Skip to content
Nonprofiteer
← MEMORIAL HEALTH SYSTEM

Form 990 for tax year 2023

Filed by MEMORIAL HEALTH SYSTEM.

Totals

Total revenue
$226,754,645
Total expenses
$225,643,573
Contributions and grants received
$0
Grants paid
$50,709
Program service revenue
$214,553,525
Investment income
$4,757,330
Other revenue
$7,443,790
Total assets, end of year
$619,582,206
Total liabilities, end of year
$396,419,457
Net assets or fund balances, end of year
$223,162,749
Program services expenses (Part IX)
$186,236,508
Management and general expenses
$39,407,065
Fundraising expenses
$0
Program service expenses (Part III)
$186,236,508

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EDGAR CURTIS EX-OFFICIO

    PRESIDENT & CEO

    Total calculated
    $1,884,200
    From this org
    $1,829,103
    From related orgs
    $0
    Other
    $55,097
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $1,126,301
    Bonus
    $0
    Other
    $702,802
    Deferred
    $31,250
    Nontaxable benefits
    $23,847
    Filer's total
    $1,884,200
  • CHARLES CALLAHAN PHD

    PRS.MHHOSPGROUP(THRUJUN24)

    Total calculated
    $1,107,086
    From this org
    $0
    From related orgs
    $953,637
    Other
    $153,449
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $664,548 related
    Bonus
    $0
    Other
    $0 + $289,089 related
    Deferred
    $0 + $117,438 related
    Nontaxable benefits
    $0 + $36,011 related
    Filer's total
    $0 + $1,107,086 related
  • RAJESH GOVINDAIAH MD

    SVP & CPE (THRUJUN24)

    Total calculated
    $795,533
    From this org
    $695,157
    From related orgs
    $0
    Other
    $100,376
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $560,912
    Bonus
    $0
    Other
    $134,245
    Deferred
    $96,237
    Nontaxable benefits
    $4,139
    Filer's total
    $795,533
  • KATHRYN KEIM

    SVP & CFO

    Total calculated
    $786,753
    From this org
    $646,710
    From related orgs
    $0
    Other
    $140,043
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $597,929
    Bonus
    $0
    Other
    $48,781
    Deferred
    $105,250
    Nontaxable benefits
    $34,793
    Filer's total
    $786,753
  • AIMEE DAILY PHD

    SVP & CTO(THRUSEP23)

    Total calculated
    $705,088
    From this org
    $609,788
    From related orgs
    $0
    Other
    $95,300
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $332,559
    Bonus
    $0
    Other
    $277,229
    Deferred
    $86,768
    Nontaxable benefits
    $8,532
    Filer's total
    $705,088
  • JAMESON ROSZHART

    PRSMHAMGRPTRJN24;PRS&CEOSMH&MBHFRMJL24

    Total calculated
    $680,001
    From this org
    $554,864
    From related orgs
    $0
    Other
    $125,137
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

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

    SVP & CAO

    Total calculated
    $669,071
    From this org
    $552,217
    From related orgs
    $0
    Other
    $116,854
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $474,706
    Bonus
    $0
    Other
    $77,511
    Deferred
    $92,848
    Nontaxable benefits
    $24,006
    Filer's total
    $669,071
  • ANNA EVANS JD

    SVP & GENERAL COUNSEL

    Total calculated
    $666,870
    From this org
    $512,035
    From related orgs
    $0
    Other
    $154,835
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $453,311
    Bonus
    $0
    Other
    $58,724
    Deferred
    $120,707
    Nontaxable benefits
    $34,128
    Filer's total
    $666,870
  • MARSHA PRATER PHD

    SVP & CNO (THRUSEP23)

    Total calculated
    $653,480
    From this org
    $0
    From related orgs
    $614,580
    Other
    $38,900
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,390 related
    Bonus
    $0
    Other
    $0 + $323,190 related
    Deferred
    $0 + $31,153 related
    Nontaxable benefits
    $0 + $7,747 related
    Filer's total
    $0 + $653,480 related
  • DREW EARLY

    PRESIDENT & CEO DMH

    Total calculated
    $588,443
    From this org
    $482,729
    From related orgs
    $0
    Other
    $105,714
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $443,534
    Bonus
    $0
    Other
    $39,195
    Deferred
    $71,577
    Nontaxable benefits
    $34,137
    Filer's total
    $588,443
  • ELISABETH KLAR

    SVP & CHIEF HUMANRESOFF

    Total calculated
    $506,938
    From this org
    $405,962
    From related orgs
    $0
    Other
    $100,976
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $387,257
    Bonus
    $0
    Other
    $18,705
    Deferred
    $68,820
    Nontaxable benefits
    $32,156
    Filer's total
    $506,938
  • AKINDELE ADARAMOLA MD

    CHIEF MEDICAL OFFICER SMH

    Total calculated
    $501,773
    From this org
    $413,884
    From related orgs
    $0
    Other
    $87,889
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $396,245
    Bonus
    $0
    Other
    $17,639
    Deferred
    $85,348
    Nontaxable benefits
    $2,541
    Filer's total
    $501,773
  • J TRAVIS DOWELL

    PRESIDENT & CEO MMG (THRU JUN24)

    Total calculated
    $498,334
    From this org
    $400,643
    From related orgs
    $0
    Other
    $97,691
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $346,984
    Bonus
    $0
    Other
    $53,659
    Deferred
    $65,068
    Nontaxable benefits
    $32,623
    Filer's total
    $498,334
  • DOLAN DALPOAS

    PRESIDENT & CEO LMH

    Total calculated
    $450,345
    From this org
    $388,408
    From related orgs
    $0
    Other
    $61,937
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $326,352
    Bonus
    $0
    Other
    $62,056
    Deferred
    $61,810
    Nontaxable benefits
    $127
    Filer's total
    $450,345
  • KIMBERLY BOURNE

    PRS&CEOTMH&TMF;BRDMBRMEMHOMECARE

    Total calculated
    $441,164
    From this org
    $351,342
    From related orgs
    $0
    Other
    $89,822
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $296,715
    Bonus
    $0
    Other
    $54,627
    Deferred
    $59,860
    Nontaxable benefits
    $29,962
    Filer's total
    $441,164
  • ROBERT SCOTT

    FORMER SVP & CHIEF HR OFFICER

    Total calculated
    $235,700
    From this org
    $235,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $235,700
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $235,700
  • JOHN WADDOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7 + 1.4 related
  • JOSEPH HURWITZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7
  • WILLIAM PUTMAN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7
  • REGINALD BENTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7 + 0.7 related
  • JERRY KRUSE MD MSPH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7
  • JOHN BLACKBURN

    BOARD MEMBER (THRU DEC23)

    Total calculated
    $0
    Hours/week
    0.7
  • RANDALL GERMERAAD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7
  • AIMEE FYKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7 + 1.4 related
  • JONATHAN LOCKE MD

    BOARD MEMBER (THRU DEC23)

    Total calculated
    $0
    Hours/week
    0.7 + 0.7 related
  • DAVID GRIFFEN MD PHD

    BOARD MEMBER (FRM JAN24)

    Total calculated
    $0
    Hours/week
    0.7 + 1.4 related
  • DIANE RUTLEDGE PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7
  • DEAN ROBERT JR

    IMPSTCHRTRDEC23/BRDMRFRMJAN24

    Total calculated
    $0
    Hours/week
    1.4 + 0.7 related
  • JENNIFER GILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7
  • SERGIO PECORI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.7
  • GUSSIE REED

    BOARD MEMBER (FRM JAN24)

    Total calculated
    $0
    Hours/week
    0.7 + 1.4 related
  • ERIC GRAUE

    BOARD MEMBER (FRM JAN24)

    Total calculated
    $0
    Hours/week
    0.7 + 1.4 related
  • BARBARA FARLEY

    BRDMBRTHRDEC23/2NDVIRFRMJAN24

    Total calculated
    $0
    Hours/week
    1.4 + 0.7 related
  • CHERYL MARTIN

    2VCHR&TRSDC23/1VCHR&TRSFRMJAN24

    Total calculated
    $0
    Hours/week
    1.4 + 1.4 related
  • NINA HARRIS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.4 + 1.4 related
  • MICHAEL AIELLO

    1STVCHR(THRDEC23)/CHR(FRMJAN24)

    Total calculated
    $0
    Hours/week
    1.4 + 1.4 related
  • TODD WISE

    CHR(THRDEC23)/IMPSTCHR(FRMJAN24)

    Total calculated
    $0
    Hours/week
    1.4 + 1.4 related

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 · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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)

PART I, LINE 1A
CHARTER TRAVEL IS OCCASIONALLY PROVIDED FOR EXECUTIVES/KEY EMPLOYEES ATTENDING OFF-SITE BUSINESS RELATED MEETINGS, SO AS TO MINIMIZE TRAVEL TIME AND ENABLE THEM TO WORK EFFICIENTLY AND SECURELY ON CONFIDENTIAL ORGANIZATION BUSINESS MATTERS. CHARTER TRAVEL IS NOT TAXABLE INCOME TO THE INDIVIDUAL BECAUSE IT IS STRICTLY RELATED TO BUSINESS TRAVEL.
PART I, LINE 3
THE REPORTED COMPENSATION AND BENEFITS RECEIVED BY EDGAR CURTIS, PRESIDENT AND CEO OF MEMORIAL HEALTH SYSTEM, FOR CALENDAR YEAR 2023 WAS COMPRISED OF THE FOLLOWING COMPONENTS: BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER COMPENSATION, DEFERRED COMPENSATION AND OTHER NONTAXABLE BENEFITS. BASE COMPENSATION FOR MR. CURTIS WAS DETERMINED BASED ON THE METHODS DESCRIBED IN PART I, LINE 3 CONDUCTED BY INDEPENDENT COMPENSATION CONSULTANTS. BASE COMPENSATION LEVELS WERE SET BY THE LEADERSHIP COMPENSATION COMMITTEE, WHICH IS A COMMITTEE OF THE MHS BOARD CONSISTING ENTIRELY OF MHS BOARD MEMBERS WHO ARE INDEPENDENT AND WHO ARE FREE OF ANY CONFLICTS OF INTEREST. BASE COMPENSATION IS SET AT OR AROUND THE MIDDLE OF THE MARKET BASE SALARY DATA FOR HEALTHCARE ORGANIZATIONS SIMILAR TO MHS, AS MEASURED AND PRESENTED TO THE COMMITTEE BY THE INDEPENDENT COMPENSATION CONSULTANT. INCENTIVE COMPENSATION WAS CONTINGENT ON THE ACHIEVEMENT OF SPECIFIC, RIGOROUS PERFORMANCE MEASURES ACROSS ALL OF MHS, AND THOSE PERFORMANCE MEASURES WERE REVIEWED AND APPROVED IN ADVANCE BY THE LEADERSHIP COMPENSATION COMMITTEE. RETIREMENT BENEFITS IN COLUMN (B)(III) IS COMPRISED OF A $421,069 DISTRIBUTION OF VESTED AMOUNTS FROM A PENSION BENEFIT WHICH HAS BEEN EARNED OVER MANY YEARS OF SERVICE THAT WAS PREVIOUSLY ACCUMULATED WITH HIS TOTAL PENSION OBLIGATION, BUT IS DISTRIBUTED DIRECTLY BECAUSE MR. CURTIS IS FULLY VESTED. ALSO INCLUDED IN RETIREMENT BENEFITS IN COLUMN (B)(III) IS A VESTED AMOUNT OF $209,583 THAT WAS PREVIOUSLY DEPOSITED IN A DEFERRED COMPENSATION PLAN, BUT ARE NOW ALSO DISTRIBUTED DIRECTLY DUE TO BEING FULLY VESTED. THE FOLLOWING LISTED INDIVIDUALS RECEIVED THE FOLLOWING AMOUNTS IN THE FORM OF SEVERANCE BENEFITS, IN CONNECTION WITH A QUALIFYING TERMINATION OF EMPLOYMENT DURING OR PRIOR TO THE YEAR BEING REPORTED: AIMEE DAILY, PH.D. $100,733 AND MARSHA PRATER $88,166. ALL SEVERANCE PAY AMOUNTS WERE PROVIDED UNDER PREVIOUSLY APPROVED SEVERANCE PAY AGREEMENTS AND ARE TRIGGERED ONLY BY CERTAIN TYPES OF EMPLOYMENT TERMINATION.
PART I, LINES 4A-B
CERTAIN LISTED INDIVIDUALS PARTICIPATE IN NONQUALIFIED DEFERRED COMPENSATION PLANS OF MEMORIAL HEALTH SYSTEM (MHS), A RELATED ORGANIZATION AND CENTRAL ORGANIZATION OF THE GROUP EXEMPTION. MHS CREDITS ANNUAL CONTRIBUTION AMOUNTS TO THESE PLANS, AND THESE AMOUNTS SERVE TO PROVIDE SUPPLEMENTAL RETIREMENT INCOME TO THESE INDIVIDUALS. ALL CREDITED AMOUNTS ARE REVIEWED AND APPROVED BY A COMMITTEE OF THE MHS BOARD AS PART OF REASONABLE TOTAL COMPENSATION. ALL AMOUNTS CREDITED ARE UNVESTED WHILE THE EXECUTIVE IS REQUIRED TO PROVIDE SUBSTANTIAL FUTURE SERVICES, AND THEN ARE TAXED IN FULL WHEN THE SERVICE PERIOD IS COMPLETED AND THE AMOUNTS BECOME VESTED. ALL AMOUNTS CREDITED TO THESE EXECUTIVES UNDER THESE PLANS ARE INCLUDED IN COLUMN (C) AS UNVESTED, NONTAXABLE DEFERRED COMPENSATION WHEN FIRST CREDITED, AND THEN ARE AGAIN INCLUDED IN COLUMN (B)(III) WHEN THE AMOUNTS BECOME VESTED AND ARE SUBJECT TO TAX. THE AMOUNTS INCLUDED IN COLUMN (F) FOR CERTAIN INDIVIDUALS REPRESENT AMOUNTS THAT WERE REPORTED ON PRIOR FORM 990S FOR PRIOR YEARS, AND SHOULD BE SUBTRACTED FROM THE TOTAL COMPENSATION IN COLUMN (E) TO RESULT IN A MORE ACCURATE TOTAL COMPENSATION FOR CALENDAR YEAR 2023. THE FOLLOWING CURRENT OR FORMER OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES RECEIVED DEFERRED COMPENSATION PAYOUTS IN THE CALENDAR YEAR FROM MHS OR A RELATED ORGANIZATION: KIMBERLY BOURNE $32,840, CHARLES CALLAHAN, PH.D. $212,811, EDGAR CURTIS $630,652, AIMEE DAILY PH.D. $33,293, DOLAN DALPOAS $37,558, J. TRAVIS DOWELL $27,697, KEVIN ENGLAND $48,066, ANNA EVANS, J.D. $50,852, RAJESH GOVINDAIAH $94,237, JAMESON ROSZHART $32,071, AND ROBERT SCOTT $235,700. TO BECOME ENTITLED TO THE BENEFITS PROVIDED, EACH COVERED EMPLOYEE MUST MEET SUBSTANTIAL REQUIREMENTS RELATING TO FURTHER EMPLOYMENT. UNTIL THOSE REQUIREMENTS ARE SATISFIED, IF EVER, THE EMPLOYEE IS NOT ENTITLED TO THESE AMOUNTS. IF THE EMPLOYEE WERE TO HAVE TERMINATED EMPLOYMENT VOLUNTARILY IN THE YEAR TO WHICH THIS RETURN APPLIES AND NOT MET THESE SUBSTANTIAL REQUIREMENTS, THESE SUPPLEMENTAL RETIREMENT BENEFITS WOULD HAVE BEEN FORFEITED. THESE SUPPLEMENTAL RETIREMENT BENEFITS ARE PART OF A RETIREMENT PROGRAM THAT PROVIDES RETIREMENT INCOME FOR ALL YEARS OF SERVICE THAT THE EMPLOYEE PROVIDES TO THE ORGANIZATION. ACCORDINGLY, ANY RETIREMENT BENEFITS SHOULD BE VIEWED AS APPLYING TO THE ENTIRE LENGTH OF THE EMPLOYEE'S SERVICE. THE LEADERSHIP COMPENSATION COMMITTEE OF THE MHS BOARD APPROVES ALL RETIREMENT BENEFITS, TOGETHER WITH ALL OTHER FORMS OF COMPENSATION AND BENEFITS FOR THESE AND OTHER SENIOR LEADERS, IN A MANNER INTENDED TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL INCOME TAX LAW.

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.

  • MEMORIAL HEALTH PARTNERS LLC

    TO COORDINATE PATIENT CARE ACTIVITIES ACROSS THE HEALTHCARE CONTINUUM · IL · income $128,002,937 · assets $4,347,912

    Directly controlled by MEMORIAL HEALTH

  • MHS QALICB LLC

    TO FACILITATE NEW MARKETS TAX CREDITS, DISSOLVED AS OF 9/30/2024 · IL

    Directly controlled by MEMORIAL HEALTH

  • MCDEKK LLC

    TO FACILITATE FACTORING OF RECEIVABLES; DISSOLVED IN FY24 · IL

    Directly controlled by MEMORIAL HEALTH

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202502279349303520

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.