Methodist Healthcare Ministries of South Texas Inc

EIN: 741287016 501(c)(3) Health Care

SAN ANTONIO, TX

Total Revenue
$312,051,463
Total Expenses
$165,993,515
Total Assets
$2,160,303,885
Net Assets
$2,139,809,856
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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
TX
Phone
2106920234
Tax Period
2024-01-01 to 2024-12-31

Methodist Healthcare Ministries of South Texas Inc, founded in 1955, is a major nonprofit in the Health Care sector that reported $312.1M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $146.1M, a strong 47% operating margin.

Mission

IN FURTHERANCE OF THE FOUNDERS' VISION OF "SERVING HUMANITY TO HONOR GOD," METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS, INC. (MHM) HAS A TWO-FOLD MISSION, BOTH EQUALLY IMPORTANT: TO IMPROVE THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF THOSE LEAST SERVED IN THE RIO TEXAS CONFERENCE AREA OF THE UNITED METHODIST CHURCH, WHICH CONSISTS OF 74 COUNTIES ACROSS SOUTH TEXAS; AND AS THE LOCAL HALF-OWNER OF METHODIST HEALTHCARE SYSTEM (MHS) - THE LARGEST HEALTHCARE SYSTEM IN SOUTH TEXAS - MHM IS COMMITTED TO ENSURING MHS CONTINUES TO BE A BENEFIT TO THE COMMUNITY BY PROVIDING QUALITY CARE TO ALL AND CHARITABLE CARE WHEN NEEDED.

Program Service Accomplishments

Program 1
Expenses: $65,155,822 Revenue: $0

SINCE 1996, MHM HAS PROVIDED COMMUNITY GRANTS TO PARTNERS THAT SHARE IN ITS MISSION OF SERVING THE LEAST SERVED: LOW-INCOME FAMILIES AND THE UNINSURED, AND THAT ARE SUCCESSFULLY DELIVERING HEALTHCARE...

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SINCE 1996, MHM HAS PROVIDED COMMUNITY GRANTS TO PARTNERS THAT SHARE IN ITS MISSION OF SERVING THE LEAST SERVED: LOW-INCOME FAMILIES AND THE UNINSURED, AND THAT ARE SUCCESSFULLY DELIVERING HEALTHCARE AND SOCIAL SERVICES TO THIS POPULATION IN THEIR RESPECTIVE COMMUNITIES THROUGHOUT SOUTH TEXAS OR ADDRESSING SOCIAL DETERMINANTS OF HEALTH NEEDS IN THEIR RESPECTIVE COMMUNITIES. SHORT-TERM GRANTS INCLUDE DIRECT SERVICES TO PATIENTS AS WELL AS CAPITAL FUNDING FOR CONSTRUCTION OF NEW AND/OR RENOVATIONS TO EXISTING FACILITIES USED FOR THE DELIVERY OF SERVICES.

Program 2
Expenses: $34,724,490 Revenue: $221,681,605

OTHER PROGRAM SERVICES OWNED AND OPERATED BY MHM FOR LOW-INCOME AND UNINSURED PATIENTS/CLIENTS INCLUDE: COMMUNITY COUNSELING SERVICES: COMMUNITY COUNSELORS HELP PEOPLE WHO ARE UNINSURED, WHOSE...

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OTHER PROGRAM SERVICES OWNED AND OPERATED BY MHM FOR LOW-INCOME AND UNINSURED PATIENTS/CLIENTS INCLUDE: COMMUNITY COUNSELING SERVICES: COMMUNITY COUNSELORS HELP PEOPLE WHO ARE UNINSURED, WHOSE EXISTING COVERAGE DOES NOT PROVIDE MENTAL HEALTH SERVICES BENEFITS, ARE LOW-INCOME AND LACK THE MONEY TO PAY FOR COUNSELING SERVICES, OR WHO WOULD NOT RECEIVE TREATMENT ANY OTHER WAY. COUNSELING SERVICES ARE PROVIDED BY TRAINED, LICENSED, PROFESSIONAL COUNSELORS AND SOCIAL WORKERS IN LOCAL CHURCHES ACROSS THE RIO GRANDE VALLEY, LAREDO, KERRVILLE AND THE COASTAL BEND. COMMUNITY HEALTH WORKERS OR PROMOTORES DE SALUD: COMMUNITY HEALTH WORKERS HAVE THE DISTINCT ABILITY TO REACH VULNERABLE, LOW-INCOME AND UNDERSERVED MEMBERS OF THE COMMUNITY THROUGH THEIR SPECIALIZED KNOWLEDGE OF THE COMMUNITIES MHM SERVES AND THEIR UNIQUE ABILITY TO ENGAGE COMMUNITY MEMBERS AT A HANDS-ON LEVEL. COMMUNITY HEALTH WORKERS SUPPORT HEALTH EDUCATION AND PREVENTION EFFORTS AND BRIDGE ACCESS TO COMMUNITY-BASED HEALTH PROGRAMS AND ADVOCATES. THE GET FIT (FAMILIES IN TRAINING) PROGRAM IS A PREVENTION PROGRAM AIMED AT AVERTING TYPE II DIABETES, OBESITY AND SEDENTARY LIFESTYLES, FOCUSING ON CHILDREN AND FAMILIES IN RURAL COMMUNITIES. IN ADDITION TO THE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES IDENTIFIED UNDER PROGRAM SERVICE ACTIVITY #3, THE FOLLOWING PROGRAMS ARE PARENTING PROGRAMS DESIGNED TO HELP PARENTS AND GUARDIANS LEARN PARENTING SKILLS SO THEY WILL BE MORE CONFIDENT AND MORE COMPETENT LEADERS WITHIN THEIR FAMILIES. PROGRAMS INCLUDE: PEER PARENTING; PARENTS HELPING PARENTS; PARENTS AS TEACHERS; AND THE NURTURING PARENTING PROGRAMS. RECREATION & ENRICHMENT PROGRAMS: AVAILABLE AT MHM'S WESLEY HEALTH & WELLNESS CENTER OFFERS YOUTH, ADULTS AND SENIORS FREE, SAFE AND FUN ACTIVITIES THAT PROMOTE HEALTH, WELLNESS AND LEARNING SKILLS. PROGRAMS CONSIST OF YOUTH DEVELOPMENT PROGRAMS SUCH AS CAMP WESLEY, A FREE 8-WEEK SUMMER CAMP FOR YOUTH AGES 6-18 AND 'LOS MARIACHITOS DE WESLEY,' A FREE CULTURAL ARTS PROGRAM FOR YOUTH AGES 6-18. THE YOUTH DEVELOPMENT PROGRAM AT WESLEY HEALTH & WELLNESS CENTER IS A NEIGHBORHOOD RECREATION PROGRAM AND IS NOT REGULATED BY STATE CHILDCARE LICENSING AND IS NOT A DAY CARE FACILITY. ADULT PROGRAMMING INCLUDES EXERCISE CLASSES, PARENT AND FAMILY TRAININGS AND COMMUNITY-BASED SUPPORT GROUPS SUCH AS ALCOHOLICS ANONYMOUS AND THE COMMUNITY JUSTICE PROGRAM. HEALTH EDUCATION & NUTRITION: OFFERED AT THE WESLEY HEALTH & WELLNESS CENTER (WHWC) AND THE DIXON HEALTH & WELLNESS CENTER ARE DESIGNED TO TEACH AND MODEL HEALTH AND WELLNESS THROUGH HEALTHY COOKING, DIRECT HEALTH EDUCATION WITH CLIENTS AND THROUGH THE PROVISION OF HEALTHY AND NUTRITIOUS MEALS PREPARED BY PROFESSIONAL CULINARY ARTISTS AT MHM'S WESLEY CAFE LOCATED AT WHWC. HEALTH EDUCATION IS OFFERED UNDER THE REGISTERED NURSES AND DIETICIANS AND IS PRIMARILY DESIGNED FOR DIABETIC CLIENTS IN ONE-ON-ONE AND GROUP SETTINGS AND INCLUDES DISTRIBUTION OF GLUCOMETER STRIPS TO HELP MANAGE THEIR DISEASE. THE WESLEY CAFE PREPARES HEALTHY AND NUTRITIOUS MEALS FOR THE CHILDREN AND GUESTS OF THE WHWC AND SERVES AS AN EMERGENCY FOOD PANTRY AND BREAD LINE TO THOSE IN NEED.

Program 3
Expenses: $31,188,673 Revenue: $69,283

MHM OWNS AND OPERATES TWO PRIMARY CARE CLINICS AT TWO LOCATIONS - WESLEY HEALTH & WELLNESS CENTER AND DIXON HEALTH & WELLNESS CENTER - IN SAN ANTONIO WHERE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH...

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MHM OWNS AND OPERATES TWO PRIMARY CARE CLINICS AT TWO LOCATIONS - WESLEY HEALTH & WELLNESS CENTER AND DIXON HEALTH & WELLNESS CENTER - IN SAN ANTONIO WHERE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES ARE OFFERED TO UNINSURED INDIVIDUALS AND FAMILIES WHO DO NOT QUALIFY FOR ANY TYPE OF BENEFITS SUCH AS MEDICAID OR MEDICARE. SERVICES ARE BASED ON A SLIDING-SCALE FEE determined by HOUSEHOLD INCOME AND FAMILY SIZE. HOWEVER, NO ONE IS DENIED BASED ON THEIR ABILITY TO PAY. MHM ALSO OPERATES SCHOOL BASED HEALTH CENTERS WHICH PROVIDE PRIMARY MEDICAL CARE, DENTAL CARE, AND COUNSELING TO SCHOOL-AGE CHILDREN AND THEIR SIBLINGS UP TO THE AGE OF 21 IN TWO SCHOOL DISTRICTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $134,804
Program Service Revenue $221,750,888
Investment Income $89,707,045
Other Revenue $458,726
TOTAL REVENUE $312,051,463

Expense Breakdown

Grants Paid $65,155,822
Salaries & Benefits $55,079,135
Fundraising Expenses $0
Program Expenses $147,874,178
Other Expenses $45,758,558
TOTAL EXPENSES $165,993,515

Year-over-Year Comparison

2024 2023 Change
Revenue $312,051,463 $393,951,754 -0.2%
Expenses $165,993,515 $139,706,747 +0.2%
Net Income $146,057,948 $254,245,007 -0.4%
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
32
Independent Members
32
Employees
628
Volunteers
48

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
11
$1,659,105
Total Directors
41
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALAN KRAMER TREASURER /CHAIR -ELECT 4.0
Officer Director
$0 $0 $0
ASHLEY LANDERS VICE CHAIR OF MISSION (BEGIN 6/27/24) 4.0
Officer Director
$0 $0 $0
JACQUELINE PUGH MD GOVERNANCE COMMITTEE CHAIR (BEGIN 6/27/24) 4.0
Officer Director
$0 $0 $0
KERWIN OVERBY VICE CHAIR OF INVESTMENTS (BEGIN 6/27/24) 4.0
Officer Director
$0 $0 $0
LAVONNE GARRISON IMMEDIATE PAST CHAIR/MHS BOARD CHAIR ELECT (BEGIN 6/27/24) 4.0
Officer Director
$0 $0 $0
MICHAEL F PORTER JR MHM BOARD CHAIR (BEGIN 6/27/24) 6.0
Officer Director
$0 $0 $0
REV JAMES AMERSON SECRETARY (BEGIN 6/27/24) 4.0
Officer Director
$0 $0 $0
REV VIRGILIO VAZQUEZ-GARZA VICE CHAIR OPERATIONS (BEGIN 6/27/24) 4.0
Officer Director
$0 $0 $0
ALICE H GANNON ADVISORY BOARD REP GOVERNANCE COMMITTEE/IMMEDIATE PAST CHAIR MHS(NON-VOTING) 2.0
Director
$0 $0 $0
ASHLEY HIXON DIRECTOR/MHS Community Board Chair 2.0
Director
$0 $0 $0
BARBARA LYONS DIRECTOR 2.0
Director
$0 $0 $0
BISHOP CYNTHIA HARVEY DIRECTOR (BEGIN 6/27/24) 2.0
Director
$0 $0 $0
BISHOP ROBERT SCHANSE DIRECTOR (TERM 6/26/24) 2.0
Director
$0 $0 $0
DOUG BECKER DIRECTOR (TERM 6/26/24) 2.0
Director
$0 $0 $0
EDWIN MILES DIRECTOR 2.0
Director
$0 $0 $0
ERICA BENITES GEISE DIRECTOR (BEGIN 6/27/24) 2.0
Director
$0 $0 $0
ERICA SOSA PHD DIRECTOR 2.0
Director
$0 $0 $0
ERIKA PROSPER DIRECTOR 2.0
Director
$0 $0 $0
JIM GARCIA ADVISORY BOARD CHAIR (NON-VOTING) 2.0
Director
$0 $0 $0
JIM RICE DIRECTOR 2.0
Director
$0 $0 $0
JOHN HORNBEAK DIRECTOR 2.0
Director
$0 $0 $0
JOHN STOLL MD DIRECTOR 2.0
Director
$0 $0 $0
KAREN ANGELINI DIRECTOR 2.0
Director
$0 $0 $0
LOTT MCILHENNY DIRECTOR (TERM 6/26/24) 2.0
Director
$0 $0 $0
MICHAEL J LANE MD IMMEDIATE PAST CHAIR/MHS BOARD CHAIR (NON-VOTING) 2.0
Director
$0 $0 $0
MIKE BACON DIRECTOR 2.0
Director
$0 $0 $0
MINDI ALTERMAN ADVISORY BOARD REP TO GOVERNANCE COMMITTEE (NON-VOTING) (BEGIN 6/27/24) 2.0
Director
$0 $0 $0
PASTOR CANDICE PARRY DIRECTOR (BEGIN 6/27/24) 2.0
Director
$0 $0 $0
PENDLETON WICKERSHAM DIRECTOR - AT LARGE REP MHS BOARD (BEGIN 6/27/24) 2.0
Director
$0 $0 $0
RAYMOND CHACON DIRECTOR 2.0
Director
$0 $0 $0
REV BOB CLARK DIRECTOR (BEGIN 6/27/24) 2.0
Director
$0 $0 $0
REV CYNTHIA ENGSTROM DIRECTOR 2.0
Director
$0 $0 $0
REV GREG HACKETT DIRECTOR (BEGIN 6/27/24) 2.0
Director
$0 $0 $0
REV JAVIER LEYVA DIRECTOR (TERM 6/26/24) 2.0
Director
$0 $0 $0
REV ROBERT LOPEZ MD DIRECTOR 2.0
Director
$0 $0 $0
REV ROBERT ORTIZ PHD DIRECTOR 2.0
Director
$0 $0 $0
RUDYARD HILLARD MD DIRECTOR 2.0
Director
$0 $0 $0
SAM O'KRENT DIRECTOR 2.0
Director
$0 $0 $0
SCOTT D BRYAN ADVISORY BOARD REP TO BOARD OF GOVERNORS (NON-VOTING) 2.0
Director
$0 $0 $0
SUSAN HELLUMS DIRECTOR 2.0
Director
$0 $0 $0
THOMAS SANDERS DIRECTOR (BEGIN 6/27/24) 2.0
Director
$0 $0 $0
ANTHONY LOBASSO CHIEF FINANCIAL OFFICER 39.0
Officer
$383,896 $54,354 $438,250
JAIME WESOLOWSKI CEO & PRESIDENT 39.0
Officer
$691,079 $77,275 $768,354
XOCHY HURTADO CHIEF OPERATING OFFICER 39.0
Officer
$387,900 $64,601 $452,501
CYNTHIA MCCLOY VP OF ACCOUNTING & CONTROLLER 40.0
Highest
$238,769 $37,092 $275,861
JENNIFER KNOULTON VP OF COMMUNITY HEALTH & WELLNESS 40.0
Highest
$234,670 $56,447 $291,117
LETICIA ORTIZ-JOHNSON VP OF CLINICAL OPERATIONS 40.0
Highest
$224,951 $49,633 $274,584
OANH MARONEY-OMITADE VP OF ORG. EXCELLENCE 40.0
Highest
$257,849 $75,249 $333,098
SANDRA MARTINEZ VP OF STRATEGY & PARTNERSHIP 40.0
Highest
$222,443 $36,303 $258,746
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 $312,051,463 $165,993,515 $2,160,303,885 $146,057,948
2023 $393,951,754 $139,706,747 $1,960,567,569 $254,245,007
2022 $378,778,198 $111,404,985 $1,722,279,205 $267,373,213
2021 $330,118,946 $101,744,107 $1,649,903,020 $228,374,839
2020 $229,554,500 $97,557,006 $1,428,553,371 $131,997,494
2019 $207,982,098 $78,577,376 $1,281,813,200 $129,404,722
2018 $173,306,826 $98,326,081 $1,141,912,595 $74,980,745
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