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Nonprofiteer
← MERCY HEALTH OKLAHOMA COMMUNITIES INC

Form 990 for tax year 2023

Filed by MERCY HEALTH OKLAHOMA COMMUNITIES INC.

Totals

Total revenue
$24,740,632
Total expenses
$22,230,218
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$24,767,072
Investment income
-$76,440
Other revenue
$50,000
Total assets, end of year
$83,524,024
Total liabilities, end of year
$21,812,089
Net assets or fund balances, end of year
$61,711,935
Program services expenses (Part IX)
$12,680,598
Management and general expenses
$9,549,620
Fundraising expenses
$0
Program service expenses (Part III)
$12,680,598

Program services were 57.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $15,110,873 · related or exempt $15,110,873

  • 2b · Program service revenue: INCOME - OK HEART HOSP

    total $5,727,292 · related or exempt $5,727,292

  • 2c · Program service revenue: RENTAL INCOME FROM RELATED ORGANI

    total $2,889,485 · related or exempt $2,889,485

  • 2d · Program service revenue: INCOME - OK HEART HOSP SOUTH

    total $965,422 · related or exempt $965,422

  • 2e · Program service revenue: MANAGEMENT FEES

    total $74,000 · related or exempt $74,000

  • 6a · Gross rents

    real property $50,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $50,000

  • 6d · Net rental income or loss

    total $50,000 · excluded $50,000

  • 7a · Gross sales of assets other than inventory

    other assets $1,163,375

  • 7b · Less cost or other basis and sales expenses

    other assets $1,239,815

  • 7c · Gain or loss

    other assets -$76,440

  • 7d · Net gain or loss

    total -$76,440 · excluded -$76,440

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $13,846,389 · program services $5,382,811 · management and general $8,463,578

  • 8 · Pension plan contributions

    total $728,028 · program services $173,485 · management and general $554,543

  • 9 · Other employee benefits

    total $4,872,659 · program services $278,949 · management and general $4,593,710

  • 10 · Payroll taxes

    total $1,355,380 · program services $350,741 · management and general $1,004,639

  • 11g · Fees: other

    total $10,773,173 · program services $10,022,580 · management and general $750,593

  • 12 · Advertising and promotion

    total $321,875 · management and general $321,875

  • 13 · Office expenses

    total $410,707 · program services $189,463 · management and general $221,244

  • 14 · Information technology

    total $2,705 · management and general $2,705

  • 16 · Occupancy

    total $2,503,842 · management and general $2,503,842

  • 17 · Travel

    total $347,702 · program services $5,657 · management and general $342,045

  • 19 · Conferences, conventions and meetings

    total $781 · program services $781

  • 22 · Depreciation, depletion and amortization

    total $1,429,894 · program services $39,908 · management and general $1,389,986

  • 23 · Insurance

    total $1,044,952 · program services $348,828 · management and general $696,124

  • 24a · Other expenses: BAD DEBT

    total $1,526,715 · program services $1,526,715

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $148,114 · program services $30 · management and general $148,084

  • 24c · Other expenses: DRUGS & MEDICAL EXPENSE

    total $802 · program services $802

  • 24d · Other expenses: SHARED SERVICE FEES

    total -$17,102,852 · program services -$5,643,941 · management and general -$11,458,911

  • 24e · All other expenses

    total $19,352 · program services $3,789 · management and general $15,563

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,093 · end of year $28,930

  • 4 · Accounts receivable

    beginning of year $14,754 · end of year $14,962

  • 9 · Prepaid expenses and deferred charges

    beginning of year $696,755 · end of year $853,798

  • 10a · Land, buildings and equipment: cost or other basis

    $44,478,893

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,590,631

  • 10c · Land, buildings and equipment, net

    beginning of year $37,753,091 · end of year $35,888,262

  • 13 · Investments: program-related

    beginning of year $47,308,244 · end of year $46,669,753

  • 15 · Other assets

    end of year $68,319

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,308,199 · end of year $18,808,495

  • 25 · Other liabilities

    beginning of year $13,754 · end of year $3,003,594

  • 27 · Net assets without donor restrictions

    beginning of year $67,472,984 · end of year $61,711,935

Mission and programs · 2023

Mission

AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE.

  • MERCY HEALTH OKLAHOMA COMMUNITIES IS A SUPPORTING ORGANIZATION OF MERCY HOSPITAL OKLAHOMA CITY AND MERCY CLINIC OKLAHOMA COMMUNITIES. MERCY HEALTH OKLAHOMA COMMUNITIES ALSO PROVIDED SUPPORT SERVICES TO OTHER MEMBERS OF THE MERCY OKLAHOMA COMMUNITY, INCLUDING MERCY HOSPITAL ADA, MERCY HOSPITAL ARDMORE, MERCY HOSPITAL HEALDTON, MERCY HOSPITAL KINGFISHER, MERCY HOSPITAL LOGAN COUNTY, MERCY HOSPITAL TISHOMINGO, AND MERCY HOSPITAL WATONGA. THE SUPPORT SERVICES INCLUDED FUNCTIONS THAT, BUT FOR MERCY HEALTH OKLAHOMA COMMUNITIES, WOULD BE CONDUCTED BY EACH SEPARATE ORGANIZATION.

    Expenses $12,680,598 · Revenue $24,767,072

As filed on the 2023 return.

Listed in Part VII

  • Gebhart Jim

    COMMUNITY PRESIDENT HOSPITAL (THRU 02/2024) & BM

    Total calculated
    $1,497,639
    From this org
    $0
    From related orgs
    $1,379,078
    Other
    $118,561
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,077 related
    Bonus
    $0 + $750,537 related
    Other
    $0 + $56,464 related
    Deferred
    $0 + $104,725 related
    Nontaxable benefits
    $0 + $13,836 related
    Filer's total
    $0 + $1,497,639 related

  • Bridwell Gary

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brown Kathy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Buendia MD Joseph

    PHYSICIAN AND BOARD MEMBER

    Total calculated
    $990,256
    From this org
    $0
    From related orgs
    $960,053
    Other
    $30,203
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $833,314 related
    Bonus
    $0 + $80,929 related
    Other
    $0 + $45,810 related
    Deferred
    $0 + $11,333 related
    Nontaxable benefits
    $0 + $18,870 related
    Filer's total
    $0 + $990,256 related

  • Campbell MD Jesse

    PHYSICIAN AND BOARD MEMBER

    Total calculated
    $1,058,386
    From this org
    $0
    From related orgs
    $941,425
    Other
    $116,961
    Hours/week
    24 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $584,921 related
    Bonus
    $0 + $278,435 related
    Other
    $0 + $78,069 related
    Deferred
    $0 + $97,551 related
    Nontaxable benefits
    $0 + $19,410 related
    Filer's total
    $0 + $1,058,386 related

  • Castilla Jill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dolan Brennan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Douglas Patrice

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gentling Steve

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Harvey MD John

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kurkijan MD Carla

    PHYSICIAN & BM

    Total calculated
    $889,408
    From this org
    $0
    From related orgs
    $871,181
    Other
    $18,227
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $726,480 related
    Bonus
    $0 + $121,391 related
    Other
    $0 + $23,310 related
    Deferred
    $0 + $6,284 related
    Nontaxable benefits
    $0 + $11,943 related
    Filer's total
    $0 + $889,408 related

  • Love Judy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lynch Rsm Sr Donald

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • McLaughlin Timothy L

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stanley John

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ward Rsm Sr Claudia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Geister Bennett

    PRESIDENT, MERCY OKLAHOMA CITY COMM (START 06/2024

    Total calculated
    $0
    Hours/week
    5 + 45 related

  • Eckhardt Christie

    VP, CHIEF OPERATIONS COUNSEL & SEC (THRU 10/2023)

    Total calculated
    $342,544
    From this org
    $0
    From related orgs
    $324,958
    Other
    $17,586
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,326 related
    Bonus
    $0 + $71,422 related
    Other
    $0 + $39,210 related
    Deferred
    $0 + $3,386 related
    Nontaxable benefits
    $0 + $14,200 related
    Filer's total
    $0 + $342,544 related

  • Hahne Christopher

    CFO & TREASURER

    Total calculated
    $354,537
    From this org
    $0
    From related orgs
    $325,854
    Other
    $28,683
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,044 related
    Bonus
    $0 + $68,153 related
    Other
    $0 + $37,657 related
    Deferred
    $0 + $9,615 related
    Nontaxable benefits
    $0 + $19,068 related
    Filer's total
    $0 + $354,537 related

  • Wilke Jamie

    ASSOCIATE COUNSEL & SECRETARY (STARTING 11/2023)

    Total calculated
    $236,286
    From this org
    $0
    From related orgs
    $223,989
    Other
    $12,297
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,315 related
    Bonus
    $0 + $32,753 related
    Other
    $0 + $15,921 related
    Deferred
    $0 + $2,183 related
    Nontaxable benefits
    $0 + $10,114 related
    Filer's total
    $0 + $236,286 related

  • L'Hommedieu Jeffrey

    PHYSICIAN

    Total calculated
    $304,593
    From this org
    $0
    From related orgs
    $285,836
    Other
    $18,757
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $242,741 related
    Bonus
    $0 + $12,537 related
    Other
    $0 + $30,558 related
    Deferred
    $0 + $157 related
    Nontaxable benefits
    $0 + $18,600 related
    Filer's total
    $0 + $304,593 related

  • Lopez Mejia Gerardo

    PHYSICIAN

    Total calculated
    $232,176
    From this org
    $0
    From related orgs
    $220,978
    Other
    $11,198
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $199,539 related
    Bonus
    $0 + $21,276 related
    Other
    $0 + $163 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,198 related
    Filer's total
    $0 + $232,176 related

  • Mills Eric

    PHYSICIAN

    Total calculated
    $259,909
    From this org
    $0
    From related orgs
    $238,729
    Other
    $21,180
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $193,560 related
    Bonus
    $0 + $14,631 related
    Other
    $0 + $30,538 related
    Deferred
    $0 + $2,619 related
    Nontaxable benefits
    $0 + $18,561 related
    Filer's total
    $0 + $259,909 related

  • Phan Nghia

    PHYSICIAN

    Total calculated
    $292,974
    From this org
    $0
    From related orgs
    $271,778
    Other
    $21,196
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $240,791 related
    Bonus
    $0 + $13,657 related
    Other
    $0 + $17,330 related
    Deferred
    $0 + $2,830 related
    Nontaxable benefits
    $0 + $18,366 related
    Filer's total
    $0 + $292,974 related

  • Rodriguez Orson

    PHYSICIAN

    Total calculated
    $384,981
    From this org
    $0
    From related orgs
    $356,830
    Other
    $28,151
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $285,263 related
    Bonus
    $0 + $41,522 related
    Other
    $0 + $30,045 related
    Deferred
    $0 + $9,421 related
    Nontaxable benefits
    $0 + $18,730 related
    Filer's total
    $0 + $384,981 related

  • Enloe Tracy

    FORMER OFFICER

    Total calculated
    $619,374
    From this org
    $0
    From related orgs
    $585,221
    Other
    $34,153
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $311,960 related
    Bonus
    $0 + $242,457 related
    Other
    $0 + $30,804 related
    Deferred
    $0 + $15,482 related
    Nontaxable benefits
    $0 + $18,671 related
    Filer's total
    $0 + $619,374 related

  • Johnston Jeffrey A

    FORMER OFFICER

    Total calculated
    $1,327,575
    From this org
    $0
    From related orgs
    $1,316,754
    Other
    $10,821
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $1,300,000 related
    Other
    $0 + $16,754 related
    Deferred
    $0 + $10,821 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,327,575 related

  • Le Bich-VI

    FORMER KEY EMPLOYEE

    Total calculated
    $580,264
    From this org
    $0
    From related orgs
    $543,662
    Other
    $36,602
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $365,759 related
    Bonus
    $0 + $104,548 related
    Other
    $0 + $73,355 related
    Deferred
    $0 + $17,861 related
    Nontaxable benefits
    $0 + $18,741 related
    Filer's total
    $0 + $580,264 related

  • Pinaroc Lynn

    FORMER KEY EMPLOYEE

    Total calculated
    $254,100
    From this org
    $0
    From related orgs
    $238,161
    Other
    $15,939
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,797 related
    Bonus
    $0 + $33,962 related
    Other
    $0 + $51,402 related
    Deferred
    $0 + $8,633 related
    Nontaxable benefits
    $0 + $7,306 related
    Filer's total
    $0 + $254,100 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, and on a Form 990-PF Part VIII's — 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

  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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 HEALTH OKLAHOMA COMMUNITIES, INC. RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTIONS 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
PART I, LINE 4A
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAY FROM A RELATED ORGANIZATION DURING CALENDAR YEAR 2023: JEFF JOHNSTON - $16,754
FORM 990, SCHEDULE J, PART II
THE AMOUNT REPORTED FOR JIM GEBHART IN COLUMN (F) IS EITHER INCLUDED IN B(I) AS BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THIS AMOUNT IS 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • MERCY OKLAHOMA AMBULATORY SERVICES LLC

    URGENT CARE · OK · income $15,110,873 · assets $0

    Directly controlled by MERCY HEALTH OKLAHOMA COMMUNITIES INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PLAZA SURGERY SERVICES COMPANY LLC

    INACTIVE · MO

    Directly controlled by MERCY HOSPITAL SOUTH

  • ST EDWARD MERCY MC M-P OFFICE BLDG

    OFFICE BUILDING · AR

    Directly controlled by MERCY HOSPITAL FORT SMITH

  • PLATINUM CPS HOLDINGS LLC

    HOLDING COMPANY · MO

    Directly controlled by MERCY MANAGED CARE CORP MERCY HEALTH

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • FRONTENAC PROPERTIES INC

    C · HOLDING COMPANY · DE

    Directly controlled by MERCY HEALTH

  • MERCY HEALTH CENTER CONDOMINIUMS INC

    C · REAL ESTATE · OK

    Directly controlled by MERCY HOSPITAL OKLAHOMA CITY INC

  • MERCY MANAGED CARE CORPORATION

    C · HOLDING COMPANY · OK

    Directly controlled by MERCY HEALTH

  • UHL CORP INC

    C · HOLDING COMPANY · MO

    Directly controlled by MERCY HOSPITALS EAST COMMUNITIES

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202521329349300237

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