Skip to content
Nonprofiteer
← METHODIST HEALTHCARE-MEMPHIS

Form 990 for tax year 2023

Filed by METHODIST HEALTHCARE-MEMPHIS.

What the amendment changed

Compared with the return it replaced , filed 16 November 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$1,936,900,010
Total expenses
$2,024,744,712
Contributions and grants received
$6,328,042
Grants paid
$82,774
Program service revenue
$1,886,664,840
Investment income
$27,865,904
Other revenue
$16,041,224
Total assets, end of year
$1,037,190,692
Total liabilities, end of year
$81,082,821
Net assets or fund balances, end of year
$956,107,871
Program services expenses (Part IX)
$1,873,518,089
Management and general expenses
$151,226,623
Fundraising expenses
$0
Program service expenses (Part III)
$1,873,518,089

Program services were 92.5% 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.

  • 1d · Related organizations

    $6,030,743

  • 1f · All other contributions, gifts and grants

    $297,299

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $1,623,942,202 · related or exempt $1,623,942,202

  • 2b · Program service revenue: OUTPATIENT LABS

    total $189,604,306 · related or exempt $189,604,306

  • 2c · Program service revenue: 340B DRUG PROGRAM REVENUE

    total $26,483,619 · related or exempt $26,483,619

  • 2d · Program service revenue: DRUG SALES

    total $68,715,243 · related or exempt $68,715,243

  • 2f · All other program service revenue

    total -$22,080,530 · related or exempt -$22,080,530 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $28,203,589 · excluded $28,203,589

  • 6a · Gross rents

    real property $5,516,688

  • 6c · Rental income or loss

    real property $5,516,688 · personal property $0

  • 6d · Net rental income or loss

    total $5,516,688 · excluded $5,516,688

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

    other assets $337,685

  • 7c · Gain or loss

    securities $0 · other assets -$337,685

  • 7d · Net gain or loss

    total -$337,685 · excluded -$337,685

  • 10a · Gross sales of inventory

    $111,971

  • 10b · Cost of goods sold

    $69,963

  • 10c · Net income from sales of inventory

    total $42,008 · excluded $42,008

  • 11a · Other revenue: CAFETERIA & VENDING

    total $3,551,616 · excluded $3,551,616

  • 11b · Other revenue: EDUCATION & DAYCARE

    total $465,314 · excluded $465,314

  • 11d · All other revenue

    total $6,465,598 · related or exempt $0 · unrelated business $0 · excluded $6,465,598

  • 11e · Other revenue, total

    $10,482,528

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $82,774 · program services $82,774

  • 5 · Compensation of officers, directors and key employees

    total $3,117,982 · program services $2,494,386 · management and general $623,596

  • 7 · Other salaries and wages

    total $715,336,079 · program services $677,668,209 · management and general $37,667,870

  • 8 · Pension plan contributions

    total $19,050,064 · program services $18,828,054 · management and general $222,010

  • 9 · Other employee benefits

    total $66,195,713 · program services $56,277,791 · management and general $9,917,922

  • 10 · Payroll taxes

    total $48,298,241 · program services $47,953,422 · management and general $344,819

  • 11a · Fees: management

    total $1,047,115 · program services $1,047,115

  • 11b · Fees: legal

    total $140,088 · program services $119,518 · management and general $20,570

  • 11c · Fees: accounting

    total $400,882 · program services -$3,076,637 · management and general $3,477,519

  • 11g · Fees: other

    total $181,253,943 · program services $169,465,320 · management and general $11,788,623 · fundraising $0

  • 13 · Office expenses

    total $110,944,295 · program services $39,799,486 · management and general $71,144,809

  • 14 · Information technology

    total $6,369,824 · program services $4,526,758 · management and general $1,843,066

  • 16 · Occupancy

    total $24,913,650 · program services $24,566,108 · management and general $347,542

  • 17 · Travel

    total $426,818 · program services $310,084 · management and general $116,734

  • 19 · Conferences, conventions and meetings

    total $938,313 · program services $758,246 · management and general $180,067

  • 20 · Interest

    total $19,713,975 · program services $19,713,975

  • 22 · Depreciation, depletion and amortization

    total $91,195,193 · program services $91,186,667 · management and general $8,526

  • 23 · Insurance

    total $15,412,724 · program services $2,042,304 · management and general $13,370,420

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $391,546,538 · program services $391,546,538

  • 24b · Other expenses: OVERHEAD & ADMINISTRATIVE

    total $188,259,708 · program services $188,259,708

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $138,709,606 · program services $138,709,606

  • 24d · Other expenses: RECRUITMENT

    total $1,586,364 · program services $1,345,183 · management and general $241,181

  • 24e · All other expenses

    total -$195,177 · program services -$106,526 · management and general -$88,651 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$9,995,723 · end of year -$8,994,398

  • 4 · Accounts receivable

    beginning of year $211,983,517 · end of year $236,121,169

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $17,879 · end of year $5

  • 8 · Inventories for sale or use

    beginning of year $26,474,389 · end of year $25,713,715

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,754,773 · end of year $8,222,033

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

    $2,229,623,129

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

    $1,473,200,279

  • 10c · Land, buildings and equipment, net

    beginning of year $781,609,125 · end of year $756,422,850

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $24,918,544 · end of year $18,430,591

  • 15 · Other assets

    beginning of year $1,991,419 · end of year $1,274,727

  • 17 · Accounts payable and accrued expenses

    beginning of year $119,370,395 · end of year $58,810,363

  • 19 · Deferred revenue

    end of year $241,117

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $471,087 · end of year $460,994

  • 25 · Other liabilities

    beginning of year $29,068,086 · end of year $21,570,347

  • 27 · Net assets without donor restrictions

    beginning of year $894,844,355 · end of year $956,107,871

Mission and programs · 2023

Mission

METHODIST LE BONHEUR HEALTHCARE, IN PARTNERSHIP WITH ITS MEDICAL STAFFS, WILL COLLABORATE WITH PATIENTS AND THEIR FAMILIES TO BE THE LEADER IN PROVIDING HIGH QUALITY, COST-EFFECTIVE PATIENT-AND FAMILY-CENTERED CARE. SERVICES WILL BE PROVIDED IN A MANNER WHICHSUPPORTS THE HEALTH MINISTRIES AND SOCIAL PRINCIPLES OF THE UNITED METHODIST CHURCH TO BENEFIT THE COMMUNITIES WE SERVE.

Activities or mission (Part I)

METHODIST HEALTHCARE-MEMPHIS HOSPITALS, IN PARTNERSHIP WITH ITS MEDICAL STAFF, IS THE PREMIER, COMPREHENSIVE HEALTHCARE PROVIDER SERVING PATIENTS AND FAMILIES IN ITS SURROUNDING COMMUNITIES. HIGH QUALITY, PATIENT AND FAMILY-CENTERED CARE IS PROVIDED IN A PERSONALIZED ENVIRONMENT.

  • METHODIST HEALTHCARE - MEMPHIS HOSPITALS IS A 501(C)(3) NON-PROFIT ORGANIZATION CONSISTING OF FIVE HOSPITALS WITHIN AN INTEGRATED HEALTHCARE DELIVERY SYSTEM BASED IN MEMPHIS, TENNESSEE. THE FIRST METHODIST HOSPITAL IN THE SYSTEM WAS FOUNDED IN 1918 BY THE UNITED METHODIST CHURCH TO HELP MEET THE GROWING NEEDS FOR QUALITY HEALTHCARE IN THE MID-SOUTH. AFFILIATED WITH THE MEMPHIS, MISSISSIPPI AND ARKANSAS CONFERENCES OF THE UNITED METHODIST CHURCH, METHODIST HEALTHCARE - MEMPHIS HOSPITALS COMBINE A DEDICATION TO THE ART OF HEALING WITH A CHRIST-CENTERED COMMITMENT TO MINISTER TO THE WHOLE PERSON. THE FIVE (5) FACILITIES OF METHODIST HEALTHCARE - MEMPHIS HOSPITALS ARE LICENSED AS ONE HOSPITAL. IT IS THE THIRD LARGEST HOSPITAL IN THE COUNTRY. METHODIST HAS FIVE MAJOR AREAS OF FOCUS: CARDIOLOGY, CANCER, NEUROSCIENCES, TRANSPLANT, AND PEDIATRICS. METHODIST HEALTHCARE - MEMPHIS HOSPITALS OPERATES THE FOLLOWING HOSPITALS: - METHODIST UNIVERSITY HOSPITAL, THE FLAGSHIP OF THE METHODIST HEALTHCARE SYSTEM, IS LOCATED IN THE HEART OF THE MEMPHIS MEDICAL CENTER. METHODIST IS FORMALLY AFFILIATED WITH THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER AND SERVES AS ITS PRIMARY TEACHING SITE. A TERTIARY CARE AND REFERRAL CENTER, METHODIST UNIVERSITY HOSPITAL HAS ONE OF THE LARGEST NEUROSCIENCES PROGRAMS IN THE COUNTRY. THE TRANSPLANT PROGRAM SPECIALIZES IN SOLID ORGAN TRANSPLANTS OF THE KIDNEY, LIVER AND PANCREAS. - METHODIST NORTH HOSPITAL IS A COMMUNITY HOSPITAL SERVING RESIDENTS OF THE RALEIGH BARTLETT AREA OF NORTH MEMPHIS AND SURROUNDING AREAS. THE FACILITY OFFERS STATE-OF-THE-ART, COMPREHENSIVE CARDIAC SERVICES. THE HOSPITAL HAS EXPANDED LASER SURGERY CAPABILITIES AND SAME-DAY SURGERY SERVICES ON CAMPUS, AS WELL AS AN AFFILIATED REHABILITATION FACILITY ON CAMPUS. - METHODIST SOUTH HOSPITAL SERVES THE CITIZENS OF SOUTH MEMPHIS AND SURROUNDING AREAS. THIS ACUTE CARE HOSPITAL INCLUDES A MATERNITY CENTER, A CANCER CENTER, A CRITICAL CARE UNIT, A SAME-DAY SURGERY UNIT AND A COMPLETE ARRAY OF OUTPATIENT SERVICES. THE METHODIST SOUTH HOSPITAL ALSO OFFERS STATE-OF-THE-ART CARDIAC SERVICES, INCLUDING CARDIAC CATHETERIZATION AND OPEN-HEART SURGERY. - METHODIST LE BONHEUR GERMANTOWN HOSPITAL IS A COMMUNITY HOSPITAL SERVING GERMANTOWN, COLLIERVILLE, EAST MEMPHIS AND NORTH MISSISSIPPI. THE HOSPITAL OFFERS ACUTE INPATIENT CARE AND TREATMENT, EXTENSIVE SURGICAL SERVICES, WOMEN'S HEALTH SERVICES, CARDIAC SERVICES, CHILDREN'S SERVICES AND EMERGENCY SERVICES WITH URGENT AND EMERGENCY CARE FOR ADULTS AND CHILDREN. - LE BONHEUR CHILDREN'S HOSPITAL IS THE MID-SOUTH'S FIRST AND ONLY COMPREHENSIVE PEDIATRIC MEDICAL FACILITY. FOUNDED IN 1952, LE BONHEUR TREATS CHILDREN FROM 47 STATES AND MANY COUNTRIES. THE HOSPITAL IS HOME TO ONE OF THE NATION'S 10 BUSIEST PEDIATRIC EMERGENCY DEPARTMENTS AND HOSTS ONE OF THE LARGEST PEDIATRIC SURGICAL BRAIN TUMOR PROGRAMS. IT IS THE TEACHING SITE FOR THE UNIVERSITY OF TENNESSEE DEPARTMENT OF PEDIATRICS AND HOME TO THE CHILDREN'S FOUNDATION RESEARCH CENTER OF MEMPHIS. LE BONHEUR CHILDREN'S HOSPITAL WAS NAMED A NATIONAL BEST CHILDREN'S HOSPITAL BY U.S. NEWS & WORLD REPORT AND ALSO RECOGNIZED AS HIGH-PERFORMING IN THE FOLLOWING SEVEN SPECIALTIES: CARDIOLOGY & HEART SURGERY, NEUROLOGY & NEUROSURGERY, PULMONOLOGY, UROLOGY, NEPHROLOGY, ORTHOPEDICS, AND NEONATOLOGY. AT METHODIST LE BONHEUR HEALTHCARE, WE TAKE OUR MISSION SERIOUSLY AND ARE COMMITTED TO GIVING BACK TO THE COMMUNITY IN A MEANINGFUL WAY. OUR HOSPITALS ARE PART OF A SYSTEM THAT IS THE LARGEST PROVIDER OF TENNCARE SERVICES IN THE STATE, AND OUR FACILITIES PROVIDE FULL ACCESS TO ALL INDIVIDUALS IN OUR SERVICES AREA. * * * IN 2023 MLH CONTRIBUTED MORE THAN $293 MILLION IN COMMUNITY BENEFIT TO MEMPHIS AND THE MID-SOUTH THROUGH VARIOUS EFFORTS INCLUDING, CHARITY CARE, MEDICARE/TNCARE SHORTFALL, MEDICAL EDUCATION, AND COMMUNITY HEALTH IMPROVEMENT SERVICES. NET COMMUNITY BENEFIT EXPENSE IS CALCULATED USING A STANDARD APPROACH AS REQUIRED FOR GOVERNMENT BENEFIT REPORTING. METHODIST LE BONHEUR HEALTHCARE (MLH) HAS SERVED THE MEMPHIS AND MID-SOUTH REGION FOR MORE THAN 100 YEARS. OUR FIVE ADULT HOSPITALS ARE LOCATED ACROSS THE CITY, AND ARE PART OF THE COMMUNITIES THEY SERVE. OUR CHILDREN'S HOSPITAL IS THE REGION'S ONLY COMPREHENSIVE PEDIATRIC HOSPITAL. OUR PHYSICIANS, NURSES AND OTHER CLINICIANS LIVE IN THE COMMUNITIES THAT THEY SERVE AND PROVIDE EXPERT CARE INSIDE THE HOSPITALS AND PREVENTATIVE SERVICES IN THEIR NEIGHBORHOODS. OUR ORGANIZATION IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE, PROVIDING UNCOMPENSATED CARE, CHARITABLE CONTRIBUTIONS TO OTHER COMMUNITY ORGANIZATIONS AND COMMUNITY OUTREACH. WE EMPLOY 250 HEALTH CARE PROFESSIONALS TO ADDRESS COMMUNITY NEEDS AS THEY RELATE TO FOUR MAJOR AREAS: ACCESS TO SERVICES, RISK REDUCTION, CHILD DEVELOPMENT AND EFFECTIVE PARENTING AND CHRONIC ILLNESS MANAGEMENT AND PREVENTION. EXAMPLES INCLUDE PROGRAMS THAT OFFER FREE OR DISCOUNTED PRESCRIPTION DRUGS, NON BILLED, IN-HOME SERVICES, IN-HOME EQUIPMENT, TRANSPORTATION VOUCHERS, CHILDBIRTH CLASSES AND A VARIETY OF HEALTH FAIRS ALL AIMED AT KEEPING OUR COMMUNITIES HEALTHY. MLH HAS RECEIVED REGIONAL AND NATIONAL RECOGNITION FOR THE CARE IT PROVIDES. METHODIST ADULT HOSPITALS IN THE MEMPHIS AREA, WHICH INCLUDE METHODIST UNIVERSITY, METHODIST LE BONHEUR GERMANTOWN, METHODIST NORTH AND METHODIST SOUTH, ARE RANKED AS A TOP HOSPITAL IN THE REGION BY U.S. NEWS & WORLD REPORT. In 2024 METHODIST OLIVE BRANCH HOSPITAL IN NORTH MISSISSIPPI became A CMS 5-STAR HOSPITAL, THE ONLY HOSPITAL IN THE REGION TO BE SO RECOGNIZED FOR BOTH QUALITY AND PATIENT EXPERIENCE. LE BONHEUR CHILDREN'S HOSPITAL HAS BEEN NAMED A "BEST CHILDREN'S HOSPITAL" BY U.S. NEWS & WORLD REPORT FOR ELEVEN/11 CONSECUTIVE YEARS. LE BONHEUR PROVIDES OUTPATIENT SERVICES IN WEST TENNESSEE, NORTHERN MISSISSIPPI AND EASTERN ARKANSAS TO ENSURE CHILDREN THERE HAVE ACCESS TO EXPERT PEDIATRIC CARE. LE BONHEUR IS ALSO A LEVEL 1 PEDIATRIC TRAUMA CENTER, AND SERVES AS THE REGION'S PRIMARY SOURCE FOR PEDIATRIC TRAUMA CARE AND TRAUMA EDUCATION FOR REGIONAL PROVIDERS. METHODIST ALSO SERVES THE COMMUNITY WITH DIAGNOSTIC CARE FACILITIES IN THE COMMUNITIES WE SERVE AND ONE HOSPICE FACILITY COMMITTED TO CARING FOR OUR PATIENTS AT END-OF-LIFE. WE ARE ALSO AN ECONOMIC DRIVER FOR THE COMMUNITY, CONTRIBUTING $5 BILLION TO THE MEMPHIS-AREA ECONOMY. MLH EMPLOYS MORE THAN 10,600 ASSOCIATES AND HAS A MEDICAL STAFF OF MORE THAN 2,400 PROVIDERS, MAKING IT THE SECOND-LARGEST PRIVATE EMPLOYER IN SHELBY COUNTY. METHODIST UNIVERSITY HOSPITAL IS A PRIMARY TEACHING HOSPITAL FOR THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER AND LE BONHEUR CHILDREN'S SERVES AS THE PRIMARY TEACHING AFFILIATE FOR THE UNIVERSITY, TRAINING HUNDREDS OF PEDIATRICIANS AND SPECIALISTS EACH YEAR. OUR RESEARCHERS ARE WORKING TO FIND NEW SOLUTIONS TO CHRONIC DISEASE THAT AFFECTS OUR POPULATION ESPECIALLY INCLUDING NEW TREATMENTS FOR DIABETES AND ASTHMA. WE ALSO HAVE SIGNIFICANT PARTNERSHIPS WITH ST. JUDE CHILDREN'S RESEARCH HOSPITAL AND THE UNIVERSITY OF MEMPHIS TO EXTEND OUR RESEARCH AND TEACHING CAPABILITIES.METHODIST SUPPORTS MEDICAL EDUCATION AND RESEARCH VIA DIRECT SALARY AND BENEFIT CONTRIBUTIONS TO THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER (UTHSC) FOR GRADUATE MEDICAL TRAINING POSITIONS (GME) AT METHODIST UNIVERSITY HOSPITAL, LE BONHEUR CHILDREN'S HOSPITAL, AND METHODIST LE BONHEUR GERMANTOWN HOSPITAL. THESE GME RESIDENTS AND FELLOWS ARE EMPLOYEES AND TRAINEES AT THE UNIVERSITY OF TENNESSEE, BUT THEIR FINANCIAL SUPPORT FOR SALARIES AND BENEFITS COMES VIA METHODIST. THESE TRAINEES SPEND TIME AT A METHODIST AND ARE INVOLVED IN PATIENT CARE IN ADDITION TO EDUCATIONAL ACTIVITIES.

    Expenses $1,873,518,089 · Grants $82,774 · Revenue $1,886,664,840

As filed on the 2023 return.

Listed in Part VII

  • Carolyn Hardy

    Vice Chairman

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Michael Ugwueke

    PRESIDENT/CEO/Board Member

    Total calculated
    $2,807,065
    From this org
    $0
    From related orgs
    $2,770,120
    Other
    $36,945
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,481,868 related
    Bonus
    $0
    Other
    $0 + $1,288,252 related
    Deferred
    $0 + $9,426 related
    Nontaxable benefits
    $0 + $27,519 related
    Filer's total
    $0 + $2,807,065 related

  • Carl Sanchez MD

    Board Director

    Total calculated
    $0

  • 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

  • Randall Davis MD

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Regan Williams 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

  • Vernon Stafford JR

    Board Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Amit Prasad

    CMO OF SOUTH/NORTH

    Total calculated
    $456,790
    From this org
    $391,630
    From related orgs
    $0
    Other
    $65,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,709
    Bonus
    $0
    Other
    $4,921
    Deferred
    $41,931
    Nontaxable benefits
    $23,229
    Filer's total
    $456,790

  • Barry Gilmore

    CMO - LE BONHEUR HOSPITAL

    Total calculated
    $304,174
    From this org
    $276,575
    From related orgs
    $0
    Other
    $27,599
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,545
    Bonus
    $0
    Other
    $38,030
    Deferred
    $14,376
    Nontaxable benefits
    $13,223
    Filer's total
    $304,174

  • Cassandra Howard

    CMO - Germantown

    Total calculated
    $474,163
    From this org
    $424,876
    From related orgs
    $0
    Other
    $49,287
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,386
    Bonus
    $0
    Other
    $3,490
    Deferred
    $47,047
    Nontaxable benefits
    $2,240
    Filer's total
    $474,163

  • Cato Johnson

    SVP/Chief of Staff/Pub Po

    Total calculated
    $462,693
    From this org
    $0
    From related orgs
    $417,024
    Other
    $45,669
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,044 related
    Bonus
    $0 + $10,551 related
    Other
    $0 + $60,429 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $25,869 related
    Filer's total
    $0 + $462,693 related

  • Charles Lane

    SVP/Chief Financial Officer

    Total calculated
    $853,861
    From this org
    $0
    From related orgs
    $711,411
    Other
    $142,450
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,602 related
    Bonus
    $0
    Other
    $0 + $71,809 related
    Deferred
    $0 + $117,835 related
    Nontaxable benefits
    $0 + $24,615 related
    Filer's total
    $0 + $853,861 related

  • David Baytos

    SVP/PRESIDENT/MS/INTERNAT

    Total calculated
    $482,682
    From this org
    $0
    From related orgs
    $455,979
    Other
    $26,703
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,471 related
    Bonus
    $0 + $11,636 related
    Other
    $0 + $84,872 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $16,803 related
    Filer's total
    $0 + $482,682 related

  • Florence Jones

    SVP - President North

    Total calculated
    $505,958
    From this org
    $467,108
    From related orgs
    $0
    Other
    $38,850
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,150
    Bonus
    $0
    Other
    $90,958
    Deferred
    $18,957
    Nontaxable benefits
    $19,893
    Filer's total
    $505,958

  • Kathleen Forbes

    EVP/Academic Group

    Total calculated
    $1,013,034
    From this org
    $0
    From related orgs
    $995,502
    Other
    $17,532
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,594 related
    Bonus
    $0
    Other
    $0 + $712,908 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $10,932 related
    Filer's total
    $0 + $1,013,034 related

  • Michael Crabb III

    SVP/Chief of Business Development

    Total calculated
    $472,905
    From this org
    $0
    From related orgs
    $380,551
    Other
    $92,354
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,627 related
    Bonus
    $0
    Other
    $0 + $5,924 related
    Deferred
    $0 + $65,705 related
    Nontaxable benefits
    $0 + $26,649 related
    Filer's total
    $0 + $472,905 related

  • Michael Paul

    SVP - STRATEGIC PLANNING

    Total calculated
    $274,376
    From this org
    $0
    From related orgs
    $272,883
    Other
    $1,493
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $272,883 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,493 related
    Filer's total
    $0 + $274,376 related

  • Michael Wiggins

    SVP - CEO LE BONHEUR

    Total calculated
    $338,001
    From this org
    $301,677
    From related orgs
    $0
    Other
    $36,324
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $172,720
    Bonus
    $0
    Other
    $128,957
    Deferred
    $28,296
    Nontaxable benefits
    $8,028
    Filer's total
    $338,001

  • Monica Wharton

    EVP/Chief Administrative Officer

    Total calculated
    $776,441
    From this org
    $0
    From related orgs
    $641,917
    Other
    $134,524
    Hours/week
    2 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,748 related
    Bonus
    $0
    Other
    $0 + $80,169 related
    Deferred
    $0 + $110,409 related
    Nontaxable benefits
    $0 + $24,115 related
    Filer's total
    $0 + $776,441 related

  • Nikki Polis

    SVP - CHIEF NURSING OFFICER

    Total calculated
    $495,398
    From this org
    $0
    From related orgs
    $467,340
    Other
    $28,058
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,841 related
    Bonus
    $0
    Other
    $0 + $91,499 related
    Deferred
    $0 + $15,233 related
    Nontaxable benefits
    $0 + $12,825 related
    Filer's total
    $0 + $495,398 related

  • Ocpivia Stafford

    SVP - President South

    Total calculated
    $369,153
    From this org
    $300,993
    From related orgs
    $0
    Other
    $68,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,000
    Bonus
    $0
    Other
    $8,993
    Deferred
    $53,112
    Nontaxable benefits
    $15,048
    Filer's total
    $369,153

  • Rebecca Cullison

    SVP - PRESIDENT GERMANTOWN

    Total calculated
    $601,818
    From this org
    $487,107
    From related orgs
    $0
    Other
    $114,711
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $460,313
    Bonus
    $0
    Other
    $26,794
    Deferred
    $76,185
    Nontaxable benefits
    $38,526
    Filer's total
    $601,818

  • Robin Womeodu

    SVP/Chief Academic Office

    Total calculated
    $559,013
    From this org
    $0
    From related orgs
    $513,320
    Other
    $45,693
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $439,593 related
    Bonus
    $0
    Other
    $0 + $73,727 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $25,893 related
    Filer's total
    $0 + $559,013 related

  • Sarah Colley

    SVP - Chief Human Resource Officer

    Total calculated
    $487,723
    From this org
    $0
    From related orgs
    $391,700
    Other
    $96,023
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,544 related
    Bonus
    $0
    Other
    $0 + $2,156 related
    Deferred
    $0 + $67,681 related
    Nontaxable benefits
    $0 + $28,342 related
    Filer's total
    $0 + $487,723 related

  • Susan Thurmond

    SVP - CHIEF QUALITY OFFICER

    Total calculated
    $588,395
    From this org
    $0
    From related orgs
    $554,028
    Other
    $34,367
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,340 related
    Bonus
    $0
    Other
    $0 + $60,688 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $14,567 related
    Filer's total
    $0 + $588,395 related

  • Timothy Slocum

    SVP - President University

    Total calculated
    $570,247
    From this org
    $468,016
    From related orgs
    $0
    Other
    $102,231
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $457,333
    Bonus
    $0
    Other
    $10,683
    Deferred
    $75,066
    Nontaxable benefits
    $27,165
    Filer's total
    $570,247

  • Wayne Lipson

    SVP/Chief Medical Officer

    Total calculated
    $777,726
    From this org
    $0
    From related orgs
    $645,004
    Other
    $132,722
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $606,985 related
    Bonus
    $0
    Other
    $0 + $38,019 related
    Deferred
    $0 + $96,365 related
    Nontaxable benefits
    $0 + $36,357 related
    Filer's total
    $0 + $777,726 related

  • Gregory Fink

    PHYSICIAN

    Total calculated
    $1,083,725
    From this org
    $1,041,299
    From related orgs
    $0
    Other
    $42,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,041,299
    Bonus
    $0
    Other
    $0
    Deferred
    $17,272
    Nontaxable benefits
    $25,154
    Filer's total
    $1,083,725

  • Shailesh Patel

    PHYSICIAN

    Total calculated
    $1,409,876
    From this org
    $1,366,029
    From related orgs
    $0
    Other
    $43,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,365,829
    Bonus
    $0
    Other
    $200
    Deferred
    $17,829
    Nontaxable benefits
    $26,018
    Filer's total
    $1,409,876

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 · 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 INDIVIDUALs RECEIVED A SEVERANCE PAYMENT: $272,883 Michael Paul $368,694 Kathleen Forbes
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: $32,868 CASSANDRA HOWARD $22,145 MICHAEL WIGGINS $98,035 CHARLES LANE $98,110 MONICA WHARTON $56,385 REBECCA CULLISON $47,881 SARAH COLLEY 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: $1,147,459 MICHAEL UGWUEKE $53,382 ROBIN WOMEODU $67,255 CHARLES LANE $76,607 MONICA WHARTON $23,669 REBECCA CULLISON $237,040 KATHLEEN FORBES $48,488 Nikki Polis $47,688 Florence Jones $43,471 Cato Johnson 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: No Payments made during tax year. 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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • LE BONHEUR PATIENT TRANSPORTATION LLC

    MEDICAL TRANSPORT · TN · income $0 · assets $0

    Directly controlled by NA

  • LE BONHEUR PEDIATRICS LLC

    PEDIATRICS · TN · income $15,845,102 · assets $3,565,327

    Directly controlled by NA

  • METHODIST INPATIENT PHYSICIANS LLC

    PHYSICIANS · TN · income $0 · assets $0

    Directly controlled by NA

  • PRIMARY CARE GROUP LLC DBA METHODIST MEDICAL GROUP

    PHYSICIANS · TN · income $100,131,982 · assets $13,432,169

    Directly controlled by NA

  • SPECIALTY PHYSICIAN GROUP LLC

    PHYSICIANS · TN · income $30,955,736 · assets $4,273,087

    Directly controlled by NA

  • SPG II LLC

    SPECIALTY PHYSICIAN GROUP · TN · income $0 · assets $0

    Directly controlled by NA

  • UT METHODIST PHYSICIANS LLC

    PHYSICIANS · TN · income $14,432,516 · assets $2,045,216

    Directly controlled by NA

  • METHODIST TEACHING PHYSICIANS LLC

    PHYSICIANS · TN · income $0 · assets $0

    Directly controlled by NA

  • METHODIST SPECIALTY PHYSICIANS LLC

    PHYSICIANS · TN · income $0 · assets $0

    Directly controlled by NA

  • MMG Specialists LLC

    SPECIALTY PHYSICIAN GROUP · TN · income $12,280,061 · assets $2,683,273

    Directly controlled by NA

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • METHODIST SURGERY CENTERGERMANTOWN LP (

    Related · SURGERY CENTER · TN · 63% owned · share of income $709,572 · share of assets $1,573,700 · general or managing partner

    Directly controlled by NA

  • HAMILTON EYE INSTITUTE SURGERY CENTER LP

    Related · SURGERY CENTER · TX · 34.78% owned · share of income $18,687 · share of assets $535,870 · general or managing partner

    Directly controlled by NA

  • LE BONHEUR EAST SURGERY CENTER II LP

    N/A · SURGERY CENTER · TN

    Directly controlled by NA

  • Medical Center Associates LTD

    N/A · Asset Management · TN

    Directly controlled by NA

  • Encompass Health Methodist Rehabilitation Hospital LP

    N/A · Inpatient Rehabilitation Hospital · AL

    Directly controlled by NA

Related corporations and trusts

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

  • AMBULATORY OPERATIONS INC

    C Corporation · MEDICAL AND MANAGEMENT SERVICES · TN

    Directly controlled by NA

  • SOLUS MANAGEMENT SERVICES INC

    C Corporation · HEALTH SERVICES MANAGEMENT · TN

    Directly controlled by NA

  • MEMPHIS PROFESSIONAL BUILDING INC

    C Corporation · INVESTMENTS · TN

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
5 May 2026
IRS schema version
2023v6.0
Source object
202611259349302481

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.