Form 990 for tax year 2022
Filed by METHODIST LEBONHEUR HEALTHCARE.
Totals
- Total revenue
- $315,179,126
- Total expenses
- $192,182,987
- Contributions and grants received
- $0
- Grants paid
- $1,033,600
- Program services expenses (Part IX)
- $18,484,709
- Management and general expenses
- $173,698,278
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $18,484,709
Program services were 9.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Carolyn Hardy
Vice Chariman
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Harry Goldsmith
Board Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Johnny Moore
Chairman
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Michael Ugwueke
PRESIDENT/CEO/BOARD MEMBER
- Total calculated
- $2,804,019
- From this org
- $2,772,743
- From related orgs
- $0
- Other
- $31,276
- Hours/week
- 44 + 6 related
Schedule J breakdown matched by us
- Base
- $1,222,584
- Bonus
- $643,325
- Other
- $906,833
- Deferred
- $8,197
- Nontaxable benefits
- $23,079
- Filer's total
- $2,804,019
-
Billy Orgel
Board Director (Thru 21)
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Bishop Bill Mcalilly
Board Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Bishop Gary Mueller
Board Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Bishop James E Swanson Sr
Board Director
- Total calculated
- $0
- Hours/week
- 2
-
David Rudd
Board Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Edith Kelly-Green
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
-
Larry Bryan
Board Director (Thru 21)
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Madison Michael MD
Board Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Michael Lenz
Board Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Mike Bruns
Board Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Paul Carruth MD
Board Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Richard Aycock 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
-
Albert Mosley
SVP/Chief Mission Integration Officer
- Total calculated
- $388,308
- From this org
- $320,622
- From related orgs
- $0
- Other
- $67,686
- Hours/week
- 44 + 6 related
Schedule J breakdown matched by us
- Base
- $172,698
- Bonus
- $111,832
- Other
- $36,092
- Deferred
- $19,203
- Nontaxable benefits
- $48,483
- Filer's total
- $388,308
-
Cato Johnson
SVP/Chief of Staff/Pub Po
- Total calculated
- $598,284
- From this org
- $558,039
- From related orgs
- $0
- Other
- $40,245
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $346,376
- Bonus
- $151,234
- Other
- $60,429
- Deferred
- $18,300
- Nontaxable benefits
- $21,945
- Filer's total
- $598,284
-
Charles Lane
SVP/Chief Financial Officer
- Total calculated
- $1,083,003
- From this org
- $944,793
- From related orgs
- $0
- Other
- $138,210
- Hours/week
- 42 + 10 related
Schedule J breakdown matched by us
- Base
- $618,742
- Bonus
- $238,802
- Other
- $87,249
- Deferred
- $116,035
- Nontaxable benefits
- $22,175
- Filer's total
- $1,083,003
-
David Baytos
SVP/PRESIDENT/MS/INTERNAT
- Total calculated
- $636,044
- From this org
- $612,533
- From related orgs
- $0
- Other
- $23,511
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $362,469
- Bonus
- $159,666
- Other
- $90,398
- Deferred
- $9,150
- Nontaxable benefits
- $14,361
- Filer's total
- $636,044
-
Kathleen Forbes
EVP/Academic Group
- Total calculated
- $1,207,603
- From this org
- $1,179,220
- From related orgs
- $0
- Other
- $28,383
- Hours/week
- 44 + 6 related
Schedule J breakdown matched by us
- Base
- $651,736
- Bonus
- $286,889
- Other
- $240,595
- Deferred
- $6,100
- Nontaxable benefits
- $22,283
- Filer's total
- $1,207,603
-
Michael Crabb III
SVP/Chief of Business Development
- Total calculated
- $526,298
- From this org
- $438,293
- From related orgs
- $0
- Other
- $88,005
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $361,781
- Bonus
- $69,808
- Other
- $6,704
- Deferred
- $62,866
- Nontaxable benefits
- $25,139
- Filer's total
- $526,298
-
Michael Paul
SVP - STRATEGIC PLANNING
- Total calculated
- $743,579
- From this org
- $663,058
- From related orgs
- $0
- Other
- $80,521
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $265,582
- Bonus
- $86,000
- Other
- $311,476
- Deferred
- $57,503
- Nontaxable benefits
- $23,018
- Filer's total
- $743,579
-
Monica Wharton
EVP/Chief Administrative Officer
- Total calculated
- $853,924
- From this org
- $733,287
- From related orgs
- $0
- Other
- $120,637
- Hours/week
- 48 + 16 related
Schedule J breakdown matched by us
- Base
- $500,296
- Bonus
- $216,367
- Other
- $16,624
- Deferred
- $99,962
- Nontaxable benefits
- $20,675
- Filer's total
- $853,924
-
Nikki Polis
SVP - CHIEF NURSING OFFICER
- Total calculated
- $619,777
- From this org
- $594,683
- From related orgs
- $0
- Other
- $25,094
- Hours/week
- 44 + 6 related
Schedule J breakdown matched by us
- Base
- $360,901
- Bonus
- $140,961
- Other
- $92,821
- Deferred
- $13,626
- Nontaxable benefits
- $11,468
- Filer's total
- $619,777
-
Robin Womeodu
SVP/Chief Academic Office
- Total calculated
- $1,252,744
- From this org
- $1,211,354
- From related orgs
- $0
- Other
- $41,390
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $424,028
- Bonus
- $130,480
- Other
- $656,846
- Deferred
- $18,300
- Nontaxable benefits
- $23,090
- Filer's total
- $1,252,744
-
Ronald Fuschillo
SVP - CMIO
- Total calculated
- $536,347
- From this org
- $471,696
- From related orgs
- $0
- Other
- $64,651
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $319,965
- Bonus
- $135,619
- Other
- $16,113
- Deferred
- $40,748
- Nontaxable benefits
- $23,903
- Filer's total
- $536,347
-
Sarah Colley
SVP - Chief Human Resource Officer
- Total calculated
- $534,346
- From this org
- $452,183
- From related orgs
- $0
- Other
- $82,163
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $353,943
- Bonus
- $0
- Other
- $98,240
- Deferred
- $59,610
- Nontaxable benefits
- $22,553
- Filer's total
- $534,346
-
Susan Gail Thurmond
SVP - CHIEF QUALITY OFFICER
- Total calculated
- $775,951
- From this org
- $744,739
- From related orgs
- $0
- Other
- $31,212
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $465,344
- Bonus
- $182,293
- Other
- $97,103
- Deferred
- $17,112
- Nontaxable benefits
- $14,100
- Filer's total
- $775,951
-
Wayne Lipson
SVP/Chief Medical Officer
- Total calculated
- $770,611
- From this org
- $657,927
- From related orgs
- $0
- Other
- $112,684
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $573,096
- Bonus
- $75,847
- Other
- $8,984
- Deferred
- $81,876
- Nontaxable benefits
- $30,808
- Filer's total
- $770,611
-
Arthur Townsend
VP - Chief Clin Tranformati
- Total calculated
- $559,961
- From this org
- $484,654
- From related orgs
- $0
- Other
- $75,307
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $343,496
- Bonus
- $102,430
- Other
- $38,729
- Deferred
- $43,425
- Nontaxable benefits
- $31,882
- Filer's total
- $559,961
-
Larry Fogarty
VP - Materials Management
- Total calculated
- $532,666
- From this org
- $463,824
- From related orgs
- $0
- Other
- $68,842
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $295,808
- Bonus
- $59,035
- Other
- $108,982
- Deferred
- $46,389
- Nontaxable benefits
- $22,453
- Filer's total
- $532,666
-
Marigay Miller
VP/COO Physician Enterpri
- Total calculated
- $444,534
- From this org
- $378,442
- From related orgs
- $0
- Other
- $66,092
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $290,423
- Bonus
- $57,738
- Other
- $30,281
- Deferred
- $32,518
- Nontaxable benefits
- $33,574
- Filer's total
- $444,534
-
Tabrina Davis
VP - Marketing/Communications
- Total calculated
- $411,200
- From this org
- $367,449
- From related orgs
- $0
- Other
- $43,751
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $297,495
- Bonus
- $58,645
- Other
- $11,309
- Deferred
- $31,662
- Nontaxable benefits
- $12,089
- Filer's total
- $411,200
-
Timothy Gates
VP - Chief Technology Officer
- Total calculated
- $375,559
- From this org
- $312,913
- From related orgs
- $0
- Other
- $62,646
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $254,546
- Bonus
- $54,280
- Other
- $4,087
- Deferred
- $30,660
- Nontaxable benefits
- $31,986
- Filer's total
- $375,559
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 INDIVIDUAL RECEIVED A SEVERANCE PAYMENT: $157,115 Michael Paul
- 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: $17,554 DR. ALBERT MOSLEY $18,082 Tabrina Davis $97,735 CHARLES LANE $87,341 MONICA WHARTON $25,356 Arthur Townsend $15,829 Timothy Gates $43,020 Sarah Colley $39,203 Michael Paul $28,089 Larry Fogarty 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: $374,081 Michael Ugwueke $98,874 Michael Paul $577,797 Robin Womeodu $61,791 Charles Lane $13,797 Monica Wharton $29,718 Rebecca Cullison $108,817 Kathleen Forbes $6,640 Tabrina Davis $33,274 Arthur Townsend $78,275 Larry Fogarty 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: $417,320 Michael Ugwueke $47,297 David Baytos $43,471 Cato Johnson $46,934 Nikki Polis $60,680 Susan Gail Thurmond $119,898 Kathleen Forbes 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. THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT: $157,115 Michael Paul
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
-
$422,000
MMD-2022 Annual Support
-
$50,000
GENERAL SUPPORT
-
Greater Memphis Chamber
$38,000
Annual Membership Renewal/Annual Chairman's Luncheon 2022
-
$30,000
2022 Harah's Hope Lodge Gift/General Support
-
$25,000
2022 Corporate in Support Ben F Jones Chapter
-
$20,000
2022 Annual Lecture Signature Sponsorship
-
Project Transformation Tennessee
$20,000
2022 Program Support
-
Telisa Franklin Ministries Inc
$20,000
2022 Memphis Juneteenth Festival
-
2022 Coach Cochran Golf Classic
-
$15,000
Methodist Lebonheur Healthcare
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.
-
501(c)(3) · HEALTHCARE · TN · controlled entity
Directly controlled by HEALTHCARE LEBONHEUR HEALTHCARE
-
CHILDREN'S FOUNDATION RESEARCH INSTITUTE
501(c)(3) · HEALTHCARE · TN · controlled entity
Directly controlled by LE BONHEUR CHILDREN'S FOUNDATION
-
LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION
501(c)(3) · FOUNDATION · TN · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST HEALHCARE - OLIVE BRANCH HOSPITAL
501(c)(3) · HOSPITAL · MS · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST HEALTHCARE - MEMPHIS HOSPITALS
501(c)(3) · HOSPITAL · TN · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST HEALTHCARE CENTRAL MS MEDICAL ASSOCIATES
501(c)(3) · PHYSICIAN PRACTICES · MS · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES
501(c)(3) · OUTPATIENT HEALTHCARE · MS · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST HEALTHCARE FOUNDATION
501(c)(3) · FOUNDATION · TN · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES
501(c)(3) · PHYSICIAN PRACTICES · TN · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST HEALTHCARE-JACKSON HOSPITAL
501(c)(3) · INACTIVE HOSPITAL · MS · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST HEALTHCARE-JONESBORO HOSPITAL
501(c)(3) · INACTIVE HOSPITAL · AR · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST HEALTHCARE-MIDDLE MISSISSIPPI HOSPITAL
501(c)(3) · INACTIVE HOSPITAL · MS · controlled entity
Directly controlled by METHODIST LE BONHEUR HEALTHCARE
-
METHODIST LE BONHEUR COMMUNITY OUTREAC
501(c)(3) · FOUNDATION · TN · controlled entity
Directly controlled by LE BONHEUR CHILDREN'S FOUNDATION
-
501(c)(3) · COMMUNITY OUTREACH · TN
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323199349313042
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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