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Nonprofiteer
← METHODIST HEALTH GROUP INC

Form 990 for tax year 2023

Filed by METHODIST HEALTH GROUP INC.

Totals

Total revenue
-$312,831
Total expenses
$92,410
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
-$312,831
Other revenue
$0
Total assets, end of year
$6,624,739
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,624,739
Program services expenses (Part IX)
$50,000
Management and general expenses
$42,410
Fundraising expenses
$0
Program service expenses (Part III)
$50,000

Program services were 54.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $174,773 · excluded $174,773

  • 7a · Gross sales of assets other than inventory

    securities $2,427,862

  • 7b · Less cost or other basis and sales expenses

    securities $2,915,466

  • 7c · Gain or loss

    securities -$487,604

  • 7d · Net gain or loss

    total -$487,604 · excluded -$487,604

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $8,354 · management and general $8,354

  • 11c · Fees: accounting

    total $2,750 · management and general $2,750

  • 24a · Other expenses: PROGRAM EXPENSES

    total $50,000 · program services $50,000

  • 24b · Other expenses: ADVISOR FEES

    total $31,306 · management and general $31,306

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $37,114 · end of year $61,916

  • 11 · Investments: publicly traded securities

    beginning of year $5,802,140 · end of year $6,562,823

  • 27 · Net assets without donor restrictions

    beginning of year $5,839,254 · end of year $6,624,739

Mission and programs · 2023

Mission

METHODIST HEALTH GROUP, INC., IN PARTICIPATION WITH IU HEALTH, INC., SUPPORTS CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES THROUGH THE PROVISION AND PROMOTION OF HEALTH CARE.

Activities or mission (Part I)

METHODIST HEALTH GROUP, IN PARTICIPATION WITH IU HEALTH, INC., SUPPORTS CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES THROUGH THE PROVISION AND PROMOTION OF HEALTH CARE.

  • METHODIST HEALTH GROUP, INC. MADE A PAYMENT TO UNIVERSITY OF INDIANAPOLIS TO ENABLE IT TO PUT ON A LECTURE SERIES THAT IS IN FURTHERANCE OF THE CHARITABLE PURPOSES OF METHODIST HEALTH GROUP, INC. AND INDIANA UNIVERSITY HEALTH.

    Expenses $50,000

As filed on the 2023 return.

Listed in Part VII

  • Bishop Julius C Trimble

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Daniel F Evans Jr

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Hon Sarah Evans Barker

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Kathy D Gifford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Alicia Dh Monroe MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Larry Stevens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Kevin Armstrong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Jacqueline Pimentel-Gannon

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    0

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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BALL OUTPATIENT SURGERY CENTER LLC

    HEALTHCARE · IN

  • BELTWAY SURGERY CENTERS LLC

    HEALTHCARE · IN

  • BOSC HOLDINGS LLC

    HEALTHCARE · IN

  • BSC HOLDINGS LLC

    HEALTHCARE · IN

  • IEC HOLDINGS LLC

    HEALTHCARE · IN

  • INDIANA ENDOSCOPY CENTERS LLC

    HEALTHCARE · IN

  • ROC SURGERY LLC

    HEALTHCARE · IN

  • ROCS HOLDINGS LLC

    HEALTHCARE · IN

  • SENATE STREET SURGERY CENTER LLC

    HEALTHCARE · IN

  • SSSC HOLDINGS LLC

    HEALTHCARE · IN

  • IUH SW FORT WAYNE ASC LLC

    HEALTHCARE · IN

  • IU HEALTH FORT WAYNE SW ASC HOLDINGS LLC

    HEALTHCARE · IN

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BMH MEDICAL PAVILION ASSOCIATION INC

    C · CONDO MANAGEMENT · IN · controlled entity

  • IU HEALTH ACO INC

    C · HEALTHCARE · IN · controlled entity

    Directly controlled by IUH

  • IU HEALTH PLANS INC

    C · HMO · IN · controlled entity

  • IU HEALTH RISK PURCHASING GROUP INC

    C · INSURANCE · IN · controlled entity

    Directly controlled by IUH

  • IU HEALTH RISK RETENTION GROUP INC

    C · INSURANCE · SC · controlled entity

    Directly controlled by IUH

  • IUH ASSURANCE SPC LTD

    C · INSURANCE · CJ · controlled entity

    Directly controlled by IUH

  • PROTEUO FUND LP

    C · INVESTMENTS · CJ · controlled entity

    Directly controlled by IUH

  • UNIVERSITY SURGEONS INC

    C · PHYSICIAN SERVICES · IN · controlled entity

  • PEDIATRIC SURGICAL ASSOCIATES INC

    C · PHYSICIAN SERVICES · IN · controlled entity

  • CARDIOTHORACIC SURGEONS INC

    C · PHYSICIAN SERVICES · IN · controlled entity

  • UNIVERSITY VASCULAR SURGERY INC

    C · PHYSICIAN SERVICES · IN · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349309554

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