METHODIST HEALTH SYSTEM FOUNDATION INC

EIN: 721003934 501(c)(3)

SLIDELL, LA

Total Revenue
$4,377,651
Total Expenses
$5,346,770
Total Assets
$73,796,582
Net Assets
$73,045,323
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
LA
Principal Officer
WINIFRED M BERON
Phone
9857269333
Tax Period
2023-07-01 to 2024-06-30

METHODIST HEALTH SYSTEM FOUNDATION INC, founded in 1984, is a community nonprofit that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 88% from the prior year, signaling strong growth momentum. Expenses of $5.3M exceeded revenue, resulting in a 22% operating deficit.

Mission

THE FOUNDATION IS DEDICATED TO THE SUPPORT, DEVELOPMENT, AND MANAGEMENT OF [CONT'D ON SCH. O] HEALTH-RELATED PROGRAMS AND SERVICES FOR THE BENEFIT OF THE CITIZENS OF EAST NEW ORLEANS AND BEYOND.

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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 $508,963
Program Service Revenue $315,783
Investment Income $3,527,455
Other Revenue $25,450
TOTAL REVENUE $4,377,651

Expense Breakdown

Grants Paid $1,530,270
Salaries & Benefits $2,910,137
Fundraising Expenses $6,120
Program Expenses $4,658,595
Other Expenses $906,363
TOTAL EXPENSES $5,346,770

Year-over-Year Comparison

2023 2022 Change
Revenue $4,377,651 $2,329,849 +0.9%
Expenses $5,346,770 $5,359,082 0.0%
Net Income $-969,119 $-3,029,233 -0.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
11
Employees
25
Volunteers
10

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
7
$610,090
Total Directors
14
$610,090
Key Employees
2
$435,847
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WENDY M BERON PRESIDENT 40.00
Officer Director
$520,264 $33,145 $553,409
PATRICK E MOTTRAM CHAIRMAN 2.00
Officer Director
$40,800 $0 $40,800
FREDERICK C YOUNG SECRETARY 5.00
Officer Director
$15,881 $0 $15,881
DONALD E PATE VICE-CHAIRMAN 8.00
Officer Director
$0 $0 $0
PATRICK M GIBBS PAST CHAIRMAN 2.00
Officer Director
$0 $0 $0
PAULA R SINGLETON AT LARGE 2.00
Officer Director
$0 $0 $0
NATALIE B COHEN TREASURER 2.00
Officer Director
$0 $0 $0
JANINE S PARKER BOARD MEMBER 2.00
Director
$0 $0 $0
KEITH L WINFREY BOARD MEMBER 2.00
Director
$0 $0 $0
RANDI G JONES BOARD MEMBER 2.00
Director
$0 $0 $0
LARRY D WINK BOARD MEMBER 2.00
Director
$0 $0 $0
E HOWELL CROSBY BOARD MEMBER 2.00
Director
$0 $0 $0
MARK C ROMIG BOARD MEMBER 2.00
Director
$0 $0 $0
JENNIFER A QUEZERGUE BOARD MEMBER 2.00
Director
$0 $0 $0
PAUL PAGE VP - FINANCE 40.00
Key Emp
$219,124 $35,873 $254,997
ANN CLAYTON CHAMBERLAIN VP - PROGRAM MANAGEMENT 40.00
Key Emp
$168,791 $12,059 $180,850
GLENDA LONDON NURSE PRACTIONER 40.00
Highest
$134,034 $20,148 $154,182
HEATHER SURCOUF DIRECTOR OF HEALTH CENTERS 40.00
Highest
$143,734 $32,579 $176,313
AUDRA DEGAN NURSE PRACTIONER 40.00
Highest
$116,598 $29,533 $146,131
KEVIN P RUPERT CONTROLLER 40.00
Highest
$101,975 $28,295 $130,270
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 $4,377,651 $5,346,770 $73,796,582 $-969,119
2023 $2,329,849 $5,359,082 $70,912,948 $-3,029,233
2022 $5,875,797 $4,766,318 $70,298,076 $1,109,479
2022 $5,875,797 $4,766,318 $70,298,076 $1,109,479
2021 $5,846,943 $4,842,019 $89,482,931 $1,004,924
2021 $5,846,943 $4,842,019 $89,482,931 $1,004,924
2020 $1,816,756 $4,879,972 $71,781,797 $-3,063,216
2019 $2,786,537 $4,750,134 $75,467,752 $-1,963,597
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