MEMORIAL HERMANN HEALTH SYSTEM: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: MEMORIAL HERMANN HEALTH SYSTEM (EIN 74-1152597)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-13
IRS object ID: 201121339349305557
Schema version: 2009v1.7
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule H
Schedule I
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-13T16:23:54-05:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	741152597	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Memorial Hermann Hospital System	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MEMO	NameControl
Phone	7134484175	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9301 Southwest Freeway	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	77074	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Carrol E Aulbaugh	Name
Title	CFO	Title
Date Signed	2011-05-13	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Dan Wolterman	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	929 Gessner Suite 2700	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	77024	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2822120361	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	www.memorialhermann.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1910	YearFormation
State Legal Domicile	TX	StateLegalDomicile
Activity Or Mission Description	Memorial Hermann Healthcare System is a not-for-profit,community-owned health care system with spriitual values, dedicated to providing high quailty health services.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	49	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	32	NbrIndependentVotingMembers
Total Nbr Employees	2031	TotalNbrEmployees
Total Nbr Volunteers	3059	TotalNbrVolunteers
Total Gross UBI	12605375	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	7701923	ContributionsGrantsPriorYear
Contributions Grants Current Year	18821365	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	2599226024	ProgramServiceRevenuePriorYear
Program Service Revenue CY	2674159029	ProgramServiceRevenueCY
Investment Income Prior Year	-58420338	InvestmentIncomePriorYear
Investment Income Current Year	30742621	InvestmentIncomeCurrentYear
Other Revenue Prior Year	64701328	OtherRevenuePriorYear
Other Revenue Current Year	75195481	OtherRevenueCurrentYear
Total Revenue Prior Year	2613208937	TotalRevenuePriorYear
Total Revenue Current Year	2798918496	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	927539	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1182578	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1226241386	SalariesEtcPriorYear
Salaries Etc Current Year	1265399044	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	1403520336	OtherExpensePriorYear
Other Expenses Current Year	1362350639	OtherExpensesCurrentYear
Total Expenses Prior Year	2630689261	TotalExpensesPriorYear
Total Expenses Current Year	2628932261	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-17480324	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	169986235	RevenuesLessExpensesCY
Total Assets BOY	3763094097	TotalAssetsBOY
Total Assets EOY	3904390141	TotalAssetsEOY
Total Liabilities BOY	2292195136	TotalLiabilitiesBOY
Total Liabilities EOY	2296292093	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1470898961	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1608098048	NetAssetsOrFundBalancesEOY
Mission Description	MISSION AND VALUES MISSION MEMORIAL HERMANN HEALTHCARE SYSTEM IS A NOT-FOR-PROFIT, COMMUNITY-OWNED, HEALTH CARE SYSTEM WITH SPIRITUAL VALUES, DEDICATED TO PROVIDING HIGH QUALITY HEALTH SERVICES IN ORDER TO IMPROVE THE HEALTH OF THE PEOPLE IN SOUTHEAST TEXAS. VALUES IN COLLABORATION WITH OTHERS, WE ARE COMMITTED TO ASSESSING AND CREATING HEALTHCARE SOLUTIONS WHICH MEET THE NEEDS OF INDIVIDUALS IN OUR DIVERSE COMMUNITIES. WE ARE STEWARDS OF COMMUNITY RESOURCES AND ARE COMMITTED TO BEING MEDICALLY, SOCIALLY, FINANCIALLY, LEGALLY, AND ENVIRONMENTALLY RESPONSIBLE. WE ARE DEVOTED TO PROVIDING SUPERIOR QUALITY AND COST-EFFICIENT, INNOVATIVE, AND COMPASSIONATE CARE. WE COLLABORATE WITH OUR PATIENTS, FAMILIES, PHYSICIANS, EMPLOYEES, VOLUNTEERS, VENDORS, AND COMMUNITIES TO ACHIEVE OUR MISSION. WE SUPPORT TEACHING PROGRAMS THAT DEVELOP THE HEALTH CARE PROFESSIONALS OF TOMORROW. WE SUPPORT BIOMEDICAL RESEARCH AND IMPLEMENTATION OF INNOVATIVE TECHNOLOGY TO EXPAND OUR KNOWLEDGE AND LEARN HOW TO PROV	MissionDescription
Expense	2308444808	Expense
Grants	1182578	Grants
Revenue	2674159029	Revenue
Description	MEMORIAL HERMANN IS A NON-PROFIT COMMUNITY-OWNED, HEALTHCARE SYSTEM WITH SPIRITUAL VALUES, DEDICATED TO PROVIDING HIGH QUALITY HEALTHCARE SERVICES TO OUR COMMUNITIES. ANNUAL DELIVERIES: 26,731 ANNUAL INPATIENT ADMISSIONS: 134,248 ANNUAL INPATIENT DAYS 669,908 ANNUAL EMERGENCY VISITS: 411,591 ANNUAL OUTPATIENT SURGERIES 61,355 ANNUAL DIAGNOSTIC AND THERAPY 634,826	Description
Total Program Service Expense	2308444808	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	true	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	true	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1159	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	2031	NumberOfEmployees
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	CJ	NameOfForeignCountry
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Nbr Voting Governing Body Members	49	NbrVotingGoverningBodyMembers
Number Independent Voting Members	32	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	true	InvestmentInJointVenture
Written Policy Or Procedure	true	WrittenPolicyOrProcedure
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	DENNIS MCVEIGH	NamePerson
Telephone Number	7134484179	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	9301 SOUTHWEST FREEWAY SUITE 600	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	77074	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (85 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
Abramowitz Joel W MD
Medical Staff President - MC	1.0	X	0	0	0
Adams Edward B Jr
Member	1.0	X	0	0	0
Baird Arthur L
Member	1.0	X	0	0	0
Bajwa Kulvinder S MD
Medical Staff President - SL	1.0	X	0	0	0
Bennett R Gerald
Member	1.0	X	0	0	0
Cannon Deborah M
Member	1.0	X	0	0	0
Colasurado Giuseppe N MD
Member	1.0	X	0	0	0
Corbiere Shani
Ex-Officio	1.0	X	0	0	0
Cross Mary A MD
Medical Staff President - SE	1.0	X	236602	0	27081
Croyle Robert G
Chairman	1.0	X	0	0	0
Curling Susan Dobbs MD
Medical Staff President - NE	1.0	X	0	0	0
Davis Joe R
Member	1.0	X	0	0	0
Denman Carolyn
Auxillary Representative	1.0	X	0	0	0
Diaz-Gonzalez Irma
Member	1.0	X	0	0	0
Easter William H
Member	1.0	X	0	0	0
Edmonds James T
Member	1.0	X	0	0	0
Elliott Don H
Member	1.0	X	0	0	0
Ewing J Randolph
Member	1.0	X	0	0	0
Felix Brian MD
Medical Staff President - SL	1.0	X	0	0	0
Gaitz Jeffrey P MD
Medical Staff President - NW	1.0	X	0	0	0
Giglio J Kevin MD
Member	1.0	X	0	0	0
Guo James S
Medical Staff President - WDL	1.0	X	0	0	0
Hearnsberger Roy G
Member	1.0	X	0	0	0
Jackson Grover G
Member	1.0	X	0	0	0
James Argentina M
Member	1.0	X	0	0	0
Kaiser Larry R MD
Ex-Officio	1.0	X	0	0	0
Kochar Harmohinder MD
Medical Staff President - NW	1.0	X	0	0	0
Lee Ethel Kaye
Member	1.0	X	0	0	0
Manning Ramon
Member	1.0	X	0	0	0
McBride Ralph S
Member	1.0	X	0	0	0
McClaren Robert S
Member	1.0	X	0	0	0
McClelland Scott B
Member	1.0	X	0	0	0
McCord Frederick R
Member	1.0	X	0	0	0
McLean Scott J
Member	1.0	X	0	0	0
Morfey Daryl
Member	1.0	X	0	0	0
Odhav Anil C MD
Medical Staff President - KT	1.0	X	0	0	0
Perez Sonia A
Member	1.0	X	0	0	0
Postl James J
Member	1.0	X	0	0	0
Pouns Stephen H
Member	1.0	X	0	0	0
Raspino Louis A
Member	1.0	X	0	0	0
Reddick Max E MD
Member	1.0	X	0	0	0
Rensinger Edward R MD
Medical Staff President - MC	1.0	X	0	0	0
Rosales Oscar R MD
Medical Staff President - TMC	1.0	X	0	0	0
Saenz Garciela G
Member	1.0	X	0	0	0
Sheppard Gary J MD
Medical Staff President - SW	1.0	X	488139	0	26195
Smith James R
Member	1.0	X	0	0	0
Snider Stephen A
Member	1.0	X	0	0	0
Tang J B Jr MD
Member	1.0	X	0	0	0
Tinsley Emily G
Member	1.0	X	0	0	0
Vitenas Paul Jr MD
Member	1.0	X	0	0	0
Wolterman Daniel J
Member; President & CEO	1.0	X	1896224	0	549208
Woo Donald M
Member	1.0	X	0	0	0
Ytterberg Alan V
Member	1.0	X	0	0	0
Aulbaugh Carrol E
Chief Financial Officer & Trea	50.0		1035155	0	266162	X
Duco Bernard A Jr
Chief Legal Officer & Secretar	50.0		660742	0	167757	X
Gleason V Randolph
Chief Risk & Insurance Officer	50.0		705703	0	0	X
McVeigh Dennis P
Chief Accounting Officer	50.0		500527	0	109825	X
Reimer P Renee
Chief Risk & Insurance Officer	50.0		115827	0	52331	X
Romans Juanita F
CEO TMC Campuses	50.0		852419	0	205647	X
Shabot M Michael MD
Chief Medical Officer	50.0		721048	0	182986	X
Stokes Charles D
Chief Operating Officer	50.0		957361	0	238893	X
Alexander Keith
COO Memorial City Campus	50.0		483071	0	118061	X
Beckstett Douglas G
Chief Human Resources Officer	50.0		755610	0	183639		X
Brace Rodney
CFO	50.0		664681	0	178731		X
Bradshaw David
Chief Information Planning & M	50.0		668095	0	180064		X
Brown Frank A
Chief Service Lines Officer	50.0		977426	0	0		X
Brownawell H Jeffrey
Chief Revenue Officer	50.0		611872	0	163476		X
Flanagan Thomas J
Chief Operating Officer TMC Ca	50.0		368777	0	88608		X
Gaston George H
CEO Southeast Campus	50.0		467012	0	98747		X
Hagel Sonja
CEO Southwest Campus	50.0		684383	0	0		X
Heins Marshall B
Chief Facility Services Office	50.0		646830	0	172797		X
Jones David L
CEO Memorial City Campus	50.0		733956	0	119792		X
Polfreman James D
Chief Executive Officer System	50.0		496170	0	133625		X
Sanders G Steven
CEO Woodlands	50.0		603894	0	174012		X
Sinclair Sarah
Chief Patient Care Officer	50.0		538685	0	0		X
Strickland Barrie
CFO TMC Campus	50.0		426053	0	78771		X
Whalen David G
Chief Business Development Off	50.0		235362	0	0		X
Zerwas John M
Chief Physician Integration Of	50.0		850649	0	0		X
Barbe Brian S
CEO Katy Campus	50.0		528781	0	113753		X
Bartimmo Ernest
Medical Director Medical Group	50.0		500092	0	88213			X
Cordola Craig A
CEO Children's Hospital TMC Ca	50.0		462262	0	107589			X
Kerr Gary
CEO Northwest Campus	50.0		426155	0	93062			X
Parmer David N
CEO Baptist Campus	50.0		556408	0	105177			X
Gibson Donald
FYE 2009			213184	0	33037			X
Zerwas John M
Chief Physician Integration Of			850649	0	0				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	21919804	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	4057239	TotalOtherCompensation
Number Individuals GT100 K	1135	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Spawmaxwell Company
4321 Directors Row Suite 100	HOUSTON	TX	77092	Construction	19902821
Gen-Tech Construction LLC
2211 W 34th Street	HOUSTON	TX	77018	Construction	4279050
Crothall Healthcare
13028 Collection Center Dr	CHICAGO	IL	66093	Housekeeping	11938980
Fulbright Jaworski LLP
600 Congress Avenue Suite 2400	AUSTIN	TX	78701	Contractual	3887666
Manhatten Construction
5601 S 122 E Ave	TULSA	OK	74146	Construction	8066797

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	65	NumberOfContractorsGT100K
Related Organizations	10871073	RelatedOrganizations
Government Grants	7910725	GovernmentGrants
All Other Contributions	39567	AllOtherContributions
Total Contributions	18821365	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	PATIENT SERVICE REVENUE	Description
Total Revenue Column	2674159029	TotalRevenueColumn
Related Or Exempt Function Income	2674159029	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	2674159029	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	294381	TotalRevenueColumn
Exclusion	$294,381	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	23031013	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	19458992	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	3572021	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	3572021	TotalRevenueColumn
Exclusion	$3,572,021	ExclusionAmount

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	30742621	TotalRevenueColumn
Exclusion	$30,742,621	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	7601683	GrossSalesOfInventory
Cost Of Goods Sold	3742873	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	3858810	TotalRevenueColumn
Exclusion	$3,858,810	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Unrelated Business RevenueUnrelatedBusinessRevenue
HOUSEKEEPING	561700	20001	20001
LABORATORY SERVICES	621500	-44191	-44191
MAIL ROOM SERVICES	561000	208255	208255

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	67286204	TotalRevenueColumn
Related Or Exempt Function Income	47366001	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	12421310	UnrelatedBusinessRevenue
Exclusion	$7,498,893	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	67470269	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2798918496	TotalRevenueColumn
Related Or Exempt Function Income	2721525030	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	12605375	UnrelatedBusinessRevenue
Exclusion	$45,966,726	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1182578	Total
Program Services	1182578	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	18211784	Total
Program Services	8926306	ProgramServices
Management And General	9285478	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1001084952	Total
Program Services	876666176	ProgramServices
Management And General	124418776	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	53372393	Total
Program Services	42539654	ProgramServices
Management And General	10832739	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	115498087	Total
Program Services	96768494	ProgramServices
Management And General	18729593	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	77231828	Total
Program Services	64811971	ProgramServices
Management And General	12419857	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	4270788	Total
Program Services	373452	ProgramServices
Management And General	3897336	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	0	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	10436458	Total
Program Services	4927375	ProgramServices
Management And General	5509083	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	469991165	Total
Program Services	463514289	ProgramServices
Management And General	6476876	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	98543583	Total
Program Services	81387112	ProgramServices
Management And General	17156471	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	4615137	Total
Program Services	3035871	ProgramServices
Management And General	1579266	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	76592248	Total
Program Services	43260140	ProgramServices
Management And General	33332108	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	196390783	Total
Program Services	168038098	ProgramServices
Management And General	28352685	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	7431127	Total
Program Services	5828541	ProgramServices
Management And General	1602586	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
EQUIPMENT RENTAL & MAINTENANCE	98856153	78428395	20427758
PROFESSIONAL & CONTRACT FEES	334764930	315829967	18934963
MISCELLANEOUS & OTHER EXPENSE	44333464	44125823	207641
PHYSICIAN INTERGRATION	12325308	6041781	6283527
PRINTING & PUBLICATIONS	3799495	2758785	1040710

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2628932261	Total
Program Services	2308444808	ProgramServices
Management And General	320487453	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	412542475	BOY
EOY	600858966	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	63574660	BOY
EOY	62991261	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	418859708	BOY
EOY	389664491	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	11988139	BOY
EOY	12188622	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	22666720	BOY
EOY	25469141	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	3872885398	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1738327330	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	2182604680	BOY
EOY	2134558068	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	430926000	BOY
EOY	459169000	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	219931715	BOY
EOY	219490592	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	3763094097	BOY
EOY	3904390141	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	383361226	BOY
EOY	394336900	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	1091178475	BOY
EOY	1065245453	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	817655435	BOY
EOY	836709740	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	2292195136	BOY
EOY	2296292093	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1408750191	BOY
EOY	1544920968	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	62148770	BOY
EOY	63177080	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1470898961	BOY
EOY	1608098048	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3763094097	BOY
EOY	3904390141	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

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 D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3543498	BeginningOfYearBalance
Investment Earnings Or Losses	148951	InvestmentEarningsOrLosses
Other Expenditures	7116	OtherExpenditures
Administrative Expenses	7382	AdministrativeExpenses
End Of Year Balance	3677951	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3498448	BeginningOfYearBalance
Investment Earnings Or Losses	65990	InvestmentEarningsOrLosses
Other Expenditures	14460	OtherExpenditures
Administrative Expenses	6480	AdministrativeExpenses
End Of Year Balance	3543498	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	90135134	InvestmentCostOrOtherBasis
Book Value	90135134	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	2492720572	InvestmentCostOrOtherBasis
Depreciation	864333851	Depreciation
Book Value	1628386721	BookValue

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovements

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1147096587	InvestmentCostOrOtherBasis
Depreciation	873993479	Depreciation
Book Value	273103108	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	142933105	InvestmentCostOrOtherBasis
Book Value	142933105	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2134558068	TotalOfBookValueLandBuildings
Financial Derivatives		FinancialDerivatives
Closely Held Equity Interests		CloselyHeldEquityInterests

Other Securities OtherSecurities (5 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
U.S. GOVERNMENT SECURITIES	29412000	F
POOLED FUNDS	338097000	F
MORTGAGE-BACKED SECURITIES	3109000	F
CORPORATE OBLIGATIONS	75334000	F
CORPORATE EQUITIES	13217000	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	459169000	TotalOfBookValueSecurities

Other Assets OtherAssets (13 entries)

DescriptionDescription	Book ValueBookValue
BOND TRUST FUNDS	44432495
DUE FROM AFFILIATES, NET	109669820
GOODWILL	10326013
MISCELLANEOUS DEPOSITS	11044328
DEFERRED BOND INSURANCE	7987448
DEFERRED BOND FINANCING FEES	9934688
PINEY POINT ESTATE	5482584
JOINT VENTURES	2233316
TECO STOCK	2465303
UTHSC LAND LEASE	1386266
SPLIT DOLLAR LIFE INSURANCE	1044245
DEFERRED PHYSCIAN RECRUITMENT	1991145
OTHER ASSETS	11492941

Field	Value	IRS element (for citing)
Total Book Value Other Assets	219490592	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
ACCRUED LIABILITIES TO 3RD PAR	$194,460,740
CAPITALIZED LEASES	$642,249,000

Field	Value	IRS element (for citing)
Total Of Amounts	836709740	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference
Intended Uses of the Organization's Endowment Funds	Supplemental Information for Schedule D, Part V. Line 4
FIN 48 Audit Financial Statement Footnote Disclosure	Form 990, Schedule D, Part X as disclosed in Part XIV

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	true	CharityCarePolicy
Written Policy	true	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	true	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	true	FPGReferenceDiscountedCare
Pcent400	X	Pcent400
Free Disc Care Medically Indigent	true	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	true	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	false	ExpensesExceededBudget
Annual Community Benefit Report	false	AnnualCommunityBenefitReport

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	108137145	TotalCommunityBenefitExpense
Net Community Benefit Expense	108137145	NetCommunityBenefitExpense
Percent Of Total Expense	0.03500	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	508618232	TotalCommunityBenefitExpense
Direct Offsetting Revenue	490883092	DirectOffsettingRevenue
Net Community Benefit Expense	17735140	NetCommunityBenefitExpense
Percent Of Total Expense	0.00600	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Total Community Benefit Expense	35019374	TotalCommunityBenefitExpense
Direct Offsetting Revenue	23977345	DirectOffsettingRevenue
Net Community Benefit Expense	11042029	NetCommunityBenefitExpense
Percent Of Total Expense	0.00400	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	651774751	TotalCommunityBenefitExpense
Direct Offsetting Revenue	514860437	DirectOffsettingRevenue
Net Community Benefit Expense	136914314	NetCommunityBenefitExpense
Percent Of Total Expense	0.04500	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	119058846	TotalCommunityBenefitExpense
Net Community Benefit Expense	119058846	NetCommunityBenefitExpense
Percent Of Total Expense	0.03800	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	44751686	TotalCommunityBenefitExpense
Direct Offsetting Revenue	9623200	DirectOffsettingRevenue
Net Community Benefit Expense	35128486	NetCommunityBenefitExpense
Percent Of Total Expense	0.01100	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	215334337	TotalCommunityBenefitExpense
Direct Offsetting Revenue	186113929	DirectOffsettingRevenue
Net Community Benefit Expense	29220408	NetCommunityBenefitExpense
Percent Of Total Expense	0.00100	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1422661	TotalCommunityBenefitExpense
Direct Offsetting Revenue	867594	DirectOffsettingRevenue
Net Community Benefit Expense	555067	NetCommunityBenefitExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	3541277	TotalCommunityBenefitExpense
Net Community Benefit Expense	3541277	NetCommunityBenefitExpense
Percent Of Total Expense	0.00100	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	384108807	TotalCommunityBenefitExpense
Direct Offsetting Revenue	196604723	DirectOffsettingRevenue
Net Community Benefit Expense	187504084	NetCommunityBenefitExpense
Percent Of Total Expense	0.05100	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1035883558	TotalCommunityBenefitExpense
Direct Offsetting Revenue	711465160	DirectOffsettingRevenue
Net Community Benefit Expense	324418398	NetCommunityBenefitExpense
Percent Of Total Expense	0.09600	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReported
Bad Debt Expense	$147,405,840	BadDebtExpenseAmount
Amount Reimbursed By Medicare	687310362	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	1074815743	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-387505381	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

Field	Value	IRS element (for citing)
Cost To Charge Ratio	X	CostToChargeRatio

Field	Value	IRS element (for citing)
Written Debt Collection Policy	true	WrittenDebtCollectionPolicy
Provision For Charity Care	true	ProvisionForCharityCare

Form990 Schedule H Part V Form990ScheduleHPartV (9 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Er24 HoursEr24Hours	Teaching HospitalTeachingHospital
Memorial Hermann Katy Hospital
23900 Katy Freeway	Katy	TX	77494	X	X	X
Memorial Hermann Notheast Hospital
18951 Memorial North	Humble	TX	77338	X	X	X
Memorial Hermann Northwest Hospital
1635 North Loop West	Houston	TX	77008	X	X	X
Memorial Hermann Southeast Hospital
11800 Astoria Blvd	Houston	TX	77089	X	X	X
Memorial Hermann Southwest Hospital
7600 Beechnut	Houston	TX	77074	X	X	X	X
Memorial Hermann Sugar Land Hosptial
17500 West Grand Parkway South	Sugar Land	TX	77479	X	X	X
Memorial Hermann Texas Medical Center
6411 Fannin	Houston	TX	77030	X	X	X	X
Memorial Hermann Woodlands Hospital
9250 Pinecroft	The Woodlands	TX	77381	X	X	X
Memorial Hermann Memorial City Hospital
921 Gessner	Houston	TX	77024	X	X	X

Form990 Schedule H Part VI Form990ScheduleHPartVI

Field	Value	IRS element (for citing)
Debt Collection Policy	DEBT COLLETION POLICY FOR PATIENT ACCOUNTS Form 990, Schedule H, Part III, Line 9b Describe the organization's collection policy provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance For the patients of the Hospital System, if there is no coverage by a third party and the responsible part cannot pay any or part of the balance due or make acceptable financial arrangements, assistance is provided to the responsible party to complete financial assistance application forms, including application for Medicaid, Crime Victims Compensation, Harris County Hospital District or County Indigent Programs where appropriate. The application process must be complete and account resolved within 60 days. If the patient meets predetermined financial criteria, assistance is provided to the responsible part to complete charity application for a full or partial charity care write-off.	DebtCollectionPolicy
Number Of Facility Type Expln	Imaging Centers - 23, Surgical Centers - 9, Diagnostic Laboratories -18, Sports Medicine Centers - 25	NumberOfFacilityTypeExpln
Needs Assessment	Each decision made by Memorial Hermann to invest its people, resources, and talents in community benefit efforts is data driven. Given that 32% of the Houston area is uninsured, numerous community needs analyses center around the University of Texas School of Public Health's HOUSTON AREA HOSPITALS EMERGENCY DEPARTMENT USE STUDY, which Memorial Hermann has participated in since 2003. The study monitors hospital emergency department (ED) use in Houston hospitals and is a data source for numerous assessments to understand primary care-related ED use including the characteristics of these patients; particularly those who are children, who are uninsured, and who have Medicaid. The study conducted in 2009 showed a decline in primary care related ER visits from 83.2% in 2004 to 81.2% in 2007. With the desire to change emergency room use comes the need to identify available capacity of our existing safety-net clinics, and what is needed by each entity to increase its capacity to be able to respond to changes in ER usage our community efforts achieve. This study, the Greater Houston Clinic Capacity Analysis, was performed several years ago by Project Safety-Net and University of Texas School of Public Health and is again underway in 2009. Preliminary results indicate an increase in safety-net capacity from 48% in 2005 to 60% in 2009. Prioritizing areas in need of school-based health care for un- and under-insured children is an on-going assessment process for Memorial Hermann with our fourteen year history with school-based healthcare. A variety of data sources are applied including school district demographic data, census poverty data, identification of safety-net resources, identification of Medicaid and SCHIP enrollees in relation to Providers, and, again, the ED Use Study.	NeedsAssessment
Patient Education Assistance	All Memorial Hermann Acute Care facilities and Rehab facilities have Third Party Qualification vendors on-site. Once someone requests or a financial counselor has determined through interaction with the patient and/or guarantor that the patient cannot pay for services, the patient/guarantor is referred to the Eligibility vendor on-site to screen for any Federal/State/Local Government programs which may cover their services. These vendors act as agents for the patient/guarantor and may at times go to hearings for Medicaid or Disability as a legal representative of the patient. Also, all our entities have posted notices of a patient's right to request charity. Our statements that are sent to patients have documentation on the back informing the patient of Memorial Hermann's Charity policy and their right to request such, (in English and Spanish). Accounts are referred to be processed either on a real time basis by the hospital staff while the patient is still in the hospital or by electronic referral via data download which occur weekly and after the patient has been discharged. The goal is to make contact with the patient for financial screening to determine eligibility for governmental assistance as soon as possible. Additional assistance for patients to take advantage of all appropriate health improvement programs available within the community are through Memorial Hermann's navigation services. Patient Navigators (also known as Community Health Workers) meet uninsured persons where they are in the healthcare continuum and help them to move forward to achieve mutually agreed upon goals, which includes finding and obtaining a Primary Care Physician or Medical Home. In 2009 they were located in three Memorial Hermann ERs and worked with uninsured families to: 1) secure county, state, and federal benefits; 2) to connect with an accessible community clinic that addresses their specific needs; and 3) to be a contact for future needs. Similar support of all Memorial Hermann Hospitals is also provided through the COPE (Care Management Community Program Eligibility) Program which provides empowering services for uninsured patients to improve their health and well being through education about and coordination with community health services. COPE targets patients who have repetitively been inpatients and ER patients and exhibit the need for one- on-one support to identify, access, and obtain services in their own community. Enrolling these populations into public benefits through all of these venues automatically increases their likelihood of obtaining regular primary and preventative care; the kind of care that ensures health and the potential for a prosperous future while concurrently eliminating the cost burden presently experienced by safety-net providers.	PatientEducationAssistance
Community Information	Houston's Harris County is the third most populated county in the nation and one of the most culturally diverse metropolitan areas in the country. Interestingly, all of its ethnic communities are now 'minorities' (Stephen L. Klineberg, The New Rice University "Center for the Study of Houston"). Houston is home to the world's largest medical center. People come from all over the world to obtain the highest quality care, based on the latest research. Unfortunately, a large portion of Houston's own residents face barriers to accessing these world class services. In Harris County, 1.1 million of the 3.5 million residents have no health insurance. Fifteen percent (15%) of the nation is uninsured; 32% of Houston's population is uninsured. In 2009, 25% of survey respondents interviewed for the 28th Houston Area Survey said, 'yes," in answer to the question: "during the past five years, did you or anyone in your family ever have to go without medical treatment because of the cost of that treatment?" Driving this response are the seventy-two percent (72%) of the uninsured who are actually working individuals and families. The reasons include the fact that today only 53% of Texas employers offer health benefits to their employees - 7% below the national average. Additionally, the Texas Medicaid program, the statewide system of coverage for the very poor and predominantly for poor children, is limited in comparison to other states' programs. The single largest private employer is Wal-Mart, a company in which high premiums and deductibles keep well over half of Wal-Mart workers from participating in the company health plan. Other large private employers include our own Memorial Hermann, Continental Airlines, and Exxon Mobil. The overall largest employer is the Houston Independent School District (HISD), the seventh largest school district in the nation. Memorial Hermann has been named into HISD's Hall of Fame, an award which recognizes a forged, viable partnership. Imagine serving a community in which one in every three people is uninsured and remaining financially viable. The course chosen by Memorial Hermann is to systematically work through a variety of evidence based community initiatives that work to close the gap for children and families.	CommunityInformation
Other Information	Through our fourteen-year history with school-based health care (a program in which we place full-time primary care clinics on the school campuses of the community's most at-risk children); we have learned to quantitatively show the improved health status of providing a medical, mental health, and dental home to at-risk children. The annual budget of $1.5 million for this program is the best indicator of Memorial Hermann's commitment and the documented outcomes are the best indicator that the right program in the right setting can make a difference. Over the years this approach has been applied to additional key initiatives that address the issue of healthcare access for the underserved. From the provision and support of accessible primary and specialty care services to the educational programs to support the infrastructure of each, we are committed to finding ways to serve the uninsured. Following are some of the core programs, all of which center around access to care, and specifically access in which all populations have a medical home on which they can call for their preventive, acute care, and long term needs. Memorial Hermann's Health Centers for Schools program, established in 1996, operate as medical, mental health, and dental homes to underserved children at 33 schools in the greater Houston area, making access to free healthcare services available to 25,500 youth. Eighty-four percent of the children seen at the clinics are on the free/reduced lunch program, a national indicator for poverty. Outcome data validates the impact the program is having: reductions in ER visits, absenteeism, cholesterol, asthma exacerbations, and dental caries are just a sample of the measurable outcomes realized by bringing a medical, mental health and dental home to children. Memorial Hermann's Neighborhood Health Centers are strategically located near three of Houston's busiest ERs and provide care to working families without access to insurance and who do not qualify for other programs. The goal is to provide this population with a medical home for routine care, and prevent these cases from escalating to emergencies. At $48/visit, with low cost labs and prescriptions, seven day a week access, and the provision of preventive, acute, as well as chronic care, they are an affordable medical home for newborns to the elderly. Decreased hypertension, management of diabetes, and a place where women feel comfortable returning for their annual well-woman exams are examples of the continuity of care and improved health resulting. Memorial Hermann supports the operating costs of each center prior to break-even. Patient Navigators (also known as Community Health Workers) meet uninsured persons where they are in the healthcare continuum and help them to move forward to achieve mutually agreed upon goals, which includes finding and obtaining a Primary Care Physician or Medical Home. They help clients understand their qualification for public benefits; understand how to utilize public benefits; and tackle the barriers that keep them from accessing their safety-net options. Patient Navigators are used in a variety of settings, including emergency rooms to connect and guide uninsured persons through the healthcare system. Memorial Hermann has played numerous and critical roles with a grass-roots Houston collaborative, Gateway to Care and its Provider Health Network (PHN) to recruit physicians, hospitals, and ancillary providers to provide specialty care to uninsured patients with incomes below 150% of poverty. With one in every four primary care visits requiring a referral to a specialist, the Provider Health Network serves as a bridge, connecting uninsured people to the specialty care they desperately need to get well. Recruiting is through numerous avenues-societies, insurance companies, etc.-to rally the resulting city-wide effort. The PHN has provided significant opportunities for our own medical staffs to participate in caring for the uninsured. The provision of an organized effort with a designated staff for monitoring referrals is welcomed by the medical community as they desperately want to be a part of a solution, but fear being overwhelmed. The PHN consists today of 900 providers, 33 hospitals and 42+ ancillary providers. In the last three years, the PHN has provided $5.8 million in charity care. This equates to the provision of $9.34 of service for every $1.00 of infrastructure. In the PHN, everyone plays a part. Federally Qualified Health Centers (FQHC's) and not-for-profit private clinics struggle with the payer distribution challenges required to be successful. They are essential to the city's existing safety-net infrastructure, yet struggle more in Houston than other communities because of the area's high uninsured rate. Memorial Hermann annually supports several area clinics with monetary donations to help these essential primary medical, mental health, and dental clinics remain in operation.	OtherInformation
Affiliated Health Care System	Leadership: When Dan Wolterman became CEO of Memorial Hermann in 2002, both he and the Board were committed to 'move wisely into the future while, at the same time, preserving the dignity of Memorial Hermann's identity, culture, and mission. His primary challenge was to paint a vision of what Memorial Hermann could become, and then forcefully communicate that vision to employees, physicians, and the community as a whole'. As a system with 24% market share and the largest provider of charity care (including the Hospital District), two key components to address were the uninsured and the over-burdened, fragmented safety net provider system presently existing for the uninsured. Appointed by the mayor, Dan was on the 2004 Public Health Task Force which developed recommendations on how to better collaborate public and private health care delivery programs, and on Houston's Healthcare Alliance which established the issues hindering the effectiveness of the existing health care infrastructure. Dan believed that his external relationships would be key to rallying the community to address the issues that had been identified, and his election to the leadership of the Greater Houston Partnership (Houston's Chamber of Commerce) and Texas VHA (Voluntary Hospitals of America) was the beginning of his strategies to accomplish that goal. As a spokesman and through the promotion of his white paper: 'A Region in Crisis: A Call to Reduce the Uninsured and Expand Access to Health Care in the Ten-County Houston Region', he emphasizes that the problem is regional and can only be solved through collaborative initiatives undertaken by all stakeholders-government, health care providers, businesses, faith-based organizations and others. The blueprint outlined has been adopted by the Greater Houston Partnership. Through the leadership of Houston's business community combined with government leadership throughout the region, the tactics outlined have a chance for regional implementation and significant improvement in access. To devote to this area the time and focus required, Memorial Hermann Healthcare System established a Community Benefits Corporation, led by a Chief, Community Benefits Officer. Carol Paret is responsible for the development, implementation, and success of a formalized community benefit program that guides the system expenditures and quantifies the resulting community values. This position is responsible for a 3-year strategic plan. The Memorial Hermann Hospital System contributes five million dollars annually to the Community Benefits Corporation (CBC) and, in turn, the CBC is charged with the creation, implementation, and sustenance of solutions. The CBC is focused on eliminating the roadblocks that prevent access to healthcare--lack of education, accessibility, insurance status, and capacity--and partners with numerous sectors of the community to sustain this focus. All of the programs described in #6 above, fall within the scope of the CBC. Organizational Commitment: Whether as one of the 140 Board members, one of the 19,500 employees, or one of the 4,200 physicians, we are expected to support the mission, vision, values, plans, and policies of Memorial Hermann. A strategic plan to engage staff in ways to become a part of larger community efforts focuses on the following major programs: The United Way - as a pacesetter for healthcare in the greater Houston area, Memorial Hermann annually leads the industry in contributions. Memorial Hermann employees raised $715,984 for this year's United Way Campaign. Food Drive - each facility donates the proceeds from the annual food drive to a local agency to make an impact within the community in which the facility resides. Since 2001 the System has, on average, annually collected 33,000 pounds of food and $29,000 in money to donate to agencies serving those facing job losses and work reductions. Blood Drive - since 1993 Memorial Hermann has hosted drives that have contributed more than 52,414 units of blood to the community. In 2009, the Gulf Coast Regional Blood Center recognized Memorial Hermann with the "Path for Success Award" as having had one of the most successful hospital blood drive programs in the nation, saving more than 12,000 lives per year. American Heart Walk, MS150 Bicycle Race - system-wide volunteer efforts such as these sustain an engaged workforce, organize community support, and strengthen our culture. Covenant House - For more than fourteen years Memorial Hermann has partnered with and provided free linen services for Covenant House, a child care agency that provides free emergency shelter, counseling, vocational and educational services, and health care and legal information to homeless and runaway youth. Salud Para Todos - Memorial Hermann and Community Health Choice (a Health Maintenance Organization owned and operated by the Harris County Hospital District) partnered to create and implement "Salud Para Todos"- a campaign to educate the Hispanic community on the value of a medical home and how to utilize nurse triage services. The mechanism was 6-month TV and radio ads on Univision, Houston's #1 Spanish language station. University of Texas School of Nursing at Houston - Memorial Hermann financially partners with several nursing schools in the support of creative solutions to increase enrollment of student nurses and therefore increase the number of nurses working within our community.	AffiliatedHealthCareSystem

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	false	RecordsMaintained

Recipient Table RecipientTable (45 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
American Heart Association
POBox 15186	Austin	TX	78761	135613797	501 c(3)	142702	General support Sponsorship of fundraising event
Greater Houston Convention and Events Funds
901 Bagby Suite 100	Houston	TX	77002	740465098	501 c(3)	100000	General support Sponsorship of fundraising event
LONE STAR COLLEGE FOUNDATION
5000 RESEARCH FOREST DRIVE	THE WOODLANDS	TX	773814399	760336902	501 c(3)	67426	General support Sponsorship of fundraising event
FAITH IN PRACTICE
7500 Beechnut Street Suite 208	Houston	TX	77074	760415986	501 c(3)	35000	General support Sponsorship of fundraising event
GOOD SAMARITAN FOUNDATION
PO Box 271108	Houston	TX	772771108	741235398	501 c(3)	29500	General support Sponsorship of fundraising event
GREATER HOUSTON PARTNERSHIP
1200 SMITH SUITE 700	HOUSTON	TX	77002	760267896		29000	General support Sponsorship of fundraising events
American Cancer Society
P O BOX 572915	HOUSTON	TX	772572915	741185665	501 c(3)	25000	General support Sponsorship of fundraising event
OPPORTUNITY HOUSTON
PO BOX 297653	HOUSTON	TX	77297	208179135		25000	General support Sponsorship of fundraising event
WOODLANDS TOWNSHIP
8203 Millennium forest Drive	THE WOODLANDS	TX	77381			25000	General support Sponsorship of fundraising event
CLUTCH CITY Foundation
1510 Polk St	HOUSTON	TX	77002	760495717	501 c(3)	20000	General support Sponsorship of fundraising event
SUSAN G KOMEN BREAST Cancer Foundation
2700 Post Oak Blvd 1740	Houston	TX	77056		501 c(3)	20000	General support Sponsorship of fundraising event
The Rose
12700 N Featherwood 260	Houston	TX	77034	760193812	501 c(3)	20000	General support Sponsorship of fundraising event
UT-AUSTIN
School of Social Work 1 Univeristy	AUSTIN	TX	787120358	741761309	501 c(3)	16100	General support Sponsorship of fundraising event
Boy Scouts of America
1911 Bagby	Houston	TX	770522786	741109732		15686	General support Sponsorship of fundraising event
The Living Bank
PO Box 6725	Houston	TX	772656725	741607315	501 c(3)	15000	General support Sponsorship of fundraising event
Ronald McDonald House
1907 Holcombe Blvd	Houston	TX	77030	741984499	501 c(3)	13500	General support Sponsonship of fundraising event
ACHE-HOUSTON CHAPTER
3333 EASTSIDE Suite 220	HOUSTON	TX	77098	746132171	501 c(6)	13000	General support Sponsorship of fundraising event
Prairie View A&M Univ
1990 Old Spanish Trail	Houston	TX	77054	383798900	501 c(3)	12000	General support Sponsorship of fundraising event
UNIVERSITY OF HOUSTON
4800 Calhoun	Houston	TX	772046390	746041411	501 c(3)	11500	General support Sponsorship of fundraising event
Child Advocates of Fort Bend County
5403 Avenue N	ROSENBERG	TX	77471	760337426	501 c(3)	10000	General support Sponsorship of fundraising event
houston achievement place
245 W 17th Street	Houston	TX	77008	741802045	501 c(3)	10000	General support Sponsorship of fundraising event
Cynthia Woods Mitchell Pavillion
2005 Lake Robbins Dr	THE WOODLANDS	TX	77380	760276606	501 c(3)	10000	General support Sponsorship of fundraising event
Texans for Lawsuit Reform
1701 Brun Street Suite 100	Houston	TX	77019	760439129	501 c(6)	10000	General support Sponsorship of fundraising event
International Medical Outreach
915 Gessneer Suite 620	Houston	TX	77024	760392915	501 c(3)	10000	General support Sponsorship of fundraising event
Discovery Green Conservancy
1500 Mckinney	Houston	TX	77010	201951465	501 c(3)	10000	General support Sponsorship of fundraising event
Crohns's & Colitis Foundation of America Inc
5120 Woodway 8008	Houston	TX	77056	136193105	501 c(3)	8500	General support Sponsorship of fundraising event
Finish Line Sports
13895 Southwest Frwy	Sugarland	TX	77478	760134642		8000	General support Sponsorship of fundraising event
NATIONAL QUALITY FORUM
601 THIRTEENTH STREET NW	NORTH WASHINGTON	DC	20005	522175544	501 c(3)	8000	General support Sponsorship of fundraising event
Houston Hospice
8811 Gaylord 100	Houston	TX	770242923	742092951	501 c(3)	8000	General support Sponsorship of fundraising event
Center for Houston's Future
1200 Smith Suite 700	Houston	TX	770024400	760386932	501 c(3)	7750	General support Sponsorship of fundraising event
TIRR FOUNDATION
PO Box 200150	Houston	TX	77216	760241678	501 c(3)	7500	General support Sponsorship of fundraising event
FORT BEND CARES
14823 SOUTHWEST FREEWAY	SUGAR LAND	TX	77478	331112246	501 c(3)	7500	General support Sponsorship of fundraising event
Rice University
6100 Main Street	Houston	TX	770051892	741109620	501 c(3)	7000	General support Sponsorship of fundraising event
houston community college
3100 Main street	Houston	TX	77002	741885205	501 c(3)	7000	General support Sponsorship of fundraising event
Interfaith Ministries for Greater Houston
3217 Montrose Blvd	Houston	TX	770063980	741488102	501 c(3)	7000	General support Sponsorship of fundraising event
The Men's Center Inc
3809 Main Street	Houston	TX	77002	741326185	501 c(3)	7000	General support Sponsorship of fundraising event
Houston Aeros Charities
1221 Lamar Street Suite 1100	Houston	TX	77010	760437376	501 c(3)	7000	General support Sponsorship of fundraising event
CHILDREN AT RISK
2900 WESLAYAN STE 400	HOUSTON	TX	770275132	760360533	501 c(3)	6500	General support Sponsorship of fundraising event
The Immunization Partnership
POBox 2709	Cypress	TX	77410	760695612	501 c(3)	6500	General support Sponsorship of fundraising event
YMCA of Greater Houston
1600 Louisiana	Houston	TX	77002	741109737	501 c(3)	6000	General support Sponsorship of fundraising event
Fort Bend Youth Football League
1306 Ashwood	Sugarland	TX	77478	262714233		6000	General support Sponsorship of fundraising event
Woodlands Convention & Visitor Bureau
1001 Woodloch Forest Drive Suite 6	THE WOODLANDS	TX	77380	204622848		6000	General support Sponsorship of fundraising event
Memorial High School Booster Club
12207 Taylorcrest	Houston	TX	77024	760632864	501 c(3)	5500	General support Sponsorship of fundraising event
University of St Thomas
3800 Montrose Blvd	Houston	TX	77006	741277664	501 c(3)	5100	General support Sponsorship of fundraising event
South Montgomery County YMCA
6145 Shadowbend Place	THE WOODLANDS	TX	77381			5050	General support Sponsorship of fundraising event

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	218	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	10	TotalNbrOfOtherOrganizations

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	true	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (36 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	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	Bonus Filing OrgBonusFilingOrg
Cross Mary A MD
205706	0	0	30896	0	13033	0	14048	0	263683	0	0	0
Sheppard Gary J MD
479729	0	0	5700	0	7350	0	18845	0	514334	0	0	0	2710
Wolterman Daniel J
1010396	0	0	85828	0	530254	0	18954	0	2445432	0	36656	0	800000
Ardoin Charles D MD
326705	0	0	47160	0	96599	0	13601	0	664452	0	7095	0	180387
Aulbaugh Carrol E
530505	0	0	184398	0	251890	0	14272	0	1301317	0	125242	0	320252
Duco Bernard A Jr
396309	0	0	52664	0	154780	0	12977	0	828499	0	19050	0	211769
Gleason V Randolph
434680	0	0	156658	0	0	0	0	0	705703	0	0	0	114365
McVeigh Dennis P
256112	0	0	99226	0	102798	0	7027	0	610352	0	41171	0	145189
Reimer P Renee
113496	0	0	2331	0	46128	0	6203	0	168158	0	0	0	0
Romans Juanita F
465609	0	0	157976	0	198702	0	6945	0	1058066	0	102241	0	228834
Shabot M Michael MD
431934	0	0	50957	0	163931	0	19055	0	904034	0	0	0	238157
Stokes Charles D
611500	0	0	54110	0	220050	0	18843	0	1196254	0	0	0	291751
Alexander Keith
315708	0	0	37181	0	101011	0	17050	0	601132	0	0	0	130182
Beckstett Douglas G
401274	0	0	136618	0	170640	0	12999	0	939249	0	88440	0	217718
Brace Rodney
399269	0	0	41464	0	160294	0	18437	0	843412	0	10752	0	223948
Bradshaw David
403758	0	0	45076	0	161043	0	19021	0	848159	0	2923	0	219261
Brown Frank A
773158	0	0	204268	0	0	0	0	0	977426	0	36469	0	0
Brownawell H Jeffrey
370001	0	0	38550	0	157108	0	6368	0	775348	0	11534	0	203321
Flanagan Thomas J
231986	0	0	35654	0	82124	0	6484	0	457385	0	4679	0	101137
Gaston George H
298132	0	0	25171	0	79790	0	18957	0	565759	0	4834	0	143709
Hagel Sonja
440837	0	0	199796	0	0	0	0	0	684383	0	157929	0	43750
Heins Marshall B
358082	0	0	67329	0	153819	0	18978	0	819627	0	14363	0	221419
Jones David L
364118	0	0	215508	0	119792	0		0	853748	0	174653	0	154330
Polfreman James D
330322	0	0	28579	0	116584	0	17041	0	629795	0	4179	0	137269
Sanders G Steven
336824	0	0	115138	0	159947	0	14065	0	777906	0	73039	0	151932
Sinclair Sarah
495807	0	0	42878	0	0	0	0	0	538685	0	6713	0	0
Strickland Barrie
280042	0	0	26913	0	72601	0	6170	0	504824	0	2793	0	119098
Whalen David G
128399	0	0	23458	0	0	0	0	0	235362	0	4478	0	83505
Zerwas John M
615216	0	0	235433	0	0	0	0	0	850649	0	168764	0	0
Barbe Brian S
292954	0	0	74821	0	99743	0	14010	0	642534	0	46159	0	161006
Bartimmo Ernest
269236	0	0	99802	0	78269	0	9944	0	588305	0	62245	0	131054
Cordola Craig A
263005	0	0	53121	0	92731	0	14858	0	569851	0	9279	0	146136
Kerr Gary
259521	0	0	51570	0	82442	0	10620	0	519217	0	42794	0	115064
Parmer David N
333980	0	0	83327	0	86851	0	18326	0	661585	0	64181	0	139101
Gibson Donald
122700	0	0	43913	0	32343	0	694	0	246221	0		0	46571
Zerwas John M
615216	0	0	235433	0	0	0	0	0	850649	0	168764	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Non-Fixed Payments	Form 990, Schedule J, Line 7	Memorial Hermann Healthcare System (of which this filer is a part) sponsors an executive compensation philosophy that is based on competitive market and pay-for-performance principles. The Compensation Committee of the System implements this philosophy by, generally, setting base salaries at the median of the organization's talent market and using an annual incentive plan and long-term incentive plan that make incentive payments based on the achievement of performance goals determined by the Committee at the beginning of the year for the annual plan or at the beginning of the three year cycle for the long-term performance plan. In all cases, the incentive targets are set so that all payments will be reasonable.
Participate in a supplemental non-qualified retirement plan.	Form 990, Schedule J, Line 4-b	During the year did any person listed in Form 990, Part VII, Section A, line 1a participate in a supplemental non-qualified retirement plan. Memorial Hermann Healthcare System (of which this filer is a part) sponsors two nonqualified retirement plans for certain executives who are part of a select group of highly compensated or management employees. The first plan is a make-up plan and provides for an annual payment (upon achieving full vesting in the qualified retirement plan) equivalent to the amount of contribution from the employer that is lost to the employee due to the limits on compensation and benefits in the Internal Revenue Code. The second plan is called the Deferred Compensation Plan, and it provides for a payment (upon full vesting in the plan). In this plan, certain executives who are part of a select group of highly compensated or management employees are provided with a payment such that the total retirement contribution for the participant is based on a percentage of the participant's base salary. For example, someone earning a base salary in the range of $200,000 to $350,000 will receive a payment such that the total amount of retirement contributions from the qualified cash balance pension plan, the make-up plan and this plan equal 20%. Base salary range >$600,000 Total Contributions @ 27.5% of base salary; $350,000 to $600,000 @ 24%; $200,000 to $350,000 @ 20%; < $200,000 @ 17.9% Charles Ardoin $ 7,095 Carroll Aulbaugh $125,243 Brian Barbe $ 46,159 Douglass Beckstett $ 88,410 David Bradshaw $ 2,923 Frank Brown $ 36,469 Jeffery Brownawell $ 11,534 Rodney Brace $ 10,752 Craig Cordola $ 9,279 Tom Flanagin $ 4,679 George Gaston $ 4,834 Donal Gibson $ 4,836 Randy Gleason $ 74,913 Sonja Hagel $157,929 Marshall Hiens $ 14,363 David Jones $174,653 Gary Kerr $ 42,795 Dennis McVeigh $ 41,171 David Palmer $ 64,181 James Polfreman $ 4,179 Juanita Romans $102,241 Steve Sanders $ 73,039 Barrie Strickland $ 2,793 David Whalen $ 4,478 Dan Wolterman $ 36,656 John Zerwas $168,764
Gross-up Payments	Form 990, Schedule J, Line 1a	Memorial Hermann provides certain cash payments to employees for non-wage purposes that are grossed up for tax indemnification. These could include moving related expenses, special recognition rewards, and holiday awards. The payments are included in each employee's W-2 as taxable income on a grossed-up basis.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (5 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer
Harris County Health Facilities Development Corp
561284201	414152qu5	2004-04-08	107652499	Purchase Land and Equipment	false	false
Harris County Health Facilities Development Corp
760337885	414152sro	2008-11-13	225979281	Refund Issue 04/29/2004	false	false
Harris County Health Facilities Development Corp
760337885	414152rt7	2008-11-25	184800000	Refund Issue 3/11/1998	false	false
Harris County Cultrual Educational Facilities Fin
760337885	414009bb5	2008-12-11	121400000	Refund Issue 3/20/2007	false	false
Harris County Cultrual Educational Facilities Fin
760337885	414009db1	2008-11-25	133200000	Refund Issue 11/1/2005	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (5 entries)

Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Amount UnspentAmountUnspent	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount DefeasedAmountDefeased
107652499	8807655	446	925250	97919148	false	false	true	true
225979281	22700000		3279281		true	false	true	true	200000000
184800000			4475909		true	false	true	true	180324091
121400000			1400000		true	false	true	true	120000000
133200000			1500000		true	false	true	true	131700000

Form990 Schedule K Part III Form990ScheduleKPartIII (5 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
false	false	false	false	false	false
false	false	false	false		false
false	false	false	false		false
false	false	false	false		false
false	false	false	false		false

Form990 Schedule K Part IV Form990ScheduleKPartIV (5 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Term Of HedgeTermOfHedge
(no name)
false	false	false	false	false
(no name)
false	false	false	false	false
Bear Stearns
true	true	false	false	false	true	19.2
Bear Stearns
false	true	false	false	false	true	17.2
Bear Stearns
false	true	false	false	false	true	20.6

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (16 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Joel W Abramowitz MD
Medical Staff Pres SL	26600	chief of staff fees	false
Mary A Cross MD
Medical Staff Pres SE	3500	chief of staff fees	false
Susan Curing Dobbs MD
Medical Staff Pres NE	16269	chief of staff fees	false
Jeffrey P Gaitz MD
Medical Staff Pres NW	28000	chief of staff fees	false
Harmohinder Kochar MD
Medical Staff Pres NW	125800	chief of staff fees	false
Anil C Odhav MD
Medical Staff Pres KT	11000	chief of staff fees	false
Adrienne Pouns
Family Member	27694	Employment	false
Oscar R Rosales MD
Medical Staff Pres TMC	40214	chief of staff fees	false
Gary J Sheppard MD
Medical Staff Pres NW	44532	chief of staff fees	false
Tracey Smith
Family Member	20873	Employment	false
Kerry Moble
Family Member	43365	Employment	false
Bruce Myers
Family Member	27856	Employment	false
Emily Tinsley
Family Member	4558	Vendor	false
Todd Aulbaugh
Family Member	59742	Employment	false
Ashley McVeigh
Family Member	78455	Employment	false
Melissa Paschal
Family Member	307349	Employment	false

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Corporate Conflict of Interest Policy	Form 990, Part VI, Section B, Line 12c	The Healthcare System began utilizing conflict of interest surveys in the 1970's and codified its procedure in a policy in 1980. The policy is monitored by our Corporate Compliance Department through annual surveys of board members, corporate officers, management level employees, and other selected employees, physicians and vendors for all of its entities and related affiliates. In addition to responding to the survey, each recipient affirms that they have received a copy of the policy, has read and understood it, has agreed to comply with it, and understands that Memorial Hermann is a charitable organization that must engage in primarily tax-exempt purpose activities. The Corporate Compliance Department, Chief Legal Officer and the Corporate Audit Committee, consisting of independent board members, review and investigate all survey responses and report to the Corporate Board of Directors on the existence of any conflicts.
Compensation Determination	Form 990, Part VI, Section C, Line 15a and 15b	Describe the process for determining compensation for the corporate officers and key employees of the organization. The process for determining compensation for the Organization's CEO and other top management is modeled after the requirements in Internal Revenue Code Section 4958 to establish the presumption of reasonable compensation. Compensation was reviewed and approved by a Compensation Committee (the "Committee") of the Board of Memorial Hermann Healthcare System, which is comprised of independent persons. By engaging an independent compensation consultant, the Committee considered comparable market data from published surveys and Form 990 of comparable organizations in evaluating the compensation for each individual. The Committee conducted a review of this comparability data and documented its deliberation and discussion in minutes that are retained with the other governance materials of the Organization. The Committee followed the process to establish the presumption that compensation paid to the Organization's CEO and other top management for purposes of Section 4958 by relying on professional advice in the written opinion of reasonableness from the independent compensation consultant.
Oversight Review of Financial Statements	Form 990, Part XI, Line 2c	Does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of independent accountant? Memorial Hermann Healthcare System has independent committees for audits, governance, and compensation which perform their respective functions on a consolidated basis for all corporate entities. The audit committee hires the independent accounts and oversees all audits that are conducted within all affiliated entities for financial information, grants and awards, and qualified plans.
Members of Organization	Form 990, Part VI, Section A, Line 6	Memorial Hermann Hospital System has as its sole member Memorial Hermann Healthcare System, both of which are a 501(c)(3) non-profit entit
Election of Members	Form 990, Part VI, Section A, Line 7a	The member has the authority to annually elect the board members of the organization and to terminate and replace them at its discretion.
Decisions of Governing Body	Form 990, Part VI, Section A, Line 7b	The member has approval authority over the decisions of the board for amendments to the bylaws and articles of incorporation, annual operating and capital budget, the purchase or sale of substantial assets, and the merger or dissolution of the organization.
Disclosure of Organizational Documents	Form 990, Part VI, Section C, Line 19	Describe how the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. The articles of incorporation, corporate bylaws, conflict of interest policy and financial statements of Memorial Hermann Healthcare System and its affiliates are generally not made available to the public. If the inquirer provided a valid reason for desiring a copy of the documents that are related to the business interests of any of the Memorial Hermann Healthcare System corporate entities, we would consider doing so.
Review of Form 990	Form 990, Part VI, Section A, Line 10	Was a copy of Form 990 provided to governing body before being filed? Describe the process, if any, the organization uses to review the Form 990. Memorial Hermann Hospital System provides a copy of the Form 990 to any member of the governing body that requests one. The Form 990 is reviewed by Memorial Hermann financial accounting staff, by specific departments involved in related sections of the return, by the Memorial Hermann Chief Financial Officer, and by Memorial Hermann's public accounting firm Ernst & Young prior to its filing.
Whistleblower Policy	Form 990, Part VI, Section B, Line 13	MEMORIAL HERMANN CORPORATE COMPLIANCE PROGRAM Memorial Hermann Healthcare System (MHHCS) is committed to complying with all applicable laws and regulations. We support the efforts of federal and state authorities in identifying incidents of fraud and/or abuse and we have the necessary policies and procedures in place to prevent, detect, report and correct incidents of fraud and/or abuse in accordance with contractual, regulatory and statutory requirements. Recognizing the complexity of the various federal, state, and local laws regulating health care, MHHCS has adopted a voluntary Corporate Compliance Program. This Program is designed to assist the Board, the System and its employees, medical staff members, and independent contractors to maintain compliance through responsive educational programs, internal monitoring and reporting mechanisms, and compliance Standards of Conduct. Corporate Compliance is "Doing the Right Thing by following government regulations and the law." The MHHCS Compliance Program includes these 7 elements: 1.A Compliance Officer and Committee: to oversee and advise the Compliance Program 2.Compliance Policies and Procedures: to provide written guidance to help you do your job and demonstrate our commitment to compliance 3.Compliance Training and Education: to ensure appropriate education on areas of legal and regulatory compliance 4.Auditing and Monitoring: to conduct periodic and ongoing auditing and monitoring of high-risk areas and adherence to policies and procedures 5.Corrective Action: to develop plans to resolve identified issues, prevent them from happening again and avoid the risk of the same or similar issues occurring in other areas, departments or facilities 6.Disciplinary Guidelines: may be necessary to encourage prompt reporting of Compliance concerns, to ensure non-retaliation for reporting concerns and to encourage cooperation with compliance investigations 7.Open Lines of Communication: to establish an open environment for reporting compliance concerns - a hotline is available to all employees to call to report compliance concerns and non-retaliation for reporting a compliance concern in good faith.
Audited Financials	Form 990, Part IV, Line 12	Did the organization receive an audited financial statement for the year for which it is completing this return that was prepared in accordance with GAAP? The Hospital System does not have its financial accounts separately audited nor receive audited financial statements. For the consolidated entities of the Memorial Hermann Healthcare System and its affiliates an independent audit is conducted and audited financial statements are prepared according to GAAP by an independent accounting firm, of which the financial accounts of the Hospital System is a part.
Tax Exempt Bonds	Form 990, Schedule K, Part 1 (f)	Bond A Renovations and replacements of, additions to and equipment for Hermann including Children's, Southwest including affiliated long-term acute facility, Southeast, Northwest, Memorial City, The Woodlands, & Katy, MHCC Hospital , Spring Shadows Pines, Prevention & Recovery Center and the initial outpatient/inpatient primary healthcare facilities at SH 288 and FM 518, Pearland, Brazoria County Bond B Renovations and replacements of, additions to and equipment for Hermann including Children's, Southwest including affiliated long-term acute facility, Southeast, Northwest, Memorial City, The Woodlands, & Katy, MHCC Hospital , Spring Shadows Pines, Prevention & Recovery Center and the initial outpatient/inpatient primary healthcare facilities at SH 288 and FM 518, Pearland, Brazoria County Bond C Expansion, renovation & equipment for Southwest, Southeast, Northwest, The Woodlands, Hermann, Pasadena, memorial City, Rehabilitation Hospital, Spring Shadows Glen & Spring Shadows Pines; Construction of inpatient/outpatient facilities, equipment and elderly care facilities at I-10 & Eldridge Road and Highway 290 & FM 1960; Construction of proposed preventative health care facility and equipment at 7701-7737 Southwest Freeway; Construction & equipment for elderly care facilities at Southwest & Southeast Bond D Previously financed projects: (1) the construction and renovation of Northwest, excluding the chapel therein; (2) the construction and renovation of The Woodlands; (3) construction and renovation of inpatient/outpatient facilities at I-10 & Eldridge and at Highway 290 & FM 1960 including construction and equipping elderly care facilities at such sites; (4) construction/renovation at Southeast and Southwest including construction of elderly care facilities and 544 parking spaces at Southeast; (5) reimbursement/payment of capital equipment for Southwest, Southeast, Northwest, The Woodlands and facilities in (3) and (4). Bond E Renovations of, additions (including elderly care facilties) to and equipment for inpatient/outpatient facilities at Highway 290 & FM 1960, formerly owned & operated Pasadena Hospital, inpatient/outpatient facilities at I-10 & Eldridge Road, Spring Shadows Pines and the Wellness Center
Officers hours devoted to related organizations	Schedule J-2, Column B	Corporate officers, key employees, and highly compensated employees work on average of 50 hours per week for the reporting organization, related organizations included in Schedule R, and all other affiliated entities.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus
Memorial Hermann Healthcare System
9301 Southwest Freeway Suite 600	Houston	TX	77074	760025117	Healthcare	TX	501(c)3	11a I
Memorial Hermann Community Benefits
9301 Southwest Freeway Suite 600	Houston	TX	77074	680511504	Healthcare	TX	501(c)3	11
The Institute for Rehab and Research
9301 Southwest Freeway Suite 600	Houston	TX	77074	741334678	Healthcare	TX	501(c)3	3
Memorial Hermann Medical Group
9301 Southwest Freeway Suite 600	Houston	TX	77074	204923281	Healthcare	TX	501(c)3	3
MHS Physicians of Texas
9301 Southwest Freeway Suite 600	Houston	TX	77074	760385980	Healthcare	TX	501(c)3	3
Memorial Hermann Foundation
9301 Southwest Freeway Suite 600	Houston	TX	77074	741653640	Fundraising	TX	501(c)3	11a

Form990 Schedule R Part III Form990ScheduleRPartIII (8 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Code VCodeVAmount
Memorial Hermann Southwest Heart Service
9301 Southwest Freeway Suite 600	Houston	TX	77074	201954762	Cardic Cath L	TX	na	Related or Exempt	497085	0	$14,078
The Woodlands POB III LP
9301 Southwest Freeway Suite 600	Houston	TX	77074	202184543	Manages Med B	TX	na	unrelated	277440	14825585	$24,596
Southwest POB IV LP
9301 Southwest Freeway Suite 600	Houston	TX	77074	204043564	Manages Med B	TX	na	unrelated	-383803	0	$2,327
Memorial HermannUSP Surgery Ctr III LP
15305 Dallas Parkway Suite 1600 L	Addison	TX	75001	200707543	Surgery Cente	TX	na	Related or Exempt	7270048	16333255	$68,409
Memorial Hermann Surgery Center Katy LLP
15305 Dallas Parkway Suite 1600 L	Addison	TX	75001	203360737	Surgery Cente	TX	na	Related or Exempt	203925	1162382	$538
Memorial Hermann Medical Plaza LP
Nine Greenway Plaza Suite 2900	Houston	TX	77046	680545079	Manages Med B	TX	na	Unrelated	-2746748	62292024	$31,915
Sugar Land POB I LP
2001 Ross Avenue Suite 3400	Dallas	TX	75201	201764036	Manages Med B	TX	na	Unrelated	2852	4263932	$5
Katy POB I LP
2001 Ross Avenue Suite 3400	Houston	TX	75201	201750093	Manages Med B	TX	na	Unrelated	18032	4395744	$2

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	Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	CountryAddressForeign/Country	Legal Domicile Foreign CountryLegalDomicileForeignCountry	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership
Memorial Hermann Health Network Provider
9301 Southwest Freeway Suite 600	Houston	TX	77074	760074819	Healthcare	TX	na	C corp
Memorial Health Ventures
9301 Southwest Freeway Suite 600	Houston	TX	77074	742211474	Healthcare	TX	na	C corp
The Health Professionals Ins Company LTD
					Insurance		na		Barclays House 3rd Floor	Grand Cayman	CJ	CJ	3180614	47171185	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	true	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	true	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	true	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1