METHODIST HEALTHCARE FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- METHODIST HEALTHCARE FOUNDATION (EIN 23-7320638)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-24
- IRS object ID
- 201342679349300809
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-24T13:20:48-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237320638 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HEALTHCARE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | METH | NameControl |
| Phone | 9015160500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 UNION AVENUE NO 450 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER MCLEAN | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 9015160500 | Phone |
| Date Signed | 2013-09-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY BIBBY | Name |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAULA JACOBSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 UNION AVENUE NO 450 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8206244 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.METHODISTHEALTH.ORG/GIVE | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | PHILANTHROPIC ACTIVITIES AWARDING GRANTS AND SCHOLARSHIPS FOR PROGRAMS AND PROJECTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 37 | TotalNbrEmployees |
| Total Nbr Volunteers | 275 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5069644 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7950852 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 100650 | InvestmentIncomePriorYear |
| Investment Income Current Year | 68392 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -261157 | OtherRevenuePriorYear |
| Other Revenue Current Year | -130557 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4909137 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7888687 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3320310 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2624882 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 861080 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 915606 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 63613 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 512142 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1816002 | OtherExpensePriorYear |
| Other Expenses Current Year | 1569266 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6061005 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5109754 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1151868 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2778933 | RevenuesLessExpensesCY |
| Total Assets BOY | 13974850 | TotalAssetsBOY |
| Total Assets EOY | 17420339 | TotalAssetsEOY |
| Total Liabilities BOY | 540047 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 613025 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13434803 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16807314 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SUPPORT THE LIFE OF METHODIST LE BONHEUR HEALTHCARE BY INVITING COMMUNITY PHILANTHROPIC PARTNERS TO INVEST IN THE PARTS OF OUR MISSION THAT DEMAND ENHANCEMENTS IN RESEARCH, FACILITY OR PROGRAMS. THE FOUNDATION INVITES ITS PARTNERS TO BUILD THE CAPACITY OF THE HEALTHCARE SYSTEM BY COMMUNICATING THE BOLD FAITH OF OUR FOUNDERS AND EXPANSIVE VISION OF A MORE FULL AND HEALTHY LIFE FOR THE COMMUNITIES WE SERVE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1120478 | Expense |
| Grants | 1120478 | Grants |
| Description | #1 - PHYSICIANS' RESEARCH NETWORK:METHODIST LE BONHEUR HEALTHCARE HAD 531 OPEN CLINICAL RESEARCH PROTOCOLS IN 2012. THE PHYSICIANS' RESEARCH NETWORK (PRN) OPERATES UNDER THE UMBRELLA OF THE METHODIST HEALTHCARE FOUNDATION AND FACILITATES ADULT AND PEDIATRIC RESEARCH WITHIN METHODIST HEALTHCARE. PRN PROVIDES STUDY COORDINATION, SUPPORT SERVICES, AND REGULATORY ASSISTANCE TO INVESTIGATORS MANAGING INPATIENT AND OUTPATIENT CLINICAL RESEARCH TRIALS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 832086 | Expense |
| Grants | 832086 | Grants |
| Description | #2 - THE CENTER OF EXCELLENCE IN FAITH AND HEALTH:THE SPIRIT OF FAITH AND HEALING PERVADES METHODIST LE BONHEUR HEALTHCARE. AS A FAITH-BASED INSTITUTION, WE ARE WORKING TO DEFINE HOW WE CAN BETTER UTILIZE OUR FAITH RESOURCES AND OTHER ASSETS IN THE COMMUNITY TO IMPROVE HEALTH. THAT MISSION HAS RESULTED IN A STRATEGY AROUND CONGREGATIONS AND OUR CONNECTION WITH THEM. WE BELIEVE THAT CONGREGATIONS CAN PLAY A SIGNIFICANT ROLE IN HEALTHCARE WHEN THEY ARE STRATEGIC PARTNERS IN THEIR MEMBERS' HEALTH JOURNEYS. TO THAT END, WE HAVE ENTERED INTO COVENANT RELATIONSHIPS WITH 450+ CONGREGATIONS TO IMPROVE THE ACCESS TO COMPREHENSIVE HEALTH SERVICES FOR ALL CITIZENS AND TO IMPROVE THE HEALTH STATUS OF THESE PATIENTS. THE CENTER OF EXCELLENCE IN FAITH AND HEALTH (COE) WAS COMPLETED IN JANUARY 2011 AND IS HOUSED IN RENOVATED SPACE AT METHODIST UNIVERSITY HOSPITAL. THE COE WILL ADVANCE HEALTH BY BRINGING FAITH AND HEALTH TOGETHER FOR THE IMPROVED WELLBEING OF THOUSANDS OF PATIENTS. THE CENTER'S GOAL IS TO DRAMATICALLY ENHANCE QUALITY OF CARE AND SUPPORT FOR OUR PATIENTS AND THEIR FAMILIES. WE BELIEVE THAT THE COUPLING OF FAITH AND HEALTH CAN NOT ONLY ELEVATE THE LEVEL OF CARE WE DELIVER TO OUR PATIENTS, BUT ALSO IMPROVE THE QUALITY OF LIFE FOR OUR COMMUNITY AND BEYOND. THE ACTUAL CENTER OF EXCELLENCE SPACE TRANSFORMED THE PREVIOUSLY EXISTING INTENSIVE CARE WAITING ROOM INTO A STATE-OF-THE-ART FAMILY-CENTERED HEALING ENVIRONMENT WITH A QUIET AREA, RESOURCE ROOM, EDUCATION SPACES, MOVEABLE FURNITURE, AS WELL AS SPACE FOR LOCAL CLERGY TO COUNSEL THEIR MEMBERS. IT ALSO HOUSES CREATIVE MEETING SPACE FOR ACADEMIC PARTNERS LOCALLY AND ACROSS THE GLOBE TO WORK WITH EACH OTHER, AS WELL AS PROVIDE TRAINING AND EDUCATION TO OUR ASSOCIATES, LOCAL CLERGY AND COMMUNITY HEALTH PARTNERS. THE FOUNDATION RAISED OVER $2 MILLION TO MAKE THIS PROJECT A REALITY. IN ADDITION, WE PROVIDED EDUCATIONAL PROGRAMS REGARDING HEALTHCARE ISSUES TO 600+ CONGREGATIONAL MEMBERS, TRAINING THEM IN END-OF-LIFE CARE, HOSPITAL VISITATION, AND CANCER CARE, AMONG OTHER TOPICS. REVENUES GENERATED FOR THE YEAR WERE $794,999 AND EXPENSES INCURRED TOTALED $832,086. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 473568 | Expense |
| Grants | 473568 | Grants |
| Description | #3 - COMPREHENSIVE SICKLE CELL CENTER OF MEMPHIS:THE COMPREHENSIVE SICKLE CELL CENTER OF MEMPHIS OPENED IN 2012. IT PROVIDES COMPREHENSIVE CARE FOR ADULT PATIENTS WITH SICKLE CELL DISEASE. THE CENTER INCLUDES AN OUTPATIENT TREATMENT CENTER FOR CLINICAL CARE AND ROUTINE HEALTH MAINTENANCE CARE AND AN IN-PATIENT UNIT FOR THOSE WITH MORE URGENT CARE NEEDS. FUNDS WERE RAISED TO BUILD A CLINIC TO PROVIDE COMPREHENSIVE AND PREVENTIVE CARE TO OUR 1,600 SICKLE CELL PATIENTS IN THE GREATER MEMPHIS AREA. THE CLINIC WAS DEDICATED ON SEPTEMBER 5, 2012. COORDINATING THE CARE OF THESE PATIENTS UNDER ONE ROOF CREATES GREATER CONTINUITY OF CARE. A KEY ELEMENT OF DEVELOPING AN ADULT SICKLE CELL PROGRAM IS THE SEAMLESS TRANSITION OF PEDIATRIC PATIENTS FROM ST. JUDE CHILDREN'S RESEARCH HOSPITAL TO CARE AT THE COMPREHENSIVE SICKLE CELL CENTER. IN ADDITION, WE ARE RECRUITING OUR PATIENTS WHO HAVE PREVIOUSLY PRESENTED FOR EMERGENCY CARE ONLY TO REGISTER FOR PREVENTIVE CARE AS WELL. OVER THE NINE MONTHS SINCE OUR OFFICIAL OPENING, WE HAVE REGISTERED ALMOST 100 PATIENTS WHO NOW RECEIVE COMPREHENSIVE PREVENTIVE CARE FOR THEIR SICKLE CELL DISEASE AND RELATED PHYSICAL ISSUES. THE PROCESS OF ENROLLING PATIENTS TO ASSESS THE TOTAL HEALTH STATUS OF THE PATIENT ALLOWS US TO PROVIDE MORE APPROPRIATE CARE DURING AN EMERGENCY VISIT DURING A SICKLE CELL CRISIS. IN ADDITION, WE RAISED FUNDS TO ENDOW THE CLINICAL AND RESEARCH LEADER FOR THE COMPREHENSIVE SICKLE CELL CENTER. REVENUES GENERATED IN 2012 WERE $3,053,999 AND EXPENSES INCURRED TOTALED $473,568. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1502099 | Expense |
| Grants | 198750 | Grants |
| Description | THE FOUNDATION RAISES FUNDS TO BENEFIT AND STRENGTHEN THE METHODIST LE BONHEUR HEALTHCARE PROGRAMS AND CENTERS OF EXCELLENCE. FUNDS RAISED ENHANCE AND STRENGTHEN CLINICAL AND RESEARCH INITIATIVES, UNDERWRITE COSTS FOR FACILITIES, TECHNICIANS, AND EQUIPMENT AND BRIDGE THE GAP BETWEEN WHAT HOSPITAL CHARGES COVER AND WHAT IS NECESSARY TO STAY ON THE CUTTING EDGE OF MEDICAL SCIENCE. IN 2012, THE FOUNDATION PROVIDED $2,571,271 IN SUPPORT OF THESE PROGRAMS. THE HOSPICE RESIDENCE IS A $9 MILLION, 30-BED FREE-STANDING FACILITY ON SIX ACRES THAT PROVIDES RESIDENTIAL HOSPICE CARE FOR THOSE PATIENTS WHO CANNOT STAY IN THEIR HOMES AT THE END OF THEIR LIVES. THE FACILITY CONTAINS A LARGE "LIVING ROOM", FAMILY RECHARGE AREAS AND LOVELY GARDENS THAT CAN BE ACCESSED BY ALL PATIENT ROOMS. IT IS PART OF METHODIST ALLIANCE HOSPICE, A 501C(3) ORGANIZATION EIN 62-0841121, DIVISION OF METHODIST LE BONHEUR HEALTHCARE. SINCE 1979, METHODIST HOSPICE HAS PROVIDED COMPASSIONATE CARE AND SUPPORT TO INDIVIDUAL AND THEIR FAMILIES WHO ARE FACING LIFES FINAL JOURNEY. AS ONE OF THE FIRST HOSPICES IN THE COUNTRY TO RECEIVE MEDICARE CERTIFICATION, METHODIST HOSPICE WORKS TO HELP EAST THE END-OF-LIFE TRANSITION FOR ALMOST 150 FAMILIES IN THE MID-SOUTH EVERY DAY. THE GRAND OPENING OF THIS FACILITY WAS HELD IN JULY, 2011. EXPENSES FOR OUR HOSPICE PROGRAM AND RESIDENCE TOTALED $334,195 IN 2012, AND REVENUES WERE $594,573, $300,000 OF WHICH WAS UTILIZED TO UNDERWRITE THE HOSPICE CARE FOR INDIVIDUALS WHO COULD NOT PAY FOR THESE SERVICES.METHODIST LE BONHEUR HEALTHCARE SUPPORTS LIFELONG LEARNING FOR PHYSICIANS BY PROVIDING THEM THE NECESSARY EVIDENCE-BASED INFORMATION IN FORMATS THAT WILL DEVELOP AND MAINTAIN COMPETENCE, ENHANCE KNOWLEDGE AND SKILLS, IMPROVE PERFORMANCE AND PATIENT OUTCOMES. IN 2012, MLH OFFERED 41 COURSES, 55 REGULARLY SCHEDULED SERIES AND 10 ENDURING MATERIALS FOR A TOTAL OF 106 PROGRAMS, 1,766 HOURS. A TOTAL OF 18,742 PHYSICIANS ATTENDED AND 946 NON-PHYSICIANS. THE FOUNDATION SPENT $175,261 AND BROUGHT IN $118,859 IN 2012 IN SUPPORT OF THESE EDUCATIONAL OFFERINGS.ANNUAL GIVING AND SPECIAL EVENT EFFORTS (NOT INCLUDING OUR TOP THREE EVENTS) HAD TOTAL EXPENSES OF $42,101 AND REVENUE OF $643,896. PROCEEDS FROM THESE EFFORTS BENEFIT OUR GRANT AND SCHOLARSHIP PROGRAMS AND PROVIDE FUNDS FOR THE AREAS OF GREATEST NEED WITHIN METHODIST LE BONHEUR HEALTHCARE AS DETERMINED BY OUR FOUNDATION BOARD OF DIRECTORS.THE METHODIST FOUNDATION AWARDS COLLEGE SCHOLARSHIPS TO CHILDREN AND DEPENDENTS OF ASSOCIATES WHO PLAN TO PURSUE A CAREER IN A HEALTH-RELATED FIELD OF STUDY. IN 2012, THE METHODIST FOUNDATION PRESENTED 20 SCHOLARSHIPS TOTALING $22,000.MANY YEARS AGO, THE METHODIST FOUNDATION ESTABLISHED "THE HUMANITARIAN FUND" WHICH HELPS ASSOCIATES IN TIMES OF CRISIS (I.E., FIRE, CRIME, DEATH). IN 2012, THE FOUNDATION PROVIDED $358,868 IN SUPPORT OF THESE ASSOCIATES. EXTERNAL ACCOUNTS AND HOSPITAL/DEPARTMENTAL FUNDS, INCLUDING OUR AUXILIARY'S FUNDRAISING, REPRESENTED $639,438 IN EXPENSES AND $730,196 IN REVENUE.OTHER FUNDRAISING INITIATIVES FOR METHODIST HEALTHCARE SERVICE LINES AND PROGRAMS HAD REVENUES OF $214,825 AND EXPENSES OF $4,500. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1502099 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 198750 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 3928231 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 78 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 37 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE WAUGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9015160656 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 UNION AVENUE SUITE 600 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| L KIRKPATRICK BOBO | ||||||||
| BOARD CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| CAROLE W WEST | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| LARRY JENSEN | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| NANCY BARNETT | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JEANNE JEMISON | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| KURT TAUER MD | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DEBBIE JONES | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ANDREW MCCARROLL | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| REV DR DEBORAH SMITH | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| REV DR ERIC WINSTON | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD W SMITH | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LEWIS WILLIAMSON | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| THOMAS MARTY CARR | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOHN GLASS | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DENNIS HIGDON THROUGH JUNE 2012 | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOHN PETTEY | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| SALLY SHY | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ED ROBERTSON | ||||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| PAULA JACOBSON | ||||||||
| FOUNDATION PRESIDENT | 50.00 | X | 221600 | 0 | 47002 | |||
| W STEVEN WEST | ||||||||
| CO-SECRETARY | 2.00 | X | 0 | 342259 | 80167 | 40.00 | ||
| LARRY SPRATLIN | ||||||||
| CO-TREASURER | 2.00 | X | 0 | 364937 | 55781 | 60.00 | ||
| CHRISTOPHER MCLEAN | ||||||||
| ASSISTANT TREASURER | 2.00 | X | 0 | 661251 | 153687 | 62.00 | ||
| MARK BILLINGSLEY | ||||||||
| DIR. OF MAJOR GIFTS | 40.00 | 114553 | 0 | 25570 | X | |||
| LORI KESSLER | ||||||||
| ADMIN DIR. OF MED. EDUCATION & RESEARCH | 40.00 | 141565 | 0 | 42649 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 477718 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1368447 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 404856 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SEMMES MURPHY FOUNDATION | |||||
| 6325 HUMPHREYS BLVD | MEMPHIS | TN | 38120 | FELLOWSHIP SERVICES | 162000 |
| UNIVERSITY OF TENNESSEE HSC | |||||
| 625 DUNLAP ST RM 320 | MEMPHIS | TN | 38163 | SALARY SUPPORT | 124053 |
| RICK B KIRCHOFF | |||||
| 2044 THORNCROFT DRIVE | GERMANTOWN | TN | 38138 | CLERGY SERVICES | 102537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 388636 | FundraisingEvents |
| Government Grants | 74869 | GovernmentGrants |
| All Other Contributions | 7487347 | AllOtherContributions |
| Noncash Contributions | 5003 | NoncashContributions |
| Total Contributions | 7950852 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68392 | TotalRevenueColumn |
| Exclusion | $68,392 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 187000 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 388636 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 317557 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -130557 | TotalRevenueColumn |
| Exclusion | -$130,557 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7888687 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$62,165 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1123536 | Total |
| Program Services | 1123536 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1501346 | Total |
| Program Services | 1501346 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221600 | Total |
| Management And General | 110800 | ManagementAndGeneral |
| Fundraising | 110800 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460492 | Total |
| Management And General | 220730 | ManagementAndGeneral |
| Fundraising | 239762 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103913 | Total |
| Management And General | 103913 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86704 | Total |
| Management And General | 42142 | ManagementAndGeneral |
| Fundraising | 44562 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42897 | Total |
| Management And General | 18591 | ManagementAndGeneral |
| Fundraising | 24306 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1942 | Total |
| Management And General | 1942 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127794 | Total |
| Management And General | 53147 | ManagementAndGeneral |
| Fundraising | 74647 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85276 | Total |
| Management And General | 80198 | ManagementAndGeneral |
| Fundraising | 5078 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1388 | Total |
| Management And General | 1388 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3067 | Total |
| Management And General | 617 | ManagementAndGeneral |
| Fundraising | 2450 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21022 | Total |
| Management And General | 10803 | ManagementAndGeneral |
| Fundraising | 10219 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3812 | Total |
| Management And General | 3812 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1058 | Total |
| Management And General | 1058 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER PROJECT DISBURSEM | 1303349 | 1303349 | ||
| MISCELLANEOUS EXPENSE | 20558 | 20240 | 318 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5109754 | Total |
| Program Services | 3928231 | ProgramServices |
| Management And General | 669381 | ManagementAndGeneral |
| Fundraising | 512142 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17700 | BOY |
| EOY | 6447 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2931245 | BOY |
| EOY | 3477115 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 136223 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 130498 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9116 | BOY |
| EOY | 5725 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7536604 | BOY |
| EOY | 9446972 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1913143 | BOY |
| EOY | 2846588 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1567042 | BOY |
| EOY | 1637492 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13974850 | BOY |
| EOY | 17420339 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 540047 | BOY |
| EOY | 613025 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 540047 | BOY |
| EOY | 613025 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5163087 | BOY |
| EOY | 5444974 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8271716 | BOY |
| EOY | 11362340 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13434803 | BOY |
| EOY | 16807314 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13974850 | BOY |
| EOY | 17420339 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2778933 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 593578 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| METHODIST HEALTHCARE - MEMPHIS HOSPITALS | |||
| 620479367 | 3 | 1 | $807,489 |
| ALLIANCE HEALTH SERVICES INC | |||
| 620841121 | 9 | 1 | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1057489 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8271716 | BeginningOfYearBalance |
| Contributions | 4245945 | Contributions |
| Investment Earnings Or Losses | 250795 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 22000 | GrantsOrScholarships |
| Other Expenditures | 1384107 | OtherExpenditures |
| End Of Year Balance | 11362349 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8502305 | BeginningOfYearBalance |
| Contributions | 1046041 | Contributions |
| Investment Earnings Or Losses | 96373 | InvestmentEarningsOrLosses |
| Other Expenditures | 1373003 | OtherExpenditures |
| End Of Year Balance | 8271716 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11410332 | BeginningOfYearBalance |
| Contributions | 2762788 | Contributions |
| Investment Earnings Or Losses | 278478 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1195806 | GrantsOrScholarships |
| Other Expenditures | 4753487 | OtherExpenditures |
| End Of Year Balance | 8502305 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10163577 | BeginningOfYearBalance |
| Contributions | 1510669 | Contributions |
| Investment Earnings Or Losses | 362622 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 260261 | GrantsOrScholarships |
| Other Expenditures | 366275 | OtherExpenditures |
| End Of Year Balance | 11410332 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7204323 | BeginningOfYearBalance |
| Contributions | 4813973 | Contributions |
| Investment Earnings Or Losses | -417684 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 324504 | GrantsOrScholarships |
| Other Expenditures | 1112531 | OtherExpenditures |
| End Of Year Balance | 10163577 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 136223 | OtherCostOrOtherBasis |
| Depreciation | 130498 | Depreciation |
| Book Value | 5725 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5725 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUND OF FUNDS-LONG/SHORT EQUITY | 633979 | F |
| PRIVATE REAL ESTATE COMINGLED FUND | 801028 | F |
| COMINGLED EQUITY SECURITIES | 1411581 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2846588 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CSV-LIFE ENDOWMENT | 666654 |
| DIVERSIFIED UNITRUST | 514671 |
| CHARITABLE REM UNITRUST - MERRIL LYNCH | 395997 |
| ADVANCES TO AFFILIATES | 60170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1637492 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8799822 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 593578 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 593578 | RevenueNotRptdF990 |
| Revenue Subtotal | 8206244 | RevenueSubtotal |
| Other Revenues Not Included | -317557 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -317557 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7888687 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5427311 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 317557 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 317557 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5109754 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5109754 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION RECEIVED A LIMITED AMOUNT OF DONOR-RESTRICTED ENDOWMENT FUNDING AND DOES NOT MAINTAIN ANY BOARD-DESIGNATED ENDOWMENTS. IN ALL MATERIAL RESPECTS, INCOME FROM THE DONOR RESTRICTED ENDOWMENT FUNDS IS ITSELF RESTRICTED TO SPECIFIC DONOR-DIRECTED PURPOSES, AND IS THEREFORE ACCOUNTED FOR WITHIN TEMPORARILY RESTRICTED NET ASSETS UNTIL EXPENDED IN ACCORDANCE WITH THE DONOR'S WISHES. FOUNDATION FUNDS ARE INVESTED IN SECURITIES THAT, FROM TIME TO TIME, CAN EXPERIENCE DROPS IN MARKET VALUATIONS. WHILE OUR INVESTMENT POLICIES ARE CONSERVATIVE AND STRIVE TO PROTECT PRINCIPAL AND CORPUS, THERE IS NO ASSURANCE THAT THE ABSOLUTE VALUE OF FUNDS CANNOT DROP BELOW ORIGINAL VALUE DURING TIMES OF SEVERE MARKET DROPS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION CONSOLIDATES ITS AUDIT WITH ITS CORPORATE PARENT AND OTHER SUBSIDIARIES OF THE PARENT. THE FOLLOWING STATEMENT REFLECTS THE FIN 48 FOOTNOTE OF THE CONSOLIDATED GROUP. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SYSTEM AND ALL OF THE NONPROFIT AFFILIATES FOR WHICH THE SYSTEM OR ITS BOARD OF DIRECTORS IS CONTROLLING MEMBER ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3). AS QUALIFIED TAX-EXEMPT ORGANIZATIONS, THE SYSTEM'S NONPROFIT AFFILIATES MUST OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THEIR TAX-EXEMPT STATUS. INCOME TAX FROM THE OPERATIONS OF THE SYSTEM'S WHOLLY OWNED FOR-PROFIT SUBSIDIARY, AMBULATORY OPERATIONS, INC., AND ITS SUBSIDIARIES IS NOT SIGNIFICANT. THE SYSTEM APPLIES FASB ASC TOPIC 740 (TOPIC 740), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AND PROVIDES GUIDANCE ON WHEN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. THERE HAS BEEN NO IMPACT ON THE SYSTEM'S COMBINED FINANCIAL STATEMENTS AS A RESULT OF TOPIC 740. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES -317,557. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 317,557. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CANCER CENTER LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 291750 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 179550 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 112200 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 4785 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 7009 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 38755 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 77300 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 44484 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MH GOLF CLASSIC | NameOfEvent2 |
| Gross Receipts Event2 | 185590 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 159490 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 26100 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 4609 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 50741 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 10389 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 1363 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 2204 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 98296 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 49596 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 48700 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 2112 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 6686 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 30820 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 350 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 35950 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 575636 | GrossReceiptsTotal |
| Charitable Contributions Total | 388636 | CharitableContributionsTotal |
| Gross Revenue Total Events | 187000 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 11506 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 64436 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 79964 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 79013 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 82638 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 317557 | DirectExpenseSummaryEvents |
| Net Income Summary | -130557 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALLIANCE HEALTH SERVICES INC | |||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38104 | 620841121 | 501(C)(3) | 250000 | VARIOUS PROGRAMS AND OPERATIONAL SUPPORT |
| METHODIST HEALTHCARE - MEMPHIS HOSPITALS | |||||||
| 1265 UNION AVE | MEMPHIS | TN | 38104 | 620479367 | 501(C)(3) | 333921 | CAPITAL ACQUISITION |
| METHODIST LE BONHEUR HEALTHCARE | |||||||
| 1211 UNION AVENUE SUITE 700 | MEMPHIS | TN | 38104 | 581454711 | 501(C)(3) | 66047 | OPERATIONAL SUPPORT |
| METHODIST HEALTHCARE - MEMPHIS HOSPITALS | |||||||
| 1265 UNION AVE | MEMPHIS | TN | 38104 | 620479367 | 501(C)(3) | 473568 | SUPPORT FOR THE SICKLE CELL CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| PHYSICIANS' RESEARCH NETWORK - SUPPORT SERVICES AND REGULATORY ASSISTANCE FOR TRIALS MANAGEMENT | 475 | 1120478 |
| COLLEGE SCHOLARSHIPS | 20 | 22000 |
| THE HUMANITARIAN FUND - ASSISTANCE IN TIMES OF CRISIS | 378 | 358868 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE GRANT REVIEW COMMITTEE (GRC) OF THE METHODIST HEALTHCARE FOUNDATION (MHF) BIANNUALLY ASSESSES PROPOSALS, IN THE FORMAT PROVIDED AS PART OF ITS GRANT APPLICATION PACKET, FOR FUNDING. PROJECTS ARE FUNDED BASED ON A STANDARD ADMINISTRATION PROCESS ESTABLISHED BY THE GRC. ADDITIONALLY, FUNDED PROJECTS INCLUDE THOSE THAT FIT CURRENT GRANT MAKING PRIORITIES OF METHODIST LE BONHEUR HEALTHCARE (MLH). GRANT APPLICATION PROCESS: 1. ELIGIBILITY CRITERIA. TO BE ELIGIBLE FOR THE GRANT, THE APPLICANT MUST FOCUS ON CLINICAL RESEARCH OR HEALTH OUTCOMES RELATED TO THE MISSION, GOALS AND STRATEGIC PLAN OF MLH, BE A MEMBER OF THE MLH MEDICAL STAFF IN GOOD STANDING WITH MLH, AND HAVE RECEIVED APPROPRIATE ADMINISTRATIVE OR INSTITUTIONAL REVIEW BOARD APPROVAL, IF APPLICABLE. 2. GRANT MAKING PRIORITIES. THE GRC FUNDS PROJECTS OF MANY TYPES, INCLUDING RESEARCH. THE GRC WILL GIVE PRIORITY TO PROJECTS THAT FIT THE MISSION AND GOALS OF MLH. THE GRANT AWARD PROGRAM PROVIDES SUPPORT TO GROUPS AND INDIVIDUALS THAT COMPLEMENT THE WORK CONDUCTED IN AREAS OF MOST INTEREST TO MLH, SPECIFICALLY NEUROSCIENCE, TRANSPLANTATION, CANCER, PATIENT SAFETY, QUALITY OF CARE, AND NURSING EXCELLENCE AND EDUCATION. DUE TO THE HIGH LEVEL OF COMPETITION FOR PHILANTHROPIC RESOURCES, SOME TYPES OF PROJECTS ARE NOT SUPPORTED AS A MATTER OF GENERAL POLICY. THE FOLLOWING IS A LIST OF ACTIVITIES THAT ARE NOT SUPPORTED BY THE GRANT REVIEW PROCESS OF THE FOUNDATION: - BASIC SCIENCE - ONGOING GENERAL OPERATING EXPENSES OR EXISTING DEFICITS - INDIRECT COSTS - POLITICAL CONTRIBUTIONS - PROJECTS IN CONFLICT WITH THE MISSION STATEMENT OF MLH - PROJECTS IN CONFLICT WITH THE SOCIAL PRINCIPLE OF THE UNITED METHODIST CHURCH ADDITIONALLY, THE GRC RARELY AWARDS GRANTS FOR: - CONFERENCES OR SYMPOSIA (UNLESS THEY ARE CLEARLY RELATED TO THE FOUNDATION'S GOALS AND PRIORITIES) - PUBLICATIONS OR MEDIA PROJECTS, EXCEPT THOSE THAT GROW OUT OF ONE OF OUR GRANT PROGRAMS | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAULA JACOBSON | ||||||||||||||
| FOUNDATION PRESIDENT | 193991 | 0 | 0 | 0 | 27609 | 0 | 38746 | 0 | 8256 | 0 | 268602 | 0 | 22186 | 0 |
| W STEVEN WEST | ||||||||||||||
| CO-SECRETARY | 0 | 189036 | 0 | 42611 | 0 | 110612 | 0 | 59474 | 0 | 20693 | 0 | 422426 | 0 | 104103 |
| LARRY SPRATLIN | ||||||||||||||
| CO-TREASURER | 0 | 289765 | 0 | 38391 | 0 | 36781 | 0 | 36718 | 0 | 19063 | 0 | 420718 | 0 | 30544 |
| CHRISTOPHER MCLEAN | ||||||||||||||
| ASSISTANT TREASURER | 0 | 463726 | 0 | 176443 | 0 | 21082 | 0 | 130578 | 0 | 23109 | 0 | 814938 | 0 | 0 |
| LORI KESSLER | ||||||||||||||
| ADMIN DIR. OF MED. EDUCATION & RESEA | 130229 | 0 | 10001 | 0 | 1335 | 0 | 17649 | 0 | 25000 | 0 | 184214 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | 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% 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. 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 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 PLAN FOR 2012 INCLUDE THE FOLLOWING: PAULA JACOBSON - $ 15,721 CHRISTOPHER MCLEAN - 56,565 LARRY SPRATLIN - 23,473 W. STEVEN WEST - 7,160 | |
| PART I, LINE 7 | THE MANAGEMENT INCENTIVE PLAN INTENDS TO REWARD MANAGEMENT FOR THE ACHIEVEMENT OF PERFORMANCE AGAINST A PRE-ESTABLISHED SET OF BALANCED AND CHALLENGING GOALS. THE PLAN ALSO INCLUDES A PROVISION THAT DEFERS VESTING OF A PORTION OF THE AWARD SUBJECT TO CONTINUED EMPLOYMENT (WITH A SUBSTANTIAL RISK OF FORFEITURE) TO ENCOURAGE RETENTION OF EXECUTIVES. THIS PLAN IS REVIEWED BY AN EXTERNAL THIRD-PARTY CONSULTANT. | |
| PART III | PART I, LINE 3: THE BOARD OF METHODIST LE BONHEUR HEALTHCARE, A RELATED ORGANIZATION AND CORPORATE OVERSIGHT ENTITY, CONDUCTS THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR ITS OFFICERS AND KEY EMPLOYEES: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION STUDY / SURVEY - APPROVAL BY THE BOARD / COMPENSATION COMMITTEE | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR AND VICECHAIR OF THE BOARD, THE PRESIDENT OF THE CORPORATION, THE METHODIST LE BONHEUR HEALTHCARE REPRESENTATIVE TO THE BOARD, AND OTHER MEMBERS AS APPOINTED BY THE CHAIR. THIS COMMITTEE SHALL ACT AS AN ADVISORY COMMITTEE TO THE BOARD OF DIRECTORS AND TO THE OTHER OFFICERS OF THE CORPORATION EXCEPT THAT IT SHALL HAVE THE POWER TO ACT WHEN THE BOARD IS NOT IN SESSION, AND IT SHALL PERFORM SUCH FUNCTIONS AND DUTIES THAT MAY BE DELEGATED TO IT BY THE BOARD OF DIRECTORS, HOWEVER, THE EXECUTIVE COMMITTEE MAY NOT: AUTHORIZE DISTRIBUTIONS OF ASSETS; APPROVE OR RECOMMEND TO THE MEMBER DISSOLUTION, MERGER, OR THE SALE, PLEDGE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; ELECT, APPOINT OR REMOVE DIRECTORS OR FILL VACANCIES ON THE BOARD OR ON ANY OF ITS COMMITTEES; OR TAKE ANY OTHER ACTION CONTRARY TO THE POWERS RESERVED FOR THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | DUE TO THE INTER-CONNECTIVE NATURE OF BUSINESS, A FEW INDIVIDUALS ON THE BOARD WERE IDENTIFIED AS HAVING BUSINESS RELATIONSHIPS WITH OTHER BOARD MEMBERS. THE METHODIST HEALTHCARE FOUNDATION DIRECTOR SELECTION COMMITTEE HAS TAKEN GREAT CARE IN IDENTIFYING THESE RELATIONSHIPS PRIOR TO SELECTION TO ENSURE THE INTEGRITY OF BOARD DECISIONS ARE PRESERVED AND POTENTIAL CONFLICTS OF INTEREST ARE MINIMIZED IN THE FUTURE. BOARD MEMBERS L. KIRKPATRICK BOBO AND JOHN PETTEY HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | METHODIST HEALTHCARE FOUNDATION IS A SUBSIDIARY OF METHODIST LE BONHEUR HEALTHCARE (MLH, 58-1454711) WITH MLH AS THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | AS THE SOLE MEMBER OF THE ORGANIZATION, MLH AND ITS BOARD OF DIRECTORS ELECT ALL MEMBERS OF THE GOVERNING BODY FOR METHODIST HEALTHCARE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER SHALL FROM TIME TO TIME ADOPT AND PROMULGATE SUCH AMENDMENTS, AS THEY SHALL DEEM APPROPRIATE TO THE BYLAWS AND TO THE GENERAL POLICIES AND GUIDELINES OF THE CORPORATION, ALL OF WHICH SHALL BE CONSISTENT WITH THE PURPOSES OF THE CORPORATION. UPON REQUEST BY THE BOARD OF DIRECTORS AND AT SUCH OTHER TIMES AS THE MEMBER MAY SELECT, THE MEMBER SHALL REVIEW THE AFFAIRS OF THE CORPORATION AND TAKE SUCH ACTION AS IT MAY DEEM APPROPRIATE IN ACCORDANCE WITH THE BYLAWS. THE FOLLOWING ITEMS, AFTER BEING REVIEWED AND ADOPTED BY THE BOARD OF DIRECTORS, SHALL BE SUBMITTED TO THE MEMBER FOR APPROVAL: - IN THE LAST MONTH OF EACH FISCAL YEAR, A STRATEGIC PLAN, AND A ONE (1) YEAR OPERATING BUDGET OF THE CORPORATION'S ENSUING FISCAL YEAR, AND THEREAFTER, ANY ACTION WHICH WILL RESULT IN A SUBSTANTIAL CHANGE IN THE EXPENDITURES OR REVENUE FORECAST IN ANY SUCH PLANS OR BUDGETS; - ANY SALE, EXCHANGE, GIFT MORTGAGE, OPTION, LEASE WITH A TERM IN EXCESS OF ONE (1) YEAR (EXCEPT TO DOCTORS FOR OFFICE SPACE), OR OTHER DISPOSITION OF ANY REAL PROPERTY (INCLUDING IMPROVEMENTS THEREON) OR INTEREST THEREIN OWNED BY THE CORPORATION, OR ANY OTHER ASSET OR ASSETS OWNED BY THE CORPORATION WITH A VALUE IN EXCESS OF FIVE HUNDRED THOUSAND DOLLARS ($500,000), EXCEPT WITH RESPECT TO TRANSACTIONS SPECIFIED AND PREVIOUSLY APPROVED WITHIN THE CAPITAL OR OPERATING BUDGETS; - ANY APPLICATION FOR A GOVERNMENT GRANT; - ANY AMENDMENT OR RESTATEMENT OF THE CORPORATE CHARTER OR ANY PLAN OF MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; - ANY INDEMNIFICATION OF PERSONS BY THE CORPORATION EXCEPT AS SPECIFIED IN THESE BYLAWS; - ANY ACTION OR INACTION AT VARIANCE WITH THE STATED POLICIES OF THE CORPORATION, WHICH POLICIES HAVE BEEN APPROVED BY THE MEMBER; - THE NEGOTIATION, IMPLEMENTATION, NON-RENEWAL OR ANY OTHER ACTION TAKEN WITH RESPECT TO ANY MANAGEMENT CONTRACT; - ANY RELEASE OR CANCELLATION BY THE CORPORATION OF A CLAIM OR RIGHT OF ACTION AGAINST ANOTHER PARTY IN AN AMOUNT IN EXCESS OF FIVE HUNDRED THOUSAND DOLLARS ($500,000); - THE SELECTION OF ANY BANKING INSTITUTIONS AS A DEPOSITORY OF CORPORATE FUNDS; AND - ANY OTHER MATTERS AS MAY BE REQUIRED BY LAW TO BE SUBMITTED TO THE MEMBER OF A NOT FOR PROFIT CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INPUT FROM HUMAN RESOURCES, LEGAL, COMPLIANCE, AND FINANCE DEPARTMENTS AND EXTERNAL FINANCIAL CONSULTANTS. FINANCIAL INFORMATION IS RECONCILED TO AUDITED FINANCIAL STATEMENTS AS APPROPRIATE. THE INFORMATION TO BE DISCLOSED REGARDING COMPENSATION IS REVIEWED WITH THE COMPENSATION COMMITTEE OF THE BOARD. THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF MLH AND MANAGEMENT OF THE ORGANIZATION AS APPROPRIATE. A COPY OF THE RETURN IS PROVIDED TO EACH BOARD MEMBER VIA E-MAIL PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | METHODIST LE BONHEUR HEALTHCARE, THE PARENT ORGANIZATION, EMPLOYS A COMPLIANCE OFFICER WHO MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FOR ALL VOTING BOARD MEMBERS AND APPLICABLE OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE BOARD OF DIRECTORS OF METHODIST LE BONHEUR HEALTHCARE, THE PARENT ORGANIZATION. AN EXTERNAL INDEPENDENT CONSULTANT ADVISES THE BOARD COMPENSATION COMMITTEE ON EXECUTIVE SALARY AND INCENTIVE COMPENSATION. BENEFITS ARE PERIODICALLY BENCHMARKED BY A SEPARATE EXTERNAL CONSULTANT AND ANY CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS AND IS A SUBGROUP OF THE FULL BOARD OF DIRECTORS. THE COMPENSATION CONSULTANT ANNUALLY DEVELOPS TOTAL CASH COMPENSATION COMPARISONS OF PEER NON-PROFIT SYSTEMS ESTABLISHED BY THE COMPENSATION COMMITTEE. THE COMPENSATION CONSULTANT INTERPRETS THE INFORMATION AND PROVIDES AN OPINION OF REASONABLENESS ON THE TOTAL CASH COMPENSATION PACKAGE. THE COMPENSATION COMMITTEE APPROVES ANY CHANGES TO THE COMPENSATION AND EXECUTIVE BENEFIT STRUCTURE OF THE CEO AND OTHER TOP EXECUTIVES, OTHERWISE KNOWN AS DISQUALIFIED CANDIDATES. ALL OTHER COMPENSATION DECISIONS ARE DETERMINED BY ARRANGEMENT AS DELEGATED BY THE BOARD OF DIRECTORS. THE COMMITTEE DOCUMENTS ALL DETERMINATIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT OUR WEBSITE IN THE "ABOUT US" SECTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED IN A CONSOLIDATION WITH ITS CORPORATE PARENT, METHODIST LE BONHEUR HEALTHCARE, AND RELATED SUBSIDIARIES. INFORMATION ON FINANCIAL STATEMENTS IS AVAILABLE BY CONTACTING THE ORGANIZATION'S CORPORATE OFFICE. PLEASE SEE FORM 990, PART VI, LINE 20 FOR DETAILS. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS FOR ALL AFFILIATES OF METHODIST LE BONHEUR HEALTHCARE ARE ALSO AVAILABLE BY REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| METHODIST LE BONHEUR HEALTHCARE | |||||||||||
| 1211 UNION AVENUE SUITE 700 | MEMPHIS | TN | 38104 | 581454711 | SUPPORTING ORGANIZATION | TN | 501(C)(3) | LINE 11B, II | N/A | 0 | |
| METHODIST HEALTHCARE - MEMPHIS HOSPITALS | |||||||||||
| 1265 UNION AVENUE | MEMPHIS | TN | 38104 | 620479367 | HOSPITALS | TN | 501(C)(3) | LINE 3 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| METHODIST HEALTHCARE - FAYETTE HOSPITAL | |||||||||||
| 214 LAKEVIEW DRIVE | SOMERVILLE | TN | 38068 | 620862334 | HOSPITAL | TN | 501(C)(3) | LINE 3 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| METHODIST EXTENDED CARE HOSPITAL INC | |||||||||||
| 225 SOUTH CLAYBROOK | MEMPHIS | TN | 38104 | 621518342 | HOSPITAL | TN | 501(C)(3) | LINE 3 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES | |||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 582078931 | OUTPATIENT HEALTHCARE | TN | 501(C)(3) | LINE 9 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES | |||||||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38134 | 621403517 | OUTPATIENT HEALTHCARE | TN | 501(C)(3) | LINE 9 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| ALLIANCE HEALTH SERVICES INC | |||||||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38134 | 620841121 | HEALTHCARE | TN | 501(C)(3) | LINE 9 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION | |||||||||||
| 850 POPLAR AVENUE BLDG 2 | MEMPHIS | TN | 38105 | 621872938 | FOUNDATION | TN | 501(C)(3) | LINE 11A, I | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| LE BONHEUR COMMUNITY HEALTH AND WELL-BEING | |||||||||||
| 50 PEABODY PLACE | MEMPHIS | TN | 38103 | 621251288 | FOUNDATION | TN | 501(C)(3) | LINE 7 | 0 | LE BONHEUR CHILDREN'S FOUNDATION | |
| METHODIST HEALTHCARE-JONESBORO HOSPITAL | |||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 710499625 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| METHODIST HEALTHCARE-DYERSBURG HOSPITAL | |||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 621155084 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| METHODIST HEALTHCARE CENTRAL MS MEDICAL ASSOCIATES | |||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 640884720 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| METHODIST HEALTHCARE-JACKSON HOSPITAL | |||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 640794199 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| METHODIST HEALTHCARE-MIDDLE MISSISSIPPI HOSPITAL | |||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 640698911 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
| METHODIST HEALTHCARE-OLIVE BRANCH HOSPITAL | |||||||||||
| 1211 UNION AVENUE SUITE 700 | MEMPHIS | TN | 38104 | 640889822 | HOSPITAL | MS | 501(C)(3) | LINE 3 | 0 | METHODIST LE BONHEUR HEALTHCARE | |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| DESOTO DIAGNOSTIC IMAGING LLC | |||||||
| 9085 SANDIDGE CTR CV | OLIVE BRANCH | MS | 38654 | 621802576 | RADIOLOGY | MS | N/A |
| NORTH SURGERY CENTER LP | |||||||
| 3960 NEW COVINGTON PIKE | MEMPHIS | TN | 38128 | 621685756 | SURGERY CENTER | TN | N/A |
| METHODIST SURGERY CENTER-GERMANTOWN LP | |||||||
| 1363 S GERMANTOWN ROAD | GERMANTOWN | TN | 38138 | 621659904 | SURGERY CENTER | TN | N/A |
| HAMILTON EYE INSTITUTE SURGERY CENTER LP | |||||||
| 930 MADISON AVE 3RD FLOOR | MEMPHIS | TN | 38103 | 202873438 | SURGERY CENTER | TN | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| AMBULATORY OPERATIONS INC | |||||||||
| 1211 UNION AVENUE SUITE 600 | MEMPHIS | TN | 38104 | 621157166 | MEDICAL SERVICES | TN | N/A | C | 0 |
| SOLUS MANAGEMENT SERVICES INC | |||||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38134 | 621361349 | HEALTH SERVICES MANAGEMENT | TN | N/A | C | 0 |
| MEMPHIS PROFESSIONAL BUILDING INC | |||||||||
| 1211 UNION AVENUE SUITE 600 | MEMPHIS | TN | 38104 | 621847544 | INVESTMENTS | TN | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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