METHODIST HOSPITAL GROUP

EIN: 352410801 501(c)(3)

HOUSTON, TX

Total Revenue
$3,927,550,209
Total Expenses
$3,537,417,267
Total Assets
$6,862,627,843
Net Assets
$6,032,404,819
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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.

Program Service Accomplishments

Program 1
Expenses: $3,076,232,101 Revenue: $3,858,799,251

HOUSTON METHODIST HAS A FORMAL SEVERANCE PLAN. ELIGIBLE EMPLOYEES INCLUDE ALL FULL-TIME AND PART-TIME (NOT TEMPORARY OR PRN) STAFF INCLUDING HOURLY STAFF UP THROUGH SENIOR VICE PRESIDENTS PROVIDED...

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HOUSTON METHODIST HAS A FORMAL SEVERANCE PLAN. ELIGIBLE EMPLOYEES INCLUDE ALL FULL-TIME AND PART-TIME (NOT TEMPORARY OR PRN) STAFF INCLUDING HOURLY STAFF UP THROUGH SENIOR VICE PRESIDENTS PROVIDED THEY WORK AT LEAST 20 HOURS PER WEEK AND ARE NOT OTHERWISE COVERED BY A PHYSICIAN EMPLOYMENT AGREEMENT. THE PLAN ONLY PROVIDES SALARY AND BENEFITS IN THE EVENT AN ELIGIBLE EMPLOYEE IS INVOLUNTARILY TERMINATED DUE TO THE ELIMINATION OF THEIR POSITION OR IF THEIR CURRENT POSITION IS SIGNIFICANTLY IMPACTED BY AN ORGANIZATIONAL RESTRUCTURING OR CHANGE IN REQUIREMENT AND A COMPARABLE POSITION IS NOT AVAILABLE WITHIN THE ORGANIZATION. THE ELIGIBLE PERSON MUST ALSO SIGN A TERMINATION AGREEMENT IN ORDER TO RECEIVE SALARY CONTINUATION AND BENEFITS UNDER THE PLAN TO WHICH THEY WOULD NOT NORMALLY BE ELIGIBLE TO RECEIVE UNDER A VOLUNTARY RESIGNATION. NO SEVERANCE PAYMENTS WERE MADE FROM THIS PLAN IN 2023. PART I, LINE 4B HOUSTON METHODIST HAS THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) DESCRIBED BELOW: THE SERP IS A NONQUALIFIED EMPLOYER FUNDED PLAN. CONTRIBUTIONS ARE MADE ANNUALLY INTO A TAX DEFERRED ACCOUNT AND ARE CONSIDERED TAXABLE UPON VESTING (I.E. COMPLETION OF THREE YEARS OF VESTING SERVICE). ONCE VESTED, EACH YEAR'S SUBSEQUENT CONTRIBUTION IS TAXABLE WITHIN THE CALENDAR YEAR IN WHICH THE DEPOSIT WAS MADE. ACCOUNT BALANCES CANNOT BE ACCESSED UNTIL RETIREMENT OR TERMINATION (WHICHEVER OCCURS FIRST) AND MAY BE SUBJECT TO NON-REVOCABLE DISTRIBUTION OPTIONS SELECTED UPON ELECTION. THE FOLLOWING SERP PAYMENT WAS MADE FROM THIS PLAN DURING THE TAX YEAR ENDED DECEMBER 31, 2023: CAROLE HACKETT $1,534,327.86.

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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 (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
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Governance

Voting Members
100
Independent Members
63
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
33
$29,240,312
Total Directors
92
$30,377,022
Key Employees
25
$16,806,241
Highest Compensated
5
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
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