Skip to content
Nonprofiteer
← METHODIST HEALTH SYSTEM FOUNDATION INC

Form 990 for tax year 2023

Filed by METHODIST HEALTH SYSTEM FOUNDATION INC.

Totals

Total revenue
$4,377,651
Total expenses
$5,346,770
Contributions and grants received
$508,963
Grants paid
$1,530,270
Program service revenue
$315,783
Investment income
$3,527,455
Other revenue
$25,450
Total assets, end of year
$73,796,582
Total liabilities, end of year
$751,259
Net assets or fund balances, end of year
$73,045,323
Program services expenses (Part IX)
$4,658,595
Management and general expenses
$682,055
Fundraising expenses
$6,120
Program service expenses (Part III)
$4,658,595

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WENDY M BERON

    PRESIDENT

    Total calculated
    $553,409
    From this org
    $520,264
    From related orgs
    $0
    Other
    $33,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $481,596
    Bonus
    $27,826
    Other
    $10,842
    Deferred
    $19,800
    Nontaxable benefits
    $13,345
    Filer's total
    $553,409

  • PATRICK E MOTTRAM

    CHAIRMAN

    Total calculated
    $40,800
    From this org
    $40,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • FREDERICK C YOUNG

    SECRETARY

    Total calculated
    $15,881
    From this org
    $15,881
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • DONALD E PATE

    VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    8

  • PATRICK M GIBBS

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • PAULA R SINGLETON

    AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • NATALIE B COHEN

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • JANINE S PARKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KEITH L WINFREY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RANDI G JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LARRY D WINK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • E HOWELL CROSBY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARK C ROMIG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JENNIFER A QUEZERGUE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PAUL PAGE

    VP - FINANCE

    Total calculated
    $254,997
    From this org
    $219,124
    From related orgs
    $0
    Other
    $35,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,124
    Bonus
    $0
    Other
    $0
    Deferred
    $17,879
    Nontaxable benefits
    $17,994
    Filer's total
    $254,997

  • ANN CLAYTON CHAMBERLAIN

    VP - PROGRAM MANAGEMENT

    Total calculated
    $180,850
    From this org
    $168,791
    From related orgs
    $0
    Other
    $12,059
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,791
    Bonus
    $0
    Other
    $0
    Deferred
    $10,128
    Nontaxable benefits
    $1,931
    Filer's total
    $180,850

  • GLENDA LONDON

    NURSE PRACTIONER

    Total calculated
    $154,182
    From this org
    $134,034
    From related orgs
    $0
    Other
    $20,148
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,549
    Bonus
    $1,485
    Other
    $0
    Deferred
    $9,346
    Nontaxable benefits
    $10,802
    Filer's total
    $154,182

  • HEATHER SURCOUF

    DIRECTOR OF HEALTH CENTERS

    Total calculated
    $176,313
    From this org
    $143,734
    From related orgs
    $0
    Other
    $32,579
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,249
    Bonus
    $1,485
    Other
    $0
    Deferred
    $10,445
    Nontaxable benefits
    $22,134
    Filer's total
    $176,313

  • AUDRA DEGAN

    NURSE PRACTIONER

    Total calculated
    $146,131
    From this org
    $116,598
    From related orgs
    $0
    Other
    $29,533
    Hours/week
    40

  • KEVIN P RUPERT

    CONTROLLER

    Total calculated
    $130,270
    From this org
    $101,975
    From related orgs
    $0
    Other
    $28,295
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
22 November 2024
IRS schema version
2023v5.1
Source object
202403279349301330

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

The source document this was parsed from is served over the API, which is where bulk and document access live.