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Nonprofiteer
← METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATION

Form 990 for tax year 2023

Filed by METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATION.

Totals

Total revenue
$29,253,215
Total expenses
$9,655,977
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$8,185,199
Management and general expenses
$1,470,778
Fundraising expenses
$0
Program service expenses (Part III)
$8,185,199

Program services were 84.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Charles Lane

    Treasurer

    Total calculated
    $853,861
    From this org
    $0
    From related orgs
    $711,411
    Other
    $142,450
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,602 related
    Bonus
    $0
    Other
    $0 + $71,809 related
    Deferred
    $0 + $117,835 related
    Nontaxable benefits
    $0 + $24,615 related
    Filer's total
    $0 + $853,861 related

  • Eugene Cashman III

    PRESIDENT

    Total calculated
    $385,903
    From this org
    $0
    From related orgs
    $315,375
    Other
    $70,528
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,488 related
    Bonus
    $0
    Other
    $0 + $30,887 related
    Deferred
    $0 + $35,044 related
    Nontaxable benefits
    $0 + $35,484 related
    Filer's total
    $0 + $385,903 related

  • Michael Ugwueke

    BOARD CHAIRMAN

    Total calculated
    $2,807,065
    From this org
    $0
    From related orgs
    $2,770,120
    Other
    $36,945
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,481,868 related
    Bonus
    $0
    Other
    $0 + $1,288,252 related
    Deferred
    $0 + $9,426 related
    Nontaxable benefits
    $0 + $27,519 related
    Filer's total
    $0 + $2,807,065 related

  • Monica Wharton

    SECRETARY

    Total calculated
    $776,441
    From this org
    $0
    From related orgs
    $641,917
    Other
    $134,524
    Hours/week
    2 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,748 related
    Bonus
    $0
    Other
    $0 + $80,169 related
    Deferred
    $0 + $110,409 related
    Nontaxable benefits
    $0 + $24,115 related
    Filer's total
    $0 + $776,441 related

  • Kathleen Forbes

    Board Member

    Total calculated
    $1,013,034
    From this org
    $0
    From related orgs
    $995,502
    Other
    $17,532
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,594 related
    Bonus
    $0
    Other
    $0 + $712,908 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $10,932 related
    Filer's total
    $0 + $1,013,034 related

  • Nikki Polis

    Board Member

    Total calculated
    $495,398
    From this org
    $0
    From related orgs
    $467,340
    Other
    $28,058
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,841 related
    Bonus
    $0
    Other
    $0 + $91,499 related
    Deferred
    $0 + $15,233 related
    Nontaxable benefits
    $0 + $12,825 related
    Filer's total
    $0 + $495,398 related

  • Csara Strong

    Manager

    Total calculated
    $179,667
    From this org
    $158,222
    From related orgs
    $0
    Other
    $21,445
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,822
    Bonus
    $400
    Other
    $0
    Deferred
    $9,671
    Nontaxable benefits
    $11,774
    Filer's total
    $179,667

  • Garnette Miller

    APN/NP Minor Med

    Total calculated
    $123,463
    From this org
    $119,835
    From related orgs
    $0
    Other
    $3,628
    Hours/week
    40

  • Jamie Covington

    PRN -NP MINOR MED

    Total calculated
    $169,755
    From this org
    $159,594
    From related orgs
    $0
    Other
    $10,161
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,325
    Bonus
    $1,269
    Other
    $0
    Deferred
    $9,579
    Nontaxable benefits
    $582
    Filer's total
    $169,755

  • Jeffrey Lowrey

    PHYSICIAN

    Total calculated
    $376,877
    From this org
    $342,386
    From related orgs
    $0
    Other
    $34,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,098
    Bonus
    $2,546
    Other
    $67,742
    Deferred
    $18,056
    Nontaxable benefits
    $16,435
    Filer's total
    $376,877

  • Stacey Phillips

    APN/NP Minor Med

    Total calculated
    $152,031
    From this org
    $147,698
    From related orgs
    $0
    Other
    $4,333
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,698
    Bonus
    $0
    Other
    $0
    Deferred
    $2,959
    Nontaxable benefits
    $1,374
    Filer's total
    $152,031

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 · Written employment contract
  • 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 3 Arrangement used to establish the top management official's compensation
ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION THE BOARD OF METHODIST LE BONHEUR HEALTHCARE, A RELATED ORGANIZATION AND CORPORATE OVERSIGHT ENTITY, CONDUCTS THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR ITS OFFICERS AND KEY EMPLOYEES: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION STUDY / SURVEY - APPROVAL BY THE BOARD / COMPENSATION COMMITTEE
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT: $368,694 Kathleen Forbes
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 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: $98,035 - CHARLES LANE $17,522 - EUGENE CASHMAN $98,110 - MONICA WHARTON THE FOLLOWING INDIVIDUALS RECEIVED 457(F) OR SERP 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: $67,255 - CHARLES LANE $25,339 - EUGENE CASHMAN $237,040 - KATHLEEN FORBES $1,147,459 - MICHAEL UGWUEKE $76,607 - MONICA WHARTON $48,488 Nikki Polis IN ADDITION, THE FOLLOWING INDIVIDUALS RECEIVED AN EXECUTIVE RETIREMENT LUMP SUM PAYOUT. ONCE AN EXECUTIVE REACHES THE AGE OF 64 THEN THEY ARE NO LONGER ELIGIBLE TO PARTICIPATE IN THE 457(F) PLAN. A LUMP SUM IS PAID ANNUALLY ON THE LAST PAY PERIOD OF THE YEAR, EQUIVALENT TO THE CONTRIBUTION THAT WOULD HAVE BEEN MADE TO THE 457(F) PLAN. 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.

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.

  • ALLIANCE HEALTH SERVICES INC

    501(c)(3) · HEALTHCARE · TN

    Directly controlled by METHODIST LE BONHEUR HEALTHCARE

  • LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION

    501(c)(3) · FOUNDATION · TN

    Directly controlled by METHODIST LE BONHEUR HEALTHCARE

  • METHODIST HEALTHCARE - MEMPHIS HOSPITALS

    501(c)(3) · HOSPITALS · TN

    Directly controlled by METHODIST LE BONHEUR HEALTHCARE

  • METHODIST HEALTHCARE CENTRAL MS MEDICAL

    501(c)(3) · PHYSICIAN PRACTICES · MS

    Directly controlled by METHODIST LE BONHEUR HEALTHCARE

  • METHODIST HEALTHCARE FOUNDATION

    501(c)(3) · FOUNDATION · TN

    Directly controlled by METHODIST LE BONHEUR HEALTHCARE

  • METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES

    501(c)(3) · PHYSICIAN PRACTICES · TN

    Directly controlled by METHODIST LE BONHEUR HELTHCARE

  • METHODIST HEALTHCARE-JACKSON HOSPITAL

    501(c)(3) · INACTIVE HOSPITAL · MS

    Directly controlled by METHODIST LE BONHEUR HEALTHCARE

  • METHODIST HEALTHCARE-JONESBORO HOSPITAL

    501(c)(3) · INACTIVE HOSPITAL · AR

    Directly controlled by METHODIST LE BONHEUR HEALTHCARE

  • METHODIST HEALTHCARE-MIDDLE MISSISSIPPI

    501(c)(3) · INACTIVE HOSPITAL · MS

    Directly controlled by METHODIST LE BONHEUR HEALTHCARE

  • METHODIST HEALTHCARE-OLIVE BRANCH HOSPITAL

    501(c)(3) · HOSPITAL · MS

    Directly controlled by METHODIST LE BONHEUR HEALTHCARE

  • METHODIST LE BONHEUR COMMUNITY OUTREACH

    501(c)(3) · FOUNDATION · TN

    Directly controlled by LE BONHEUR CHILDREN'S HOSPITAL

  • METHODIST LE BONHEUR HEALTHCARE

    501(c)(3) · SUPPORTING ORGANIZATION · TN

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349323358

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