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Nonprofiteer
← MEMORIAL HERMANN HEALTH SYSTEM

Form 990 for tax year 2023

Filed by MEMORIAL HERMANN HEALTH SYSTEM.

Totals

Total revenue
$8,526,519,854
Total expenses
$7,666,749,931
Contributions and grants received
$13,712,833
Grants paid
$29,605,750
Program services expenses (Part IX)
$6,518,355,440
Management and general expenses
$1,148,394,491
Fundraising expenses
$0
Program service expenses (Part III)
$6,518,355,440

Program services were 85.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • David L Callender MD

    CEO/PRESIDENT

    Total calculated
    $5,920,234
    From this org
    $5,391,502
    From related orgs
    $0
    Other
    $528,732
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,788,992
    Bonus
    $3,558,383
    Other
    $44,127
    Deferred
    $501,714
    Nontaxable benefits
    $27,018
    Filer's total
    $5,920,234
  • Erin S Asprec

    EVP/COO

    Total calculated
    $2,539,503
    From this org
    $2,230,783
    From related orgs
    $0
    Other
    $308,720
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,089,653
    Bonus
    $1,135,166
    Other
    $5,964
    Deferred
    $296,483
    Nontaxable benefits
    $12,237
    Filer's total
    $2,539,503
  • James McCarthy MD

    EVP, CPE

    Total calculated
    $2,011,423
    From this org
    $1,737,337
    From related orgs
    $0
    Other
    $274,086
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $839,717
    Bonus
    $893,049
    Other
    $4,571
    Deferred
    $241,856
    Nontaxable benefits
    $32,230
    Filer's total
    $2,011,423
  • Deborah Gordon

    EVP/CAO/CLO/SECRETARY

    Total calculated
    $2,010,390
    From this org
    $1,738,372
    From related orgs
    $0
    Other
    $272,018
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $840,655
    Bonus
    $893,115
    Other
    $4,602
    Deferred
    $237,261
    Nontaxable benefits
    $34,757
    Filer's total
    $2,010,390
  • Alec King

    EVP/CFO/TREASURER

    Total calculated
    $1,944,200
    From this org
    $1,678,276
    From related orgs
    $0
    Other
    $265,924
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $933,939
    Bonus
    $741,105
    Other
    $3,232
    Deferred
    $235,734
    Nontaxable benefits
    $30,190
    Filer's total
    $1,944,200
  • Joshua Urban

    SVP/PRES COMM HOSP

    Total calculated
    $1,873,161
    From this org
    $1,622,484
    From related orgs
    $0
    Other
    $250,677
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $887,116
    Bonus
    $730,596
    Other
    $4,772
    Deferred
    $243,894
    Nontaxable benefits
    $6,783
    Filer's total
    $1,873,161
  • Feby Abraham

    EVP, CSO

    Total calculated
    $1,693,054
    From this org
    $1,438,540
    From related orgs
    $0
    Other
    $254,514
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $781,842
    Bonus
    $653,970
    Other
    $2,728
    Deferred
    $225,044
    Nontaxable benefits
    $29,470
    Filer's total
    $1,693,054
  • Kyle Price

    SVP, Srvc Lines

    Total calculated
    $1,548,442
    From this org
    $1,328,143
    From related orgs
    $0
    Other
    $220,299
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $697,828
    Bonus
    $627,855
    Other
    $2,460
    Deferred
    $190,796
    Nontaxable benefits
    $29,503
    Filer's total
    $1,548,442
  • Heath Rushing

    SVP, Srvc Lines

    Total calculated
    $1,538,067
    From this org
    $1,315,707
    From related orgs
    $0
    Other
    $222,360
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $695,054
    Bonus
    $618,193
    Other
    $2,460
    Deferred
    $192,983
    Nontaxable benefits
    $29,377
    Filer's total
    $1,538,067
  • Lori P Knowles

    SVP/CHRO

    Total calculated
    $1,462,989
    From this org
    $1,261,965
    From related orgs
    $0
    Other
    $201,024
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $634,381
    Bonus
    $624,173
    Other
    $3,411
    Deferred
    $179,234
    Nontaxable benefits
    $21,790
    Filer's total
    $1,462,989
  • Gregory L Haralson

    SVP, CEO - TMC

    Total calculated
    $1,430,799
    From this org
    $1,382,726
    From related orgs
    $0
    Other
    $48,073
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $745,372
    Bonus
    $633,374
    Other
    $3,980
    Deferred
    $18,150
    Nontaxable benefits
    $29,923
    Filer's total
    $1,430,799
  • Eric Smith

    SVP, CDO

    Total calculated
    $1,320,291
    From this org
    $1,159,716
    From related orgs
    $0
    Other
    $160,575
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $494,675
    Bonus
    $660,123
    Other
    $4,918
    Deferred
    $126,041
    Nontaxable benefits
    $34,534
    Filer's total
    $1,320,291
  • Amanda Hammel

    SVP/CIO

    Total calculated
    $1,310,465
    From this org
    $1,143,499
    From related orgs
    $0
    Other
    $166,966
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $597,394
    Bonus
    $542,910
    Other
    $3,195
    Deferred
    $144,569
    Nontaxable benefits
    $22,397
    Filer's total
    $1,310,465
  • Paul C O'Sullivan

    SVP, CEO- MC & GH

    Total calculated
    $1,279,722
    From this org
    $1,122,438
    From related orgs
    $0
    Other
    $157,284
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $548,434
    Bonus
    $571,077
    Other
    $2,927
    Deferred
    $140,450
    Nontaxable benefits
    $16,834
    Filer's total
    $1,279,722
  • Obiefuna Chikelue

    SVP, CIO

    Total calculated
    $1,258,743
    From this org
    $1,097,856
    From related orgs
    $0
    Other
    $160,887
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $561,677
    Bonus
    $534,237
    Other
    $1,942
    Deferred
    $131,939
    Nontaxable benefits
    $28,948
    Filer's total
    $1,258,743
  • Justin P Kendrick

    SVP, CEO - NE & TW

    Total calculated
    $1,155,904
    From this org
    $992,728
    From related orgs
    $0
    Other
    $163,176
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $551,849
    Bonus
    $439,588
    Other
    $1,291
    Deferred
    $132,909
    Nontaxable benefits
    $30,267
    Filer's total
    $1,155,904
  • Malisha S Patel

    SVP, CEO - SW & SL

    Total calculated
    $1,105,035
    From this org
    $967,727
    From related orgs
    $0
    Other
    $137,308
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $519,365
    Bonus
    $447,163
    Other
    $1,199
    Deferred
    $119,138
    Nontaxable benefits
    $18,170
    Filer's total
    $1,105,035
  • Phillip Chang

    SVP, CQO

    Total calculated
    $1,046,684
    From this org
    $879,882
    From related orgs
    $0
    Other
    $166,802
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $595,372
    Bonus
    $281,361
    Other
    $3,149
    Deferred
    $151,358
    Nontaxable benefits
    $15,444
    Filer's total
    $1,046,684
  • Kriel Steve Ramcharitar

    VP, CMO - ACO & PHSO

    Total calculated
    $1,041,363
    From this org
    $1,014,221
    From related orgs
    $0
    Other
    $27,142
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $224,272
    Bonus
    $148,626
    Other
    $641,323
    Deferred
    $13,798
    Nontaxable benefits
    $13,344
    Filer's total
    $1,041,363
  • Teal Holden

    SVP/AMB & POST-ACUTE SVCS

    Total calculated
    $1,012,747
    From this org
    $891,436
    From related orgs
    $0
    Other
    $121,311
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $500,204
    Bonus
    $390,088
    Other
    $1,144
    Deferred
    $109,393
    Nontaxable benefits
    $11,918
    Filer's total
    $1,012,747
  • Carol J Paret

    Former Key Employee

    Total calculated
    $1,006,763
    From this org
    $986,391
    From related orgs
    $0
    Other
    $20,372
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $176,913
    Bonus
    $425,502
    Other
    $383,976
    Deferred
    $6,115
    Nontaxable benefits
    $14,257
    Filer's total
    $1,006,763
  • Anne E Neeson

    EVP, CEO - Foundation

    Total calculated
    $1,002,673
    From this org
    $888,442
    From related orgs
    $0
    Other
    $114,231
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $432,952
    Bonus
    $448,970
    Other
    $6,520
    Deferred
    $100,327
    Nontaxable benefits
    $13,904
    Filer's total
    $1,002,673
  • Noel J Cardenas

    SVP, CEO - SE & PL

    Total calculated
    $980,576
    From this org
    $859,781
    From related orgs
    $0
    Other
    $120,795
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $466,610
    Bonus
    $388,580
    Other
    $4,591
    Deferred
    $113,995
    Nontaxable benefits
    $6,800
    Filer's total
    $980,576
  • Jerry A Ashworth

    SVP, CEO - Cypress & Katy

    Total calculated
    $963,791
    From this org
    $828,887
    From related orgs
    $0
    Other
    $134,904
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $450,447
    Bonus
    $376,043
    Other
    $2,397
    Deferred
    $112,984
    Nontaxable benefits
    $21,920
    Filer's total
    $963,791
  • Cynthia A De Moya

    FORMER CFO

    Total calculated
    $954,212
    From this org
    $824,969
    From related orgs
    $0
    Other
    $129,243
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $426,409
    Bonus
    $392,088
    Other
    $6,472
    Deferred
    $105,949
    Nontaxable benefits
    $23,294
    Filer's total
    $954,212
  • Richard Lyman

    SVP/REV CYCLE

    Total calculated
    $949,841
    From this org
    $821,822
    From related orgs
    $0
    Other
    $128,019
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $400,378
    Bonus
    $386,797
    Other
    $34,647
    Deferred
    $103,924
    Nontaxable benefits
    $24,095
    Filer's total
    $949,841
  • Howard Scott

    VP, CMO - MC & GH

    Total calculated
    $882,042
    From this org
    $744,539
    From related orgs
    $0
    Other
    $137,503
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $461,047
    Bonus
    $269,993
    Other
    $13,499
    Deferred
    $115,614
    Nontaxable benefits
    $21,889
    Filer's total
    $882,042
  • Katrina Melton

    VP, Post-Acute Services

    Total calculated
    $866,959
    From this org
    $822,930
    From related orgs
    $0
    Other
    $44,029
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $303,147
    Bonus
    $165,834
    Other
    $353,949
    Deferred
    $19,800
    Nontaxable benefits
    $24,229
    Filer's total
    $866,959
  • Glen Garner

    VP, CMO - SE & Pearland

    Total calculated
    $863,102
    From this org
    $721,944
    From related orgs
    $0
    Other
    $141,158
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $442,772
    Bonus
    $276,808
    Other
    $2,364
    Deferred
    $111,652
    Nontaxable benefits
    $29,506
    Filer's total
    $863,102
  • Nnaemeka Okafor

    VP, CHIO

    Total calculated
    $860,685
    From this org
    $727,010
    From related orgs
    $0
    Other
    $133,675
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $459,166
    Bonus
    $266,259
    Other
    $1,585
    Deferred
    $114,879
    Nontaxable benefits
    $18,796
    Filer's total
    $860,685
  • Warren Shea

    VP/ASST SECRETARY

    Total calculated
    $714,014
    From this org
    $589,880
    From related orgs
    $0
    Other
    $124,134
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $379,926
    Bonus
    $207,934
    Other
    $2,020
    Deferred
    $96,355
    Nontaxable benefits
    $27,779
    Filer's total
    $714,014
  • Alejandra Loessin

    VP, COS

    Total calculated
    $612,402
    From this org
    $514,196
    From related orgs
    $0
    Other
    $98,206
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $336,437
    Bonus
    $176,989
    Other
    $770
    Deferred
    $69,838
    Nontaxable benefits
    $28,368
    Filer's total
    $612,402
  • Gary J Sheppard MD

    DIRECTOR

    Total calculated
    $6,500
    From this org
    $0
    From related orgs
    $6,500
    Other
    $0
    Hours/week
    1 + 1 related
  • Alan V Ytterberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Anne Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Donald M Woo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Edward B Adams Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gary R Petersen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gregory Armstrong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ira L Flax MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jarvis V Hollingsworth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jay Schneider

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Graf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John M Esquivel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Monica Benton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Neelofer S Durrani MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Peter R Huntsman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Richard S Figueroa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rishi Varma

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sara N Ortwein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stacy P Methvin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Susan Sarofim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • William H Easter III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Willoughby C Williams Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kevin P Brady

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David S Habachy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Form 990 Schedule J Part I Line 4a
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM MEMORIAL HERMANN HEALTH SYSTEM DURING THE TAX YEAR: Carol J. Paret ($378,581) Kriel Steve Ramcharitar ($640,599) Katrina Melton ($352,394)
Form 990 Schedule J Part I Line 4b
MEMORIAL HERMANN HEALTH SYSTEM SPONSORS TWO SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS; MEMORIAL HERMANN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP); EXECUTIVE DEFERRED COMPENSATION PLAN (EDCP). THE FOLLOWING INDIVIDUALS PARTICIPATED IN AND/OR RECEIVED PAYMENTS (NOTED IN PARENTHESIS FOR SERP AND EDCP RESPECTIVELY) FROM MEMORIAL HERMANN HEALTH SYSTEM'S SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING THE TAX YEAR: ALEJANDRA LOESSIN ($4,769.52/$41,609.78); CAROL J. PARET ($89,095.43/$63,839.89); JOSHUA URBAN ($30,465.57/$105,625.91); PAUL C. O'SULLIVAN ($16,326.9/$93,297.91); HEATH RUSHING ($22,797.61/$93,564.09); KYLE PRICE ($23,157.61/$90,865.94); ERIN S. ASPREC ($43,017.69/$201,454.84); MALISHA S. PATEL ($13,374.59/$86,112.77); AMANDA HAMMEL ($18,017.58/$94,578.66); GLEN GARNER ($9,070.04/$89,468.16); WARREN SHEA ($0/$57,567.51); DEBORAH GORDON ($0/$202,761.16); DAVID L. CALLENDER, M.D. ($0/$1,422,442.61); JUSTIN P. KENDRICK ($0/$52,340.64); TEAL HOLDEN ($0/$58,236.85); LORI P. KNOWLES ($0/$109,250.43); JERRY A. ASHWORTH ($0/$58,922.60); NOEL J. CARDENAS ($0/$84,998.51); GREGORY L. HARALSON ($0/$148,657.16); ANNE E. NEESON ($0/$90,231.53); JAMES MCCARTHY, M.D. ($0/$206,800.66); NNAEMEKA OKAFOR ($0/$81,546.58); RICHARD LYMAN ($0/$76,982.51); KATRINA MELTON ($0/$45,495.81); HOWARD SCOTT ($0/$89,619.99); CYNTHIA A. DE MOYA ($0/$76,204.51).
Form 990 Schedule J Part I Line 7
MEMORIAL HERMANN HEALTH SYSTEM HAS TWO INCENTIVE PROGRAMS IN WHICH CERTAIN MANAGEMENT INDIVIDUALS MAY PARTICIPATE, THE MANAGEMENT INCENTIVE BONUS AND LONG TERM INCENTIVE PLAN. THE MANAGEMENT INCENTIVE BONUS IS AN ANNUAL INCENTIVE DESIGNED TO ATTRACT AND RETAIN KEY LEADERS AND ESTABLISH GREATER ACCOUNTABILITY AND ALIGNMENT TO BUSINESS PERFORMANCE. PAYMENT AMOUNT TARGETS ARE BASED UPON A PERCENTAGE OF BASE SALARY, DEVELOPED BY INDEPENDENT THIRD-PARTY EXPERTS. MEMORIAL HERMANN'S COMPENSATION COMMITTEE AND GOVERNING BOARD HAVE FINAL DISCRETION WHETHER TO AWARD AMOUNTS TO INDIVIDUALS AND TO ADJUST THE PAYMENT AT THEIR SOLE DISCRETION. THE LONG TERM INCENTIVE PLAN IS BASED ON A THREE-YEAR PERFORMANCE PLAN, WHICH REWARDS KEY SENIOR LEADERS BY ALIGNING THEIR COMPENSATION TO STRATEGIC INITIATIVES OF MEMORIAL HERMANN. PERFORMANCE TARGETS ARE BASED UPON A PERCENTAGE OF THE INDIVIDUAL'S BASE SALARY AND ARE DEVELOPED BY INDEPENDENT THIRD-PARTY EXPERTS USING MARKET COMPETITIVE DATA WITHIN THE GUIDES OF REASONABLENESS. AT THE END OF A THREE-YEAR PERIOD, MEMORIAL HERMANN'S COMPENSATION COMMITTEE REVIEWS PERFORMANCE AGAINST GOALS TO DETERMINE APPROPRIATE PAYOUT. MEMORIAL HERMANN'S COMPENSATION COMMITTEE AND GOVERNING BOARD HAVE FINAL DISCRETION WHETHER TO AWARD AMOUNTS TO INDIVIDUALS AND TO ADJUST THE PAYMENT AT THEIR SOLE DISCRETION.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501349349302820

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