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Nonprofiteer
← NEBRASKA METHODIST HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by NEBRASKA METHODIST HOSPITAL FOUNDATION.

Totals

Total revenue
$14,306,833
Total expenses
$15,441,358
Contributions and grants received
$8,164,487
Grants paid
$12,204,157
Program service revenue
$0
Investment income
$6,149,293
Other revenue
-$6,947
Total assets, end of year
$162,792,890
Total liabilities, end of year
$1,943,346
Net assets or fund balances, end of year
$160,849,544
Program services expenses (Part IX)
$12,968,116
Management and general expenses
$1,205,397
Fundraising expenses
$1,267,845
Program service expenses (Part III)
$12,968,116

Program services were 84.0% 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.

  • 1c · Fundraising events

    $309,082

  • 1d · Related organizations

    $673,010

  • 1f · All other contributions, gifts and grants

    $7,182,395

  • 1g · Noncash contributions included above

    $60,176

  • 3 · Investment income

    total $3,066,840 · excluded $3,066,840

  • 7a · Gross sales of assets other than inventory

    securities $24,125,603

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

    securities $21,043,150

  • 7c · Gain or loss

    securities $3,082,453

  • 7d · Net gain or loss

    total $3,082,453 · excluded $3,082,453

  • 8a · Fundraising events: gross income

    $82,039

  • 8a · Fundraising events: contributions included on line 1c

    $309,082

  • 8b · Fundraising events: direct expenses

    $88,986

  • 8c · Net income from fundraising events

    total -$6,947 · excluded -$6,947

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,360,913 · program services $11,360,913

  • 2 · Grants to domestic individuals

    total $843,244 · program services $843,244

  • 7 · Other salaries and wages

    total $738,955 · program services $377,184 · fundraising $361,771

  • 9 · Other employee benefits

    total $116,903 · program services $59,428 · fundraising $57,475

  • 10 · Payroll taxes

    total $50,808 · program services $26,176 · fundraising $24,632

  • 11c · Fees: accounting

    total $20,004 · management and general $20,004

  • 11f · Fees: investment management

    total $282,899 · management and general $282,899

  • 11g · Fees: other

    total $236 · program services $236

  • 12 · Advertising and promotion

    total $11,227 · fundraising $11,227

  • 13 · Office expenses

    total $12,654 · program services $12,654

  • 14 · Information technology

    total $32,499 · program services $32,499

  • 16 · Occupancy

    total $77,710 · program services $77,710

  • 17 · Travel

    total $2,791 · fundraising $2,791

  • 22 · Depreciation, depletion and amortization

    total $21,778 · program services $21,778

  • 23 · Insurance

    total $4,970 · management and general $4,970

  • 24a · Other expenses: ALLOCATIONS

    total $1,213,524 · management and general $897,524 · fundraising $316,000

  • 24b · Other expenses: FUND RAISING CAMPAIGNS

    total $470,454 · fundraising $470,454

  • 24c · Other expenses: PRINTING

    total $23,495 · fundraising $23,495

  • 24e · All other expenses

    total $156,294 · program services $156,294

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $8,415,818 · end of year $9,547,654

  • 3 · Pledges and grants receivable

    beginning of year $5,989,638 · end of year $5,286,258

  • 4 · Accounts receivable

    beginning of year $337,790 · end of year $2,244,376

  • 9 · Prepaid expenses and deferred charges

    end of year $1,944

  • 10a · Land, buildings and equipment: cost or other basis

    $316,970

  • 10b · Land, buildings and equipment: accumulated depreciation

    $162,077

  • 10c · Land, buildings and equipment, net

    beginning of year $237,108 · end of year $154,893

  • 11 · Investments: publicly traded securities

    beginning of year $133,126,936 · end of year $144,586,421

  • 15 · Other assets

    beginning of year $1,016,590 · end of year $971,344

  • 17 · Accounts payable and accrued expenses

    beginning of year $204,808 · end of year $455,873

  • 25 · Other liabilities

    beginning of year $2,143,880 · end of year $1,487,473

  • 27 · Net assets without donor restrictions

    beginning of year $118,870,123 · end of year $133,753,604

  • 28 · Net assets with donor restrictions

    beginning of year $27,905,069 · end of year $27,095,940

Mission and programs · 2023

Mission

TO IMPROVE THE QUALITY OF LIFE BY SUPPORTING EXCELLENCE IN HEALTH CARE AND HEALTH CARE EDUCATION PROVIDED BY METHODIST HEALTH SYSTEM.

Activities or mission (Part I)

RECEIVE CONTRIBUTIONS TO SUPPORT METHODIST HOSPITAL AND METHODIST HEALTH SYSTEM PROGRAMS

  • NEBRASKA METHODIST HOSPITAL FOUNDATION RAISES, PROTECTS AND DISTRIBUTES FUNDS THAT IMPROVE HEALTH CARE FOR THE COMMUNITY. WORKS OF THE HEART ARE PROGRAMS SUPPORTED BY METHODIST HOSPITAL FOUNDATION THAT ARE DIVIDED INTO THREE AREAS: CANCER CARE, CHARITABLE CARE, AND COMMUNITY SERVICE. MORE THAN 48,000 INDIVIDUALS EACH YEAR ARE TOUCHED BY THE DISTRIBUTIONS FROM WORKS OF THE HEART PROGRAMS. THOUSANDS MORE BENEFIT INDIRECTLY THROUGH RESEARCH, COMMUNITY HEALTH AWARENESS AND TRAINING FOR HEALTH CARE PROFESSIONALS.THE FOUNDATION SUPPORTS NEBRASKA METHODIST HOSPITAL'S METHODIST ESTABROOK CANCER CENTER AS IT SEEKS TO PREVENT, DIAGNOSE AND TREAT CANCER IN OUR COMMUNITY. METHODIST ESTABROOK CANCER CENTER IS AT THE CENTER OF THE HOSPITAL'S COORDINATED EFFORT IN HELPING ITS PATIENTS THROUGH THE DELICATE BALANCING ACT OF DEALING WITH PHYSICAL SYMPTOMS AND EMOTIONAL STRESS AND UNCERTAINTY OF THE DISEASE. OTHER AREAS OF CANCER CARE SUPPORT INCLUDE ONCOLOGY RESEARCH, THE LUNG AND THORACIC ONCOLOGY CLINIC AND CANCER CENTER LIBRARY.CHARITABLE CARE PROGRAMS PROVIDED FUNDING FOR APPROXIMATELY 12,400 PATIENTS UNABLE TO AFFORD CARE. THE FOUNDATION WORKS CLOSELY WITH MEDICAL SOCIAL WORKERS AND THE HOSPITAL BUSINESS OFFICE TO PROVIDE FINANCIAL ASSISTANCE TO PATIENTS GENUINELY UNABLE TO AFFORD HEALTH CARE SERVICES. THE FOUNDATION ALSO FUNDS A LIMITED SUPPLY OF PRESCRIPTION MEDICATION UNTIL A LONG-TERM SOLUTION IS DETERMINED.IN 2023, THE FOUNDATION DONATED CAPITAL OF $728,783 TO NEBRASKA METHODIST HOSPITAL FOR USE IN EXPANDING AND REMODLING A NEW EMERGENCY DEPARTMENT FACILITY.

    Expenses $10,283,017 · Grants $9,677,238

  • THE FOUNDATION PROVIDES EDUCATIONAL ASSISTANCE. IT SUPPORTS NEBRASKA METHODIST COLLEGE - THE JOSIE HARPER CAMPUS AS IT SEEKS TO PROVIDE EXCELLENCE IN HEALTHCARE EDUCATION. IN ADDITION THE NEBRASKA METHODIST COLLEGE ONLINE INSTITUTE RECEIVED FUNDING DURING 2023.OVER 11,000 STUDENTS AND HEALTH CARE PROFESSIONALS RECEIVED ASSISTANCE FOR HEALTHCARE-RELATED EDUCATIONAL TRAINING/CONTINUING EDUCATION.

    Expenses $2,375,096 · Grants $2,235,178

  • THE FOUNDATION IS COMMITTED TO BEING A GOOD NEIGHBOR TO THE OMAHA COMMUNITY GOING BEYOND THE WALLS OF NEBRASKA METHODIST HOSPITAL.THE COMMUNITY COUNSELING PROGRAM WAS ESTABLISHED TO ADDRESS THE NEED FOR AN EFFECTIVE YOUTH INTERVENTION PROGRAM. METHODIST HOSPITAL AND METHODIST FOUNDATION HAVE ESTABLISHED A UNIQUE COLLABORATION WITH THE OMAHA PUBLIC SCHOOLS AND SEVERAL AREA CHURCHES WHERE FREE, CONFIDENTIAL COUNSELING IS MADE AVAILABLE. METHODIST HOSPITAL FOUNDATION PROVIDES THE FUNDING FOR THE TEAM OF EXPERIENCED, LICENSED, MASTERS-LEVEL COUNSELORS. SCHOOLS PROVIDE THE SPACE FOR COUNSELORS TO MEET WITH STUDENTS. CHURCHES PROVIDE SPACE FOR COUNSELORS TO MEET WITH STUDENTS' FAMILIES OR OTHER MEMBERS OF THE COMMUNITY IN A COMFORTABLE, NEIGHBORHOOD SETTING. THE COVID-19 PANDEMIC OF 2020 - 2022 DEMONSTRATED EVEN MORE THE NEED FOR THE FOUNDATION'S SERVICES TO PROVIDE COMFORT AND CARE FOR THOSE IMPACTED. WHILE THE FULL BENEFIT TO INDIVIDUALS, FAMILIES AND SCHOOLS SERVED MAY BE IMPOSSIBLE TO MEASURE, THE COST OF SIMILAR SERVICES IN THE OMAHA METROPOLITAN AREA AVERAGES OVER $100 PER HOUR. OVER 11,500 INDIVIDUALS WERE SERVED THROUGH THIS PROGRAM IN 2023.

    Expenses $222,339 · Grants $209,241

  • THE FOUNDATION ALSO SUPPORTS COMMUNITY SERVICE PROGRAMS INCLUDING THE METHODIST HEALTH MINISTRY, THE METHODIST COMMUNITY CLINIC, THE HEIDI WILKE SANE/SART SURVIVOR PROGRAM, AND METHODIST CENTER FOR DIABETES AND NUTRITIONAL HEALTH ALONG WITH OTHER PROGRAMS TO MEET COMMUNITY HEALTHCARE NEEDS.

    Expenses $87,664 · Grants $82,500

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MATTHEW LATACHA MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • LINDSAY NORTHAM MD

    DIRECTOR

    Total calculated
    $428,041
    From this org
    $0
    From related orgs
    $391,102
    Other
    $36,939
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $369,694 related
    Bonus
    $0 + $15,144 related
    Other
    $0 + $6,264 related
    Deferred
    $0 + $19,497 related
    Nontaxable benefits
    $0 + $19,082 related
    Filer's total
    $0 + $429,681 related

  • JOSEPH MCCASLIN MD

    DIRECTOR

    Total calculated
    $401,344
    From this org
    $0
    From related orgs
    $338,772
    Other
    $62,572
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,972 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $21,800 related
    Deferred
    $0 + $32,877 related
    Nontaxable benefits
    $0 + $31,331 related
    Filer's total
    $0 + $402,980 related

  • MARK BRASEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KRISTEN HOFFMAN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW ROBERTSON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE F UEBNER

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • ELIZABETH MURPHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TODD ENGLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENNIS BLACKMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN DENNIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT DAMROW

    IMMEDIATE PAST CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • KATHY KOSLOSKY

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • ADRIANA CISNEROS BASULTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE KOTULA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CANDI JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD KUTILEK MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KHALID AWAD MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JESSICA THOMAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NICK HENDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZAN KARRER ROHRIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN MITCHELL MD

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • LINDA ROEDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAN MULLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY PEARSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS MCGOWAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY FISCHER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEANIE OWEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SANDRA PARKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHY WILSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ROBERT LANGDON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ABIGAIL DELANEY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EMILY PATEL MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE MATUKEWICZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DORI STANFIELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY FRANCIS

    CFO

    Total calculated
    $807,910
    From this org
    $0
    From related orgs
    $659,734
    Other
    $148,176
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $566,292 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $78,442 related
    Deferred
    $0 + $115,586 related
    Nontaxable benefits
    $0 + $33,212 related
    Filer's total
    $0 + $808,532 related

  • TRACY MADDEN-MCMAHON

    PRESIDENT

    Total calculated
    $402,336
    From this org
    $0
    From related orgs
    $326,926
    Other
    $75,410
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $299,916 related
    Bonus
    $0 + $24,561 related
    Other
    $0 + $2,449 related
    Deferred
    $0 + $46,520 related
    Nontaxable benefits
    $0 + $29,512 related
    Filer's total
    $0 + $402,958 related

  • TOM ELSER

    DEVELOPMENT OFFICER

    Total calculated
    $301,018
    From this org
    $0
    From related orgs
    $248,238
    Other
    $52,780
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $201,605 related
    Bonus
    $0 + $20,152 related
    Other
    $0 + $26,481 related
    Deferred
    $0 + $43,874 related
    Nontaxable benefits
    $0 + $9,610 related
    Filer's total
    $0 + $301,722 related

  • RYANNE ELSESSER

    OPERATIONS OFFICER

    Total calculated
    $171,738
    From this org
    $139,854
    From related orgs
    $0
    Other
    $31,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,565
    Bonus
    $16,796
    Other
    $2,493
    Deferred
    $12,642
    Nontaxable benefits
    $19,692
    Filer's total
    $172,188

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. 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

PART I, LINE 3
METHODIST HEALTH SYSTEM RETAINS AN INDEPENDENT CONSULTANT TO REVIEW ALL OFFICER COMPENSATION FOR EACH AFFILIATE. UNDER THIS PROCESS, MARKET DATA IS GATHERED AND ANALYZED, AND COMPENSATION RANGES ARE SET. THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF THE NEBRASKA METHODIST HEALTH SYSTEM INC., A NEBRASKA NON-PROFIT CORPORATION. ALL OFFICER COMPENSATION IS REVIEWED, EVALUATED AND APPROVED BY THIS COMMITTEE.
PART I, LINE 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NEBRASKA METHODIST HEALTH SYSTEM NONQUALIFIED PLAN DURING 2023 AND RECEIVED CONTRIBUTIONS, PLAN ACCRUALS OR PLAN DISTRIBUTIONS IN THE FOLLOWING AMOUNTS: JEFFREY FRANCIS - $90,836 ACCRUAL; $74,249 PLAN DISTRIBUTION LINDSAY NORTHAM, MD - $3,759 ACCRUAL TRACY MADDEN-MCMAHON - $21,310 ACCRUAL TOM ELSER - $26,237 ACCRUAL

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

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 corporations and trusts

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

  • SHARED SERVICE SYSTEMS INC

    C · MEDICAL SUPPLY DISTRIBUTION & LAUNDRY · NE

    Directly controlled by NEBRASKA METHODIST HEALTH SYSTEM INC

  • METHODIST HEALTH PARTNERS

    C · MANAGED CARE CONTRACTING · NE

    Directly controlled by NEBRASKA METHODIST HEALTH SYSTEM INC

  • CHARITABLE REMAINDER UNITRUSTS (9)

    T · TRUSTS · NE

    Directly controlled by NEBR METHODIST HOSPITAL FOUNDATION

  • HEALTH CHOICE OF NEBRASKA

    C · MANAGED CARE CONTRACTING · NE

    Directly controlled by NEBR METHODIST HOSPITAL FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423199349311687

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