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Nonprofit · EIN 72-1003934

METHODIST HEALTH SYSTEM FOUNDATION INC

Also known as ATTN FRED YOUNG PRESDIENT

Tax-exempt · SLIDELL, LA 70458

Financials

$4.4M$5.3M2023$3.8M$5.3M2024
Revenue Expenses · by fiscal year end
Financials of METHODIST HEALTH SYSTEM FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,813,358$5,276,136-$1,462,778$73,962,700$682,087$73,280,613
June 30, 2024990$4,377,651$5,346,770-$969,119$73,796,582$751,259$73,045,323
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$381,128
of which government grants
$148,403
Program service revenue
$329,216
Investment income
$3,078,538
Net rental income
$2,000
Net gain from sales of assets
$121,297
Other revenue
$24,476

Expenses

Grants and similar amounts paid
$1,216,105
Compensation of officers, directors and key employees
$1,015,787
Other salaries and wages
$1,525,898
Salaries, compensation and benefits (total)
$3,051,826
Professional fundraising fees
$96,000
Legal fees
$2,135
Accounting fees
$44,374
Occupancy
$48,840
Travel
$25,365
Depreciation
$101,613
Program services (functional)
$4,451,269
Management and general (functional)
$716,433
Fundraising (functional)
$108,434

Balance sheet and other

Total assets, start of year
$73,796,582
Total assets, end of year
$73,962,700
Total liabilities, end of year
$682,087
Net assets, end of year
$73,280,613
Land, buildings and equipment
$3,202,353
Publicly traded securities
$66,329,072
Net assets without donor restrictions
$73,195,377
Net assets with donor restrictions
$85,236
Gross receipts
$134,619,742
Employees
21
Volunteers
10
Year formed
1984
State of legal domicile
LA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
WENDY M BERONPRESIDENT
Trustee or director, Officer
40$530,470$43,185
PAUL PAGEVP - FINANCE
Key employee
40$228,867$38,615
ANN CLAYTON CHAMBERLAINVP - PROGRAM MANAGEMENT
Key employee
40$176,903$14,225
HEATHER SURCOUFDIRECTOR OF HEALTH CENTERS
Highest-paid employee
40$154,407$36,439
GLENDA LONDONNURSE PRACTIONER
Highest-paid employee
40$142,222$21,943
AUDRA DEGANNURSE PRACTIONER
Highest-paid employee
40$125,807$34,133
KEVIN P RUPERTCONTROLLER
Highest-paid employee
40$105,776$19,374
PATRICK E MOTTRAMCHAIRMAN
Trustee or director, Officer
2$40,800$0
FREDERICK C YOUNG JRDIRECTOR EMERITUS
Former
2$17,264$0
NATALIE B COHENVICE-CHAIRMAN
Trustee or director, Officer
2$0$0
E HOWELL CROSBYTREASURER
Trustee or director, Officer
2$0$0
PATRICK M GIBBSPAST CHAIRMAN
Trustee or director, Officer
2$0$0
PAULA R SINGLETONSECRETARY
Trustee or director, Officer
2$0$0
JANINE S PARKERBOARD MEMBER
Trustee or director
2$0$0
KEITH L WINFREYBOARD MEMBER
Trustee or director
2$0$0
5 more people on this return
NameTitleHours / weekCompensation
RANDI G JONESBOARD MEMBER
Trustee or director
2$0
LARRY D WINK SRBOARD MEMBER
Trustee or director
2$0
DONALD E PATEBOARD MEMBER
Trustee or director
2$0
MARK C ROMIGBOARD MEMBER
Trustee or director
2$0
JENNIFER A QUEZERGUEBOARD MEMBER
Trustee or director
2$0
990 for the year ended June 30, 2024: 20 people
NameTitleHours / weekCompensationOther / benefits
WENDY M BERONPRESIDENT
Trustee or director, Officer
40$520,264$33,145
PAUL PAGEVP - FINANCE
Key employee
40$219,124$35,873
ANN CLAYTON CHAMBERLAINVP - PROGRAM MANAGEMENT
Key employee
40$168,791$12,059
HEATHER SURCOUFDIRECTOR OF HEALTH CENTERS
Highest-paid employee
40$143,734$32,579
GLENDA LONDONNURSE PRACTIONER
Highest-paid employee
40$134,034$20,148
AUDRA DEGANNURSE PRACTIONER
Highest-paid employee
40$116,598$29,533
KEVIN P RUPERTCONTROLLER
Highest-paid employee
40$101,975$28,295
PATRICK E MOTTRAMCHAIRMAN
Trustee or director, Officer
2$40,800$0
FREDERICK C YOUNGSECRETARY
Trustee or director, Officer
5$15,881$0
DONALD E PATEVICE-CHAIRMAN
Trustee or director, Officer
8$0$0
PATRICK M GIBBSPAST CHAIRMAN
Trustee or director, Officer
2$0$0
PAULA R SINGLETONAT LARGE
Trustee or director, Officer
2$0$0
NATALIE B COHENTREASURER
Trustee or director, Officer
2$0$0
JANINE S PARKERBOARD MEMBER
Trustee or director
2$0$0
KEITH L WINFREYBOARD MEMBER
Trustee or director
2$0$0
RANDI G JONESBOARD MEMBER
Trustee or director
2$0$0
LARRY D WINKBOARD MEMBER
Trustee or director
2$0$0
E HOWELL CROSBYBOARD MEMBER
Trustee or director
2$0$0
MARK C ROMIGBOARD MEMBER
Trustee or director
2$0$0
JENNIFER A QUEZERGUEBOARD MEMBER
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
360 OAK HARBOR BLVD, SLIDELL, LA 70458-5702
In care of
% PAUL PAGE
Principal officer (990 for 2024)
WINIFRED M BERON, 360 OAK HARBOR BLVD, SLIDELL, LA 70458
Signed the 990
PAUL PAGE, VICE PRESIDENT, FINANCE
Phone
(985) 726-9333
Return prepared by
LAPORTE APAC

Mission

TO FOCUS ON THE SUPPORT, DEVELOPMENT, AND MANAGEMENT OF HEALTH-RELATED PROGRAMS AND SERVICES FOR THE NEW ORLEANS METRO AREA.

990 for the year ended June 30, 2025

Program accomplishments

  • SCHOOL-BASED HEALTH CENTERS PROVIDE MEDICAL AND MENTAL HEALTH RESOURCES AND SERVICES NECESSARY TO PROMOTE AND IMPROVE STUDENTS' HEALTH AND ACADEMIC CAPABILITIES.
    Expenses $2,262,886 · revenue $311,189
  • MANAGEMENT SERVICES SUPPORT PHYSICIANS IN THE GREATER NEW ORLEANS AREA AND BEYOND. SERVICES OFFERED HELP REDUCE LABOR-INTENSIVE PROJECTS PERFORMED BY OFFICE MANAGERS AND STAFF AND ALLOW FOR MEDICAL PRACTICES TO FOCUS ON PROVIDING QUALITY HEALTHCARE.
    Expenses $96,209 · revenue $40,503
  • OTHER SERVICES PERFORMED AND EXPENSES INCURRED IN CONNECTION WITH THE PROMOTION OF HEALTH OF PERSONS WITHIN THE FOUNDATION'S SERVICE AREA.
    Expenses $2,092,174 · grants $1,216,105
  • OTHER SERVICES PERFORMED AND EXPENSES INCURRED IN CONNECTION WITH THE PROMOTION OF HEALTH OF PERSONS WITHIN THE FOUNDATION'S SERVICE AREA.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
72-1003934
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Hospital or medical research organization
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1984
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$73,962,700
Income (IRS master file)
$134,619,742

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,813,358$5,276,136$73,962,700XML
990-TJune 2025–––IRS
990June 2024$4,377,651$5,346,770$73,796,582XML
990-TJune 2024–––IRS
990June 2023$2,329,849$5,359,082$70,912,948IRS
990-TJune 2023–––IRS
990June 2022–––IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-1003934).

Questions about METHODIST HEALTH SYSTEM FOUNDATION INC

What is the EIN of METHODIST HEALTH SYSTEM FOUNDATION INC?
The employer identification number (EIN) of METHODIST HEALTH SYSTEM FOUNDATION INC is 72-1003934.
Is METHODIST HEALTH SYSTEM FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to METHODIST HEALTH SYSTEM FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does METHODIST HEALTH SYSTEM FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of METHODIST HEALTH SYSTEM FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did METHODIST HEALTH SYSTEM FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of METHODIST HEALTH SYSTEM FOUNDATION INC?
The 990 for the year ended June 30, 2025 names WINIFRED M BERON.
Who are the officers and directors of METHODIST HEALTH SYSTEM FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 20 people; 9 received compensation from the organization, the highest $530,470 (WENDY M BERON, PRESIDENT).
How much revenue does METHODIST HEALTH SYSTEM FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,813,358, expenses of $5,276,136 and total assets of $73,962,700 at year end.

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