Nonprofit · EIN 58-1454711
METHODIST LEBONHEUR HEALTHCARE
Tax-exempt · MEMPHIS, TN 38104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $439,781,743 | $280,770,572 | $159,011,171 | $2,400,815,607 | $1,495,910,221 | $904,905,386 |
| December 31, 2023 | 990 | $209,828,824 | $232,675,028 | -$22,846,204 | $1,472,099,184 | $651,446,186 | $820,652,998 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $110,730
- Program service revenue
- $253,746,586
- Investment income
- $180,268,258
- Net rental income
- $232,789
- Net gain from sales of assets
- $60,719,803
- Tax-exempt bond proceeds
- $507,451
- Other revenue
- $5,656,169
Expenses
- Grants and similar amounts paid
- $276,107
- Compensation of officers, directors and key employees
- $8,227,029
- Other salaries and wages
- $116,857,237
- Salaries, compensation and benefits (total)
- $147,362,272
- Professional fundraising fees
- $0
- Legal fees
- $1,913,692
- Accounting fees
- $28,827
- Occupancy
- $3,258,885
- Travel
- -$1,357,284
- Depreciation
- $12,352,014
- Program services (functional)
- $77,429,390
- Management and general (functional)
- $203,341,182
Balance sheet and other
- Total assets, start of year
- $1,472,099,184
- Total assets, end of year
- $2,400,815,607
- Total liabilities, end of year
- $1,495,910,221
- Net assets, end of year
- $904,905,386
- Land, buildings and equipment
- $149,405,942
- Publicly traded securities
- $639,234,057
- Net assets without donor restrictions
- $904,905,386
- Gross unrelated business income
- $643,823
- Gross receipts
- $439,781,743
- Employees
- 1,690
- Volunteers
- 5
- Year formed
- 1982
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Michael Ugwueke | PRESIDENT/CEO/BOARD MEMBER Trustee or director, Officer | 44 | $2,373,965 | $70,856 |
| Monica Wharton | EVP/Chief Operating Officer Officer | 48 | $1,094,838 | $217,846 |
| Charles Lane | SVP/Chief Financial Officer Officer | 42 | $942,830 | $195,670 |
| Wayne Lipson | SVP/Chief Medical Officer Officer | 48 | $811,871 | $170,031 |
| Michael Crabb III | SVP/Chief of Business Development Officer | 48 | $654,844 | $38,258 |
| Robin Womeodu | SVP/Chief Academic Office Officer | 48 | $576,381 | $76,026 |
| Kathleen Forbes | Former SVP/Chief Academic Office Former | 44 | $648,394 | $0 |
| Katherine Dowd | SVP/Chief Legal Officer Highest-paid employee | 40 | $504,536 | $127,216 |
| Sarah Colley | SVP - Chief Human Resource Officer Officer | 48 | $467,338 | $123,643 |
| Tina Smith | SVP/Chief Information Officer Highest-paid employee | 40 | $493,128 | $89,532 |
| David Baytos | SVP/PRESIDENT/MS/INTERNAT Officer | 2 | $488,293 | $58,980 |
| Cato Johnson | SVP/Chief of Staff/Pub Po Officer | 48 | $468,473 | $69,860 |
| Arthur Townsend | VP - Chief Clin Tranformati Highest-paid employee | 40 | $410,112 | $119,314 |
| Larry Fogarty | VP - Materials Management Highest-paid employee | 40 | $408,733 | $102,177 |
| Nikki Polis | SVP - CHIEF NURSING OFFICER Officer | 44 | $348,196 | $58,164 |
14 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tabrina Davis | VP - Marketing/Communications Highest-paid employee | 40 | $313,473 | $81,443 |
| Harry Goldsmith | Board Director Trustee or director, Officer | 2 | $0 | $0 |
| Christopher Winston | Board director Trustee or director | 2 | $0 | $0 |
| Edith Kelly-Green | Board Director Trustee or director | 2 | $0 | $0 |
| Greg Christopher | Board Director Trustee or director | 2 | $0 | $0 |
| John H Petty III | Board Director Trustee or director | 2 | $0 | $0 |
| Kenny Armstrong | Board Director Trustee or director | 2 | $0 | $0 |
| Michael Lenz | Board Director Trustee or director | 2 | $0 | $0 |
| Paul Carruth MD | Board Director Trustee or director | 2 | $0 | $0 |
| Randall Davis | Board Director Trustee or director | 2 | $0 | $0 |
| Regan Williams MD | Board director Trustee or director | 2 | $0 | $0 |
| Ron Walter | Board Director Trustee or director | 2 | $0 | $0 |
| Sandy Smith | Board Director Trustee or director | 2 | $0 | $0 |
| Vernon Stafford Jr | Board Director Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Michael Ugwueke | PRESIDENT/CEO/BOARD MEMBER Trustee or director, Officer | 44 | $2,770,120 | $36,945 |
| Kathleen Forbes | EVP/Academic Group Officer | 44 | $995,502 | $17,532 |
| Charles Lane | SVP/Chief Financial Officer Officer | 42 | $711,411 | $142,450 |
| Wayne Lipson | SVP/Chief Medical Officer Officer | 48 | $645,004 | $132,722 |
| Monica Wharton | EVP/Chief Administrative Officer Officer | 48 | $641,917 | $134,524 |
| Susan Thurmond | SVP - CHIEF QUALITY OFFICER Officer | 48 | $554,028 | $34,367 |
| Robin Womeodu | SVP/Chief Academic Office Officer | 48 | $513,320 | $45,693 |
| Arthur Townsend | VP - Chief Clin Tranformati Highest-paid employee | 40 | $430,822 | $83,925 |
| Nikki Polis | SVP - CHIEF NURSING OFFICER Officer | 44 | $467,340 | $28,058 |
| Sarah Colley | SVP - Chief Human Resource Officer Officer | 48 | $391,700 | $96,023 |
| David Baytos | SVP/PRESIDENT/MS/INTERNAT Officer | 2 | $455,979 | $26,703 |
| Larry Fogarty | VP - Materials Management Highest-paid employee | 40 | $400,293 | $74,704 |
| Michael Crabb III | SVP/Chief of Business Development Officer | 48 | $380,551 | $92,354 |
| Cato Johnson | SVP/Chief of Staff/Pub Po Officer | 48 | $417,024 | $45,669 |
| Marigay Miller | VP/COO Physician Enterpri Highest-paid employee | 40 | $332,336 | $76,555 |
| Tabrina Davis | VP - Marketing/Communications Highest-paid employee | 40 | $329,289 | $44,731 |
| Timothy Gates | VP - Chief Technology Officer Highest-paid employee | 40 | $263,164 | $70,706 |
| Michael Paul | SVP - STRATEGIC PLANNING Officer | 48 | $272,883 | $1,493 |
| Carolyn Hardy | Vice Chariman Trustee or director, Officer | 2 | $0 | $0 |
| Harry Goldsmith | Board Director Trustee or director, Officer | 2 | $0 | $0 |
| Carl Sanchez MD | Board Director Trustee or director | – | $0 | $0 |
| Edith Kelly-Green | Board Director Trustee or director | 2 | $0 | $0 |
| John H Petty III | Board Director Trustee or director | 2 | $0 | $0 |
| Kenny Armstrong | Board Director Trustee or director | 2 | $0 | $0 |
| Larry Bryan | Board Director (Thru 21) Trustee or director | 2 | $0 | $0 |
| Madison Michael MD | Board Director Trustee or director | 2 | $0 | $0 |
| Michael Lenz | Board Director Trustee or director | 2 | $0 | $0 |
| Mike Bruns | Board Director Trustee or director | 2 | $0 | $0 |
| Paul Carruth MD | Board Director Trustee or director | 2 | $0 | $0 |
| Randall Davis MD | Board Director Trustee or director | 2 | $0 | $0 |
| Regan Williams MD | Board Director Trustee or director | 2 | $0 | $0 |
| Ron Walter | Board Director Trustee or director | 2 | $0 | $0 |
| Sandy Smith | Board Director Trustee or director | 2 | $0 | $0 |
| Vernon Stafford JR | Board Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1211 UNION AVE SUITE 900, MEMPHIS, TN 38104-6638
- In care of
- % SUSAN WAUGH
- Principal officer (990 for 2024)
- MICHAEL UGWUEKE, 1211 UNION AVENUE 700, MEMPHIS, TN 38104
- Signed the 990
- Michael Ugwueke, CEO
- Phone
- (901) 516-0791
- Website
- www.methodisthealth.org
- Return prepared by
- Forvis Mazars LLP
Mission
METHODIST LE BONHEUR HEALTHCARE, IN PARTNERSHIP WITH ITS MEDICAL STAFFS, WILL COLLABORATE WITH PATIENTS AND THEIR FAMILIES TO BE THE LEADER IN PROVIDING HIGH QUALITY, COST-EFFECTIVE PATIENT AND FAMILY-CENTERED CARE. SERVICES WILL BE PROVIDED IN A MANNER WHICH SUPPORTS THE HEALTH MINISTRIES AND SOCIAL PRINCIPLES OF THE UNITED METHODIST CHURCH TO BENEFIT THE COMMUNITIES WE SERVE.
Program accomplishments
- AT METHODIST LE BONHEUR HEALTHCARE (MLH), WE TAKE OUR MISSION SERIOUSLY AND ARE COMMITTED TO FULFILLING OUR SOCIAL RESPONSIBILITY BY GIVING BACK TO THE COMMUNITY IN A MEANINGFUL WAY. MLH HAS CONTINUED TO BE THE LARGEST PROVIDER OF TENNCARE SERVICES IN THE STATE AND OUR FACILITIES SERVE ALL AREAS OF THE CITY AND COUNTY. AS A FAITH-BASED INSTITUTION, PROVIDING ACCESS TO HEALTHCARE FOR ALL OF THE COMMUNITY IS VERY IMPORTANT TO US. THE FIVE (5) FACILITIES OF METHODIST HEALTHCARE - MEMPHIS HOSPITALS ARE LICENSED AS ONE HOSPITAL. IT IS THE THIRD LARGEST HOSPITAL IN THE COUNTRY. METHODIST HAS FIVE MAJOR AREAS OF FOCUS: CARDIOLOGY, CANCER, NEUROSCIENCES, TRANSPLANT, AND PEDIATRICS. IN 2024 MLH CONTRIBUTED MORE THAN $268 MILLION IN COMMUNITY BENEFIT TO MEMPHIS AND THE MID-SOUTH THROUGH VARIOUS EFFORTS INCLUDING, CHARITY CARE, MEDICARE/TNCARE SHORTFALL, MEDICAL EDUCATION, AND COMMUNITY HEALTH IMPROVEMENT SERVICES. NET COMMUNITY BENEFIT EXPENSE IS CALCULATED USING A STANDARD APPROACH AS REQUIRED FOR GOVERNMENT BENEFIT REPORTING. METHODIST LE BONHEUR HEALTHCARE (MLH) HAS SERVED THE MEMPHIS AND MID-SOUTH REGION FOR MORE THAN 100 YEARS. OUR FIVE ADULT HOSPITALS ARE LOCATED ACROSS THE CITY, 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, NON-BILLED, 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. In 2024 METHODIST OLIVE BRANCH HOSPITAL IN NORTH MISSISSIPPI Became A CMS 5-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. MEDICAL EDUCATION AND RESEARCH-METHODIST SUPPORTS VIA DIRECT SALARY AND BENEFIT CONTRIBUTIONS TO THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER (UTHSC) FOR GRADUATE MEDICAL TRAINING POSITIONS (GME) AT METHODIST UNIVERSITY HOSPITAL, LE BONHEUR CHILDREN'S HOSPITAL, AND METHODIST LE BONHEUR GERMANTOWN HOSPITAL. THESE GME RESIDENTS AND FELLOWS ARE EMPLOYEES AND TRAINEES AT THE UNIVERSITY OF TENNESSEE, BUT THEIR FINANCIAL SUPPORT FOR SALARIES AND BENEFITS COMES VIA METHODIST. THESE TRAINEES SPEND TIME AT A METHODIST HOSPITAL DURING THE PERIODS OF METHODIST SUPPORT AND ARE INVOLVED IN PATIENT CARE IN ADDITION TO EDUCATIONAL ACTIVITIES.Expenses $77,429,390 · grants $276,107 · revenue $253,746,586
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1454711
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $2,400,815,607
- Income (IRS master file)
- $439,781,743
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $439,781,743 | $280,770,572 | $2,400,815,607 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $209,828,824 | $232,675,028 | $1,472,099,184 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $315,179,126 | $192,182,987 | $1,523,660,376 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1454711).
Questions about METHODIST LEBONHEUR HEALTHCARE
- What is the EIN of METHODIST LEBONHEUR HEALTHCARE?
- The employer identification number (EIN) of METHODIST LEBONHEUR HEALTHCARE is 58-1454711.
- Is METHODIST LEBONHEUR HEALTHCARE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to METHODIST LEBONHEUR HEALTHCARE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does METHODIST LEBONHEUR HEALTHCARE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of METHODIST LEBONHEUR HEALTHCARE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did METHODIST LEBONHEUR HEALTHCARE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of METHODIST LEBONHEUR HEALTHCARE?
- The 990 for the year ended December 31, 2024 names MICHAEL UGWUEKE.
- Who are the officers and directors of METHODIST LEBONHEUR HEALTHCARE?
- The 990 for the year ended December 31, 2024 lists 29 people; 16 received compensation from the organization, the highest $2,373,965 (Michael Ugwueke, PRESIDENT/CEO/BOARD MEMBER).
- How much revenue does METHODIST LEBONHEUR HEALTHCARE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $439,781,743, expenses of $280,770,572 and total assets of $2,400,815,607 at year end.
Other nonprofits in MEMPHIS
- ST JUDE CHILDRENS RESEARCH HOSPITAL INC EIN 62-0646012 · last filed 990 for 2025
- METHODIST HEALTHCARE-MEMPHIS EIN 62-0479367 · last filed 990 for 2024
- BAPTIST MEMORIAL HOSPITAL EIN 62-0123940 · last filed 990 for 2025
- SHELBY COUNTY HEALTH CARE CORPORATION EIN 62-1113169 · last filed 990 for 2025
- BAPTIST MEMORIAL HEALTH CARE CORPORATION EIN 58-1521475 · last filed 990 for 2025
- BAPTIST MEMORIAL HOSPITAL - JONESBORO INC EIN 26-1214372 · last filed 990 for 2025
- BAPTIST MEMORIAL MEDICAL GROUP INC EIN 62-1545731 · last filed 990 for 2025
- METHODIST HEALTHCARE-OLIVE BRANCH HOSPITAL EIN 64-0889822 · last filed 990 for 2024