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Nonprofiteer
← MEMORIAL HEALTH SYSTEM

Form 990 for tax year 2023

Filed by MEMORIAL HEALTH SYSTEM.

Totals

Total revenue
$19,103,196
Total expenses
$17,734,478
Contributions and grants received
$5,334,733
Grants paid
$38,757
Program service revenue
$12,880,926
Investment income
$267,723
Other revenue
$619,814
Total assets, end of year
$21,988,785
Total liabilities, end of year
$1,726,621
Net assets or fund balances, end of year
$20,262,164
Program services expenses (Part IX)
$13,733,180
Management and general expenses
$4,001,298
Fundraising expenses
$0
Program service expenses (Part III)
$13,733,180

Program services were 77.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LEIGH STEINER PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.7

  • DR VIRGINIA DOLAN

    DIRECTOR (THRU FEB 24) & MMG PHYSICIAN

    Total calculated
    $548,450
    From this org
    $0
    From related orgs
    $474,528
    Other
    $73,922
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,362 related
    Bonus
    $0 + $12,535 related
    Other
    $0 + $57,631 related
    Deferred
    $0 + $34,606 related
    Nontaxable benefits
    $0 + $39,316 related
    Filer's total
    $0 + $548,450 related

  • DR NICOLE FLORENCE

    DIRECTOR & MMG PHYSICIAN

    Total calculated
    $365,950
    From this org
    $0
    From related orgs
    $289,454
    Other
    $76,496
    Hours/week
    0.7 + 49.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,229 related
    Bonus
    $0 + $6,004 related
    Other
    $0 + $35,221 related
    Deferred
    $0 + $8,093 related
    Nontaxable benefits
    $0 + $68,403 related
    Filer's total
    $0 + $365,950 related

  • FAYE LEWIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.7

  • ANNE MORGAN PHD

    DIRECTOR (THRU FEB 24)

    Total calculated
    $0
    Hours/week
    0.5

  • DARCELLA SPEED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.7

  • MARQUITTA THOMAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.7

  • LISA VINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.7

  • IRIS WESLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.7

  • DR KARI WOLF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.7

  • DANIEL WRIGHT

    DIRECTOR (THRU FEB 24)

    Total calculated
    $0
    Hours/week
    0.5

  • TIFFANY NIELSON PHD

    CHAIR

    Total calculated
    $0
    Hours/week
    0.7

  • VEA CRAWFORD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.7

  • JOSHUA SABO

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.7

  • EVAN WESTLAKE

    TREASURER

    Total calculated
    $0
    Hours/week
    0.7

  • DIANA KNAEBE

    SYSTEM ADMIN MBH/BOARD PRST (THRU SEP 23)

    Total calculated
    $223,980
    From this org
    $0
    From related orgs
    $195,984
    Other
    $27,996
    Hours/week
    47.5 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,898 related
    Bonus
    $0
    Other
    $0 + $55,086 related
    Deferred
    $0 + $10,806 related
    Nontaxable benefits
    $0 + $17,190 related
    Filer's total
    $0 + $223,980 related

  • JAMESON ROSZHART

    PRST MH AMB. GRP/BRD PRST (FRMOCT 23)

    Total calculated
    $680,001
    From this org
    $0
    From related orgs
    $554,864
    Other
    $125,137
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $486,620 related
    Bonus
    $0
    Other
    $0 + $68,244 related
    Deferred
    $0 + $91,308 related
    Nontaxable benefits
    $0 + $33,829 related
    Filer's total
    $0 + $680,001 related

  • KATIE KEIM

    SENIOR VICE PRESIDENT & CFO

    Total calculated
    $786,753
    From this org
    $0
    From related orgs
    $646,710
    Other
    $140,043
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $597,929 related
    Bonus
    $0
    Other
    $0 + $48,781 related
    Deferred
    $0 + $105,250 related
    Nontaxable benefits
    $0 + $34,793 related
    Filer's total
    $0 + $786,753 related

  • DR BRAD HUGHES

    PSYCHIATRIC MEDICAL DIRECTOR

    Total calculated
    $351,819
    From this org
    $299,404
    From related orgs
    $0
    Other
    $52,415
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $298,702
    Bonus
    $0
    Other
    $702
    Deferred
    $16,200
    Nontaxable benefits
    $36,215
    Filer's total
    $351,819

  • AMBER OLSON

    REG DIR, BHVRL HLTH CLINICAL OPS

    Total calculated
    $159,550
    From this org
    $136,342
    From related orgs
    $0
    Other
    $23,208
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $133,540
    Bonus
    $0
    Other
    $2,802
    Deferred
    $11,416
    Nontaxable benefits
    $11,792
    Filer's total
    $159,550

  • MONICA FARQUHAR

    DIRECTOR, MBH

    Total calculated
    $151,053
    From this org
    $134,212
    From related orgs
    $0
    Other
    $16,841
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $71,205
    Bonus
    $0
    Other
    $63,007
    Deferred
    $10,092
    Nontaxable benefits
    $6,749
    Filer's total
    $151,053

  • EMILY LEGNER

    REG DIR,MNTL HLTH CRISIS SYS OF CARE

    Total calculated
    $169,426
    From this org
    $128,540
    From related orgs
    $0
    Other
    $40,886
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $128,429
    Bonus
    $0
    Other
    $111
    Deferred
    $9,197
    Nontaxable benefits
    $31,689
    Filer's total
    $169,426

  • PEGGY ROSS-JONES

    REG DIR, DEVELOPMENTAL REHAB

    Total calculated
    $130,847
    From this org
    $120,315
    From related orgs
    $0
    Other
    $10,532
    Hours/week
    50

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

  • 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)

PART I, LINE 3
MEMORIAL HEALTH SYSTEM, A RELATED ORGANIZATION OF MEMORIAL BEHAVIORAL HEALTH, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S SYSTEM ADMINISTRATOR/BOARD PRESIDENT (EQUIVALENT TO CEO/EXECUTIVE DIRECTOR): 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; AND 4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
PART 1 LINE 4A: THE FOLLOWING LISTED INDIVIDUALS RECEIVED THE FOLLOWING AMOUNTS IN THE FORM OF SEVERANCE BENEFITS, IN CONNECTION WITH A QUALIFIED TERMINATION OF EMPLOYMENT DURING OR PRIOR TO THE YEAR BEING REPORTS: DIANA KNAEBE $43,915 AND MONICA FARQUHAR $34,246. ALL SEVERANCE PAY AMOUNTS WERE PROVIDED UNDER THE PREVIOUSLY APPROVED SEVERANCE PAY AGREEMENTS, AND ARE TRIGGERED ONLY BY CERTAIN TYPES OF EMPLOYMENT TERMINATION. PART 1 LINE 4B: MEMORIAL HEALTH SYSTEM, A RELATED ORGANIZATION OF MEMORIAL BEHAVIORAL HEALTH, PROVIDES CERTAIN SUPPLEMENTAL RETIREMENT BENEFITS TO THE FOLLOWING OFFICER AND KEY EMPLOYEES: KATIE KEIM, $77,202 AND JAMESON ROSZHART, $63,108. THESE BENEFITS ARE PROVIDED THROUGH A NONQUALIFIED DEFERRED COMPENSATION PLAN, UNDER WHICH THE BENEFITS BEING EARNED ARE SUBJECT TO A "SUBSTANTIAL RISK OF FORFEITURE". THE SUPPLEMENTAL RETIREMENT BENEFITS ARE STRUCTURED TO PROVIDE A RETENTION INCENTIVE THAT HAS BEEN DETERMINED BY THE LEADERSHIP COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF MEMORIAL HEALTH SYSTEM TO BE OF SUBSTANTIAL VALUE TO THE ORGANIZATION. THE FOLLOWING DIRECTORS, OFFICER, & KEY EMPLOYEE RECEIVED DEFERRED COMPENSATION PAYOUTS IN THE CALENDAR YEAR FROM A RELATED ORGANIZATION: DR. VIRGINIA DOLAN, $56,807, DR. NICOLE FLORENCE, $29,877, KATIE KEIM, $39,420, AND JAMESON ROSZHART $59,697

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349310121

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