METHODIST HEALTHCARE FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- METHODIST HEALTHCARE FOUNDATION (EIN 23-7320638)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-23
- IRS object ID
- 201142669349300419
- Schema version
- 2010v3.4
- 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 | 2011-09-23T14:58:48-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | CHRIS MCLEAN | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 9015160500 | Phone |
| Date Signed | 2011-09-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY BIBBY | Name |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | 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 | 7006040 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.METHODISTHEALTH.ORG | 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 | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Nbr Volunteers | 275 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3538835 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6267607 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 608762 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -172672 | OtherRevenuePriorYear |
| Other Revenue Current Year | -175979 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3366163 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6700390 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 343815 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8467302 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1479691 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 852881 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 72000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 116076 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1055409 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3370630 | OtherExpensePriorYear |
| Other Expenses Current Year | 1767091 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5266136 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11203350 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1899973 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4502960 | RevenuesLessExpensesCY |
| Total Assets BOY | 18308074 | TotalAssetsBOY |
| Total Assets EOY | 14371156 | TotalAssetsEOY |
| Total Liabilities BOY | 460748 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 324899 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17847326 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14046257 | 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 | 4751000 | Expense |
| Grants | 4338918 | Grants |
| Description | THE FOUNDATION IS COORDINATING THE FUNDRAISING TO CONSTRUCT A NEW RESIDENTIAL HOSPICE FACILITY. THE HOSPICE RESIDENCE WILL BE 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 WILL CONTAIN A LARGE "LIVING ROOM," FAMILY RECHARGE AREAS AND LOVELY GARDENS THAT CAN BE ACCESSED BY ALL PATIENT ROOMS. IT WILL BE PART OF ALLIANCE HEALTH SERVICES, INC, A 501(C)(3) ORGANIZATION (EIN 62-0841121, A SUBSIDIARY OF METHODIST LE BONHEUR HEALTHCARE). SINCE 1979, THE HOSPICE HAS PROVIDED COMPASSIONATE CARE AND SUPPORT TO INDIVIDUALS AND THEIR FAMILIES WHO ARE FACING LIFE'S FINAL JOURNEY. AS ONE OF THE FIRST HOSPICES IN THE COUNTRY TO RECEIVE MEDICARE CERTIFICATION, METHODIST'S HOSPICE WORKS TO HELP EASE THE END-OF-LIFE TRANSITION FOR ALMOST 150 FAMILIES IN THE MID-SOUTH EVERY DAY. THE GRAND OPENING OF THIS FACILITY IS EXPECTED TO BE IN JULY 2011. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1596955 | Expense |
| Grants | 1596955 | Grants |
| Description | THE SPIRIT OF FAITH AND HEALING PERMEATES THE FABRIC 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 CONVENANTAL RELATIONSHIPS WITH 350+ 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 836384 | Expense |
| Grants | 836384 | Grants |
| Description | THE FOUNDATION IS COMMITTED TO SPONSORING MEDICAL RESEARCH. METHODIST LE BONHEUR HEALTHCARE HAD 293 OPEN CLINICAL RESEARCH PROTOCOLS IN 2010 OF WHICH 81 WERE NEW STUDIES. 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 |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2369586 | Expense |
| Grants | 1695044 | 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 FUND PROGRAMS TO STAY ON THE CUTTING EDGE OF MEDICAL SCIENCE. IN 2010, THE FOUNDATION PROVIDED $633,898 IN SUPPORT OF THESE PROGRAMS. 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 2010 MLH OFFERED 22 COURSES, 55 REGULARLY SCHEDULED SERIES AND 4 ENDURING MATERIALS FOR A TOTAL OF 81 PROGRAMS, 1,373 HOURS. A TOTAL OF 16,444 PHYSICIANS AND 4,118 NON-PHYSICIANS ATTENDED. THE FOUNDATION SPENT $453,444 IN 2010 IN SUPPORT OF THESE EDUCATIONAL OFFERINGS.ANNUAL GIVING AND SPECIAL EVENT EFFORTS (NOT INCLUDING OUR TOP THREE EVENTS) HAD TOTAL EXPENSES OF $187,129. 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 2010, THE METHODIST FOUNDATION PRESENTED 18 SCHOLARSHIPS TOTALING $21,000.THE GRANTS APPROVED BY THE METHODIST HEALTHCARE FOUNDATION BOARD OF DIRECTORS IN 2010 INCLUDE:- "PHARMACOKINETICS OF MERCURY IN EXTREMELY LOW BIRTH WEIGHT INFANTS AFTER CO-TRANSFUSION WITH PACKED RED BLOOD CELLS." (MOHAMAD ELABIAD, MD) - $3,690- FEASIBILITY STUDY OF THE USE OF SPECIAL SPECIMEN COLLECTION KIT TO IMPROVE LYMPH NODE YIELD DURING SURGICAL RESECTION OF NON-SMALL CELL LUNG CANCER (RAYMOND OSAROGIAGBON, MD) AND PATHOLOGIC EXAMINATION OF RESECTED LUNG CANCER: A PILOT STUDY TO IMPROVE STAGING (ROBERT RAMIREZ, DO) - $30,000- USE OF REPEAT ENDOTRACHEAL ASPIRATES TO GUIDE ANTIBIOTIC DURATION IN CRITICALLY-ILL PATIENTS WITH PNEUMONIA (CHRIS FINCH, PHARM.D.) - $5,000MANY YEARS AGO, THE METHODIST FOUNDATION ESTABLISHED "THE HUMANITARIAN FUND" WHICH HELPS ASSOCIATES IN TIMES OF CRISIS (I.E., FIRE, CRIME, DEATH). IN 2010, THE FOUNDATION PROVIDED $321,998 IN SUPPORT OF THESE ASSOCIATES. THE HELP FUND PROGRAM HAD EXPENSES OF $65,562 AND REVENUE OF $76,242. THIS PROGRAM ALLOWS MLH ASSOCIATES TO CREATE FUNDS FOR SPECIFIC ASSOCIATES TO HELP THEM IN THEIR TIME OF DIRE NEED.THE NURSE LEADER INSTITUTE HAD EXPENSES OF $94,683. THIS INSTITUTE IS FUNDED BY THE H.R.S.A.-NURSE EDUCATION PRACTICE RETENTION GRANT FUNDING STREAM, AND IT PROVIDES LEADERSHIP TRAINING AND COACHING FOR MID-LEVEL AND FRONTLINE NURSE LEADERS, WITH A GOAL OF IMPROVED RN RETENTION AND LEADING TO GREATER EXPERTISE IN PROVIDING PATIENT CARE AND IMPROVED PATIENT OUTCOMES.COMPREHENSIVE SICKLE CELL CENTER OF MEMPHIS WILL PROVIDE COMPREHENSIVE CARE FOR ADULT PATIENTS WITH SICKLE CELL DISEASE. THE CENTER WILL INCLUDE AN OUTPATIENT TREATMENT CENTER FOR CLINICAL CARE AND ROUTINE HEALTH MAINTENANCE CARE AND AN IN-PATIENT UNIT FOR THOSE WITH MORE URGENT CARE NEEDS. THE CSCC HAD EXPENSES OF $5,381.FOR MORE INFORMATION ON THESE, OR ANY OTHER FOUNDATION RELATED PROGRAMS, PLEASE VISIT OUR WEBSITE, WWW.METHODISTHEALTH.ORG/GIVE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2369586 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1695044 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 9553925 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 57 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 18 | 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 | 15 | 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 |
| Other Website | X | OtherWebsite |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PAULA JACOBSON | |||||||
| FOUNDATION PRESIDENT | 50.00 | X | X | 265071 | 0 | 49363 | |
| SUSAN MURRMANN | |||||||
| BOARD CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| L KIRKPATRICK BOBO | |||||||
| BOARD VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| CAROLE W WEST | |||||||
| CO-SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| B LANE CARRICK | |||||||
| CO-TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| TOM PREWITT | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SHERRI SAWYER | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOHN BOBANGO | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT MILLS | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ALLEN K SILLS | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KENNARD BROWN | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MIKE P STURDIVANT | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LEWIS WILLIAMSON | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KING ROGERS | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS MARTY CARR | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BENA CATES | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| REV CYNTHIA DAVIS | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MAURICE ELLIOTT | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOHN GLASS | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DENNIS HIGDON | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| REV RICK KIRCHOFF | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM TAD MAYS JR | |||||||
| 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 | ||
| BRIDGET TRENARY | |||||||
| BOARD DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| W STEVEN WEST | |||||||
| CO-SECRETARY | 2.00 | X | 0 | 452755 | 96574 | ||
| LARRY SPRATLIN | |||||||
| CO-TREASURER | 2.00 | X | 0 | 344535 | 61398 | ||
| CHRIS MCLEAN | |||||||
| ASSISTANT TREASURER | 2.00 | X | 0 | 677389 | 150217 | ||
| MARK BILLINGSLEY | |||||||
| DIRECTOR MAJOR GIFTS | 40.00 | 126286 | 0 | 16019 | X | ||
| LORI KESSLER | |||||||
| DIRECTOR | 40.00 | 147739 | 0 | 28969 | X | ||
| ROBERT PLUNK | |||||||
| DIRECTOR OF CORPORATE DEVELOPMENT | 40.00 | 107916 | 0 | 24650 | X | ||
| KATHRYN BRINSON | |||||||
| DIRECTOR | 40.00 | 97387 | 0 | 8127 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 647012 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1474679 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 427190 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF TENNESSEE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 S DUNLAP ST RM 500 | AddressLine1 |
| City | MEMPHIS | City |
| State | TN | State |
| ZIP Code | 38103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ETHICAL RESEARCH REVIEW | DescriptionOfServices |
| Compensation | 430000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 428120 | FundraisingEvents |
| All Other Contributions | 5839487 | AllOtherContributions |
| Total Contributions | 6267607 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 608762 | TotalRevenueColumn |
| Exclusion | $608,762 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 129671 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 428120 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 305650 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -175979 | TotalRevenueColumn |
| Exclusion | -$175,979 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6700390 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $432,783 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7249230 | Total |
| Program Services | 7249230 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1218072 | Total |
| Program Services | 1218072 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 647057 | Total |
| Management And General | 314095 | ManagementAndGeneral |
| Fundraising | 332962 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84347 | Total |
| Management And General | 84347 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75894 | Total |
| Management And General | 75894 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45583 | Total |
| Management And General | 19400 | ManagementAndGeneral |
| Fundraising | 26183 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1500 | Total |
| Management And General | 1500 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116076 | Total |
| Fundraising | 116076 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7493 | Total |
| Management And General | 3067 | ManagementAndGeneral |
| Fundraising | 4426 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645 | Total |
| Management And General | 645 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 602855 | Total |
| Management And General | 45374 | ManagementAndGeneral |
| Fundraising | 557481 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100 | Total |
| Program Services | 1100 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5203 | Total |
| Management And General | 685 | ManagementAndGeneral |
| Fundraising | 4518 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42968 | Total |
| Management And General | 29205 | ManagementAndGeneral |
| Fundraising | 13763 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3451 | Total |
| Program Services | 3451 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280 | Total |
| Management And General | 280 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER PROJECT DISBURSEM | 628628 | 628628 | |
| PHYSN. EDU. PROVIDED | 453444 | 453444 | |
| MISCELLANEOUS EXPENSE | 19524 | 19524 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11203350 | Total |
| Program Services | 9553925 | ProgramServices |
| Management And General | 594016 | ManagementAndGeneral |
| Fundraising | 1055409 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3239 | BOY |
| EOY | 637 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2347482 | BOY |
| EOY | 3512019 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 202951 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 196002 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 507575 | BOY |
| EOY | 6949 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12184321 | BOY |
| EOY | 8035454 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1161047 | BOY |
| EOY | 1040224 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2104410 | BOY |
| EOY | 1775873 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18308074 | BOY |
| EOY | 14371156 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460748 | BOY |
| EOY | 324899 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460748 | BOY |
| EOY | 324899 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6436973 | BOY |
| EOY | 5543953 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11410353 | BOY |
| EOY | 8502304 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17847326 | BOY |
| EOY | 14046257 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18308074 | BOY |
| EOY | 14371156 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4502960 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 701891 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| METHODIST HEALTHCARE - MEMPHIS HOSPITALS | |||||
| 620479367 | 3 | 1 | 1 | 1 | $2,180,421 |
| METHODIST LE BONHEUR HEALTHCARE | |||||
| 581454711 | 3 | 1 | 1 | 1 | $135,824 |
| ALLIANCE HEALTH SERVICES INC | |||||
| 620841121 | 9 | 1 | 1 | 1 | $4,932,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 7249229 | SumOfAmounts |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SUPPORTED ORGANIZATIONS: (1) METHODIST HEALTHCARE-MEMPHIS HOSPITALS: $ 2,180,421 (2) METHODIST LE BONHEUR HEALTHCARE: 135,824 (3) ALLIANCE HEALTH SERVICES: 4,932,984 | GeneralExplanation |
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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 202951 | OtherCostOrOtherBasis |
| Depreciation | 196002 | Depreciation |
| Book Value | 6949 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6949 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUND OF FUNDS-LONG/SHORT EQUITY | 708102 | F |
| PRIVATE REAL ESTATE COMINGLED FUND | 332122 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1040224 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CSV-LIFE ENDOWMENT | 717251 |
| DIVERSIFIED UNITRUST | 505109 |
| CHARITABLE REM UNITRUST - MERRIL LYNCH | 381987 |
| ADVANCES TO AFFILIATES | 171526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1775873 | TotalBookValueOtherAssets |
| Total Revenue | 6700390 | TotalRevenue |
| Total Expenses | 11203350 | TotalExpenses |
| Excess Or Deficit For Year | -4502960 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 701891 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 701891 | TotalAdjustments |
| Excess Or Deficit Per FS | -3801069 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7707931 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 701891 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 701891 | RevenueNotRptdF990 |
| Revenue Subtotal | 7006040 | RevenueSubtotal |
| Other Revenues Not Included | -305650 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -305650 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6700390 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11509000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 305650 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 305650 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11203350 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11203350 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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. THE FOUNDATION HAS INTERPRETED TENNESSEE'S STATE PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (SPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS, ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. 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. THE FOUNDATION OVERSEES INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS TO ENSURE THAT THE FAIR VALUE OF THE ORIGINAL GIFT IS PRESERVED. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSE -305,650. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSE 305,650. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| GASKILL STRATEGIES LLC | ||||||||
| 2125 CENTRAL AVE | MEMPHIS | TN | 38104 | CONSULTATION | 0 | 3500000 | 98076 | 3401924 |
| HOLTZCLAW GROUP | ||||||||
| 1781 CARR | MEMPHIS | TN | 38104 | CONSULTATION | 0 | 648850 | 18000 | 630850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 4148850 | TotalGrossReceipts |
| Total Retained By Contractors | 116076 | TotalRetainedByContractors |
| Total Net To Organization | 4032774 | TotalNetToOrganization |
| Licensed States | AR | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | MS | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CANCER CENTER LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 244266 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 198120 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 46146 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 4599 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 4273 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 43399 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 79108 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 32124 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LIVING AWARDS BENEFIT | NameOfEvent2 |
| Gross Receipts Event2 | 115000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 76500 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 38500 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 5000 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 1642 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 1959 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 37442 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 500 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 40481 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 198525 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 153500 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 45025 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 1200 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 9325 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 33852 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 7214 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 375 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 3157 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 557791 | GrossReceiptsTotal |
| Charitable Contributions Total | 428120 | CharitableContributionsTotal |
| Gross Revenue Total Events | 129671 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 6200 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 15566 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 40084 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 88055 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 79983 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 75762 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 305650 | DirectExpenseSummaryEvents |
| Net Income Summary | -175979 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 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) | 4338918 | CONSTRUCTION OF METHODIST HOSPICE RESIDENCE. SEE FORM 990, PART III, LINE 4A FOR ADDITIONAL DETAILS |
| ALLIANCE HEALTH SERVICES INC | |||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38104 | 620841121 | 501(C)(3) | 594066 | VARIOUS PROGRAMS AND OPERATIONAL SUPPORT |
| METHODIST LE BONHEUR HEALTHCARE | |||||||
| 1211 UNION AVE SUITE 700 | MEMPHIS | TN | 38104 | 581454711 | 501(C)(3) | 135824 | OPERATIONAL SUPPORT |
| METHODIST HEALTHCARE - MEMPHIS HOSPITALS | |||||||
| 1265 UNION AVE | MEMPHIS | TN | 38104 | 620479367 | 501(C)(3) | 530203 | OPERATIONAL SUPPORT |
| METHODIST HEALTHCARE - MEMPHIS HOSPITALS | |||||||
| 1265 UNION AVE | MEMPHIS | TN | 38104 | 620479367 | 501(C)(3) | 1650218 | CONSTRUCTION OF EXCELLENCE CENTER. SEE FORM 990, PART III, LINE 4B FOR ADDITIONAL DETAILS |
| 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 (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|
| PHYSICIANS' RESEARCH NETWORK - SEE FORM 990, PART III, LINE 4C FOR ADDITIONAL DETAILS | 80 | 836384 | SUPPORT SERVICES AND REGULATORY ASSISTANCE FOR TRIALS MANAGEMENT |
| COLLEGE SCHOLARSHIPS | 18 | 21000 | |
| GRANTS FOR MEDICAL STUDY - SEE PART IV FOR DETAILS | 3 | 38690 | |
| THE HUMANITARIAN FUND - ASSISTANCE IN TIMES OF CRISIS | 321998 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | 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 - ONGOLNG 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 |
| OTHER INFORMATION: | PART IV: | SCHEDULE I, PART III: SOME OF THE GRANTS APPROVED BY THE METHODIST HEALTHCARE FOUNDATION BOARD OF DIRECTORS IN 2010 INCLUDE: - PHARMACOKINETICS OF MERCURY IN EXTREMELY LOW BIRTH WEIGHT INFANTS AFTER CO-TRANSFUSION WITH PACKED RED BLOOD CELLS. MOHAMAD ELABIAD, MD - FEASIBILITY STUDY OF THE USE OF SPECIAL SPECIMEN COLLECTION KIT TO IMPROVE LYMPH NODE YIELD DURING SURGICAL RESECTION OF NON-SMALL CELL LUNG CANCER (RAYMOND OSAROGIAGBON, MD) AND PATHOLOGIC EXAMINATION OF RESECTED LUNG CANCER: A PILOT STUDY TO IMPROVE STAGING (ROBERT RAMIREZ, DO) - USE OF REPEAT ENDOTRACHEAL ASPIRATES TO GUIDE ANTIBIOTIC DURATION IN CRITICALLY-ILL PATIENTS WITH PNEUMONIA (CHRIS FINCH, PHARM.D.) THE UNIVERSITY OF TENNESSEE INSTITUTIONAL REVIEW BOARD DETERMINES WHETHER THE STANDARDS FOR ETHICAL CONDUCT OF RESEARCH INVOLVING HUMAN SUBJECTS ARE MET. |
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)
| 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 | |||||||||||||
| 197304 | 0 | 47798 | 0 | 19969 | 0 | 44500 | 0 | 4863 | 0 | 314434 | 0 | 17267 | 0 |
| W STEVEN WEST | |||||||||||||
| 0 | 309104 | 0 | 120489 | 0 | 23162 | 0 | 83970 | 0 | 12604 | 0 | 549329 | 0 | 16045 |
| LARRY SPRATLIN | |||||||||||||
| 0 | 228432 | 0 | 56207 | 0 | 59896 | 0 | 52028 | 0 | 9370 | 0 | 405933 | 0 | 56604 |
| CHRIS MCLEAN | |||||||||||||
| 0 | 454106 | 0 | 189193 | 0 | 34090 | 0 | 136949 | 0 | 13268 | 0 | 827606 | 0 | 30579 |
| LORI KESSLER | |||||||||||||
| 138213 | 0 | 9526 | 0 | 0 | 0 | 17023 | 0 | 11946 | 0 | 176708 | 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 2010 INCLUDE THE FOLLOWING: CHRIS MCLEAN - $ 52,527 LARRY SPRATLIN - 18,263 PAULA JACOBSON - 15,590 STEVE WEST - 37,117 | |
| 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 - COMPENSATION STUDY / SURVEY - APPROVAL BY THE BOARD / COMPENSATION COMMITTEE | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 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 IT SHALL DEEM APPROPRIATE TO THE BYLAWS AND TO THE GENERAL POLICIES AND GUIDELINES OF THE ORGANIZATION, ALL OF WHICH SHALL BE CONSISTENT WITH THE PURPOSES OF THE ORGANIZATION. AT SUCH TIMES AS THE MEMBER MAY SELECT, THE MEMBER SHALL REVIEW THE AFFAIRS OF THE ORGANIZATION AND TAKE SUCH ACTION AS IT MAY DEEM APPROPRIATE IN ACCORDANCE WITH THE BYLAWS. THE FOLLOWING ITEMS MUST BE SUBMITTED FOR APPROVAL BY THE MEMBER: - LONG RANGE PLANS AND CAPITAL IMPROVEMENT PLANS - CREATION OR SUBSTANTIVE AMENDMENT OF A CONTRACT, LEASE, OR OTHER AGREEMENT TO WHICH THE ORGANIZATION IS A PARTY WHICH INVOLVES AN OBLIGATION IN EXCESS OF $100,000 - SALES, EXCHANGES, GIFTS, MORTGAGES, OPTIONS, AND LEASES WITH A TERM IN EXCESS OF ONE YEAR, AND MAJOR DISPOSITIONS - APPLICATIONS FOR GOVERNMENT GRANTS - AMENDMENTS TO THE CORPORATE CHARTER OR PLAN OF MERGER, CONSOLIDATION, OR DISSOLUTION OF THE ORGANIZATION - ANY ACTION AT VARIANCE WITH THE STATED POLICIES OF THE ORGANIZATION - ANY INDEMNIFICATION OF PERSONS BY THE ORGANIZATION EXCEPT AS THOSE STATED IN THE BYLAWS - ANY OTHER MATTERS AS MAY BE REQUIRED BY LAW TO BE SUBMITTED TO THE MEMBERS 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. | |
| 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 12C | |
| 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 B, LINE 15 | |
| 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, OR AT WWW.GUIDESTAR.ORG. | FORM 990, PART VI, SECTION C, LINE 18 | |
| 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 VI, SECTION C, LINE 19 | |
| THE FOLLOWING BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION WORK APPROXIMATELY 40 HOURS PER WEEK FOR A RELATED ORGANIZATION: W. STEVEN WEST LARRY SPRATLIN CHRIS MCLEAN | FORM 990, PART VII, LINE 1: AVERAGE HOURS FOR RELATED ORGANIZATIONS: | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 701,891. | FORM 990, PART XI, LINE 5: |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION | ||||||||||
| 850 POPLAR AVENUE BLDG 2 | MEMPHIS | TN | 38105 | 621872938 | FOUNDATION | TN | 501(C)(3) | LINE 11A, I | N/A | 0 |
| METHODIST HEALTHCARE-FAYETTE HOSPITAL | ||||||||||
| 214 LAKEVIEW DRIVE | SOMERVILLE | TN | 38068 | 620862334 | HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 0 |
| METHODIST EXTENDED CARE HOSPITAL INC | ||||||||||
| 225 SOUTH CLAYBROOK | MEMPHIS | TN | 38104 | 621518342 | HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 0 |
| METHODIST HEALTHCARE-JONESBORO HOSPITAL | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 710499625 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 0 |
| METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES | ||||||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38134 | 621403517 | OUTPATIENT HEALTHCARE | TN | 501(C)(3) | LINE 9 | N/A | 0 |
| METHODIST HEALTHCARE PRIMARY CARE ASSOCIATES | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 582078931 | OUTPATIENT HEALTHCARE | TN | 501(C)(3) | LINE 9 | N/A | 0 |
| LE BONHEUR COMMUNITY HEALTH AND WELL-BEING | ||||||||||
| 50 PEABODY PLACE | MEMPHIS | TN | 38103 | 621251288 | FOUNDATION | TN | 501(C)(3) | LINE 7 | N/A | 0 |
| METHODIST HEALTHCARE-DYERSBURG HOSPITAL | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 621155084 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 0 |
| ALLIANCE HEALTH SERVICES INC | ||||||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38134 | 620841121 | HEALTHCARE | TN | 501(C)(3) | LINE 9 | N/A | 0 |
| METHODIST HEALTHCARE CENTRAL MS MEDICAL ASSOCIATES | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 640884720 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 0 |
| METHODIST HEALTHCARE-JACKSON HOSPITAL | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 640794199 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 0 |
| METHODIST HEALTHCARE-MIDDLE MISSISSIPPI HOSPITAL | ||||||||||
| 1211 UNION AVENUE SUITE 657 | MEMPHIS | TN | 38104 | 640698911 | INACTIVE HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 0 |
| 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 | HOSPITAL | TN | 501(C)(3) | LINE 3 | N/A | 0 |
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 |
|---|---|---|---|---|---|---|---|---|
| AMBULATORY OPERATIONS INC | ||||||||
| 1211 UNION AVENUE SUITE 600 | MEMPHIS | TN | 38104 | 621157166 | MEDICAL SERVICES | TN | N/A | C |
| SOLUS MANAGEMENT SERVICES INC | ||||||||
| 6400 SHELBY VIEW SUITE 101 | MEMPHIS | TN | 38134 | 621361349 | HEALTH SERVICES MANAGEMENT | TN | N/A | C |
| MEMPHIS PROFESSIONAL BUILDING INC | ||||||||
| 1211 UNION AVENUE SUITE 600 | MEMPHIS | TN | 38104 | 621847544 | INVESTMENTS | TN | N/A | C |
| 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 |
| 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 | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments