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Nonprofiteer
← MEMORIAL HEALTH SERVICES

Form 990 for tax year 2023

Filed by MEMORIAL HEALTH SERVICES.

Totals

Total revenue
$450,281,604
Total expenses
$360,704,226
Contributions and grants received
$6,046,587
Grants paid
$115,000
Program services expenses (Part IX)
$160,369,826
Management and general expenses
$200,334,400
Fundraising expenses
$0
Program service expenses (Part III)
$160,369,826

Program services were 44.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BARRY S ARBUCKLE

    PRESIDENT/CEO

    Total calculated
    $6,579,110
    From this org
    $4,599,033
    From related orgs
    $0
    Other
    $1,980,077
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

    Base
    $1,793,299
    Bonus
    $1,927,310
    Other
    $878,424
    Deferred
    $1,947,562
    Nontaxable benefits
    $32,515
    Filer's total
    $6,579,110

  • SHARON CHEEVER

    DIRECTOR, CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • SATHYA CHEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM LEO MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS B ROGERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL TANG

    DIRECTOR, SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TERESA EVANS

    DIRECTOR, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JUDY JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRADEN PHILLIPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN FIELDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANCISCO SCHLOTTERBECK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL SKILLMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN A TESTMAN

    EVP, CHIEF FINANCIAL OFFICER

    Total calculated
    $2,009,302
    From this org
    $1,494,508
    From related orgs
    $0
    Other
    $514,794
    Hours/week
    59 + 1 related

    Schedule J breakdown matched by us

    Base
    $829,889
    Bonus
    $312,991
    Other
    $351,628
    Deferred
    $491,999
    Nontaxable benefits
    $22,795
    Filer's total
    $2,009,302

  • LAURIE D SICAEROS

    CHIEF STRATEGY OFFICER

    Total calculated
    $1,263,237
    From this org
    $1,017,787
    From related orgs
    $0
    Other
    $245,450
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $601,861
    Bonus
    $225,038
    Other
    $190,888
    Deferred
    $243,224
    Nontaxable benefits
    $2,226
    Filer's total
    $1,263,237

  • HELEN L MACFIE

    SVP, CHIEF TRANSF OFF (THRU 10/23)

    Total calculated
    $983,352
    From this org
    $949,645
    From related orgs
    $0
    Other
    $33,707
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $451,305
    Bonus
    $322,168
    Other
    $176,172
    Deferred
    $26,400
    Nontaxable benefits
    $7,307
    Filer's total
    $983,352

  • THOMAS J LEARY

    EVP, CHIEF LEGAL OFFICER

    Total calculated
    $1,698,170
    From this org
    $1,350,150
    From related orgs
    $0
    Other
    $348,020
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $758,967
    Bonus
    $275,596
    Other
    $315,587
    Deferred
    $323,328
    Nontaxable benefits
    $24,692
    Filer's total
    $1,698,170

  • CATHY D CAPALDI

    SVP,BUS-DEV,MARK/COMM (THRU 1/24)

    Total calculated
    $866,349
    From this org
    $776,098
    From related orgs
    $0
    Other
    $90,251
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $426,462
    Bonus
    $161,419
    Other
    $188,217
    Deferred
    $71,068
    Nontaxable benefits
    $19,183
    Filer's total
    $866,349

  • JOHN D CASCELL

    SVP, MANAGED CARE

    Total calculated
    $878,198
    From this org
    $687,270
    From related orgs
    $0
    Other
    $190,928
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $408,443
    Bonus
    $160,999
    Other
    $117,828
    Deferred
    $176,759
    Nontaxable benefits
    $14,169
    Filer's total
    $878,198

  • STEVEN BEAL

    SVP, INFO SYSTEMS/CIO

    Total calculated
    $1,207,120
    From this org
    $954,772
    From related orgs
    $0
    Other
    $252,348
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $590,223
    Bonus
    $215,472
    Other
    $149,077
    Deferred
    $230,375
    Nontaxable benefits
    $21,973
    Filer's total
    $1,207,120

  • BRIAN C STUCKMAN

    SVP SUPPLY CHAIN & ANCILLARY

    Total calculated
    $853,954
    From this org
    $721,039
    From related orgs
    $0
    Other
    $132,915
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $430,606
    Bonus
    $151,847
    Other
    $138,586
    Deferred
    $108,237
    Nontaxable benefits
    $24,678
    Filer's total
    $853,954

  • KEVIN C TORRES

    VP, INFORMATION SYSTEMS

    Total calculated
    $917,331
    From this org
    $652,314
    From related orgs
    $0
    Other
    $265,017
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $441,912
    Bonus
    $88,672
    Other
    $121,730
    Deferred
    $233,000
    Nontaxable benefits
    $32,017
    Filer's total
    $917,331

  • JOHN SOMERS

    VP, REAL ESTATE & FACILITIES

    Total calculated
    $541,462
    From this org
    $501,382
    From related orgs
    $0
    Other
    $40,080
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $377,913
    Bonus
    $74,920
    Other
    $48,549
    Deferred
    $29,700
    Nontaxable benefits
    $10,380
    Filer's total
    $541,462

  • ADOLFO O CHANEZ

    SVP, CORPORATE FINANCE & TREASURER

    Total calculated
    $868,124
    From this org
    $720,772
    From related orgs
    $0
    Other
    $147,352
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $465,877
    Bonus
    $102,806
    Other
    $152,089
    Deferred
    $121,192
    Nontaxable benefits
    $26,160
    Filer's total
    $868,124

  • STEPHEN MCNAMARA

    SVP, PFS AND CFO SHP

    Total calculated
    $635,946
    From this org
    $557,350
    From related orgs
    $0
    Other
    $78,596
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $357,945
    Bonus
    $72,481
    Other
    $126,924
    Deferred
    $62,218
    Nontaxable benefits
    $16,378
    Filer's total
    $635,946

  • CHRISTOPHER FINCH

    VP, CHIEF COMPLIANCE OFFICER

    Total calculated
    $513,491
    From this org
    $455,214
    From related orgs
    $0
    Other
    $58,277
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $307,649
    Bonus
    $62,072
    Other
    $85,493
    Deferred
    $33,000
    Nontaxable benefits
    $25,277
    Filer's total
    $513,491

  • KRISTEN L PUGH

    VP, ADVOCACY & GOVERN RELATION

    Total calculated
    $497,961
    From this org
    $480,326
    From related orgs
    $0
    Other
    $17,635
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $330,634
    Bonus
    $64,586
    Other
    $85,106
    Deferred
    $16,500
    Nontaxable benefits
    $1,135
    Filer's total
    $497,961

  • SETH ELLIS

    VP, CLINICAL INTEGRATION

    Total calculated
    $438,082
    From this org
    $395,833
    From related orgs
    $0
    Other
    $42,249
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $301,243
    Bonus
    $60,567
    Other
    $34,023
    Deferred
    $19,800
    Nontaxable benefits
    $22,449
    Filer's total
    $438,082

  • JAMES M JONES

    VP, QUALITY & RISK MANAGEMENT

    Total calculated
    $483,300
    From this org
    $460,183
    From related orgs
    $0
    Other
    $23,117
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $310,232
    Bonus
    $61,136
    Other
    $88,815
    Deferred
    $16,500
    Nontaxable benefits
    $6,617
    Filer's total
    $483,300

  • ELIZABETH ACORD

    VP, ONCOLOGY

    Total calculated
    $494,283
    From this org
    $467,463
    From related orgs
    $0
    Other
    $26,820
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $360,302
    Bonus
    $71,183
    Other
    $35,978
    Deferred
    $16,500
    Nontaxable benefits
    $10,320
    Filer's total
    $494,283

  • TROY D VEILLEUX

    VP, INFORMATION SYSTEMS

    Total calculated
    $536,694
    From this org
    $504,415
    From related orgs
    $0
    Other
    $32,279
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $373,152
    Bonus
    $74,879
    Other
    $56,384
    Deferred
    $16,500
    Nontaxable benefits
    $15,779
    Filer's total
    $536,694

  • MARY P LEAHY

    SVP, CHIEF HR OFFICER

    Total calculated
    $897,873
    From this org
    $681,634
    From related orgs
    $0
    Other
    $216,239
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $521,443
    Bonus
    $108,191
    Other
    $52,000
    Deferred
    $198,275
    Nontaxable benefits
    $17,964
    Filer's total
    $897,873

  • SHELA KANESHIRO

    SVP, CHIEF MARK & COMM OFFICER

    Total calculated
    $741,689
    From this org
    $629,118
    From related orgs
    $0
    Other
    $112,571
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $398,374
    Bonus
    $127,508
    Other
    $103,236
    Deferred
    $93,445
    Nontaxable benefits
    $19,126
    Filer's total
    $741,689

  • ROBERT D LONTO

    VP, TOTAL REWARDS & SYSTEMS

    Total calculated
    $455,419
    From this org
    $424,904
    From related orgs
    $0
    Other
    $30,515
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $311,095
    Bonus
    $74,962
    Other
    $38,847
    Deferred
    $16,500
    Nontaxable benefits
    $14,015
    Filer's total
    $455,419

  • DOUGLAS FARLEY

    VP, SUPPLY CHAIN

    Total calculated
    $457,227
    From this org
    $437,787
    From related orgs
    $0
    Other
    $19,440
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $325,782
    Bonus
    $50,631
    Other
    $61,374
    Deferred
    $10,045
    Nontaxable benefits
    $9,395
    Filer's total
    $457,227

  • JENNIFER L TINAJERO

    VP, CLINICAL TRANSFORMATION

    Total calculated
    $400,526
    From this org
    $380,836
    From related orgs
    $0
    Other
    $19,690
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $268,045
    Bonus
    $53,516
    Other
    $59,275
    Deferred
    $16,500
    Nontaxable benefits
    $3,190
    Filer's total
    $400,526

  • RICHELE S CRAVEIRO-STEELE

    VP, PUBLIC RELATIONS & COMMUN

    Total calculated
    $496,508
    From this org
    $394,917
    From related orgs
    $0
    Other
    $101,591
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $284,359
    Bonus
    $57,445
    Other
    $53,113
    Deferred
    $76,400
    Nontaxable benefits
    $25,191
    Filer's total
    $496,508

  • LAUREN T PRIVITERA

    VP, RESEARCH ADMINISTRATION

    Total calculated
    $386,677
    From this org
    $363,878
    From related orgs
    $0
    Other
    $22,799
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $278,843
    Bonus
    $48,089
    Other
    $36,946
    Deferred
    $16,500
    Nontaxable benefits
    $6,299
    Filer's total
    $386,677

  • DONALD THOMPSON

    ASSISTANT GENERAL COUNSEL

    Total calculated
    $475,354
    From this org
    $440,871
    From related orgs
    $0
    Other
    $34,483
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $334,279
    Bonus
    $26,186
    Other
    $80,406
    Deferred
    $16,500
    Nontaxable benefits
    $17,983
    Filer's total
    $475,354

  • KAREN WEINSTEIN

    ASSISTANT GENERAL COUNSEL

    Total calculated
    $460,574
    From this org
    $409,069
    From related orgs
    $0
    Other
    $51,505
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $306,112
    Bonus
    $24,582
    Other
    $78,375
    Deferred
    $26,400
    Nontaxable benefits
    $25,105
    Filer's total
    $460,574

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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: THE ORGANIZATION MAINTAINS A DEFINED CONTRIBUTION PLAN UNDER WHICH, WITH LIMITED EXCEPTIONS REFERENCED BELOW, EACH YEAR'S CONTRIBUTION VESTS AFTER A PREDEFINED SCHEDULE CONDITIONED UPON THE RECIPIENT'S CONTINUED EMPLOYMENT WITH THE ORGANIZATION AS OF SUCH DATE. CONTRIBUTIONS THAT ARE SUBJECT TO A FUTURE VESTING CONDITION OR EVENT ARE REPORTED AS "RETIREMENT AND DEFERRED COMPENSATION" ON SCHEDULE J, PART II, COLUMN (C). CONTRIBUTIONS THAT ARE IMMEDIATELY VESTED UNDER THE CIRCUMSTANCES REFERENCED BELOW ARE REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN (B)(III). DURING THE 2023 CALENDAR YEAR, THE ORGANIZATION MADE THE FOLLOWING DISTRIBUTIONS TO THE FOLLOWING INDIVIDUALS: BARRY S. ARBUCKLE - $494,388 KAREN A. TESTMAN - $211,689 THOMAS J. LEARY - $67,771 LAURIE D. SICAEROS - $59,729 STEVEN BEAL - $58,289 JOHN D. CASCELL - $44,765 PARTICIPANTS WHO ATTAIN SPECIFIC AGE AND YEARS OF SERVICE REQUIREMENTS ARE FULLY VESTED IN THEIR PLAN BENEFIT AND EACH SUBSEQUENT CONTRIBUTION IS VESTED ON A QUARTERLY BASIS WHEN PAID. FOR THE 2023 CALENDAR YEAR, THE FOLLOWING INDIVIDUALS RECEIVED THE FOLLOWING VESTED CONTRIBUTIONS AND PAYMENTS, WHICH WERE INCLUDED ON THEIR 2023 W-2 AND WHICH ARE REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN B(III): CATHY D. CAPALDI - $63,039 HELEN L. MACFIE - $56,121 IF A PARTICIPANT IN THE PLAN IS TERMINATED WITHOUT CAUSE PRIOR TO THE NORMAL THREE-YEAR VESTING DATE, THEN SUCH PARTICIPANT VESTS IN AND IS ENTITLED TO PAYMENT OF THE BALANCE IN THE PARTICIPANT'S PLAN ACCOUNT AS OF THE DATE OF TERMINATION.
PART I, LINE 7
CERTAIN EXECUTIVES RECEIVE PART OF THEIR OVERALL COMPENSATION IN THE FORM OF AN ANNUAL INCENTIVE PAYMENT. SEVERAL FINANCIAL AND NON-FINANCIAL METRICS ARE UTILIZED IN THE FORMULA FOR THE INCENTIVE COMPENSATION, AND THESE METRICS AND THE FORMULA ARE REVIEWED AND APPROVED EACH YEAR IN ADVANCE BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS. PAYMENT OF ANY INCENTIVE COMPENSATION MUST BE APPROVED BY THE COMPENSATION COMMITTEE AFTER IT HAS REVIEWED THE METRICS TO DETERMINE WHETHER THEY HAVE BEEN MET AND THE AMOUNT OF THE PAYMENTS (IF ANY) BASED ON THE APPROVED FORMULA.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202501339349302460

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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