Skip to main content

Nonprofit · EIN 95-1643381

MEMORIAL HEALTH SERVICES

Tax-exempt · FOUNTAIN VLY, CA 92708

Financials

$422.1M$336.6M2022$450.3M$360.7M2023$484M$383.9M2024
Revenue Expenses · by fiscal year end
Financials of MEMORIAL HEALTH SERVICES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$484,020,259$383,913,898$100,106,361$3,180,215,363$2,107,761,900$1,072,453,463
June 30, 2024990$450,281,604$360,704,226$89,577,378$3,169,297,807$2,179,449,299$989,848,508
June 30, 2023990$422,096,386$336,561,152$85,535,234$3,286,913,859$2,413,194,016$873,719,843
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,549,348
Program service revenue
$294,048,224
Investment income
$156,094,204
Net rental income
$1,656,390
Net gain from sales of assets
$142,244,686
Other revenue
$30,328,483

Expenses

Grants and similar amounts paid
$35,000
Compensation of officers, directors and key employees
$23,469,943
Other salaries and wages
$109,576,297
Salaries, compensation and benefits (total)
$177,989,299
Professional fundraising fees
$0
Legal fees
$8,768,177
Accounting fees
$341,559
Occupancy
$5,772,694
Travel
$166,526
Depreciation
$26,532,098
Program services (functional)
$231,263,436
Management and general (functional)
$152,650,462

Balance sheet and other

Total assets, start of year
$3,169,297,807
Total assets, end of year
$3,180,215,363
Total liabilities, end of year
$2,107,761,900
Net assets, end of year
$1,072,453,463
Land, buildings and equipment
$163,196,536
Publicly traded securities
$1,791,869,948
Net assets without donor restrictions
$1,072,453,463
Gross receipts
$1,392,875,241
Employees
1,255
Volunteers
13
Year formed
1937
State of legal domicile
CA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
BARRY S ARBUCKLEPRESIDENT(THRU 4/2025)/CEO
Trustee or director, Officer
50$5,859,346$1,223,783
KAREN A TESTMANEVP, CHIEF FINANCIAL OFFICER
Officer
59$1,768,311$368,116
DAVID S KIMCEO/EVP, MCMF/MHS PRES(FROM 4/2025)
Officer
50$1,550,109$361,325
THOMAS J LEARYEVP, CHIEF LEGAL OFFICER
Key employee
60$1,373,660$309,503
STEVEN BEALSVP, INFO SYSTEMS/CIO
Key employee
60$1,060,071$206,640
LAURIE D SICAEROSCHIEF STRATEGY OFFICER (THRU 12/25)
Officer
60$1,067,145$193,412
MARY P LEAHYSVP, CHIEF HR OFFICER
Key employee
60$900,564$188,276
ADOLFO O CHANEZSVP, CORPORATE FINANCE & TREASURER
Key employee
60$745,238$185,580
JOHN D CASCELLSVP, MANAGED CARE
Key employee
60$741,564$157,715
BRIAN C STUCKMANSVP, SUPPLY CHAIN & ANCILLARY
Key employee
60$711,514$154,322
SHELA KANESHIROCTO(THRU 3/2025)/CEO SMC(FROM 4/2025)
Key employee
60$644,446$159,986
KEVIN C TORRESVP, INFORMATION SYSTEMS
Key employee
60$690,878$108,737
STEPHEN MCNAMARASVP, PFS AND CFO SHP
Key employee
60$590,781$154,600
JOHN SOMERSVP, REAL ESTATE & FACILITIES
Key employee
60$504,468$76,491
TROY D VEILLEUXVP, INFORMATION SYSTEMS
Key employee
60$498,359$69,512
26 more people on this return
NameTitleHours / weekCompensationOther / benefits
ELIZABETH ACORDVP, CLINICAL INSTITUTES
Key employee
60$484,480$61,096
CHRISTOPHER FINCHVP, CHIEF COMPLIANCE OFFICER
Key employee
60$419,600$90,555
RICHELE S CRAVEIRO-STEELEVP, PUBLIC RELATIONS & COMMUN
Key employee
60$429,261$80,765
ROBERT D LONTOVP, TOTAL REWARDS & SYSTEMS
Key employee
60$443,194$62,062
KRISTEN L PUGHVP, ADVOCACY & GOVERN RELATION
Key employee
60$442,518$48,545
SETH ELLISVP, CLINICAL INTEGRATION(THRU 10/24)
Key employee
60$415,899$63,321
VINCENT SERIOVP, BRAND & DIGITAL MARKETING
Key employee
60$419,887$58,824
JAMES M JONESVP, QUALITY & RISK MANAGEMENT
Key employee
60$419,817$52,376
SUZANNA W HAZBOUNVP, HR & ASST. GENERAL COUNSEL
Highest-paid employee
60$406,367$59,792
MOSES AGUIRREEXEC. DIR. TALENT ACQUISITION
Key employee
60$409,637$29,683
LAUREN T PRIVITERAVP, RESEARCH ADMINISTRATION
Highest-paid employee
60$359,981$52,650
KAREN WEINSTEINASSISTANT GENERAL COUNSEL
Highest-paid employee
60$352,451$58,024
DONALD THOMPSONASSISTANT GENERAL COUNSEL
Highest-paid employee
60$376,846$32,292
ELAINE L GARNEFFVP, HUMAN RESOURCES
Highest-paid employee
60$319,293$48,422
TERESA EVANSDIRECTOR, CHAIRMAN
Trustee or director, Officer
1$0$0
MICHAEL SKILLMANDIRECTOR, VICE CHAIR
Trustee or director, Officer
1$0$0
SHARON CHEEVERDIRECTOR, SECRETARY
Trustee or director, Officer
1$0$0
SAMUEL TANGDIRECTOR
Trustee or director
1$0$0
SATHYA CHEYDIRECTOR
Trustee or director
1$0$0
TOM FELDMARDIRECTOR
Trustee or director
1$0$0
JUDY JONESDIRECTOR
Trustee or director
1$0$0
JIM LEO MDDIRECTOR
Trustee or director
1$0$0
BRADEN PHILLIPSDIRECTOR
Trustee or director
1$0$0
THOMAS B ROGERSDIRECTOR
Trustee or director
1$0$0
FRANCISCO SCHLOTTERBECKDIRECTOR
Trustee or director
1$0$0
MICHAEL VAN DYKEDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 39 people
NameTitleHours / weekCompensationOther / benefits
BARRY S ARBUCKLEPRESIDENT/CEO
Trustee or director, Officer
50$4,599,033$1,980,077
KAREN A TESTMANEVP, CHIEF FINANCIAL OFFICER
Officer
59$1,494,508$514,794
THOMAS J LEARYEVP, CHIEF LEGAL OFFICER
Key employee
60$1,350,150$348,020
LAURIE D SICAEROSCHIEF STRATEGY OFFICER
Officer
60$1,017,787$245,450
STEVEN BEALSVP, INFO SYSTEMS/CIO
Key employee
60$954,772$252,348
HELEN L MACFIESVP, CHIEF TRANSF OFF (THRU 10/23)
Key employee
60$949,645$33,707
KEVIN C TORRESVP, INFORMATION SYSTEMS
Key employee
60$652,314$265,017
MARY P LEAHYSVP, CHIEF HR OFFICER
Key employee
60$681,634$216,239
JOHN D CASCELLSVP, MANAGED CARE
Key employee
60$687,270$190,928
ADOLFO O CHANEZSVP, CORPORATE FINANCE & TREASURER
Key employee
60$720,772$147,352
CATHY D CAPALDISVP,BUS-DEV,MARK/COMM (THRU 1/24)
Key employee
60$776,098$90,251
BRIAN C STUCKMANSVP SUPPLY CHAIN & ANCILLARY
Key employee
60$721,039$132,915
SHELA KANESHIROSVP, CHIEF MARK & COMM OFFICER
Key employee
60$629,118$112,571
STEPHEN MCNAMARASVP, PFS AND CFO SHP
Key employee
60$557,350$78,596
JOHN SOMERSVP, REAL ESTATE & FACILITIES
Key employee
60$501,382$40,080
TROY D VEILLEUXVP, INFORMATION SYSTEMS
Key employee
60$504,415$32,279
CHRISTOPHER FINCHVP, CHIEF COMPLIANCE OFFICER
Key employee
60$455,214$58,277
KRISTEN L PUGHVP, ADVOCACY & GOVERN RELATION
Key employee
60$480,326$17,635
RICHELE S CRAVEIRO-STEELEVP, PUBLIC RELATIONS & COMMUN
Highest-paid employee
60$394,917$101,591
ELIZABETH ACORDVP, ONCOLOGY
Key employee
60$467,463$26,820
JAMES M JONESVP, QUALITY & RISK MANAGEMENT
Key employee
60$460,183$23,117
DONALD THOMPSONASSISTANT GENERAL COUNSEL
Highest-paid employee
60$440,871$34,483
KAREN WEINSTEINASSISTANT GENERAL COUNSEL
Highest-paid employee
60$409,069$51,505
DOUGLAS FARLEYVP, SUPPLY CHAIN
Key employee
60$437,787$19,440
ROBERT D LONTOVP, TOTAL REWARDS & SYSTEMS
Key employee
60$424,904$30,515
SETH ELLISVP, CLINICAL INTEGRATION
Key employee
60$395,833$42,249
JENNIFER L TINAJEROVP, CLINICAL TRANSFORMATION
Highest-paid employee
60$380,836$19,690
LAUREN T PRIVITERAVP, RESEARCH ADMINISTRATION
Highest-paid employee
60$363,878$22,799
SHARON CHEEVERDIRECTOR, CHAIRMAN
Trustee or director, Officer
1$0$0
SATHYA CHEYDIRECTOR
Trustee or director
1$0$0
JIM LEO MDDIRECTOR
Trustee or director
1$0$0
THOMAS B ROGERSDIRECTOR
Trustee or director
1$0$0
SAMUEL TANGDIRECTOR, SECRETARY
Trustee or director, Officer
1$0$0
TERESA EVANSDIRECTOR, VICE CHAIR
Trustee or director, Officer
1$0$0
JUDY JONESDIRECTOR
Trustee or director
1$0$0
BRADEN PHILLIPSDIRECTOR
Trustee or director
1$0$0
JOHN FIELDERDIRECTOR
Trustee or director
1$0$0
FRANCISCO SCHLOTTERBECKDIRECTOR
Trustee or director
1$0$0
MICHAEL SKILLMANDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 39 people
NameTitleHours / weekCompensationOther / benefits
BARRY S ARBUCKLEPRESIDENT/CEO
Trustee or director, Officer
50$4,388,545$1,927,624
KAREN A TESTMANEVP, CHIEF FINANCIAL OFFICER
Officer
59$1,313,036$483,488
THOMAS J LEARYSVP, CHIEF LEGAL OFFICER
Key employee
60$1,104,354$286,107
LAURIE D SICAEROSCHIEF STRATEGY OFFICER
Officer
60$912,256$240,594
HELEN L MACFIESVP, CHIEF TRANSFORMATION OFF
Key employee
60$1,053,653$38,470
STEVEN BEALSVP, INFO SYSTEMS/CIO
Key employee
60$752,662$237,802
CATHY D CAPALDISVP, BUSINESS DEV, MARK & COMM
Key employee
60$803,536$153,788
JOHN D CASCELLSVP, MANAGED CARE
Key employee
60$633,860$193,846
MARY P LEAHYSVP, CHIEF HR OFFICER
Key employee
60$598,427$176,457
ADOLFO O CHANEZSVP, CORPORATE FINANCE
Key employee
60$613,797$133,433
BRIAN C STUCKMANSVP SUPPLY CHAIN & ANCILLARY
Key employee
60$607,091$121,765
KEVIN C TORRESVP, INFORMATION SYSTEMS
Key employee
60$553,694$50,543
SHELA KANESHIROSVP, CHIEF MARK & COMM OFFICER
Key employee
60$467,096$89,315
JOHN SOMERSVP, REAL ESTATE & FACILITIES
Key employee
60$483,172$41,289
TROY D VEILLEUXVP, INFORMATION SYSTEMS
Key employee
60$476,430$34,490
STEPHEN MCNAMARAVP, PFS AND CFO SHP
Key employee
60$464,402$44,206
ELIZABETH ACORDVP, ONCOLOGY
Key employee
60$429,064$28,964
CHRISTOPHER FINCHVP, CHIEF COMPLIANCE OFFICER
Key employee
60$388,857$45,580
KRISTEN L PUGHVP, ADVOCACY & GOVERN RELATION
Key employee
60$413,167$16,320
SETH ELLISVP, CLINICAL INTEGRATION
Key employee
60$387,020$35,388
JAMES M JONESVP, QUALITY & RISK MANAGEMENT
Key employee
60$371,075$23,498
RICHELE S CRAVEIRO-STEELEVP, PUBLIC RELATIONS & COMMUN
Key employee
60$350,120$42,350
DONALD THOMPSONASSISTANT GENERAL COUNSEL
Highest-paid employee
60$356,972$34,291
KAREN WEINSTEINASSISTANT GENERAL COUNSEL
Highest-paid employee
60$328,422$42,384
JENNIFER L TINAJEROVP, CLINICAL TRANSFORMATION
Key employee
60$342,907$16,647
SUZANNA H WINSLOWASSOCIATE GENERAL COUNSEL
Highest-paid employee
60$301,673$33,212
PAUL A HOLTEXEC. DIR, ENTERPRISE IT SVCS
Highest-paid employee
60$286,445$33,453
SAHANA SUNILEXEC. DIR, ENTERPRISE PMO
Highest-paid employee
60$282,911$27,769
SHARON CHEEVERDIRECTOR, CHAIRMAN
Trustee or director, Officer
1$0$0
TERESA EVANSDIRECTOR, VICE CHAIR
Trustee or director, Officer
1$0$0
STEVE GEIDTDIRECTOR, SECRETARY
Trustee or director, Officer
1$0$0
SATHYA CHEYDIRECTOR
Trustee or director
1$0$0
JIM LEO MDDIRECTOR
Trustee or director
1$0$0
THOMAS B ROGERSDIRECTOR
Trustee or director
1$0$0
ROBERT F SCHACKDIRECTOR
Trustee or director
1$0$0
SAMUEL TANGDIRECTOR
Trustee or director
1$0$0
JOHN FIELDERDIRECTOR
Trustee or director
1$0$0
FRANCISCO SCHLOTTERBECKDIRECTOR
Trustee or director
1$0$0
MICHAEL SKILLMANDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
17360 BROOKHURST ST, FOUNTAIN VLY, CA 92708-3720
In care of
% MHS PAYROLL DEPARTMENT
Principal officer (990 for 2024)
KAREN TESTMAN, 17360 BROOKHURST STREET, FOUNTAIN VALLEY, CA 92708
Signed the 990
ADOLFO CHANEZ, SECRETARY
Phone
(714) 377-3002
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-1643381 or by the name MEMORIAL HEALTH SERVICES.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES AND OUR COMMUNITIES, BY BENEFITING, PERFORMING THE FUNCTIONS OF AND CARRYING OUT THE PURPOSES OF THE NONPROFIT, TAX-EXEMPT HOSPITALS AND OTHER HEALTHCARE PROVIDERS OF WHICH THE ORGANIZATION IS THE SOLE MEMBER ("THE SUPPORTED ORGANIZATION"), AND SUPPORTING THE PURPOSES AND ACTIVITIES OF THE SUPPORTED ORGANIZATIONS BY PROVIDING THEM WITH ADMINISTRATIVE SERVICES.

990 for the year ended June 30, 2025

Program accomplishments

  • SEE SCHEDULE OTHE ORGANIZATION, MEMORIAL HEALTH SERVICES, IS THE PARENT NONPROFIT CORPORATION OF A NONPROFIT INTEGRATED HEALTH CARE DELIVERY SYSTEM, KNOWN AS THE MEMORIALCARE HEALTH SYSTEM (MEMORIALCARE). MEMORIAL HEALTH SERVICES IS THE SOLE MEMBER OF (1) LONG BEACH MEMORIAL MEDICAL CENTER, A CALIFORNIA NONPROFIT CORPORATION WHICH OPERATES MEMORIALCARE LONG BEACH MEDICAL CENTER AND MILLER CHILDREN'S AND WOMEN'S HOSPITAL LONG BEACH, (2) ORANGE COAST MEMORIAL MEDICAL CENTER, A CALIFORNIA NONPROFIT CORPORATION, AND (3) SADDLEBACK MEMORIAL MEDICAL CENTER, A CALIFORNIA NONPROFIT CORPORATION. MEMORIALCARE'S LARGEST PROGRAM SERVICES CONSIST OF PROVIDING INPATIENT AND OUTPATIENT HOSPITAL CARE TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES. MEMORIALCARE HOSPITALS ARE COMMITTED TO MEETING THE HEALTH CARE NEEDS OF PATIENTS WHO MAY BE UNINSURED OR UNDERINSURED, AND PROVIDE MEDICALLY NECESSARY SERVICES, WITHOUT COST OR AT A REDUCED COST, TO PATIENTS WHO QUALIFY BASED ON INCOME. IN THE YEAR ENDING JUNE 30, 2025, MEMORIALCARE HOSPITALS OPERATED 1,279 BEDS, RECORDED 261,451 PATIENT DAYS, DISCHARGED 53,752 PATIENTS, PROVIDED 26,693 SURGICAL PROCEDURES, DELIVERED 8,408 BABIES, AND HAD 194,307 EMERGENCY DEPARTMENT VISITS.MEMORIALCARE MEDICAL FOUNDATION (MCMF) IS A NONPROFIT MEDICAL PRACTICE FOUNDATION DESCRIBED IN SECTION 1206(L) OF THE CALIFORNIA HEALTH & SAFETY CODE WHICH PROVIDES COMPREHENSIVE OUTPATIENT CLINICAL SERVICES AT APPROXIMATELY 40 SITES THROUGHOUT ORANGE AND LOS ANGELES COUNTIES IN THE AREAS OF INTERNAL MEDICINE, FAMILY MEDICINE, AND MULTIPLE OTHER SPECIALTIES. ALSO, MCMF PROVIDES ADMINISTRATION, MANAGEMENT AND CONTRACTING SERVICES FOR EXCLUSIVE PRIMARY CARE PROVIDERS AND A SPECIALTY NETWORK OF AFFILIATED INDIVIDUAL AND PHYSICIAN GROUPS. MCMF ALSO PROVIDES COORDINATED CARE FOR HEALTH PLAN MEMBERS THROUGH ACOS (ACCOUNTABLE CARE ORGANIZATIONS) AND OWNS BEACH SURGICAL HOLDINGS, LLC (BEACH). BEACH WAS ACQUIRED THROUGH A JOINT VENTURE. ADDITIONALLY, MCMF PROVIDES SERVICES TO GREATER NEWPORT PHYSICIANS MEDICAL GROUP, INC.'S (GNP) NONEXCLUSIVE PHYSICIANS FOR THEIR CAPITATED MEMBERSHIP. GNP IS SETUP AS AN INDEPENDENT PRACTICE ASSOCIATION (IPA) AND GNP'S DBA IS MEMORIALCARE INDEPENDENT PHYSICIANS OR MCIP. ADDITIONALLY, MCMF IS PART OF SEVERAL JOINT VENTURE PARTNERSHIPS FOR AMBULATORY SURGERY CENTERS, IMAGING CENTERS, DIALYSIS CLINICS, AND PHYSICAL THERAPY CENTERS THROUGHOUT ORANGE AND LOS ANGELES COUNTIES. FOR THE YEAR ENDING JUNE 30, 2025, MCMF PROVIDED 988,332 CLINIC VISITS AND PERFORMED 47,778 AMBULATORY SURGERIES.
    Expenses $231,263,436 · grants $35,000 · revenue $294,048,224

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
95-1643381
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Hospital or medical research organization
Donations deductible (Pub 78)
Group exemption
Exempt since
2010
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E122)
Group exemption
5661 (5 member organizations)
Assets (IRS master file)
$3,180,215,363
Income (IRS master file)
$1,392,875,241

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$484,020,259$383,913,898$3,180,215,363IRS
990June 2024$450,281,604$360,704,226$3,169,297,807IRS
990June 2023$422,096,386$336,561,152$3,286,913,859XML
990June 2022$411,780,979$319,507,547$3,483,340,551IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––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 95-1643381).

Questions about MEMORIAL HEALTH SERVICES

What is the EIN of MEMORIAL HEALTH SERVICES?
The employer identification number (EIN) of MEMORIAL HEALTH SERVICES is 95-1643381.
Is MEMORIAL HEALTH SERVICES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to MEMORIAL HEALTH SERVICES tax-deductible?
Yes. It is listed in IRS Publication 78 (Group exemption).
Which annual return does MEMORIAL HEALTH SERVICES 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 MEMORIAL HEALTH SERVICES due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MEMORIAL HEALTH SERVICES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MEMORIAL HEALTH SERVICES?
The 990 for the year ended June 30, 2025 names KAREN TESTMAN.
Who are the officers and directors of MEMORIAL HEALTH SERVICES?
The 990 for the year ended June 30, 2025 lists 41 people; 29 received compensation from the organization, the highest $5,859,346 (BARRY S ARBUCKLE, PRESIDENT(THRU 4/2025)/CEO).
How much revenue does MEMORIAL HEALTH SERVICES have?
On its 990 for the year ended June 30, 2025 it reported revenue of $484,020,259, expenses of $383,913,898 and total assets of $3,180,215,363 at year end.

Organizations in its group exemption (5)

Other nonprofits in FOUNTAIN VLY

All nonprofits in FOUNTAIN VLY · California · Health care