Skip to content
Nonprofiteer
← MERCY ACO CLINICAL SERVICES INC

Form 990 for tax year 2023

Filed by MERCY ACO CLINICAL SERVICES INC.

Totals

Total revenue
$121,255,281
Total expenses
$124,007,357
Contributions and grants received
$167,174
Grants paid
$0
Program services expenses (Part IX)
$116,997,625
Management and general expenses
$7,009,732
Fundraising expenses
$0
Program service expenses (Part III)
$116,997,625

Program services were 94.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HELTON MD JOHN G

    PRESIDENT, PRIMARY CARE

    Total calculated
    $1,780,500
    From this org
    $0
    From related orgs
    $1,605,300
    Other
    $175,200
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $846,768 related
    Bonus
    $0 + $703,559 related
    Other
    $0 + $54,973 related
    Deferred
    $0 + $155,545 related
    Nontaxable benefits
    $0 + $19,655 related
    Filer's total
    $0 + $1,780,500 related

  • WHEELER PHILIP

    SVP, GENERAL COUNSEL & SECRETARY

    Total calculated
    $2,237,053
    From this org
    $0
    From related orgs
    $2,211,199
    Other
    $25,854
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $754,984 related
    Bonus
    $0 + $1,448,731 related
    Other
    $0 + $7,484 related
    Deferred
    $0 + $14,435 related
    Nontaxable benefits
    $0 + $11,419 related
    Filer's total
    $0 + $2,237,053 related

  • SOCK SHANNON

    EVP, CSO, COO & BOARD MEMBER

    Total calculated
    $3,448,329
    From this org
    $0
    From related orgs
    $3,118,807
    Other
    $329,522
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,235,045 related
    Bonus
    $0 + $1,687,800 related
    Other
    $0 + $195,962 related
    Deferred
    $0 + $313,050 related
    Nontaxable benefits
    $0 + $16,472 related
    Filer's total
    $0 + $3,448,329 related

  • THOMPSON DAVE

    SVP, POPULATION HEALTH & PRESIDENT, CONTRACTED REV

    Total calculated
    $1,301,451
    From this org
    $0
    From related orgs
    $1,193,253
    Other
    $108,198
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,068 related
    Bonus
    $0 + $502,131 related
    Other
    $0 + $105,054 related
    Deferred
    $0 + $89,237 related
    Nontaxable benefits
    $0 + $18,961 related
    Filer's total
    $0 + $1,301,451 related

  • DAY BRIAN

    SVP, FINANCIAL OPS & PLANNING & TREASURER

    Total calculated
    $1,129,532
    From this org
    $0
    From related orgs
    $1,019,930
    Other
    $109,602
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $475,800 related
    Bonus
    $0 + $501,853 related
    Other
    $0 + $42,277 related
    Deferred
    $0 + $89,947 related
    Nontaxable benefits
    $0 + $19,655 related
    Filer's total
    $0 + $1,129,532 related

  • DUFF MD ROBERT

    PHYSICIAN

    Total calculated
    $515,029
    From this org
    $0
    From related orgs
    $489,973
    Other
    $25,056
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $458,603 related
    Bonus
    $0
    Other
    $0 + $31,370 related
    Deferred
    $0 + $8,733 related
    Nontaxable benefits
    $0 + $16,323 related
    Filer's total
    $0 + $515,029 related

  • HUYNH MD JUSTIN

    PHYSICIAN

    Total calculated
    $533,364
    From this org
    $0
    From related orgs
    $517,038
    Other
    $16,326
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $396,598 related
    Bonus
    $0 + $97,537 related
    Other
    $0 + $22,903 related
    Deferred
    $0 + $580 related
    Nontaxable benefits
    $0 + $15,746 related
    Filer's total
    $0 + $533,364 related

  • PALAGIRI MD ASHOK

    PHYSICIAN

    Total calculated
    $686,150
    From this org
    $0
    From related orgs
    $654,301
    Other
    $31,849
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $547,610 related
    Bonus
    $0 + $81,063 related
    Other
    $0 + $25,628 related
    Deferred
    $0 + $15,347 related
    Nontaxable benefits
    $0 + $16,502 related
    Filer's total
    $0 + $686,150 related

  • REDDY MD SUJAN TEEGALA

    PHYSICIAN

    Total calculated
    $676,472
    From this org
    $0
    From related orgs
    $664,887
    Other
    $11,585
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $597,786 related
    Bonus
    $0 + $21,637 related
    Other
    $0 + $45,464 related
    Deferred
    $0 + $3,243 related
    Nontaxable benefits
    $0 + $8,342 related
    Filer's total
    $0 + $676,472 related

  • REMPE MD DAVID

    PHYSICIAN

    Total calculated
    $706,392
    From this org
    $0
    From related orgs
    $676,951
    Other
    $29,441
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $644,759 related
    Bonus
    $0
    Other
    $0 + $32,192 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $20,291 related
    Filer's total
    $0 + $706,392 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
MERCY ACO CLINICAL SERVICES, INC. RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A & 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
FORM 990, SCHEDULE J, PART I, QUESTION 4B
MERCY HEALTH OFFERS SUPPLEMENTAL RETIREMENT PLANS TO CERTAIN EXECUTIVES WHICH PROVIDE BENEFITS UPON VESTING DATE BASED ON COMPENSATION, AGE AT THE TIME OF BENEFIT COMMENCEMENT, LENGTH OF SERVICE WITH THE COMPANY AND/OR ITS AFFILIATES AND LENGTH OF TENURE IN THE PLAN. THE PLANS ARE CLOSED TO NEW ENTRANTS. THE INDIVIDUAL REPORTABLE ON THIS RETURN WHO PARTICIPATES IN THE SUPPLEMENTAL RETIREMENT PLANS IS SHANNON SOCK. THE AMOUNT OF ALL ACCRUED BENEFITS IS INCLUDED IN COMPENSATION AMOUNTS PROVIDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUAL RECEIVED A PAYOUT FROM THE PLAN DURING THE YEAR: - SHANNON SOCK - $164,768
FORM 990, SCHEDULE J, PART II
THE AMOUNTS REPORTED FOR BRIAN DAY, SHANNON SOCK AND PHILIP WHEELER IN COLUMN (F) ARE EITHER INCLUDED IN B(I) AS BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THESE AMOUNTS ARE A PAYOUT OF THE SUPPLEMENTAL RETIREMENT PLAN AND EXECUTIVE RETENTION PLAN AND WERE INCLUDED IN COLUMN (C) OF PREVIOUSLY FILED FORMS 990.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349306996

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.