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Nonprofiteer
← METHODIST HEALTHCARE-MEMPHIS

Form 990 for tax year 2022

Filed by METHODIST HEALTHCARE-MEMPHIS.

Totals

Total revenue
$1,895,025,192
Total expenses
$1,992,705,875
Contributions and grants received
$4,580,950
Grants paid
$112,325
Program services expenses (Part IX)
$1,841,343,780
Management and general expenses
$151,362,095
Fundraising expenses
$0
Program service expenses (Part III)
$1,841,343,780

Program services were 92.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Carolyn Hardy

    Vice Chairman

    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
    $0
    From related orgs
    $2,772,743
    Other
    $31,276
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,222,584 related
    Bonus
    $0 + $643,325 related
    Other
    $0 + $906,833 related
    Deferred
    $0 + $8,197 related
    Nontaxable benefits
    $0 + $23,079 related
    Filer's total
    $0 + $2,804,019 related

  • Monica Wharton

    EVP/Chief Administrative Officer

    Total calculated
    $853,924
    From this org
    $0
    From related orgs
    $733,287
    Other
    $120,637
    Hours/week
    2 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,296 related
    Bonus
    $0 + $216,367 related
    Other
    $0 + $16,624 related
    Deferred
    $0 + $99,962 related
    Nontaxable benefits
    $0 + $20,675 related
    Filer's total
    $0 + $853,924 related

  • Billy Orgel

    Board Director

    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

  • Harry Goldsmith

    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

    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
    $0
    From related orgs
    $320,622
    Other
    $67,686
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,698 related
    Bonus
    $0 + $111,832 related
    Other
    $0 + $36,092 related
    Deferred
    $0 + $19,203 related
    Nontaxable benefits
    $0 + $48,483 related
    Filer's total
    $0 + $388,308 related

  • Amit Prasad

    CMO OF SOUTH/NORTH

    Total calculated
    $436,198
    From this org
    $377,185
    From related orgs
    $0
    Other
    $59,013
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $349,079
    Bonus
    $23,307
    Other
    $4,798
    Deferred
    $39,240
    Nontaxable benefits
    $19,773
    Filer's total
    $436,198

  • Barry Gilmore

    CMO - LE BONHEUR HOSPITAL

    Total calculated
    $547,395
    From this org
    $506,859
    From related orgs
    $0
    Other
    $40,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $388,495
    Bonus
    $76,761
    Other
    $41,603
    Deferred
    $18,300
    Nontaxable benefits
    $22,236
    Filer's total
    $547,395

  • Cassandra Howard

    CMO - Germantown

    Total calculated
    $528,668
    From this org
    $482,230
    From related orgs
    $0
    Other
    $46,438
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $404,010
    Bonus
    $74,872
    Other
    $3,348
    Deferred
    $44,261
    Nontaxable benefits
    $2,177
    Filer's total
    $528,668

  • Cato Johnson

    SVP/Chief of Staff/Pub Po

    Total calculated
    $598,284
    From this org
    $0
    From related orgs
    $558,039
    Other
    $40,245
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,376 related
    Bonus
    $0 + $151,234 related
    Other
    $0 + $60,429 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $21,945 related
    Filer's total
    $0 + $598,284 related

  • Charles Lane

    SVP/Chief Financial Officer

    Total calculated
    $1,083,003
    From this org
    $0
    From related orgs
    $944,793
    Other
    $138,210
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $618,742 related
    Bonus
    $0 + $238,802 related
    Other
    $0 + $87,249 related
    Deferred
    $0 + $116,035 related
    Nontaxable benefits
    $0 + $22,175 related
    Filer's total
    $0 + $1,083,003 related

  • David Baytos

    SVP/PRESIDENT/MS/INTERNAT

    Total calculated
    $636,044
    From this org
    $0
    From related orgs
    $612,533
    Other
    $23,511
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,469 related
    Bonus
    $0 + $159,666 related
    Other
    $0 + $90,398 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $14,361 related
    Filer's total
    $0 + $636,044 related

  • Florence Jones

    SVP - President North

    Total calculated
    $612,623
    From this org
    $578,213
    From related orgs
    $0
    Other
    $34,410
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $359,731
    Bonus
    $142,138
    Other
    $76,344
    Deferred
    $17,274
    Nontaxable benefits
    $17,136
    Filer's total
    $612,623

  • Kathleen Forbes

    EVP/Academic Group

    Total calculated
    $1,207,603
    From this org
    $0
    From related orgs
    $1,179,220
    Other
    $28,383
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $651,736 related
    Bonus
    $0 + $286,889 related
    Other
    $0 + $240,595 related
    Deferred
    $0 + $6,100 related
    Nontaxable benefits
    $0 + $22,283 related
    Filer's total
    $0 + $1,207,603 related

  • Michael Crabb III

    SVP/Chief of Business Development

    Total calculated
    $526,298
    From this org
    $0
    From related orgs
    $438,293
    Other
    $88,005
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,781 related
    Bonus
    $0 + $69,808 related
    Other
    $0 + $6,704 related
    Deferred
    $0 + $62,866 related
    Nontaxable benefits
    $0 + $25,139 related
    Filer's total
    $0 + $526,298 related

  • Michael Paul

    SVP - STRATEGIC PLANNING

    Total calculated
    $743,579
    From this org
    $0
    From related orgs
    $663,058
    Other
    $80,521
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,582 related
    Bonus
    $0 + $86,000 related
    Other
    $0 + $311,476 related
    Deferred
    $0 + $57,503 related
    Nontaxable benefits
    $0 + $23,018 related
    Filer's total
    $0 + $743,579 related

  • Michael Wiggins

    SVP - CEO LE BONHEUR

    Total calculated
    $832,952
    From this org
    $730,721
    From related orgs
    $0
    Other
    $102,231
    Hours/week
    40 + 6 related

    Schedule J breakdown matched by us

    Base
    $523,976
    Bonus
    $202,368
    Other
    $4,377
    Deferred
    $81,707
    Nontaxable benefits
    $20,524
    Filer's total
    $832,952

  • Nikki Polis

    SVP - CHIEF NURSING OFFICER

    Total calculated
    $619,777
    From this org
    $0
    From related orgs
    $594,683
    Other
    $25,094
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,901 related
    Bonus
    $0 + $140,961 related
    Other
    $0 + $92,821 related
    Deferred
    $0 + $13,626 related
    Nontaxable benefits
    $0 + $11,468 related
    Filer's total
    $0 + $619,777 related

  • Ocpivia Stafford

    SVP - President South

    Total calculated
    $425,511
    From this org
    $362,791
    From related orgs
    $0
    Other
    $62,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,321
    Bonus
    $86,972
    Other
    $1,498
    Deferred
    $49,897
    Nontaxable benefits
    $12,823
    Filer's total
    $425,511

  • Rebecca Cullison

    SVP - PRESIDENT GERMANTOWN

    Total calculated
    $749,862
    From this org
    $642,751
    From related orgs
    $0
    Other
    $107,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $441,557
    Bonus
    $168,412
    Other
    $32,782
    Deferred
    $72,579
    Nontaxable benefits
    $34,532
    Filer's total
    $749,862

  • Robin Womeodu

    SVP/Chief Academic Office

    Total calculated
    $1,252,744
    From this org
    $0
    From related orgs
    $1,211,354
    Other
    $41,390
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,028 related
    Bonus
    $0 + $130,480 related
    Other
    $0 + $656,846 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $23,090 related
    Filer's total
    $0 + $1,252,744 related

  • Ronald Fuschillo

    SVP - CMIO

    Total calculated
    $536,347
    From this org
    $0
    From related orgs
    $471,696
    Other
    $64,651
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,965 related
    Bonus
    $0 + $135,619 related
    Other
    $0 + $16,113 related
    Deferred
    $0 + $40,748 related
    Nontaxable benefits
    $0 + $23,903 related
    Filer's total
    $0 + $536,347 related

  • Sarah Colley

    SVP - Chief Human Resource Officer

    Total calculated
    $534,346
    From this org
    $0
    From related orgs
    $452,183
    Other
    $82,163
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,943 related
    Bonus
    $0
    Other
    $0 + $98,240 related
    Deferred
    $0 + $59,610 related
    Nontaxable benefits
    $0 + $22,553 related
    Filer's total
    $0 + $534,346 related

  • Susan Gail Thurmond

    SVP - CHIEF QUALITY OFFICER

    Total calculated
    $775,951
    From this org
    $0
    From related orgs
    $744,739
    Other
    $31,212
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $465,344 related
    Bonus
    $0 + $182,293 related
    Other
    $0 + $97,103 related
    Deferred
    $0 + $17,112 related
    Nontaxable benefits
    $0 + $14,100 related
    Filer's total
    $0 + $775,951 related

  • Timothy Slocum

    SVP - President University

    Total calculated
    $652,330
    From this org
    $558,772
    From related orgs
    $0
    Other
    $93,558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $441,491
    Bonus
    $115,458
    Other
    $1,823
    Deferred
    $70,291
    Nontaxable benefits
    $23,267
    Filer's total
    $652,330

  • Wayne Lipson

    SVP/Chief Medical Officer

    Total calculated
    $770,611
    From this org
    $0
    From related orgs
    $657,927
    Other
    $112,684
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $573,096 related
    Bonus
    $0 + $75,847 related
    Other
    $0 + $8,984 related
    Deferred
    $0 + $81,876 related
    Nontaxable benefits
    $0 + $30,808 related
    Filer's total
    $0 + $770,611 related

  • Gregory Fink

    PHYSICIAN

    Total calculated
    $1,006,360
    From this org
    $967,983
    From related orgs
    $0
    Other
    $38,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $967,983
    Bonus
    $0
    Other
    $0
    Deferred
    $17,094
    Nontaxable benefits
    $21,283
    Filer's total
    $1,006,360

  • James Eason

    PHYSICIAN

    Total calculated
    $1,786,809
    From this org
    $1,783,855
    From related orgs
    $0
    Other
    $2,954
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $984,106
    Bonus
    $0
    Other
    $799,749
    Deferred
    $1,525
    Nontaxable benefits
    $1,429
    Filer's total
    $1,786,809

  • Shadwan Alsafwah

    PHYSICIAN

    Total calculated
    $791,180
    From this org
    $787,123
    From related orgs
    $0
    Other
    $4,057
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $787,123
    Bonus
    $0
    Other
    $0
    Deferred
    $3,122
    Nontaxable benefits
    $935
    Filer's total
    $791,180

  • Shailesh Patel

    PHYSICIAN

    Total calculated
    $1,272,807
    From this org
    $1,234,882
    From related orgs
    $0
    Other
    $37,925
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,188,485
    Bonus
    $46,397
    Other
    $0
    Deferred
    $15,647
    Nontaxable benefits
    $22,278
    Filer's total
    $1,272,807

  • Stevan Himmelstein

    PHYSICIAN

    Total calculated
    $907,487
    From this org
    $870,082
    From related orgs
    $0
    Other
    $37,405
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $870,082
    Bonus
    $0
    Other
    $0
    Deferred
    $17,354
    Nontaxable benefits
    $20,051
    Filer's total
    $907,487

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 $31,513 CASSANDRA HOWARD $63,407 MICHAEL WIGGINS $97,735 CHARLES LANE $87,341 MONICA WHARTON $54,279 REBECCA CULLISON $43,020 Sarah Colley $39,203 Michael Paul 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 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 $23,585 Barry Gilmore $60,680 Susan Gail Thurmond $59,409 Gregory Fink $45,499 Florence Jones $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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349314249

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