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Nonprofiteer
← METHODIST HEALTH SYSTEM FOUNDATION INC

Form 990 for tax year 2024

Filed by METHODIST HEALTH SYSTEM FOUNDATION INC.

Totals

Total revenue
$3,813,358
Total expenses
$5,276,136
Contributions and grants received
$381,128
Grants paid
$1,216,105
Program services expenses (Part IX)
$4,451,269
Management and general expenses
$716,433
Fundraising expenses
$108,434
Program service expenses (Part III)
$4,451,269

Program services were 84.4% 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
    $573,655
    From this org
    $530,470
    From related orgs
    $0
    Other
    $43,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $500,861
    Bonus
    $11,023
    Other
    $18,586
    Deferred
    $27,600
    Nontaxable benefits
    $15,585
    Filer's total
    $573,655

  • PATRICK E MOTTRAM

    CHAIRMAN

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

  • NATALIE B COHEN

    VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • E HOWELL CROSBY

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • PATRICK M GIBBS

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • PAULA R SINGLETON

    SECRETARY

    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 SR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DONALD E PATE

    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
    $267,482
    From this org
    $228,867
    From related orgs
    $0
    Other
    $38,615
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,491
    Bonus
    $1,376
    Other
    $0
    Deferred
    $18,594
    Nontaxable benefits
    $20,021
    Filer's total
    $267,482

  • ANN CLAYTON CHAMBERLAIN

    VP - PROGRAM MANAGEMENT

    Total calculated
    $191,128
    From this org
    $176,903
    From related orgs
    $0
    Other
    $14,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,543
    Bonus
    $1,360
    Other
    $0
    Deferred
    $12,223
    Nontaxable benefits
    $2,002
    Filer's total
    $191,128

  • GLENDA LONDON

    NURSE PRACTIONER

    Total calculated
    $164,165
    From this org
    $142,222
    From related orgs
    $0
    Other
    $21,943
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,575
    Bonus
    $2,647
    Other
    $0
    Deferred
    $9,928
    Nontaxable benefits
    $12,015
    Filer's total
    $164,165

  • HEATHER SURCOUF

    DIRECTOR OF HEALTH CENTERS

    Total calculated
    $190,846
    From this org
    $154,407
    From related orgs
    $0
    Other
    $36,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,922
    Bonus
    $1,485
    Other
    $0
    Deferred
    $11,256
    Nontaxable benefits
    $25,183
    Filer's total
    $190,846

  • AUDRA DEGAN

    NURSE PRACTIONER

    Total calculated
    $159,940
    From this org
    $125,807
    From related orgs
    $0
    Other
    $34,133
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,802
    Bonus
    $4,005
    Other
    $0
    Deferred
    $9,205
    Nontaxable benefits
    $24,928
    Filer's total
    $159,940

  • KEVIN P RUPERT

    CONTROLLER

    Total calculated
    $125,150
    From this org
    $105,776
    From related orgs
    $0
    Other
    $19,374
    Hours/week
    40

  • FREDERICK C YOUNG JR

    DIRECTOR EMERITUS

    Total calculated
    $17,264
    From this org
    $17,264
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $17,264
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $17,264

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 · 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
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202523169349303642

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

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