASIBILITY STUDY OF THE USE OF SPECIAL SPECIMEN COLLECTION KIT TO IMPROVE LYMPH NODE YIELD DURING SURGICAL RESECTION OF NON-SMALL CELL LUNG CANCER (RAYMOND OSAROGIAGBON, MD) - PATHOLOGIC EXAMINATION OF RESECTED LUNG CANCER: A PILOT STUDY TO IMPROVE STAGING (ROBERT RAMIREZ, DO - $30,000) - USE OF REPEAT ENDOTRACHEAL ASPIRATES TO GUIDE ANTIBIOTIC DURATION IN CRITICALLY-ILL PATIENTS WITH PNEUMONIA (CHRIS FINCH, PHARM.D. - $5,000) THE METHODIST FOUNDATION AWARDS COLLEGE SCHOLARSHIPS TO CHILDREN AND DEPENDENTS OF ASSOCIATES WHO PLAN TO PURSUE A CAREER IN A HEALTH- RELATED FIELD OF STUDY. IN 2010, THE METHODIST FOUNDATION PRESENTED 18 SCHOLARSHIPS TOTALING $21,000. THE METHODIST FOUNDATION HAS ESTABLISHED THE HUMANITARIAN FUND WHICH HELPS ASSOCIATES IN TIMES OF AN EMERGENCY. IN 2010, $460,000 WAS RAISED DURING THE ASSOCIATE ANNUAL FUND CAMPAIGN. THE MAJORITY OF THOSE FUNDS ASSISTED ASSOCIATES IN TIMES OF FIRE, CRIME OR SERIOUS ILLNESS OF A FAMILY MEMBER. LE BONHEUR FOUNDATION FUNDING THE LE BONHEUR FOUNDATION DISTRIBUTED $25 MILLION WHICH WAS USED FOR CONSTRUCTION OF THE NEW HOSPITAL AND VARIOUS RENOVATIONS AND EQUIPMENT. THE LE BONHEUR FOUNDATION ALSO FUNDED A NUMBER OF RESEARCH PROJECTS. THE GRANTS FUNDED IN 2010 INCLUDED: - TRANSCRIPTION REGULATORS OF AZOLE TOLERANCE IN C. ALBICANS - $5,000 - FGF-23 AND CARDIOVASCULAR DISEASE IN CHILDREN WITH CKD - $14,000 - SERIAL MEASUREMENT OF BIOMARKERS IN IGA NEPHROPATHY - $15,000 - EXPRESSION STUDIES IN SUBJECTS WITH 15Q INTESTINAL DUPLICATION - $5,000 - ETIOLOGY, PROGNOSIS AND INFLAMMATORY MARKERS IN PEDIATRIC PNEUMONIA - $5,000 - QUANTIFYING THE CELLULAR IMMUNE RESPONSE TO RESPIRATORY SYNCTICAL VIRUS INFECTION - $25,000 - THE ROLE OF CD151-INTEGRIN A3B1 COMPLEX IN RENAL TUBULOGENESIS AND FUNCTION - $11,000 - STRETCH-ACTIVATED ION CHANNELS REGULATE INFLAMMATORY MEDIATOR RELEASE IN THE LUNG - $25,000 THE TOP THREE PROGRAM SERVICES ARE LISTED BELOW: METHODIST HOSPICE RESIDENCE - TOTAL CALENDAR YEAR EXPENSES OF $4,751,000, NO GRANTS, TOTAL CALENDAR YEAR REVENUE OF $723,540. THE HOSPICE RESIDENCE WILL BE A $9 MILLION, 30-BED FREE-STANDING FACILITY ON SIX ACRES THAT PROVIDES RESIDENTIAL HOSPICE CARE FOR THOSE PATIENTS WHO CANNOT STAY IN THEIR HOMES AT THE END OF THEIR LIVES. THE FACILITY WILL CONTAIN A LARGE "LIVING ROOM", FAMILY RECHARGE AREAS AND LOVELY GARDENS THAT CAN BE ACCESSED BY ALL PATIENT ROOMS. IT WILL BE PART OF METHODIST ALLIANCE HOSPICE, A 501C(3) ORGANIZATION (EIN 62-0841121, DIVISION OF METHODIST LE BONHEUR HEALTHCARE). SINCE 1979, METHODIST HOSPICE HAS PROVIDED COMPASSIONATE CARE AND SUPPORT TO INDIVIDUALS AND THEIR FAMILIES WHO ARE FACING LIFE'S FINAL JOURNEY. AS ONE OF THE FIRST HOSPICES IN THE COUNTRY TO RECEIVE MEDICARE CERTIFICATION, METHODIST HOSPICE WORKS TO HELP EAST THE END-OF-LIFE TRANSITION FOR ALMOST 150 FAMILIES IN THE MID-SOUTH EVERY DAY. THE GRAND OPENING OF THIS FACILITY IS EXPECTED TO BE IN JULY, 2011. CENTER OF EXCELLENCE IN FAITH AND HEALTH - TOTAL CALENDAR YEAR EXPENSES OF $1,596,955, NO GRANTS, TOTAL CALENDAR YEAR REVENUE OF $586,509. THE SPIRIT OF FAITH AND HEALING PERVADES METHODIST LE BONHEUR HEALTHCARE. AS A FAITH-BASED INSTITUTION, WE ARE WORKING TO DEFINE HOW WE CAN BETTER UTILIZE OUR FAITH RESOURCES AND OTHER ASSETS IN THE COMMUNITY TO IMPROVE HEALTH. THAT MISSION HAS RESULTED IN A STRATEGY AROUND CONGREGATIONS AND OUR CONNECTION WITH THEM. WE BELIEVE THAT CONGREGATIONS CAN PLAY A SIGNIFICANT ROLE IN HEALTHCARE WHEN THEY ARE STRATEGIC PARTNERS IN THEIR MEMBERS' HEALTH JOURNEYS. TO THAT END, WE HAVE ENTERED INTO CONVENANTAL RELATIONSHIPS WITH 350+ CONGREGATIONS TO IMPROVE THE ACCESS TO COMPREHENSIVE HEALTH SERVICES FOR ALL CITIZENS AND TO IMPROVE THE HEALTH STATUS OF THESE PATIENTS. THE CENTER OF EXCELLENCE IN FAITH AND HEALTH (COE) WAS COMPLETED IN JANUARY 2011 AND IS HOUSED IN RENOVATED SPACE AT METHODIST UNIVERSITY HOSPITAL. THE COE WILL ADVANCE HEALTH BY BRINGING FAITH AND HEALTH TOGETHER FOR THE IMPROVED WELLBEING OF THOUSANDS OF PATIENTS. THE CENTER'S GOAL IS TO DRAMATICALLY ENHANCE QUALITY OF CARE AND SUPPORT FOR OUR PATIENTS AND THEIR FAMILIES. WE BELIEVE THAT THE COUPLING OF FAITH AND HEALTH CAN NOT ONLY ELEVATE THE LEVEL OF CARE WE DELIVER TO OUR PATIENTS, BUT ALSO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY AND BEYOND. THE ACTUAL CENTER OF EXCELLENCE SPACE TRANSFORMED THE PREVIOUSLY EXISTING INTENSIVE CARE WAITING ROOM INTO A STATE-OF-THE-ART FAMILY-CENTERED HEALING ENVIRONMENT WITH A QUIET AREA, RESOURCE ROOM, EDUCATION SPACES, MOVEABLE FURNITURE, AS WELL AS SPACE FOR LOCAL CLERGY TO COUNSEL THEIR MEMBERS. IT ALSO HOUSES CREATIVE MEETING SPACE FOR ACADEMIC PARTNERS LOCALLY AND ACROSS THE GLOBE TO WORK WITH EACH OTHER, AS WELL AS PROVIDE TRAINING AND EDUCATION TO OUR ASSOCIATES, LOCAL CLERGY AND COMMUNITY HEALTH PARTNERS. THE FOUNDATION RAISED OVER $2 MILLION TO MAKE THIS PROJECT A REALITY. PHYSICIANS' RESEARCH NETWORK - TOTAL CALENDAR YEAR EXPENSES OF $836,384, NO GRANTS, TOTAL CALENDAR YEAR REVENUE OF $1,124,086. METHODIST LE BONHEUR HEALTHCARE HAD 293 OPEN CLINICAL RESEARCH PROTOCOLS IN 2010 OF WHICH 81 WERE NEW STUDIES. THE PHYSICIANS' RESEARCH NETWORK (PRN) OPERATES UNDER THE UMBRELLA OF THE METHODIST HEALTHCARE FOUNDATION AND FACILITATES ADULT AND PEDIATRIC RESEARCH WITHIN METHODIST HEALTHCARE. PRN PROVIDES STUDY COORDINATION, SUPPORT SERVICES, AND REGULATORY ASSISTANCE TO INVESTIGATORS MANAGING INPATIENT AND OUTPATIENT CLINICAL RESEARCH TRIALS. |
| OTHER PROGRAM SERVICES INCLUDED: THE FOUNDATION RAISES FUNDS TO BENEFIT AND STRENGTHEN THE METHODIST LE BONHEUR HEALTHCARE PROGRAMS AND CENTERS OF EXCELLENCE. FUNDS RAISED ENHANCE AND STRENGTHEN CLINICAL AND RESEARCH INITIATIVES, UNDERWRITE COSTS FOR FACILITIES, TECHNICIANS, AND EQUIPMENT AND BRIDGE THE GAP BETWEEN WHAT HOSPITAL CHARGES COVER AND WHAT IS NECESSARY TO STAY ON THE CUTTING EDGE OF MEDICAL SCIENCE. IN 2010, THE FOUNDATION PROVIDED $633,898 IN SUPPORT OF THESE PROGRAMS. METHODIST LE BONHEUR HEALTHCARE SUPPORTS LIFELONG LEARNING FOR PHYSICIANS BY PROVIDING THEM THE NECESSARY EVIDENCE-BASED INFORMATION IN FORMATS THAT WILL DEVELOP AND MAINTAIN COMPETENCE, ENHANCE KNOWLEDGE AND SKILLS, IMPROVE PERFORMANCE AND PATIENT OUTCOMES. IN 2010 MLH OFFERED 22 COURSES, 55 REGULARLY SCHEDULED SERIES AND 4 ENDURING MATERIALS FOR A TOTAL OF 81 PROGRAMS, 1,373 HOURS. A TOTAL OF 16,444 PHYSICIANS ATTENDED AND 4,118 NON-PHYSICIANS. THE FOUNDATION SPENT $453,444 IN 2010 IN SUPPORT OF THESE EDUCATIONAL OFFERINGS. ANNUAL GIVING AND SPECIAL EVENT EFFORTS (NOT INCLUDING OUR TOP THREE EVENTS) HAD TOTAL EXPENSES OF $187,129 AND REVENUE OF $205,549. PROCEEDS FROM THESE EFFORTS BENEFIT OUR GRANT AND SCHOLARSHIP PROGRAMS AND PROVIDE FUNDS FOR THE AREAS OF GREATEST NEED WITHIN METHODIST LE BONHEUR HEALTHCARE AS DETERMINED BY OUR FOUNDATION BOARD OF DIRECTORS. THE NURSE LEADER INSTITUTE HAD EXPENSES OF $94,683 AND REVENUE OF $84,833. THIS INSTITUTE IS FUNDED BY THE H.R.S.A.-NURSE EDUCATION PRACTICE RETENTION GRANT FUNDING STREAM, AND IT PROVIDES LEADERSHIP TRAINING AND COACHING FOR MID-LEVEL AND FRONTLINE NURSE LEADERS, WITH A GOAL OF IMPROVED RN RETENTION AND LEADING TO GREATER EXPERTISE IN PROVIDING PATIENT CARE AND IMPROVED PATIENT OUTCOMES. EXTERNAL ACCOUNTS AND HOSPITAL/DEPARTMENTAL FUNDS, INCLUDING OUR AUXILIARY'S FUNDRAISING, REPRESENTED $857,060 IN EXPENSES AND $163,852 IN REVENUE. COMPREHENSIVE SICKLE CELL CENTER OF MEMPHIS WILL PROVIDE COMPREHENSIVE CARE FOR ADULT PATIENTS WITH SICKLE CELL DISEASE. THE CENTER WILL INCLUDE AN OUTPATIENT TREATMENT CENTER FOR CLINICAL CARE AND ROUTINE HEALTH MAINTENANCE CARE AND AN IN-PATIENT UNIT FOR THOSE WITH MORE URGENT CARE NEEDS. THE CSCC HAD REVENUES OF $648,850 AND EXPENSES OF $5,381. MEDICAL EDUCATION AND RESEARCH METHODIST LE BONHEUR HEALTHCARE SUPPORTS VIA DIRECT SALARY AND BENEFIT CONTRIBUTIONS TO THE UNIVERSITY OF TENNESSEE GRADUATE MEDICAL TRAINING POSITIONS (GME) AT METHODIST UNIVERSITY HOSPITAL, LE BONHEUR CHILDREN'S MEDICAL CENTER, AND METHODIST LE BONHEUR GERMANTOWN HOSPITAL. THIS IS AN INCREASE OF OVER 50 POSITIONS OVER THE PAST FOUR YEARS DUE TO THE GROWTH OF ACADEMIC PROGRAMS AT METHODIST UNIVERSITY HOSPITAL AND LE BONHEUR CHILDREN'S MEDICAL CENTER. THESE GME RESIDENTS AND FELLOWS ARE EMPLOYEES AND TRAINEES AT THE UNIVERSITY OF TENNESSEE, BUT THEIR FINANCIAL SUPPORT FOR SALARIES AND BENEFITS COMES VIA METHODIST. THESE TRAINEES SPEND TIME AT A METHODIST HOSPITAL DURING THE PERIODS OF METHODIST SUPPORT AND ARE INVOLVED IN PATIENT CARE IN ADDITION TO EDUCATIONAL ACTIVITIES. THE TOTAL BUDGET FOR GRADUATE MEDICAL EDUCATIONAL PROGRAMS IN 2010 WAS $23,351,024.50. IN ADDITION TO MEDICAL TRAINING, METHODIST ALSO PROVIDES SUPPORT TRAINING FOR OUR CHAPLAINS AND TRAINING FOR COMMUNITY CLERGY AND LAITY TO DEVELOP THEIR COMMUNICATION SKILLS DURING THEIR HOSPITAL VISITS. METHODIST LE BONHEUR HEALTHCARE IS DEDICATED TO ADVANCING HEALTH CARE IN THE MEMPHIS COMMUNITY. METHODIST RECOGNIZES THE IMPORTANCE OF NURSES AND THE NURSING SHORTAGE THE HEALTH CARE INDUSTRY FACES AND THEREFORE IS COMMITTED TO PROVIDING FUNDS TO EDUCATE AND RETAIN NURSES BY SUPPORTING VARIOUS MEDICAL SCHOOLS AND PROGRAMS. ADDITIONALLY, METHODIST SUPPORTS VARIOUS NON-PROFIT ORGANIZATIONS WHOSE EFFORTS FOSTER EDUCATION AND WORKFORCE DEVELOPMENT AS WELL AS BUSINESS AND ECONOMIC DEVELOPMENT WITHIN THE COMMUNITY. - $2,000 MID-SOUTH MINORITY BUSINESS ASSOCIATION METHODIST PROVIDED $50,000 TO THE MEMPHIS BIOWORKS FOUNDATION TO SUPPORT THE GROWTH OF THE BIOWORKS INDUSTRY IN OUR COMMUNITY BY HELPING TO EXPAND THE INFRASTRUCTURE, EDUCATIONAL OPPORTUNITIES AND ENTREPRENEURIAL SUPPORT. IN OTHER EFFORTS TO STRENGTH THE COMMUNITY'S WORKFORCE AND EXISTING BUSINESSES AND STIMULATE BUSINESS GROWTH AND DEVELOPMENT, METHODIST CONTRIBUTED $25,000 TO THE GREATER MEMPHIS CHAMBER AND A THREE YEAR PLEDGE OF $25,000 TO MEMPHIS TOMORROW. CHURCH HEALTH CENTER AS AN EARLY SUPPORTER OF THE CHURCH HEALTH CENTER, METHODIST HEALTHCARE STRONGLY BELIEVES IN ITS MISSION TO SERVE THE WORKING POOR. FROM ITS BEGINNINGS AS A PROJECT OF ST. JOHN'S UNITED METHODIST CHURCH AND OF DR. SCOTT MORRIS TO THE COMPREHENSIVE COMMUNITY RESOURCE IT IS TODAY, THE CHURCH HEALTH CENTER PROVIDES AFFORDABLE HEALTH CARE, DENTISTRY, OPTOMETRY, PASTORAL COUNSELING, AND HEALTH EDUCATION TO THOSE WHO NEED THESE SERVICES IN MEMPHIS. METHODIST HEALTHCARE IS PROUD TO SUPPORT THIS WORTHY ENDEAVOR. METHODIST HELPS SUPPORT THE CHURCH HEALTH CENTER BY PROVIDING PATIENT CARE FREE OF CHARGE. METHODIST GAVE $5,000 TO THE UNIVERSITY OF TENNESSEES CHRISTIAN MEDICAL AND DENTAL ASSOCIATION, AN ORGANIZATION THAT SUPPORTS THE HEALTH NEEDS OF THE POOR. METHODIST CONTRIBUTED $25,000 TO HEALTHY MEMPHIS WITH THE GOAL OF IMPROVING HEALTH AND HEALTHCARE FOR THE GREATER MEMPHIS AREA. LE BONHEUR COMMUNITY HEALTH AND WELL-BEING LE BONHEUR COMMUNITY HEALTH AND WELL-BEING WORKS TO EXTEND THE WORK OF THE HOSPITAL BEYOND ITS WALLS. THROUGH A VARIETY OF PROGRAMS, WE MAKE A DIFFERENCE IN THE EVERYDAY LIVES OF CHILDREN IN COMMUNITIES THROUGHOUT THE REGION. WHILE THESE PROGRAMS ARE LARGELY FUNDED BY GRANTS, METHODIST GAVE $447,456 IN 2010 FOR IN-KIND DONATIONS TO SUPPORT THESE PROGRAMS. SAFE KIDS MID-SOUTH PROVIDED FREE SWIMMING LESSONS TO 575 "AT RISK" CHILDREN, AGES 6- 12; HOSTED LIFEGUARD GAMES TO ENHANCE LIFEGUARD SKILLS; HOSTED DIVERSITY IN SWIMMING DEVELOPMENTAL CLINIC AND MEET FOR 200 CHILDREN; AND PROVIDED TRAINING FOR FAMILY AND FRIENDS CPR DAY WHERE 120 PEOPLE WERE TRAINED IN CPR. SAFE KIDS MID-SOUTH PROVIDED 1,500 CHILD SAFETY SEAT INSPECTIONS; 500 CHILD SAFETY SEATS WERE PROVIDED TO "AT RISK" FAMILIES. THREE BICYCLE SAFETY LESSONS REACHING 1,000 CHILDREN WERE HELD FOR MEMPHIS CITY SCHOOL ELEMENTARY STUDENTS. A TOTAL OF 250 BICYCLE HELMETS WERE GIVEN TO "AT RISK CHILDREN." THE BUCKLE UP HOTLINE RECEIVED APPROXIMATELY 50 CALLS PER MONTH. SAFE KIDS MID-SOUTH HELD BABY SAFETY SHOWERS FOR 350 "AT RISK" MOTHERS-TO-BE (IDENTIFIED FROM HIGH MORTALITY ZIP CODE AREAS) WERE HELD TWICE A MONTH. DOOR PRIZES FOR ALL ATTENDEES INCLUDED A CHILD SAFETY SEAT, CRIB, MATTRESS AND FITTED CRIB SHEET AND ASSORTED HOME SAFETY ITEMS. SAFE KIDS MID-SOUTH HELD A PEDESTRIAN SAFETY RALLY WITH INTERACTIVE SAFETY LESSONS AT TWO MEMPHIS CITY ELEMENTARY SCHOOLS REACHING 800 CHILDREN. RAILROAD SAFETY WAS TAUGHT TO 600 STUDENTS AT FOUR AREA ELEMENTARY SCHOOLS. SAFE KIDS MID-SOUTH TAUGHT FOUR CLINICS FOCUSING ON SPORTS SAFETY AND THE IMPORTANCE OF PRE-SEASON PHYSICALS AND CONCUSSION PREVENTION TO 400 PARENTS, STUDENT ATHLETES, AND COACHES. IN WEST TENNESSEE, THE MOBILE MEDICAL UNIT - LE BONHEUR ON THE MOVE - CONTINUED TO PROVIDE MEDICAL HOMES FOR RURAL AND MIGRANT CHILDREN AND THEIR FAMILIES. THE UNIT IS STAFFED WITH AN ADVANCED PRACTICE NURSE, A NURSE, COORDINATOR, AND DRIVER. THE COORDINATED SCHOOL HEALTH ASTHMA PROGRAM INTEGRATES AND IMPROVES ASTHMA EDUCATION AND CASE MANAGEMENT IN SHELBY COUNTY AND TIPTON COUNTY SCHOOL DISTRICTS. THROUGH THIS INITIATIVE, 28 CLASSES WERE HELD TO EDUCATE OVER 1,082 TEACHERS, STUDENTS, AND PARENTS ABOUT ASTHMA. TOPICS INCLUDED POWER BREATHERS, WEE WEEZERS, ASTHMA 1-2-3, AND YOU CAN | ||
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INPUT FROM HUMAN RESOURCES, LEGAL, COMPLIANCE, AND FINANCE DEPARTMENTS AND EXTERNAL FINANCIAL CONSULTANTS. FINANCIAL INFORMATION IS RECONCILED TO AUDITED FINANCIAL STATEMENTS AS APPROPRIATE. THE INFORMATION TO BE DISCLOSED REGARDING COMPENSATION IS REVIEWED WITH THE COMPENSATION COMMITTEE OF THE BOARD. THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF MLH AND MANAGEMENT OF THE ORGANIZATION AS APPROPRIATE. A COPY OF THE RETURN IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND DISCUSSED AT A SCHEDULED BOARD MEETING PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | METHODIST LE BONHEUR HEALTHCARE EMPLOYS A COMPLIANCE OFFICER WHO MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR ALL VOTING BOARD MEMBERS AND APPLICABLE OFFICERS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE BOARD OF DIRECTORS. AN EXTERNAL INDEPENDENT CONSULTANT ADVISES THE BOARD COMPENSATION COMMITTEE ON EXECUTIVE SALARY AND INCENTIVE COMPENSATION. BENEFITS ARE PERIODICALLY BENCHMARKED BY A SEPARATE EXTERNAL CONSULTANT AND ANY CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS AND IS A SUBGROUP OF THE FULL BOARD OF DIRECTORS. THE COMPENSATION CONSULTANT ANNUALLY DEVELOPS TOTAL CASH COMPENSATION COMPARISONS OF PEER NON-PROFIT SYSTEMS ESTABLISHED BY THE COMPENSATION COMMITTEE. THE COMPENSATION CONSULTANT INTERPRETS THE INFORMATION AND PROVIDES AN OPINION OF REASONABLENESS ON THE TOTAL CASH COMPENSATION PACKAGE. THE COMPENSATION COMMITTEE APPROVES ANY CHANGES TO THE COMPENSATION AND EXECUTIVE BENEFIT STRUCTURE OF THE CEO AND OTHER TOP EXECUTIVES, OTHERWISE KNOWN AS DISQUALIFIED CANDIDATES. ALL OTHER COMPENSATION DECISIONS ARE DETERMINED BY ARRANGEMENT AS DELEGATED BY THE BOARD OF DIRECTORS. THE COMMITTEE DOCUMENTS ALL DETERMINATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT OUR WEBSITE IN THE "ABOUT US" SECTION, OR AT WWW.GUIDESTAR.ORG. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED IN A CONSOLIDATION WITH ITS RELATED SUBSIDIARIES. INFORMATION ON FINANCIAL STATEMENTS IS AVAILABLE BY CONTACTING THE ORGANIZATION'S CORPORATE OFFICE. PLEASE SEE FORM 990, PART VI, LINE 20 FOR DETAILS. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS FOR ALL AFFILIATES OF METHODIST LE BONHEUR HEALTHCARE ARE ALSO AVAILABLE BY REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | TRANSFERS WITH AFFILIATES -27,825,030. TOTAL TO FORM 990, PART XI, LINE 5: -27,825,030. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION | ||||||||||
| 850 POPLAR AVENUE BLDG 2 | MEMPHIS | TN | 38105 | 621872938 | FOUNDATION | TN | 501(C)(3) | LINE 11A, I | N/A | 1 |
| METHODIST HEALTHCARE FOUNDATION | ||||||||||
| 1211 UNION AVENUE SUITE 450 | MEMPHIS | TN | 38104 | 237320638 | FOUNDATION | TN | 501(C)(3) | LINE 11A, I | N/A | 1 |
| METHODIST HEALTHCARE-FAYETTE HOSPITAL | ||||||||||
| 214 LAKEVIEW DRIVE | SOMERVILLE | TN | 38068 | 620862334 | HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 1 |
| METHODIST EXTENDED CARE HOSPITAL INC | ||||||||||
| 225 SOUTH CLAYBROOK | MEMPHIS | TN | 38104 | 621518342 | HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 1 |
| METHODIST HEALTHCARE-JONESBORO HOSPITAL | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 710499625 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 1 |
| METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES | ||||||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38134 | 621403517 | OUTPATIENT HEALTHCARE | TN | 501(C)(3) | LINE 9 | N/A | 1 |
| METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 582078931 | OUTPATIENT HEALTHCARE | TN | 501(C)(3) | LINE 9 | N/A | 1 |
| LE BONHEUR COMMUNITY HEALTH AND WELL-BEING | ||||||||||
| 50 PEABODY PLACE | MEMPHIS | TN | 38103 | 621251288 | FOUNDATION | TN | 501(C)(3) | LINE 7 | N/A | 1 |
| METHODIST HEALTHCARE-DYERSBURG HOSPITAL | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 621155084 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 1 |
| ALLIANCE HEALTH SERVICES INC | ||||||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38134 | 620841121 | HEALTHCARE | TN | 501(C)(3) | LINE 9 | N/A | 1 |
| METHODIST HEALTHCARE CENTRAL MS MEDICAL ASSOCIATES | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 640884720 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 1 |
| METHODIST HEALTHCARE-JACKSON HOSPITAL | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 640794199 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 1 |
| METHODIST HEALTHCARE-MIDDLE MISSISSIPPI HOSPITAL | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 640698911 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 1 |
| METHODIST HEALTHCARE-MEMPHIS HOSPITALS | ||||||||||
| 1265 UNION AVENUE | MEMPHIS | TN | 38104 | 620479367 | HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DESOTO DIAGNOSTIC LLC | |||||||||||
| 9085 SANDIDGE CTR CV | OLIVE BRANCH | MS | 38654 | 621802576 | RADIOLOGY | MS | METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES | N/A | 0 | 0 | 0.60000 |
| NORTH SURGERY CENTER LP | |||||||||||
| 3960 NEW COVINGTON PIKE | MEMPHIS | TN | 38128 | 621685756 | SURGERY CENTER | TN | METHODIST HEALTHCARE- MEMPHIS HOSPITALS | N/A | 0 | 0 | 0.60000 |
| METHODIST SURGERY CENTER-GERMANTOWN LP | |||||||||||
| 1363 S GERMANTOWN ROAD | GERMANTOWN | TN | 38138 | 621659904 | SURGERY CENTER | TN | METHODIST HEALTHCARE- MEMPHIS HOSPITALS | N/A | 0 | 0 | 0.55000 |
| HAMILTON EYE INSTITUTE SURGERY CENTER LP | |||||||||||
| 930 MADISON AVE 3RD FLOOR | MEMPHIS | TN | 38103 | 202873438 | SURGERY CENTER | TN | METHODIST HEALTHCARE- MEMPHIS HOSPITALS | N/A | 0 | 0 | 0.35390 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMBULATORY OPERATIONS INC | |||||||||||
| 1211 UNION AVENUE SUITE 600 | MEMPHIS | TN | 38104 | 621157166 | MEDICAL SERVICES | TN | METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES | C | 11455608 | 18749055 | 1.00000 |
| SOLUS MANAGEMENT SERVICES INC | |||||||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38134 | 621361349 | HEALTH SERVICES MANAGEMENT | TN | AMBULATORY OPERATIONS INC | C | 1.00000 | ||
| MEMPHIS PROFESSIONAL BUILDING INC | |||||||||||
| 1211 UNION AVENUE SUITE 600 | MEMPHIS | TN | 38104 | 621847544 | INVESTMENTS | TN | AMBULATORY OPERATIONS INC | C | 1.00000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | 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 | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (15 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| METHODIST HEALTHCARE-MEMPHIS HOSPITAL | ||
| K | 16901922 | INTERCOMPANY TRANSACTION |
| METHODIST HEALTHCARE-FAYETTE HOSPITAL | ||
| K | 244112 | INTERCOMPANY TRANSACTION |
| METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES | ||
| K | 65378 | INTERCOMPANY TRANSACTION |
| ALLIANCE HEALTH SERVICES INC | ||
| K | 107673 | INTERCOMPANY TRANSACTION |
| METHODIST EXTENDED CARE HOSPITAL | ||
| K | 103119 | INTERCOMPANY TRANSACTION |
| METHODIST HEALTHCARE FOUNDATION | ||
| K | 74107 | INTERCOMPANY TRANSACTION |
| METHODIST HEALTHCARE-MEMPHIS HOSPITAL | ||
| P | 109320482 | INTERCOMPANY TRANSACTION |
| METHODIST HEALTHCARE-FAYETTE HOSPITAL | ||
| P | 834576 | INTERCOMPANY TRANSACTION |
| METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES | ||
| P | 943238 | INTERCOMPANY TRANSACTION |
| ALLIANCE HEALTH SERVICES INC | ||
| P | 1374000 | INTERCOMPANY TRANSACTION |
| METHODIST EXTENDED CARE HOSPITAL | ||
| P | 1365696 | INTERCOMPANY TRANSACTION |
| LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION | ||
| P | 84816 | INTERCOMPANY TRANSACTION |
| LE BONEHUR COMMUNITY HEALTH & WELL-BEING | ||
| P | 187836 | INTERCOMPANY TRANSACTION |
| SOLUS MANAGEMENT SERVICES INC | ||
| P | 174768 | INTERCOMPANY TRANSACTION |
| AMBULATORY OPERATIONS INC | ||
| P | 311172 | INTERCOMPANY TRANSACTION |