METHODIST HOSPITAL GROUP (EIN 352410801) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

MARC L BOOM MD

Phone

8326676160

Tax Period

2023-01-01 to 2023-12-31

METHODIST HOSPITAL GROUP is a large national nonprofit that reported $3.9B in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.5B left a modest 10% surplus.

Mission

THE ORGANIZATIONS IN METHODIST HOSPITAL GROUP (GROUP) (SEE STATEMENT 1) ARE PART OF THE METHODIST HOSPITAL, DOING BUSINESS AS HOUSTON METHODIST HOSPITAL, WHOSE MISSION IS: TO PROVIDE HIGH QUALITY, COST-EFFECTIVE HEALTH CARE THAT DELIVERS THE BEST VALUE TO THE PEOPLE WE SERVE IN A SPIRITUAL ENVIRONMENT OF CARING IN ASSOCIATION WITH INTERNATIONALLY RECOGNIZED TEACHING AND RESEARCH.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $68,358,389

Program Service Revenue $3,725,671,794

Investment Income $392,569

Other Revenue $133,127,457

TOTAL REVENUE $3,927,550,209

Expense Breakdown

Grants Paid $2,048,464

Salaries & Benefits $1,591,892,171

Fundraising Expenses $0

Program Expenses $3,076,232,101

Other Expenses $1,943,476,632

TOTAL EXPENSES $3,537,417,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,927,550,209	$3,572,464,535	+0.1%
Expenses	$3,537,417,267	$3,202,133,378	+0.1%
Net Income	$390,132,942	$370,331,157	+0.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

100

Independent Members

Employees

17873

Volunteers

583

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

$29,240,312

Total Directors

$30,377,022

Key Employees

$16,806,241

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY L WAER MD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
ANN SNYDER PHD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
ANTONIO GOTTO MD DPHIL	SEE SCHEDULE O	2.00	Director	$0	$0	$0
AUGUSTINE MK CHOI MD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
BISHOP CYNTHIA FIERRO HARVEY	SEE SCHEDULE O	2.00	Director	$0	$0	$0
BISHOP SCOTT JONES	SEE SCHEDULE O	2.00	Director	$0	$0	$0
BRENT ALLMON MD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
CARLTON E BAUCUM	SEE SCHEDULE O	4.00	Officer Director	$0	$0	$0
CHRISTOPHER P ROBBEN MD	SEE SCHEDULE O	2.00	Officer Director	$0	$53,462	$659,212
CHRISTOPHER STAVROS	SEE SCHEDULE O	2.00	Director	$0	$0	$0
CONNIE DYER	SEE SCHEDULE O	6.00	Director	$0	$0	$0
CONSTANCE M MOBLEY MD PHD	SEE SCHEDULE O	2.00	Director	$0	$43,768	$842,368
DAVID BAGGETT JR	SEE SCHEDULE O	2.00	Director	$0	$0	$0
DAVID CHAO	SEE SCHEDULE O	2.00	Director	$0	$0	$0
DAVID M UNDERWOOD JR	SEE SCHEDULE O	4.00	Officer Director	$0	$0	$0
DAVID MODESETT	SEE SCHEDULE O	2.00	Director	$0	$0	$0
DEBRA SUKIN PHD	SEE SCHEDULE O	50.00	Officer Director	$1,555,984	$241,081	$1,797,065
DOUGLAS E SWANSON JR	SEE SCHEDULE O	4.00	Director	$0	$0	$0
DR EDMUND ROBB III	SEE SCHEDULE O	2.00	Director	$0	$0	$0
DR THOMAS J PACE III	SEE SCHEDULE O	2.00	Director	$0	$0	$0
EDWARD A JONES	SEE SCHEDULE O	50.00	Officer Director	$949,310	$132,507	$1,081,817
EDWARD R ALLEN III	SEE SCHEDULE O	2.00	Director	$0	$0	$0
EDWIN ED KNIGHT	SEE SCHEDULE O	2.00	Director	$0	$0	$0
ELAINE FINGER	SEE SCHEDULE O	2.00	Director	$0	$0	$0
ELIZABETH BLANTON WAREING	SEE SCHEDULE O	2.00	Officer Director	$0	$0	$0
EMILY A CROSSWELL	SEE SCHEDULE O	4.00	Officer Director	$0	$0	$0
ERNIE D COCKRELL II	SEE SCHEDULE O	2.00	Director	$0	$0	$0
EVAN KATZ	SEE SCHEDULE O	2.00	Officer Director	$0	$0	$0
EWING WERLEIN JR	SEE SCHEDULE O	8.00	Officer Director	$0	$0	$0
GARY W EDWARDS	SEE SCHEDULE O	2.00	Director	$0	$0	$0
GILBERT SANTANA	SEE SCHEDULE O	2.00	Officer Director	$0	$0	$0
GREGORY TERRY MD	SEE SCHEDULE O	2.00	Director	$0	$45,682	$539,255
GREGORY V NELSON	SEE SCHEDULE O	10.00	Officer Director	$0	$0	$0
H DIRK SOSTMAN MD	SEE SCHEDULE O	50.00	Officer Director	$1,986,445	$229,352	$2,215,797
JAMES MUSCHALIK	SEE SCHEDULE O	2.00	Director	$0	$0	$0
JOE BOB PERKINS	SEE SCHEDULE O	4.00	Officer Director	$0	$0	$0
JOHN F BOOKOUT	SEE SCHEDULE O	6.00	Director	$0	$0	$0
JOSEPH C RUSTY WALTER III	SEE SCHEDULE O	4.00	Officer Director	$0	$0	$0
JOSHUA SEPTIMUS MD	SEE SCHEDULE O	2.00	Director	$0	$60,398	$546,161
JULIA ANDRIENI MD	SEE SCHEDULE O	48.00	Officer Director	$922,094	$133,871	$1,055,965
JULIET S ELLIS	SEE SCHEDULE O	2.00	Director	$0	$0	$0
KATHRYN ZIEGLER MD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
KEVIN J BURNS	SEE SCHEDULE O	44.00	Officer Director	$2,152,714	$277,241	$2,429,955
KEVIN LILLY	SEE SCHEDULE O	2.00	Director	$0	$0	$0
KIMBERLY SIMS MD	SEE SCHEDULE O	2.00	Director	$0	$21,955	$228,511
LESLIE DOGGETT	SEE SCHEDULE O	2.00	Director	$0	$0	$0
LEVI J BENTON	SEE SCHEDULE O	2.00	Director	$0	$0	$0
LYNN SCHROTH	SEE SCHEDULE O	2.00	Director	$0	$0	$0
MARC L BOOM MD	SEE SCHEDULE O	48.00	Officer Director	$6,164,141	$975,493	$7,139,634
MARK A HOUSER	SEE SCHEDULE O	2.00	Director	$0	$0	$0
MARTHA S DEBUSK	SEE SCHEDULE O	6.00	Officer Director	$0	$0	$0
MARTHA WALTON	SEE SCHEDULE O	2.00	Director	$0	$0	$0
MARTIN CRAIGHEAD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
MARY A DAFFIN	SEE SCHEDULE O	4.00	Officer Director	$0	$0	$0
MARY ELIZA SHAPER	SEE SCHEDULE O	2.00	Director	$0	$0	$0
MAYA PATEL MD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
NATALIE DRYDEN MD	SEE SCHEDULE O	2.00	Director	$0	$50,292	$575,541
NICOLINE VIOLET LEE MD	SEE SCHEDULE O	2.00	Director	$0	$30,641	$240,724
NOEL RAINEY	SEE SCHEDULE O	2.00	Officer Director	$0	$0	$0
P EMBRY CANTERBURY	SEE SCHEDULE O	2.00	Director	$0	$0	$0
PETE ALFARO	SEE SCHEDULE O	2.00	Officer Director	$0	$0	$0
PETER T NGUYEN MD	SEE SCHEDULE O	2.00	Director	$208,212	$0	$208,212
RAMON M CANTU	SEE SCHEDULE O	50.00	Officer Director	$2,275,536	$307,304	$2,582,840
RANSOM C LUMMIS	SEE SCHEDULE O	2.00	Director	$0	$0	$0
REV KENNETH LEVINGSTON	SEE SCHEDULE O	4.00	Officer Director	$0	$0	$0
REV REGINALD LILLIE	SEE SCHEDULE O	2.00	Director	$0	$0	$0
RICHARD CHENEY	SEE SCHEDULE O	2.00	Director	$0	$0	$0
ROBERT A HARRINGTON	SEE SCHEDULE O	2.00	Director	$0	$0	$0
ROBERT A PHILLIPS MD PHD	SEE SCHEDULE O	26.00	Officer Director	$1,464,422	$6,999	$1,471,421
ROBERT K MOSES JR	SEE SCHEDULE O	4.00	Director	$0	$0	$0
ROBERT ROACH DO	SEE SCHEDULE O	2.00	Director	$0	$0	$0
ROBERTA L SCHWARTZ PHD	SEE SCHEDULE O	50.00	Officer Director	$2,612,301	$325,967	$2,938,268
RYANE JACKSON	SEE SCHEDULE O	50.00	Director	$310,520	$35,921	$346,441
SEAN A MENOGAN	SEE SCHEDULE O	50.00	Officer Director	$710,687	$205,401	$916,088
SEVA PAPAGEORGE MD	SEE SCHEDULE O	2.00	Director	$0	$38,691	$313,770
SHLOMIT SCHAAL MD PHD	SEE SCHEDULE O	26.00	Officer Director	$819,231	$229,609	$1,048,840
SIPPI K KHURANA MD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
SPENCER TILLMAN	SEE SCHEDULE O	2.00	Director	$0	$0	$0
STEVEN BIRDWELL	SEE SCHEDULE O	2.00	Director	$0	$0	$0
STEVEN S LOOKE	SEE SCHEDULE O	2.00	Director	$0	$0	$0
STUART L SOLOMON MD	SEE SCHEDULE O	2.00	Director	$886	$0	$886
SUDHA NAGARAJ MD	SEE SCHEDULE O	2.00	Director	$0	$54,935	$446,129
SUSAN MILLER MD	SEE SCHEDULE O	2.00	Director	$0	$44,742	$294,072
SUZANNE SMITH	SEE SCHEDULE O	2.00	Director	$0	$0	$0
TIFFANY BURNS MD	SEE SCHEDULE O	2.00	Director	$0	$60,533	$458,050
TIMOTHY IRVINE MD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
TOM-THUAN NGUYEN MD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
VIDAL G MARTINEZ	SEE SCHEDULE O	2.00	Director	$0	$0	$0
VIDAL RAMIREZ	SEE SCHEDULE O	2.00	Director	$0	$0	$0
W BENJAMIN MORELAND	SEE SCHEDULE O	8.00	Officer Director	$0	$0	$0
WARD SHEFFIELD	SEE SCHEDULE O	2.00	Director	$0	$0	$0
WILLIAM F SCHWER	SEE SCHEDULE O	2.00	Director	$0	$0	$0
CARL T LITTLE	SEE SCHEDULE O	50.00	Officer	$488,880	$76,251	$565,131
DAVID P BERNARD	SEE SCHEDULE O	50.00	Officer	$803,094	$128,857	$931,951
EDWARD L TYRRELL	SEE SCHEDULE O	46.00	Officer	$1,176,928	$135,735	$1,312,663
GARY KEMPF	SEE SCHEDULE O	50.00	Officer	$375,467	$87,279	$462,746
JEFF CARR	SEE SCHEDULE O	2.00	Officer	$0	$91,034	$630,919
ADRIENNE E JOSEPH	SEE SCHEDULE O	50.00	Key Emp	$474,072	$82,902	$556,974
ALECIA RISTER	SEE SCHEDULE O	50.00	Key Emp	$365,589	$54,391	$419,980
ANDREA HARROW	SEE SCHEDULE O	50.00	Key Emp	$365,599	$90,941	$456,540
CAROLE HACKETT	SEE SCHEDULE O	50.00	Key Emp	$1,597,520	$27,812	$1,625,332
CAROLINE MASCARENHAS	SEE SCHEDULE O	50.00	Key Emp	$481,215	$81,439	$562,654
CHRIS SIEBENALER	SEE SCHEDULE O	50.00	Key Emp	$1,617,217	$226,145	$1,843,362
CLINT NICHOLS	SEE SCHEDULE O	50.00	Key Emp	$351,702	$69,160	$420,862
ELIUD FAZ	SEE SCHEDULE O	50.00	Key Emp	$405,655	$78,796	$484,451
GAIL VOZZELLA	SEE SCHEDULE O	50.00	Key Emp	$664,259	$107,198	$771,457
HEIDI REIGEL	SEE SCHEDULE O	50.00	Key Emp	$274,022	$74,292	$348,314
JANET LEATHERWOOD	SEE SCHEDULE O	50.00	Key Emp	$495,507	$94,836	$590,343
JULIA PETERSON	SEE SCHEDULE O	50.00	Key Emp	$263,609	$78,912	$342,521
KEITH BARBER	SEE SCHEDULE O	50.00	Key Emp	$940,137	$146,090	$1,086,227
KERRIE GUERRERO	SEE SCHEDULE O	50.00	Key Emp	$425,325	$66,128	$491,453
KRYSTLE RILEY	SEE SCHEDULE O	50.00	Key Emp	$286,526	$69,890	$356,416
KYLE R STANZEL	SEE SCHEDULE O	50.00	Key Emp	$386,086	$90,306	$476,392
LAURA ESPINOSA	SEE SCHEDULE O	50.00	Key Emp	$283,334	$59,288	$342,622
MICHAEL D BROWN	SEE SCHEDULE O	50.00	Key Emp	$713,532	$116,236	$829,768
MICHAEL L GARCIA	SEE SCHEDULE O	50.00	Key Emp	$756,539	$118,293	$874,832
NICOLE TWINE	SEE SCHEDULE O	50.00	Key Emp	$391,219	$92,006	$483,225
REBECCA CHALUPA	SEE SCHEDULE O	50.00	Key Emp	$477,025	$88,529	$565,554
SCOTT B ULRICH	SEE SCHEDULE O	50.00	Key Emp	$518,469	$80,534	$599,003
TRENT FULIN	SEE SCHEDULE O	50.00	Key Emp	$530,333	$99,091	$629,424
VICTORIA BROWNEWELL	SEE SCHEDULE O	50.00	Key Emp	$419,467	$74,672	$494,139
WAYNE M VOSS	SEE SCHEDULE O	50.00	Key Emp	$1,014,332	$140,064	$1,154,396
CATHY EASTER	SEE SCHEDULE O	50.00	Highest	$922,397	$152,267	$1,074,664
KENNETH LETKEMAN	SEE SCHEDULE O	50.00	Highest	$1,011,118	$153,051	$1,164,169
LAURA LOPEZ	SEE SCHEDULE O	50.00	Highest	$695,255	$123,367	$818,622
STEPHEN T WONG	SEE SCHEDULE O	50.00	Highest	$662,513	$52,092	$714,605
SUSAN H COULTER	SEE SCHEDULE O	25.00	Highest	$1,199,861	$151,176	$1,351,037

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
2024	No data	No data	No data	No data
2023	$3,927,550,209	$3,537,417,267	$6,862,627,843	$390,132,942
2022	$3,572,464,535	$3,202,133,378	$6,063,438,649	$370,331,157
2021	$3,228,648,788	$2,714,046,859	$5,397,209,566	$514,601,929
2020	$2,523,514,812	$2,352,086,263	$4,637,980,776	$171,428,549
2019	$2,522,504,059	$2,146,425,063	$4,329,282,088	$376,078,996
2018	$2,148,191,536	$1,888,296,332	$3,825,836,551	$259,895,204

METHODIST HOSPITAL GROUP