THE METHODIST HOSPITAL FOUNDATION

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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

Formation Year

1983

Legal Domicile

Principal Officer

SUSAN COULTER

Phone

8326676160

Tax Period

2023-01-01 to 2023-12-31

THE METHODIST HOSPITAL FOUNDATION, founded in 1983, is a mid-sized nonprofit in the Health Care sector that reported $97.2M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $47.1M, a strong 49% operating margin.

Mission

FORM 990, PART I, LINE 1 AND PART III, LINE 1 - DESCRIPTION OF ORGANIZATION MISSION:THIS ORGANIZATION IS 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: $34,473,381 Revenue: $15,710,613

CONTRIBUTIONS TO THE HOUSTON METHODIST HOSPITAL FOUNDATION ARE USED TO FUND VARIOUS RESEARCH, SPECIAL PURPOSE, OR OTHER DESIGNATED ENDOWMENT PROGRAMS AS REQUESTED BY THE DONOR. SPECIAL PURPOSE FUNDS CAN DESIGNATE SPECIALTY CARE FOR INDIGENT PATIENTS OR OTHER THINGS SUCH AS STROKE AWARENESS PROGRAMS FOR THE COMMUNITY. RESEARCH DESIGNATED FUND DONATIONS SUPPORT THINGS SUCH AS THE WORK OF DOCTORS IN EDUCATION AND RESEARCH, SCIENTISTS IN THE GENERAL INTERNAL MEDICINE DISCIPLINE, OR RESEARCH FOR NANOTECHNOLOGY IN TREATING BRAIN CANCERS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $72,489,810

Program Service Revenue $0

Investment Income $10,270,942

Other Revenue $14,405,876

TOTAL REVENUE $97,166,628

Expense Breakdown

Grants Paid $34,473,381

Salaries & Benefits $2,392

Fundraising Expenses $13,765,775

Program Expenses $34,473,381

Other Expenses $15,562,972

TOTAL EXPENSES $50,038,745

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,166,628	$140,278,306	-0.3%
Expenses	$50,038,745	$45,990,440	+0.1%
Net Income	$47,127,883	$94,287,866	-0.5%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

148

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

$5,093,655

Total Directors

$8,490,671

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH BLANTON WAREING	DIRECTOR, VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
EMILY A CROSSWELL	DIRECTOR, SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN W JOHNSON	DIRECTOR, CHAIRPERSON	2.00	Officer Director	$0	$0	$0
SUSAN H COULTER	DIRECTOR, PRESIDENT/CEO	25.00	Officer Director	$0	$151,176	$1,351,037
EWING WERLEIN JR	DIRECTOR, SENIOR CHAIRPERSON	2.00	Officer Director	$0	$0	$0
CHARLES CARLOS DUNCAN III	DIRECTOR	2.00	Director	$0	$0	$0
DAVID M UNDERWOOD JR	DIRECTOR	2.00	Director	$0	$0	$0
DOROTHY ABLES	DIRECTOR	2.00	Director	$0	$0	$0
GERALD SMITH	DIRECTOR	2.00	Director	$0	$0	$0
GREGORY V NELSON	DIRECTOR	2.00	Director	$0	$0	$0
JAMES V JIM WALZEL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN F BOOKOUT	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH C RUSTY WALTER III	DIRECTOR	2.00	Director	$0	$0	$0
MARC L BOOM MD	DIRECTOR	2.00	Director	$0	$975,493	$7,139,634
MARCUS WATTS	DIRECTOR	2.00	Director	$0	$0	$0
RANDA WEINER	DIRECTOR	2.00	Director	$0	$0	$0
VIDAL G MARTINEZ	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD L TYRRELL	TREASURER	2.00	Officer	$0	$135,735	$1,312,663
KEVIN J BURNS	ASSISTANT SECRETARY	2.00	Officer	$0	$277,241	$2,429,955

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	$97,166,628	$50,038,745	$900,709,622	$47,127,883
2022	$140,278,306	$45,990,440	$787,404,303	$94,287,866
2021	$99,503,615	$37,602,757	$787,418,413	$61,900,858
2020	$65,922,442	$42,431,485	$668,857,469	$23,490,957
2019	$82,714,568	$39,661,995	$588,770,383	$43,052,573
2018	$78,814,561	$40,396,789	$483,121,930	$38,417,772