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Nonprofiteer
← METHODIST HEALTHCARE-MEMPHIS

Form 990 for tax year 2024

Filed by METHODIST HEALTHCARE-MEMPHIS.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 4 May 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$1,968,551,184
Total expenses
$2,187,722,738
Contributions and grants received
$7,924,369
Grants paid
$112,407
Program services expenses (Part IX)
$2,047,701,058
Management and general expenses
$140,021,680
Fundraising expenses
$0
Program service expenses (Part III)
$2,047,701,058

Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Michael Ugwueke

    PRESIDENT/CEO/Board Member

    Total calculated
    $2,444,821
    From this org
    $0
    From related orgs
    $2,373,965
    Other
    $70,856
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,489,836 related
    Bonus
    $0 + $412,504 related
    Other
    $0 + $471,625 related
    Deferred
    $0 + $38,500 related
    Nontaxable benefits
    $0 + $32,356 related
    Filer's total
    $0 + $2,444,821 related

  • Christopher Winston

    Board director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Edith Kelly-Green

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Greg Christopher

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Harry Goldsmith

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • John H Petty III

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Kenny Armstrong

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Michael Lenz

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Paul Carruth MD

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Randall Davis

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Regan Williams MD

    Board director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ron Walter

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Sandy Smith

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Vernon Stafford Jr

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Amit Prasad

    CMO OF SOUTH/NORTH

    Total calculated
    $496,420
    From this org
    $395,602
    From related orgs
    $0
    Other
    $100,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,661
    Bonus
    $31,957
    Other
    $4,984
    Deferred
    $74,922
    Nontaxable benefits
    $25,896
    Filer's total
    $496,420

  • Cassandra Howard

    CMO - Germantown

    Total calculated
    $535,286
    From this org
    $446,509
    From related orgs
    $0
    Other
    $88,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,599
    Bonus
    $42,330
    Other
    $3,580
    Deferred
    $84,904
    Nontaxable benefits
    $3,873
    Filer's total
    $535,286

  • Cato Johnson

    SVP/Chief of Staff/Pub Po

    Total calculated
    $538,333
    From this org
    $0
    From related orgs
    $468,473
    Other
    $69,860
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,441 related
    Bonus
    $0 + $79,134 related
    Other
    $0 + $57,898 related
    Deferred
    $0 + $42,241 related
    Nontaxable benefits
    $0 + $27,619 related
    Filer's total
    $0 + $538,333 related

  • Charles Lane

    SVP/Chief Financial Officer

    Total calculated
    $1,138,500
    From this org
    $0
    From related orgs
    $942,830
    Other
    $195,670
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $702,384 related
    Bonus
    $0 + $129,867 related
    Other
    $0 + $110,579 related
    Deferred
    $0 + $167,158 related
    Nontaxable benefits
    $0 + $28,512 related
    Filer's total
    $0 + $1,138,500 related

  • David Baytos

    SVP/PRESIDENT/MS/INTERNAT

    Total calculated
    $547,273
    From this org
    $0
    From related orgs
    $488,293
    Other
    $58,980
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $347,786 related
    Bonus
    $0 + $72,575 related
    Other
    $0 + $67,932 related
    Deferred
    $0 + $40,850 related
    Nontaxable benefits
    $0 + $18,130 related
    Filer's total
    $0 + $547,273 related

  • Florence Jones

    SVP - President North

    Total calculated
    $576,581
    From this org
    $504,132
    From related orgs
    $0
    Other
    $72,449
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $355,137
    Bonus
    $77,418
    Other
    $71,577
    Deferred
    $51,200
    Nontaxable benefits
    $21,249
    Filer's total
    $576,581

  • Michael Crabb III

    SVP/Chief of Business Development

    Total calculated
    $693,102
    From this org
    $0
    From related orgs
    $654,844
    Other
    $38,258
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,428 related
    Bonus
    $0 + $77,027 related
    Other
    $0 + $367,389 related
    Deferred
    $0 + $24,290 related
    Nontaxable benefits
    $0 + $13,968 related
    Filer's total
    $0 + $693,102 related

  • Monica Wharton

    EVP/Chief Operating Officer

    Total calculated
    $1,312,684
    From this org
    $0
    From related orgs
    $1,094,838
    Other
    $217,846
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $834,984 related
    Bonus
    $0 + $166,500 related
    Other
    $0 + $93,354 related
    Deferred
    $0 + $185,390 related
    Nontaxable benefits
    $0 + $32,456 related
    Filer's total
    $0 + $1,312,684 related

  • Nikki Polis

    SVP - CHIEF NURSING OFFICER

    Total calculated
    $406,360
    From this org
    $0
    From related orgs
    $348,196
    Other
    $58,164
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,787 related
    Bonus
    $0 + $76,398 related
    Other
    $0 + $18,011 related
    Deferred
    $0 + $49,032 related
    Nontaxable benefits
    $0 + $9,132 related
    Filer's total
    $0 + $406,360 related

  • Ocpivia Stafford

    SVP - President South

    Total calculated
    $466,777
    From this org
    $368,331
    From related orgs
    $0
    Other
    $98,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,310
    Bonus
    $60,008
    Other
    $5,013
    Deferred
    $82,323
    Nontaxable benefits
    $16,123
    Filer's total
    $466,777

  • Rebecca Cullison

    SVP - PRESIDENT GERMANTOWN

    Total calculated
    $795,412
    From this org
    $648,500
    From related orgs
    $0
    Other
    $146,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $482,046
    Bonus
    $94,611
    Other
    $71,843
    Deferred
    $105,528
    Nontaxable benefits
    $41,384
    Filer's total
    $795,412

  • Robin Womeodu

    SVP/Chief Academic Office

    Total calculated
    $652,407
    From this org
    $0
    From related orgs
    $576,381
    Other
    $76,026
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,864 related
    Bonus
    $0 + $96,291 related
    Other
    $0 + $74,226 related
    Deferred
    $0 + $47,975 related
    Nontaxable benefits
    $0 + $28,051 related
    Filer's total
    $0 + $652,407 related

  • Sarah Colley

    SVP - Chief Human Resource Officer

    Total calculated
    $590,981
    From this org
    $0
    From related orgs
    $467,338
    Other
    $123,643
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,737 related
    Bonus
    $0 + $80,342 related
    Other
    $0 + $2,259 related
    Deferred
    $0 + $93,874 related
    Nontaxable benefits
    $0 + $29,769 related
    Filer's total
    $0 + $590,981 related

  • Timothy Slocum

    SVP - President University

    Total calculated
    $704,519
    From this org
    $569,353
    From related orgs
    $0
    Other
    $135,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $465,570
    Bonus
    $93,679
    Other
    $10,104
    Deferred
    $106,078
    Nontaxable benefits
    $29,088
    Filer's total
    $704,519

  • Wayne Lipson

    SVP/Chief Medical Officer

    Total calculated
    $981,902
    From this org
    $0
    From related orgs
    $811,871
    Other
    $170,031
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $650,000 related
    Bonus
    $0 + $123,069 related
    Other
    $0 + $38,802 related
    Deferred
    $0 + $130,663 related
    Nontaxable benefits
    $0 + $39,368 related
    Filer's total
    $0 + $981,902 related

  • Bruce Jones

    PHYSICIAN

    Total calculated
    $1,335,677
    From this org
    $1,282,301
    From related orgs
    $0
    Other
    $53,376
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,282,301
    Bonus
    $0
    Other
    $0
    Deferred
    $44,722
    Nontaxable benefits
    $8,654
    Filer's total
    $1,335,677

  • Ehtesham Ul Haq

    PHYSICIAN

    Total calculated
    $1,094,721
    From this org
    $1,012,931
    From related orgs
    $0
    Other
    $81,790
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,012,931
    Bonus
    $0
    Other
    $0
    Deferred
    $43,700
    Nontaxable benefits
    $38,090
    Filer's total
    $1,094,721

  • Shailesh Patel

    PHYSICIAN

    Total calculated
    $1,270,489
    From this org
    $1,203,175
    From related orgs
    $0
    Other
    $67,314
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,176,120
    Bonus
    $27,055
    Other
    $0
    Deferred
    $40,685
    Nontaxable benefits
    $26,629
    Filer's total
    $1,270,489

  • Sushant Khaire

    PHYSICIAN

    Total calculated
    $1,159,465
    From this org
    $1,083,012
    From related orgs
    $0
    Other
    $76,453
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,083,012
    Bonus
    $0
    Other
    $0
    Deferred
    $38,963
    Nontaxable benefits
    $37,490
    Filer's total
    $1,159,465

  • Yehoshua Levine

    PHYSICIAN

    Total calculated
    $1,288,439
    From this org
    $1,225,646
    From related orgs
    $0
    Other
    $62,793
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,225,646
    Bonus
    $0
    Other
    $0
    Deferred
    $38,517
    Nontaxable benefits
    $24,276
    Filer's total
    $1,288,439

  • Kathleen Forbes

    Former SVP/Chief Academic Office

    Total calculated
    $648,394
    From this org
    $0
    From related orgs
    $648,394
    Other
    $0
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $648,394 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $648,394 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Housing allowance or residence for personal use
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.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUALs RECEIVED A SEVERANCE PAYMENT: $19,349 - Michael Crabb III $648,393 - Kathleen Forbes $32,950 - Donald Hutson
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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%, 15%, 25% 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. RESTORATION BENEFIT PARTICIPANTS THAT WERE NEGATIVELY IMPACTED BY FREEZING THE RESTORATION PLAN WERE PROVIDED WITH AN ADDITIONAL ANNUAL EDCP CONTRIBUTION UNTIL AGE 65 DESIGNED TO KEEP THEM WHOLE. 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 457(F) PLAN FOR THE YEAR INCLUDE THE FOLLOWING: $33,703 - CASSANDRA HOWARD $115,958 - CHARLES LANE $150,282 - MONICA WHARTON $61,828 - REBECCA CULLISON $50,174 - SARAH COLLEY $21,544 - Michael Crabb III $79,463 - Wayne Lipson $23,722 - Amit Prasad $62,378 - Timothy Slocum $39,548 - Ocpivia Stafford ALLOCATIONS TO THE SERP PLAN FOR THE YEAR INCLUDE THE FOLLOWING: NO ALLOCATIONS DURING TAX YEAR THE FOLLOWING INDIVIDUALS RECEIVED 457(F) PAYOUTS. THIS AMOUNT REPRESENTS THE FULLY VESTED PORTION PURSUANT TO THE 457(F) PLAN. THIS AMOUNT WAS REFLECTED IN COLUMN (C) ON THE PRIOR YEARS FORM 990 AS REQUIRED. PAYOUTS FROM THE 457(F) PLAN FOR THE YEAR INCLUDE THE FOLLOWING: $433,525 - MICHAEL UGWUEKE $53,744 - ROBIN WOMEODU $103,917 - CHARLES LANE $87,036 - MONICA WHARTON $69,588 - REBECCA CULLISON $47,977 - Florence Jones $43,083 - Cato Johnson $23,061 - Wayne Lipson $7,350 - Timothy Slocum $54,906 - Susan Thurmond IN ADDITION, SEVERAL EXECUTIVES RECEIVED AN EXECUTIVE RETIREMENT LUMP SUM PAYOUT. THIS AMOUNT REPRESENTS THE FULLY VESTED PORTION PURSUANT TO THE 457(F) PLAN. THIS AMOUNT WAS REFLECTED IN COLUMN (C) ON THE PRIOR YEAR'S FORM 990 AS REQUIRED. PAYOUTS FROM THE EXECUTIVE RETIREMENT PLAN FOR THE YEAR INCLUDE THE FOLLOWING: No Payments made during tax year. DURING THE REPORTING PERIOD, THE FOLLOWING INDIVIDUAL RECEIVED A DISTRIBUTION RELATING TO A SERP PLAN THAT IS NO LONGER OFFERED: NO PAYMENTS MADE DURING TAX YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.1
Source object
202523219349318607

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