Civic Intelligence

Pendleton Memorial Methodist Hospital

990 • Fiscal year 2020 • EIN 72-0563965

Jan 01, 2020 to Dec 31, 2020 • Filed on May 09, 2023

Organization ProfileN/A
360 Oak Harbor BlvdSlidell, LA 70458

(985) 726-9333

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.12x

Higher debt load relative to assets than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

100th percentile

41.42x

Higher debt load relative to revenue than 100% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-135%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

97th percentile

$448,278

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 8446.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

2.7%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-7.0%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$1,850,466

Up $48,830 (+2.7%) from 2019

Net Assets

Down

$1,630,630

Down $7,161 (-0.4%) from 2019

Liabilities

Up

$219,836

Up $55,991 (+34%) from 2019

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin3rd percentile

Revenue

Down

$5,307

Down $399 (-7.0%) from 2019

Expenses

Up

$12,468

Up $2,384 (+24%) from 2019

Net Income

Down

-$7,161

Down $2,783 (-64%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,519,399Liabilities 2010: $593,911Net Assets 2010: $1,925,4882010Assets 2011: $3,126,761Liabilities 2011: $831,577Net Assets 2011: $2,295,1842011Assets 2012: $2,886,992Liabilities 2012: $640,758Net Assets 2012: $2,246,2342012Assets 2013: $2,779,707Liabilities 2013: $391,941Net Assets 2013: $2,387,7662013Assets 2014: $2,297,107Liabilities 2014: $347,642Net Assets 2014: $1,949,4652014Assets 2015: $2,393,610Liabilities 2015: $470,338Net Assets 2015: $1,923,2722015Assets 2016: $2,656,428Liabilities 2016: $479,283Net Assets 2016: $2,177,1452016Assets 2017: $1,863,762Liabilities 2017: $207,314Net Assets 2017: $1,656,4482017Assets 2018: $1,821,545Liabilities 2018: $179,376Net Assets 2018: $1,642,1692018Assets 2019: $1,801,636Liabilities 2019: $163,845Net Assets 2019: $1,637,7912019Assets 2020: $1,850,466Liabilities 2020: $219,836Net Assets 2020: $1,630,6302020Assets 2021: $1,828,261Liabilities 2021: $203,256Net Assets 2021: $1,625,0052021Assets 2022: $1,758,957Liabilities 2022: $141,233Net Assets 2022: $1,617,7242022Assets 2023: $1,737,956Liabilities 2023: $159,725Net Assets 2023: $1,578,2312023Assets 2024: $1,645,491Liabilities 2024: $72,557Net Assets 2024: $1,572,9342024

Highlighted filing

2020

Assets$1,850,466
Liabilities$219,836
Net Assets$1,630,630
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $23,4592010Expenses 2011: $45,0732011Revenue 2012: $4,469Expenses 2012: $55,802Net Income 2012: -$51,3332012Revenue 2013: $216,667Expenses 2013: $57,720Net Income 2013: $158,9472013Revenue 2014: $103,298Expenses 2014: $547,199Net Income 2014: -$443,9012014Revenue 2015: $8,240Expenses 2015: $29,954Net Income 2015: -$21,7142015Revenue 2016: $394,924Expenses 2016: $134,670Net Income 2016: $260,2542016Revenue 2017: $141,062Expenses 2017: $659,523Net Income 2017: -$518,4612017Revenue 2018: $13,946Expenses 2018: $28,225Net Income 2018: -$14,2792018Revenue 2019: $5,706Expenses 2019: $10,084Net Income 2019: -$4,3782019Revenue 2020: $5,307Expenses 2020: $12,468Net Income 2020: -$7,1612020Revenue 2021: $3,633Expenses 2021: $9,419Net Income 2021: -$5,7862021Revenue 2022: $6,037Expenses 2022: $13,318Net Income 2022: -$7,2812022Revenue 2023: $56,045Expenses 2023: $95,538Net Income 2023: -$39,4932023Revenue 2024: $84,771Expenses 2024: $90,068Net Income 2024: -$5,2972024

Highlighted filing

2020

Revenue$5,307
Expenses$12,468
Net Income-$7,161
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 9, 2023
Return Version
2020v4.2
Gross Receipts
$5,307
Mission and Program Overview

Mission

Pursuant to an irs ruling, pmmh has retained its exempt section 501(c)(3) status during the wind down dissolution because these activities relate to the orderly conclusion of its charitable activities and the process of dissolution.

Pursuant to an irs ruling, pmmh has retained its exempt section 501(c)(3) status [cont'd on sch o] during the wind down dissolution because these activities relate to the orderly conclusion of its charitable activities and the process of dissolution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,411,856$1,499,945▲ $88,089
Investments Other Securities$160,000$160,000→ $0
Total Assets$1,801,636$1,850,466▲ $48,830
Other Assets Total$229,780$190,521▼ $39,259
Liabilities
Accounts Payable and Accrued Expenses$163,845$219,836▲ $55,991
Total Liabilities$163,845$219,836▲ $55,991
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,637,791$1,630,630▼ $7,161
Total Net Assets Fund Balance$1,637,791$1,630,630▼ $7,161
Total Liabilities and Net Assets / Fund Balance$1,801,636$1,850,466▲ $48,830

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,000--
Other Securities$160,000--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
Patrick E MottramChairman$45,704$45,704
Frederick C Young JrMember$11,957$11,957

Board Members and Trustees

NameTitle
Patrick M GibbsPast Chairman
Wendy M BeronVice Chairman
Donald E PateMember
Judy S DawsonMember
Cameron B BarrSecretary
Paul R PageTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$496
Investment Income
$4,811
Other Revenue
$0
Change in Net Assets
$-7,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,468
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$3,548--$3,548
Occupancy$2,458--$2,458
Fees for Services Accounting$2,200--$2,200
Fees for Services Legal$160--$160
Total Functional Expenses$12,468$0$0$12,468
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“After receiving form 990, two members review the form. After completion of the review process, form 990 is presented to pmmh board.”

Form 990, Part VI, Section B, Line 12C

“The organization requireds board members to complete annual questionnaires regarding potential conflicts of interest. Additionally, a review is conducted before issuing payment to new vendors.”

Form 990, Part VI, Section B, Line 15

“The filing organization does not compensate any officers or directors. The officers are compensated by methodist health system foundation, a related organization, which relies on comparable data from outside firm salary surveys to determine the amount of compensation. Documentation is maintained regarding the detemination of these amounts. The final decision regarding the amount of compensation is subject to the approval of the non-compensated, independent members of the executive committee of the methodist health system foundation board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Pendleton Memorial Methodist Hospital
EIN
72-0563965
Phone
9857269333
Address
360 OAK HARBOR BLVD, SLIDELL, LA 70458

Signing Officer

Name
Winifred M Beron
Title
Vice Chariman
Phone
9857269333
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Winifred M Beron
Formed
1968
Legal Domicile
La
Voting Board Members
8
Independent Board Members
4
Employees
0
Volunteers
6

Preparer

Firm
Laporte Apac
Address
5100 VILLAGE WALK SUITE 300, COVINGTON, LA 70433
Preparer
John S Wiles CPA
Phone
9858925850
Supplemental Narrative

Additional Explanations

Form 990 Page 1, Line B

“The organization is amending the return to accurately reflect the compensation amounts received by two board members and to reduce the number of independent voting members of the governing body. Patrick e. Mottram and frederick c. Young, jr.'s compensation from related organizations are now reported on page 7, column e. Since these board members were compensated in 2020, the organization is removing them from page 1, line 4.”

Raw XML AppendixShowing 400 of 443 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PAUL R PAGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0VICE CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. THE OFFICERS ARE COMPENSATED BY METHODIST HEALTH SYSTEM FOUNDATION, A RELATED ORGANIZATION, WHICH RELIES ON COMPARABLE DATA FROM OUTSIDE FIRM SALARY SURVEYS TO DETERMINE THE AMOUNT OF COMPENSATION. DOCUMENTATION IS MAINTAINED REGARDING THE DETEMINATION OF THESE AMOUNTS. THE FINAL DECISION REGARDING THE AMOUNT OF COMPENSATION IS SUBJECT TO THE APPROVAL OF THE EXECUTIVE COMMITTEE OF THE METHODIST HEALTH SYSTEM FOUNDATION BOARD OF DIRECTORS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER RECEIVING FORM 990, TWO MEMBERS REVIEW THE FORM. AFTER COMPLETION OF THE REVIEW PROCESS, FORM 990 IS PRESENTED TO PMMH BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIREDS BOARD MEMBERS TO COMPLETE ANNUAL QUESTIONNAIRES REGARDING POTENTIAL CONFLICTS OF INTEREST. ADDITIONALLY, A REVIEW IS CONDUCTED BEFORE ISSUING PAYMENT TO NEW VENDORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FILING ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. THE OFFICERS ARE COMPENSATED BY METHODIST HEALTH SYSTEM FOUNDATION, A RELATED ORGANIZATION, WHICH RELIES ON COMPARABLE DATA FROM OUTSIDE FIRM SALARY SURVEYS TO DETERMINE THE AMOUNT OF COMPENSATION. DOCUMENTATION IS MAINTAINED REGARDING THE DETEMINATION OF THESE AMOUNTS. THE FINAL DECISION REGARDING THE AMOUNT OF COMPENSATION IS SUBJECT TO THE APPROVAL OF THE NON-COMPENSATED, INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE OF THE METHODIST HEALTH SYSTEM FOUNDATION BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION IS AMENDING THE RETURN TO ACCURATELY REFLECT THE COMPENSATION AMOUNTS RECEIVED BY TWO BOARD MEMBERS AND TO REDUCE THE NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY. PATRICK E. MOTTRAM AND FREDERICK C. YOUNG, JR.'S COMPENSATION FROM RELATED ORGANIZATIONS ARE NOW REPORTED ON PAGE 7, COLUMN E. SINCE THESE BOARD MEMBERS WERE COMPENSATED IN 2020, THE ORGANIZATION IS REMOVING THEM FROM PAGE 1, LINE 4.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PAGE 1, LINE B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
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IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
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IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt01801636
IRS990/TotalAssetsGrp/EOYAmt01850466
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IRS990/TotReportableCompRltdOrgAmt0693516
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,850,466
Liabilities
$219,836
Net assets
$1,630,630
Revenue
$5,307
Expenses
$12,468
Net income
-$7,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.07$1.57$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.16$1.58$0.06$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.14$1.62$0.01$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.20$1.63$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.22$1.63$0.01$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.16$1.64$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.18$1.64$0.01$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.21$1.66$0.14$0.66$0.52
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.48$2.18$0.39$0.13$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.47$1.92$0.01$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.35$1.95$0.10$0.55$0.44
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.39$2.39$0.22$0.06$0.16
2012Summary only. Only limited summary data is available for this year.$2.89$0.64$2.25$0.00$0.06$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.83$2.30$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.59$1.93$0.02