MEMORIAL HEALTH SERVICES GROUP RETURN

EIN: 352391110 501(c)(3) Health Care

FOUNTAIN VALLEY, CA

Total Revenue
$2,722,723,854
Total Expenses
$2,904,359,316
Total Assets
$2,786,617,345
Net Assets
$2,159,946,388
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer
KAREN TESTMAN
Phone
7143773002
Tax Period
2022-07-01 to 2023-06-30

MEMORIAL HEALTH SERVICES GROUP RETURN is a large national nonprofit in the Health Care sector that reported $2.7B in total revenue in fiscal year 2022.

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES AND OUR COMMUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $62,173,589
Program Service Revenue $2,652,259,155
Investment Income $-919,634
Other Revenue $9,210,744
TOTAL REVENUE $2,722,723,854

Expense Breakdown

Grants Paid $388,975
Salaries & Benefits $1,105,889,794
Fundraising Expenses $0
Program Expenses $2,663,135,831
Other Expenses $1,798,080,547
TOTAL EXPENSES $2,904,359,316

Year-over-Year Comparison

2022 2021 Change
Revenue $2,722,723,854 $2,745,718,631 0.0%
Expenses $2,904,359,316 $2,670,009,849 +0.1%
Net Income $-181,635,462 $75,708,782 -3.4%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
36
Independent Members
35
Employees
11406
Volunteers
918

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
19
$15,703,823
Total Directors
36
$6,316,169
Key Employees
28
$13,068,701
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARRY S ARBUCKLE BD MEMBER- LBMMC,OCMMC,SMMC,MCMF 48.00
Officer Director
$0 $1,927,624 $6,316,169
TOM ROGERS BOARD MEMBER - CHAIR, OC REGION 1.00
Officer Director
$0 $0 $0
THOMAS FELDMAR BOARD MEMBER - VICE CHAIR, OC REGION 1.00
Officer Director
$0 $0 $0
JUDY JONES BOARD MEMBER - VICE CHAIR, MCMF 1.00
Officer Director
$0 $0 $0
FRANK MARINO MD BOARD MEMBER - SECRETARY, MCMF 1.00
Officer Director
$0 $0 $0
STEVE GEIDT BOARD MEMBER - CHAIR, MCMF 1.00
Officer Director
$0 $0 $0
JULIO IBARRA MD BOARD MEMBER - SECRETARY, OC REGION 1.00
Officer Director
$0 $0 $0
JENNIFER MCNULTY MD BOARD MEMBER - SECRETARY, LBMMC 1.00
Officer Director
$0 $0 $0
WILLIAM WEBSTER MD BOARD MEMBER - SECRETARY, LBMMC 1.00
Officer Director
$0 $0 $0
JOHN FIELDER BOARD MEMBER - CHAIR, LBMMC 1.00
Officer Director
$0 $0 $0
MIKE VAN DYKE BOARD MEMBER - VICE CHAIR, LBMMC 1.00
Officer Director
$0 $0 $0
SHARON CHEEVER BOARD MEMBER, OC REGION 1.00
Director
$0 $0 $0
TERESA EVANS BOARD MEMBER, OC REGION 1.00
Director
$0 $0 $0
MICHAEL D MONETA MD BOARD MEMBER, OC REGION 1.00
Director
$0 $0 $0
CATHERINE Y HAN MD BOARD MEMBER, OC REGION 1.00
Director
$0 $0 $0
LALITA M KOMANAPALLI MD BOARD MEMBER, OC REGION 1.00
Director
$0 $0 $0
DALE VITAL RN BOARD MEMBER, OC REGION 1.00
Director
$0 $0 $0
DAVID A WOLF BOARD MEMBER, OC REGION 1.00
Director
$0 $0 $0
MYRON WACHOLDER MD BOARD MEMBER, MCMF 1.00
Director
$0 $0 $0
DAISY TINT MD BOARD MEMBER, MCMF 1.00
Director
$0 $0 $0
SCOTT FERER MD BOARD MEMBER, MCMF 1.00
Director
$0 $0 $0
KEITH NELSON BOARD MEMBER, MCMF 1.00
Director
$0 $0 $0
GRACIA COVARRUBIAS MD BOARD MEMBER, MCMF 1.00
Director
$0 $0 $0
ANDREW MLEYNEK DO BOARD MEMBER, MCMF 1.00
Director
$0 $0 $0
TAM NGUYEN MD BOARD MEMBER, OC REGION 1.00
Director
$0 $0 $0
FRANK MARINO MD BOARD MEMBER, OC REGION 1.00
Director
$0 $0 $0
BRADEN PHILLIPS BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
LESLIE H EDRICH MD BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
LORNA MCFARLAND MD BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
JANE C CONOLEY BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
ROBERT SCHACK BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
ANDREW WITTENBERG MD BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
CYNTHIA HERZOG MD BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
JAMES WELLS MD BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
SUSAN E ANDERSON WISE BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
MARCELL EPLEY BOARD MEMBER, LBMMC 1.00
Director
$0 $0 $0
MARCIA MANKER CEO/EVP, OC REGION 58.00
Officer
$0 $682,306 $3,138,220
MARK D SCHAFER CEO/EVP, MCMF 58.00
Officer
$0 $640,225 $2,373,479
JOHN BISHOP CEO/EVP, LBMMC (THRU 1/6/23) 58.00
Officer
$0 $361,910 $1,788,944
AARON B COLEY CFO, OC REGION 58.00
Officer
$0 $135,345 $795,500
YAIR KATZ CFO, LBMMC/CEO, MCWH & SVP PED 56.00
Officer
$0 $128,892 $742,010
RANDALL ROISMAN CHIEF FINANCIAL OFFICER, MCMF 58.00
Officer
$0 $33,706 $549,501
PATTI PILGRIM CFO, LBMMC 60.00
Officer
$0 $0 $0
BLAIR KENT CEO/EVP, LBMMC 60.00
Officer
$0 $0 $0
ADAM SOLOMON CHIEF MEDICAL OFFICER, MCMF 60.00
Key Emp
$0 $137,074 $891,603
IKENNA M MMEJE COO, LBMMC (THRU 8/24/22) 60.00
Key Emp
$0 $27,917 $788,740
EMILY M RANDLE COO, OCMC 60.00
Key Emp
$0 $123,104 $744,876
ANN LEE EUNHEE VP,ANCI&SUP SVCS,LBMMC(THRU 9/16/22) 60.00
Key Emp
$0 $20,017 $603,716
GRAHAM C TSE CHIEF MEDICAL OFFICER, MCWH 60.00
Key Emp
$0 $34,574 $596,500
JOY B KIM CHIEF MEDICAL OFFICER, LBMMC 60.00
Key Emp
$0 $33,288 $582,010
CATHERINE H SHITARA COO, SMMC 60.00
Key Emp
$0 $91,637 $578,717
SHELA KANESHIRO CHIEF NURSING OFFICER, OCMC 60.00
Key Emp
$0 $89,315 $556,411
BRANDI L CASSINGHAM CHIEF NURSING OFFICER, SMMC 60.00
Key Emp
$0 $94,708 $493,473
STEPHEN A CESCA CHIEF STRATEGY & BUSINESS DEV, LBMMC 60.00
Key Emp
$0 $65,139 $477,508
SUSAN B HERMAN CNO, LBMMC 60.00
Key Emp
$0 $29,059 $475,527
DEBRA SPINDEL VP, PHYSICIAN SERVICES, MCMF 60.00
Key Emp
$0 $51,255 $453,254
ANDREA DE CORO VP, CLINICAL PHARMACY & PI, MCMF 60.00
Key Emp
$0 $24,287 $421,678
HANNAH H BAKER VP, PAYOR CONTRACTING, MCMF 60.00
Key Emp
$0 $35,671 $417,315
ELIZABETH F SIMPSON VP, MEDICAL MGMT, MCMF (THRU 6/2/23) 60.00
Key Emp
$0 $24,208 $410,986
JENNIFER THOMPSON VP, MEDICAL GROUP OPERATIONS, MCMF 60.00
Key Emp
$0 $26,396 $406,531
ASHLEY A MERCADO VP, FINANCE 60.00
Key Emp
$0 $16,651 $398,911
BETHA SCHNELLE VP, IPA OPERATIONS, MCMF 60.00
Key Emp
$0 $32,579 $397,238
GREG A MUNIZ VP, FOUNDATION 60.00
Key Emp
$0 $34,983 $395,537
ANNAMARIE JONES CHIEF OPERATING OFFICER, MCMF 60.00
Key Emp
$0 $46,779 $394,522
RICHELE S CRAVEIRO-STEELE VP, PUBLIC RELATIONS & COMMUN 60.00
Key Emp
$0 $42,350 $392,470
MICHELLE R GUTIERREZ VP, HUMAN RESOURCES, OC REGION 60.00
Key Emp
$0 $48,582 $383,930
IDA M MERLINE VP, MEMORIAL HEART INSTITUTE, LBMMC 60.00
Key Emp
$0 $37,229 $372,568
ERIN HOTRA-SHINN VP, STRATEGY/BUS DEV, OC REGION 60.00
Key Emp
$0 $43,815 $369,692
KELLI J RUIZ VP, STRATEGY & BUS DEV, OC REGION 60.00
Key Emp
$0 $34,171 $363,978
GARY IEM VP, BUS DEVELOP & STRATEGIC SVC,MCMF 60.00
Key Emp
$0 $12,684 $318,318
LILIAN M BARKER VP, QUALITY, LBMMC (THRU 7/15/22) 60.00
Key Emp
$0 $19,311 $204,174
MICHAEL P NAGEOTTE MD ASSOC CMO WOMENS (THRU 10/31/22) 60.00
Key Emp
$0 $6,152 $178,518
DEELING L TENG SENIOR MEDICAL DIRECTOR 60.00
Highest
$0 $37,541 $556,669
TANYA DANSKY SENIOR MEDICAL DIRECTOR 60.00
Highest
$0 $36,847 $550,901
MARIA E ZITLAU RN, COORD, CVOR 60.00
Highest
$0 $51,025 $418,937
GEORGE A HONG MEDICAL DIRECTOR 60.00
Highest
$0 $36,219 $413,371
LEONARD MUNARI PROGRAMDIR PEDIATRIC PERFUSION 60.00
Highest
$0 $32,527 $338,909
LAURIE SICAEROS FORMER SVP, COO/PI, MCMF 0.00
$0 $240,594 $1,152,850
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $2,722,723,854 $2,904,359,316 $2,786,617,345 $-181,635,462
2022 $2,745,718,631 $2,670,009,849 $2,962,904,582 $75,708,782
2021 $2,641,474,929 $2,520,260,517 $2,972,372,486 $121,214,412
2020 $2,607,380,250 $2,490,257,843 $2,727,566,363 $117,122,407
2019 $2,480,778,360 $2,308,137,596 $2,339,734,465 $172,640,764
2018 $2,340,953,716 $2,267,577,683 $2,254,409,139 $73,376,033
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