2025-10-15T15:29:18+00:00 2024-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2024-01-01 237320638 Methodist Healthcare Foundation METH 9014780704 1211 UNION AVENUE 450 MEMPHIS TN 38104 RICK HETHERINGTON VP/System Controller 9014781040 2025-10-15 true Amy Bibby P00445891 8282542254 2025-10-13 2024 2025-03-06 01:10:19Z ZACHARY PRETZER 1211 UNION AVENUE 450 MEMPHIS TN 38104 5660637 false X WWW.METHODISTHEALTH.ORG/GIVE X 1974 TN TO UPLIFT METHODIST LE BONHEUR HEALTHCARE'S COMPASSIONATE CARE FOR OUR ENTIRE COMMUNITY THROUGH PHILANTHROPY, HEALTH ADVOCACY, AND A VISION OF HEALING AND HOPE. 14 11 11 120 0 5437694 4434866 0 0 -496303 1070622 -281411 -230836 4659980 5274652 4158938 8256543 0 0 1044981 898325 12600 14400 122544 353004 371177 5569523 9540445 -909543 -4265793 19909990 19463141 774767 5109231 19135223 14353910 TO UPLIFT METHODIST LE BONHEUR HEALTHCARE'S COMPASSIONATE CARE FOR OUR ENTIRE COMMUNITY THROUGH PHILANTHROPY, HEALTH ADVOCACY, AND A VISION OF HEALING AND HOPE. false false 8256543 8256543 TO UPLIFT METHODIST LE BONHEUR HEALTHCARE'S COMPASSIONATE CARE FOR OUR ENTIRE COMMUNITY THROUGH PHILANTHROPY, HEALTH ADVOCACY, AND A VISION OF HEALING AND HOPE. Continued on Schedule O 8256543 true true false false false false false false false true true true false true true true false true false false false false false true true false false true true true false false false false false false false false false false true false false false false true false false false false true 71 0 true 11 true false false false false false false false false false false false false X 14 11 false false false false true true true true true false false false true true true true true true true true false false TN X X RICK HETHERINGTON 9014781040 1211 UNION AVENUE SUITE 600 MEMPHIS TN 38104 Casey Condra Asst. Secretary 2.0 0 X X 0 0 0 Karen Garner Assistant Treasurer 2.0 0 X X 0 0 0 Michael Drake Chairman 2.0 0 X X 0 0 0 Sally Aldrich Vice Chair 2.0 0 X X 0 0 0 Wilson Moore Board Chair 2.0 0 X X 0 0 0 Zachary Pretzer PRESIDENT 40.0 0 X X 199966 0 60934 Chirag Chauhan Board Director 2.0 0 X 0 0 0 Dana Armstrong Board Director 2.0 0 X 0 0 0 David Hankins Board Director 2.0 0 X 0 0 0 Dr Schorr Behnke Board Director 2.0 0 X 0 0 0 Lori Patton Board Director 2.0 0 X 0 0 0 Wes Barnett Board Director 2.0 0 X 0 0 0 Charles Lane Treasurer 2.0 48.0 X 0 942830 195670 Monica Wharton SECRETARY 2.0 48.0 X 0 1094838 217846 Leanne McQuown Director/Major Gifts/Foundation 40.0 0 X 117366 0 38921 317332 2037668 513371 1 false true false Blackbaud Inc 65 Fairchild St Charleston SC 294927505 Contract Services 127009 1 395961 4038905 34671 4434866 0 0 0 0 0 1070622 1070622 0 0 0 0 155149 395961 385985 -230836 -230836 0 0 0 0 0 5274652 0 0 839786 8233043 8233043 23500 23500 199966 99983 99983 529630 529630 51620 51620 23797 23797 93312 88744 4568 5367 5367 14400 14400 37945 0 37552 393 32166 31960 206 -1718 -1655 -63 -30000 -30000 39227 36170 3057 1248 1248 612 612 MISCELLANEOUS EXPENSE 286330 286330 0 0 0 0 9540445 8256543 1161358 122544 25736 6174653 2466479 1890869 0 0 0 0 59787 36047 30500 6795 5547 11671913 3859907 5739067 2420346 0 0 5052032 19909990 19463141 774767 821197 0 0 0 4288034 774767 5109231 X 125396 -2024949 19009827 16378859 19135223 14353910 19909990 19463141 -4265793 -515520 0 X X false true true true true X X 3 METHODIST HEALTHCARE - MEMPHIS HOSPITALS 620479367 3 true 2380911 0 METHODIST LE BONHEUR COMMUNITY OUTREACH 621251288 7 true 15747 0 ALLIANCE HEALTH SERVICES INC 620841121 9 false 250000 0 3 2646658 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15521427 1766329 832194 23500 1392148 16704302 18370020 2439533 914136 16000 6186262 15521427 22890395 2493522 906929 21000 7899826 18370020 17881099 4707225 591194 15000 274123 22890395 15916478 4223134 639058 15000 2882571 17881099 0.0 0.0 1.0 false false 3854 3854 0 32193 26646 5547 5547 Closely-held equity interests Financial derivatives Hedge Fund of Funds-Long/Short Equity 323486 F PRIVATE REAL ESTATE COMINGLED FUND 354472 F COMINGLED EQUITY SECURITIES 1742388 F 2420346 Diversified Unitrust Due From Affiliates Due Fom Affiliates 5052032 5052032 Federal Income Taxes Due to Affiliates 4288034 4288034 X 5055117 -515520 295985 -219535 5274652 0 0 5274652 9926430 385985 385985 9540445 0 0 9540445 Schedule D, Part V, Line 4 Intended uses of endowment funds 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. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 TAXEXEMPT 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 NCERTAINTY 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. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Equity Transfer - -90000 FUNDRAISING EXPENSES - 385985 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EXPENSES - 385985 X X X X X X true Edmond Blake Fundraising Consulting false 86400 14400 72000 86400 14400 72000 CA DE ID IN IA LA MS MO MT NE AZ SD TN TX UT VT WY Methodist Healthcare Luncheon 182011 135950 46061 2009 40518 45871 129465 663 Methodist Golf Classic benefiting Camp Braveheart 165742 121331 44411 12910 28890 564 1863 2 203357 138680 64677 8685 36567 25460 42775 9745 551110 395961 155149 23604 105975 71895 172240 12271 385985 -230836 true ALLIANCE HEALTH SERVICES INC 6400 SHELBY VIEW SUITE 101 Memphis TN 38104 620841121 501(C)(3) 250000 VARIOUS PROGRAMS AND OPERATIONAL SUPPORT UNIVERSITY OF TENNESSEE 527 ANDY HOLT TOWER Knoxville TN 37996 626001636 Govt 14500 Professorship, Research, & IRB Fees CAMPBELL CLINIC FOUNDATION 1211 UNION SUITE 500 Memphis TN 38104 620548038 501(C)(3) 120522 Clinic Support SEMMES MURPHEY FOUNDATION 6325 HUMPHREYS BLVD Memphis TN 38120 383790195 501(C)(3) 348600 Endovascular Fellowship METHODIST HEALTHCARE - MEMPHIS HOSPITALS 1265 UNION AVE Memphis TN 38104 620479367 501(C)(3) 2129396 Capital Acquisitions METHODIST HEALTHCARE - MEMPHIS HOSPITALS 1265 UNION AVE Memphis TN 38104 620479367 501(C)(3) 251515 Operational Support and Marketing METHODIST LE BONHEUR COMMUNITY OUTREACH 600 JEFFERSON AVE Memphis TN 38105 621251288 501(C)(3) 15747 Operational Support METHODIST LE BONHEUR HEALTHCARE INC 1211 UNION AVENUE SUITE 700 Memphis TN 38104 581454711 501(C)(3) 110730 Various Programs and Operational Support 7 0 College Scholarships 22 23500 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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 AN MLH MEDICAL STAFF IN GOOD STANDING, 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 METHODIST HEALTHCARE FOUNDATION 23-7320638 - INDIRECT COSTS - POLITICAL CONTRIBUTIONS - PROJECTS IN CONFLICT WITH THE MISSION STATEMENT OF MLH - PROJECTS IN CONFLICT WITH THE SOCIAL PRINCIPALS 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. false true false false false false false false false Zachary Pretzer PRESIDENT 180238 0 18256 0 1472 0 35739 0 25195 0 260900 0 0 0 Charles Lane Treasurer 0 702384 0 129867 0 110579 0 167158 0 28512 0 1138500 0 103917 Monica Wharton SECRETARY 0 834984 0 166500 0 93354 0 185390 0 32456 0 1312684 0 87036 Leanne McQuown Director/Major Gifts/Foundation 112429 0 4937 0 0 0 14325 0 24596 0 156287 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation 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 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE PURPOSE OF THE METHODIST LE BONHEUR HEALTHCARE CONSOLIDATED EXECUTIVE DEFERRED COMPENSATION PLAN IS TO PROVIDE RETIREMENT BENEFITS FOR CERTAIN EXECUTIVE LEVEL EMPLOYEES IN ADDITION TO THE BENEFITS PROVIDED THROUGH THE OTHER RETIREMENT PLANS THAT ARE SPONSORED BY THE COMPANY. IT IS INTENDED THAT THIS PLAN COMPLY WITH INTERNAL REVENUE CODE SECTION 457(F) AND QUALIFY FOR THE SHORT-TERM DEFERRAL EXCEPTION TO CODE SECTION 409A. UNDER THE PLAN, CORPORATE EXECUTIVES AT OR ABOVE THE VICE PRESIDENT LEVEL ARE ELIGIBLE TO RECEIVE EXECUTIVE DEFERRED COMPENSATION CREDITS DEPENDING ON THEIR POSITION CLASSIFICATION [6%,8%,10%,12%, 15%, 25%OF BASE SALARY]. EACH PLAN YEAR, THE EXECUTIVE MUST ELECT A DEFERRED VESTING DATE TO BE APPLIED TO THE DEFERRED COMPENSATION CREDIT THAT WILL BE EARNED IN THAT PLAN YEAR. THE DEFERRED VESTING DATE IS SUBJECT TO A VESTING SCHEDULE THAT REQUIRES A MINIMUM DEFERRAL OF 5 YEARS TO BECOME VESTED. UPON REACHING AGE 55, THE MINIMUM DEFERRAL IS REDUCED TO 3 YRS. UPON REACHING AGE 60, THE MINIMUM DEFERRAL IS REDUCED TO 2 YRS. AT AGE 64, A CASH EQUIVALENT IS PROVIDED TO THE EXECUTIVE AND NO ADDITIONAL DEFERRALS ARE MADE UNDER THIS PLAN. RESTORATION BENEFIT PARTICIPANTS THAT WERE NEGATIVELY IMPACTED BY FREEZING THE RESTORATION PLAN WERE PROVIDED WITH AN ADDITIONAL ANNUAL EDCP CONTRIBUTION UNTIL AGE 65 DESIGNED TO KEEP THEM WHOLE. THE PLAN IS UNFUNDED WITH ALL BENEFITS PAID FROM THE COMPANY'S GENERAL ASSETS. HOWEVER, THE EXECUTIVE IS ALLOWED TO DIRECT THE INVESTMENTS OF HIS OR HER 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 457(F) PLAN FOR THE YEAR INCLUDE THE FOLLOWING: $11,913 - ZACHARY PRETZER $115,958 - CHARLES LANE $150,282 - MONICA WHARTON IN ADDITION, THE FOLLOWING INDIVIDUALS RECEIVED 457(F) PAYOUTS. THIS AMOUNT REPRESENTS THE FULLY VESTED PORTION PURSUANT TO THE 457(F) PLAN. THIS AMOUNT WAS REFLECTED IN COLUMN (C) ON THE PRIOR YEARS FORM 990 AS REQUIRED. PAYOUTS FROM THE PLAN FOR THE YEAR INCLUDE THE FOLLOWING: $103,917 - CHARLES LANE $87,036 - MONICA WHARTON IN ADDITION, EXECUTIVES RECEIVED AN EXECUTIVE RETIREMENT LUMP SUM PAYOUT. ONCE AN EXECUTIVE REACHES THE AGE OF 64 THEN THEY ARE NO LONGER ELIGIBLE TO PARTICIPATE IN THE 457(F) PLAN. A LUMP SUM IS PAID ANNUALLY ON THE LAST PAY PERIOD OF THE YEAR, EQUIVALENT TO THE CONTRIBUTION THAT WOULD HAVE BEEN MADE TO THE 457(F) PLAN. THIS AMOUNT REPRESENTS THE FULLY VESTED PORTION PURSUANT TO THE 457(F) PLAN. THIS AMOUNT WAS REFLECTED IN COLUMN (C) ON THE PRIOR YEAR'S FORM 990 AS REQUIRED. PAYOUTS FROM THE EXECUTIVE RETIREMENT PLAN FOR THE YEAR INCLUDE THE FOLLOWING: NO PAYOUTS DURING TAX YEAR 1 5075 Market value X Advertising 1 5000 Cost X Office Supplies 7 16268 Cost X Misc. Gifts 43 8328 Cost false false false Form 990, Part III, Line 4a THE FOUNDATION RAISES FUNDS TO BENEFIT AND STRENGTHEN METHODIST LE BONHEUR HEALTHCARE THROUGH PROGRAMS, ENHANCEMENTS TO FACILITIES, COMMUNITY HEALTH PROGRAMS, PATIENT SUPPORT RESOURCES, AND CENTERS OF EXCELLENCE. 1. FUNDS RAISED ENHANCE AND STRENGTHEN CLINICAL AND RESEARCH INITIATIVES, UNDERWRITE COSTS FOR FACILITIES, TECHNOLOGY AND EQUIPMENT, AND BRIDGE THE GAP BETWEEN WHAT HOSPITAL CHARGES COVER AND WHAT IS NECESSARY TO STAY ON THE CUTTING EDGE OF MEDICAL SCIENCE AND PROVIDE QUALITY CARE TO ALL WHO NEED IT IN OUR COMMUNITY. AREAS OF FUNDRAISING SUCCESS TO PROMOTE CLINICAL EXCELLENCE AND INNOVATION INCLUDE: -A. TRANSPLANT INTITUTE AT METHODIST UNIVERSITY HOSPITAL FUNDS WERE SECURED PRIMARILY FROM INDIVIDUAL DONORS TO BOLSTER RESEARCH AND PATIENT CARE ENHANCEMENTS, RETAIN AND RECRUIT EXPERT STAFF AND CAREGIVERS, AND PROVIDE HOLISTIC SOCIAL, EMOTIONAL, AND PHYSICAL CARE TO ALL ORGAN TRANSPLANT PATIENTS. -B. COMPREHENSIVE SICKLE CELL CENTER FUNDS FROM DONORS WERE SECURED IN 2021 THAT ARE NOW HELPING ADVANCE THE LEVEL OF CARE PROVIDED TO PATIENTS SERVED BY THE COMPREHENSIVE SICKLE CELL CENTER. SPECIFIC IMPROVEMENTS INCLUDE EXPANSION OF KEY STAFF POSITIONS, RENOVATIONS TO EXISTING CLINIC SPACE, PATIENT SUPPORT GROUPS, COMMUNITY EDUCATION ACTIVITIES, CLINICAL RESEARCH, AND PATIENT SUPPORT RESOURCES. SPECIFIC EMPHASIS IS PUT ON TRANSITIONING YOUNG ADULT PATIENTS FROM PEDIATRIC CARE INTO ADULT CARE, WHICH IS SUPPORTED THROUGH OUR COLLABORATIVE PARTNERSHIP WITH ST. JUDE CHILDREN'S RESEARCH HOSPITAL'S SICKLE CELL CENTER. 2. WE RAISE FUNDS TO PROVIDE EDUCATIONAL OFFERINGS AND SUPPORTIVE PROGRAMS THAT REMOVE BARRIERS AND HELP COMMUNITY MEMBERS THROUGHOUT THE MEMPHIS AND MIDSOUTH REGION TO ACCESS HEALTH CARE SERVICES AND MAINTAIN THEIR HEALTH. EXAMPLES OF THIS WORK INCLUDE: -A. COMMUNITY COLLECTIVE FOR READING LITERACY ADVANCING 3RD GRADE READING PROFICIENCY AS A KEY INDICATOR OF LIFELONG HEALTH AND WELL-BEING THROUGH GRANT AND INDIVIDUAL DONOR FUNDING, METHODIST PARTNERS WITH BOOKNOOK, AN EDUCATIONAL TECHNOLOGY PROVIDER, TO OFFER REMOTE AND IN-PERSON READING TUTORING TO STUDENTS ACROSS THE CITY AND COUNTY. THIS PROJECT HAS REACHED OVER 3,000 STUDENTS THROUGH 75 COMMUNITY SITES. THE PROJECT ACHIEVED POSITIVE, MEASURABLE IMPACTS ON THE STUDENTS' READING PROFICIECY AND GROWTH COMPARED TO STUDENTS WHO DID NOT PARTICIPATE IN THE PROJECT. -B. NAVIGATING PATIENTS TO BETTER BREAST HEALTH - PROVIDING ACCESS TO BREAST CANCER SCREENING AND CARE TO UNDERSERVED POPULATION - RESEARCH INDICATES THAT AFRICAN AMERICAN WOMEN IN MEMPHIS ARE TWICE AS LIKELY TO DIE FROM BREAST CANCER AS CAUCASIAN WOMEN. THE FOUNDATION RECEIVED FUNDING FROM SUSAN G. KOMEN MEMPHIS/MIDSOUTH AND OTHER PHILANTHROPIC ORGANIZATIONS AND INDIVIDUAL DONORS TO HELP UNDERSERVED WOMEN RECEIVE SCREENINGS AND HEALTH RESOURCES IN ORDER TO PROMOTE PREVENTION AND EARLIER DETECTION OF BREAST CANCER AMONG UNDERSERVED AND MINORITY POPULATIONS. BASED ON MEDICAL DATA, WE ARE BROADENING OUR PROGRAM TO INCLUDE MEN IN ALL OUR ADVOCACY AND AWARENESS EFFORTS. -C. DIABETES EDUCATION PROVIDING EDUCATION AND SUPPORT TO PREVENT DIABETES AND IMROVE SELF-MANAGEMENT OF THE CHRONIC DISEASE AMONG AT-RISK COMMUNITY MEMBERS IN THE 38109/SOUTH MEMPHIS COMMUNITY AND BEYOND. USING EVIDENCE-BASED CURRICULUM, A TEAM OF NAVIGATORS AND EDUCATORS PROVIDES INTENSIVE, HANDS-ON EDUCATIONAL OPPORTUNITIES TO COMMUNITY MEMBERS LIVING WITH DIABETES OR WHO ARE DIAGNOSED WITH PRE-DIABETES AS WELL AS CAREGIVERS TO HELP THEM PREVENT AND/OR BETTER MANAGE THE DISEASE. THE CLASSES ARE OPEN TO ALL AND PROVIDED COMPLETELY FREE OF CHARGE. 3. THE FOUNDATION ALSO RAISES FUNDS TO SUPPORT METHODIST'S HOSPICE PROGRAMS, INCLUDING HOME-BASED HOSPICE, THE HOSPICE RESIDENCE, HOSPITAL-BASED HOSPICE, BEREAVEMENT SUPPORT, AND MORE. OUR HOSPICE PROGRAM PROVIDES COMPREHENSIVE CLINICAL, PALLIATIVE, SPIRITUAL AND SOCIAL SUPPORT CARE FOR PATIENTS AND THEIR FAMILIES. DONOR DOLLARS SUPPORT CARE ENHANCEMENTS, PATIENT SUPPORT RESOURCES, BEREAVEMENT, COMMUNITY EDUCATION, AND ALSO COVER THE COST OF CARE FOR PATIENTS WHO ARE UNINSURED AND UNABLE TO PAY. METHODIST HOSPICE IS PART OF ALLIANCE HEALTH SERVICES, INC., A 501C3 (EIN 62-084112), AND SUBSIDIARY OF METHODIST LE BONHEUR HEALTHCARE. Form 990, Part VI, Line 6 Classes of members or stockholders METHODIST HEALTHCARE FOUNDATION IS A SUBSIDIARY OF METHODIST LE BONHEUR HEALTHCARE (MLH, 58-1454711) WITH MLH AS THE SOLE MEMBER. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body 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, Line 7b Decisions requiring approval by members or stockholders 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, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy 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, Line 15b Process to establish compensation of other employees 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. Form 990, Part VI, Line 19 Required documents available to the public 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 Change of oversight process or selection process This process has not changed from the prior year. FORM 990, PART III, LINE 4D ABOUT METHODIST LE BONHEUR HEALTHCARE METHODIST LE BONHEUR HEALTHCARE (MLH) HAS SERVED THE MEMPHIS AND MID-SOUTH REGION FOR MORE THAN 100 YEARS. OUR ADULT HOSPITALS ARE LOCATED ACROSS THE MID-SOUTH, AND ARE PART OF THE COMMUNITIES THEY SERVE. OUR CHILDREN'S HOSPITAL IS THE REGION'S ONLY COMPREHENSIVE PEDIATRIC HOSPITAL. OUR PHYSICIANS, NURSES AND OTHER CLINICIANS LIVE IN THE COMMUNITIES THAT THEY SERVE AND PROVIDE EXPERT CARE INSIDE THE HOSPITALS AND PREVENTATIVE SERVICES IN THEIR NEIGHBORHOODS. OUR ORGANIZATION IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE, PROVIDING UNCOMPENSATED CARE, CHARITABLE CONTRIBUTIONS TO OTHER COMMUNITY ORGANIZATIONS AND COMMUNITY OUTREACH. WE EMPLOY 250 HEALTH CARE PROFESSIONALS TO ADDRESS COMMUNITY NEEDS AS THEY RELATE TO FOUR MAJOR AREAS: ACCESS TO SERVICES, RISK REDUCTION, CHILD DEVELOPMENT AND EFFECTIVE PARENTING AND CHRONIC ILLNESS MANAGEMENT AND PREVENTION. EXAMPLES INCLUDE PROGRAMS THAT OFFER FREE OR DISCOUNTED PRESCRIPTION DRUGS, NONBILLED, IN-HOME SERVICES, IN-HOME EQUIPMENT, TRANSPORTATION VOUCHERS, CHILDBIRTH CLASSES AND A VARIETY OF HEALTH FAIRS ALL AIMED AT KEEPING OUR COMMUNITIES HEALTHY. MLH HAS RECEIVED REGIONAL AND NATIONAL RECOGNITION FOR THE CARE IT PROVIDES. METHODIST ADULT HOSPITALS IN THE MEMPHIS AREA, WHICH INCLUDE METHODIST UNIVERSITY, METHODIST LE BONHEUR GERMANTOWN, METHODIST NORTH AND METHODIST SOUTH, ARE RANKED AS A TOP HOSPITAL IN THE REGION BY U.S. NEWS & WORLD REPORT. METHODIST OLIVE BRANCH HOSPITAL IN NORTH MISSISSIPPI IS A CMS 4-STAR HOSPITAL, THE ONLY HOSPITAL IN THE REGION TO BE SO RECOGNIZED FOR BOTH QUALITY AND PATIENT EXPERIENCE. LE BONHEUR CHILDREN'S HOSPITAL HAS BEEN NAMED A "BEST CHILDREN'S HOSPITAL" BY U.S. NEWS & WORLD REPORT FOR ELEVEN/11 CONSECUTIVE YEARS. LE BONHEUR PROVIDES OUTPATIENT SERVICES IN WEST TENNESSEE, NORTHERN MISSISSIPPI AND EASTERN ARKANSAS TO ENSURE CHILDREN THERE HAVE ACCESS TO EXPERT PEDIATRIC CARE. LE BONHEUR IS ALSO A LEVEL 1 PEDIATRIC TRAUMA CENTER, AND SERVES AS THE REGION'S PRIMARY SOURCE FOR PEDIATRIC TRAUMA CARE AND TRAUMA EDUCATION FOR REGIONAL PROVIDERS. METHODIST ALSO SERVES THE COMMUNITY WITH DIAGNOSTIC CARE FACILITIES IN THE COMMUNITIES WE SERVE AND ONE HOSPICE FACILITY COMMITTED TO CARING FOR OUR PATIENTS AT END-OF-LIFE. WE ARE ALSO AN ECONOMIC DRIVER FOR THE COMMUNITY, CONTRIBUTING $5 BILLION TO THE MEMPHIS-AREA ECONOMY. MLH EMPLOYS MORE THAN 10,600 ASSOCIATES AND HAS A MEDICAL STAFF OF MORE THAN 2,400 PROVIDERS, MAKING IT THE SECOND-LARGEST PRIVATE EMPLOYER IN SHELBY COUNTY. METHODIST UNIVERSITY HOSPITAL IS A PRIMARY TEACHING HOSPITAL FOR THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER AND LE BONHEUR CHILDREN'S SERVES AS THE PRIMARY TEACHING AFFILIATE FOR THE UNIVERSITY, TRAINING HUNDREDS OF PEDIATRICIANS AND SPECIALISTS EACH YEAR. OUR RESEARCHERS ARE WORKING TO FIND NEW SOLUTIONS TO CHRONIC DISEASE THAT AFFECTS OUR POPULATION ESPECIALLY INCLUDING NEW TREATMENTS FOR DIABETES AND ASTHMA. WE ALSO HAVE SIGNIFICANT PARTNERSHIPS WITH ST. JUDE CHILDREN'S RESEARCH HOSPITAL AND THE UNIVERSITY OF MEMPHIS TO EXTEND OUR RESEARCH AND TEACHING CAPABILITIES. FORM 990, PART III, LINE 4D THE FOUNDATION RAISES FUNDS TO BENEFIT AND STRENGTHEN METHODIST LE BONHEUR HEALTHCARE. FUNDS RAISED ENHANCE AND STRENGTHEN CLINICAL SERVICE LINES, INCLUDING ONCOLOGY, CARDIOLOGY, NEUROLOGY, AND TRANSPLANT, 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. METHODIST FOUNDATION ALSO RAISES SUPPORT TO ADDRESS THE GROWING MENTAL HEALTH NEEDS OF OUR COMMUNITY. THROUGH SUPPORT, METHODIST PROVIDES MENTAL HEALTH (DEPRESSION, ANXIETY, SUICIDE) INFORMATION AND SUPPORT SERVICES THROUGH THE DENNIS H. JONES LIVING WELL NETWORK (REFERRAL TO CARE), THE INTEGRATION OF BEHAVIORAL HEALTH CONSULTANTS INTO THE PRIMARY CARE MODEL, AND THE METHODIST EMPLOYEE ASSISTANCE PROGRAM (EAP). THROUGH GRANT FUNDING, INDIVIDUAL DONOR INVESTMENTS, AND INSTITUTIONAL INVESTMENTS, THE FOUNDATION IS ALSO INVOLVED IN HELPING PILOT VARIOUS PROGRAMS AIMED AT ADDRESSING SOCIAL DETERMINANTS OF HEALTH MOST IMPACTING THE MEMPHIS AND MID-SOUTH COMMUNITY. THIS WORK INCLUDES OFFERING FINANCIAL SUPPORT AND RESOURCES TO PATIENTS IN NEED THROUGH THE FUND FOR THE UNDERSERVED HELD AT THE FOUNDATION AS WELL AS SECURING GRANTS AND MAJOR GIFTS TO PILOT NEW PROGRAMS AIMED AT ADDRESSING BARRIERS SUCH AS LACK OF TRANSPORTION, POOR ACCESS TO HEALTHFUL FOOD, INABILITY TO COVER THE COST OF CARE, AND MORE. OVER 45 YEARS AGO, THE METHODIST HEALTHCARE FOUNDATION ESTABLISHED "THE HUMANITARIAN FUND" THAT HELPS METHODIST LE BONHEUR ASSOCIATES IN TIMES OF CRISIS (I.E., FIRE, CRIME, DEATH, INJURY). IN 2024, THE FOUNDATION PROVIDED $406,536 IN SUPPORT TO HUNDREDS OF ASSOCIATES. IN 2024, THE FOUNDATION AWARDED 22 COLLEGE SCHOLARSHIPS TOTALING $23,500 TO ASSOCIATE DEPENDENTS TO PURSUE A CAREER IN A HEALTH-RELATED FIELD. FORM 990, PART VI, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR AND VICE CHAIR 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, 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. ALLIANCE HEALTH SERVICES INC 6400 SHELBY VIEW SUITE 101 MEMPHIS TN 38134 620841121 HEALTHCARE TN 501(c)(3) 10 METHODIST LE BONHEUR HEALTHCARE false LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION 850 POPLAR AVENUE BLDG 2 MEMPHIS TN 38105 621872938 FOUNDATION TN 501(c)(3) Type I METHODIST LE BONHEUR HEALTHCARE false METHODIST HEALTHCARE - MEMPHIS HOSPITALS 1265 UNION AVENUE MEMPHIS TN 38104 620479367 HOSPITALS TN 501(c)(3) 3 METHODIST LE BONHEUR HEALTHCARE false METHODIST HEALTHCARE CENTRAL MS MEDICAL ASSOCIATES 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 640884720 INACTIVE HOSPITAL MS 501(c)(3) 3 METHODIST LE BONHEUR HEALTHCARE false METHODIST HEALTHCARE COMMUNITY CARE ASSOCIATES 6400 SHELBY VIEW SUITE 101 MEMPHIS TN 38134 621403517 OUTPATIENT HEALTHCARE MS 501(c)(3) 10 METHODIST LE BONHEUR HEALTHCARE false METHODIST HEALTHCARE-JACKSON HOSPITALS 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 640794199 INACTIVE HOSPITAL MS 501(c)(3) 3 METHODIST LE BONHEUR HEALTHCARE false METHODIST HEALTHCARE-JONESBORO HOSPITAL 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 710499625 INACTIVE HOSPITAL AR 501(c)(3) 3 METHODIST LE BONHEUR HEALTHCARE false METHODIST HEALTHCARE-MIDDLE MISSISSIPPI HOSPITAL 1211 UNION AVENUE SUITE 657 MEMPHIS TN 38104 640698911 INACTIVE HOSPITAL MS 501(c)(3) 3 METHODIST LE BONHEUR HEALTHCARE false METHODIST HEALTHCARE-OLIVE BRANCH HOSPITAL 1211 UNION AVENUE SUITE 700 MEMPHIS TN 38104 640889822 HOSPITAL MS 501(c)(3) 3 METHODIST LE BONHEUR HEALTHCARE false METHODIST LE BONHEUR COMMUNITY OUTREACH 600 JEFFERSON AVE MEMPHIS TN 38104 621251288 FOUNDATION TN 501(c)(3) 7 LE BONHEUR CHILDREN'S HOSPITAL FOUNDATION false METHODIST LE BONHEUR HEALTHCARE 1211 UNION AVENUE SUITE 700 MEMPHIS TN 38104 581454711 SUPPORTING ORGANIZATION TN 501(c)(3) Type II NA false UT LE BONHEUR PEDIATRIC SPECIALISTS INC 1211 UNION AVENUE SUITE 700 MEMPHIS TN 38104 273426141 PEDIATRICS TN 501(c)(3) 3 METHODIST LE BONHEUR HEALTHCARE false METHODIST SURGERY CENTERGERMANTOWN LP 1363 S GERMANTOWN ROAD GERMANTOWN TN 38138 621659904 SURGERY CENTER TN NA N/A false false HAMILTON EYE INSTITUTE SURGERY CENTER LP 930 MADISON AVE 3RD FLOOR MEMPHIS TN 38103 202873438 SURGERY CENTER TN NA N/A false false LE BONHEUR EAST SURGERY CENTER II LP 786 ESTATE PLACE MEMPHIS TN 38120 800247391 SURGERY CENTER TN NA N/A false false AMBULATORY OPERATIONS INC 1211 UNION AVENUE SUITE 600 MEMPHIS TN 38104 621157166 MEDICAL SERVICES TN NA C Corporation false SOLUS MANAGEMENT SERVICES INC 6400 SHELBY VIEW SUITE 101 MEMPHIS TN 38134 621361349 HEALTH SERVICES MANAGEMENT TN NA C Corporation false MEMPHIS PROFESSIONAL BUILDING INC 1211 UNION AVENUE SUITE 600 MEMPHIS TN 38104 621847544 INVESTMENTS TN NA C Corporation false false true true true false false false false false false true true false true true true false false false