Form 990 for tax year 2022
Filed by JUPITER MEDICAL CENTER FOUNDATION INC.
Totals
- Total revenue
- $54,705,778
- Total expenses
- $36,960,156
- Contributions and grants received
- $53,506,816
- Grants paid
- $31,609,962
- Program service revenue
- $0
- Investment income
- $1,783,767
- Other revenue
- -$584,805
- Total assets, end of year
- $149,743,915
- Total liabilities, end of year
- $317,284
- Net assets or fund balances, end of year
- $149,426,631
- Program services expenses (Part IX)
- $31,609,962
- Management and general expenses
- $0
- Fundraising expenses
- $5,350,194
- Program service expenses (Part III)
- $31,609,962
Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DONALD McCREE JR
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Peter A Lund
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Salvatore Tiano
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Burton M Tansky
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dennis K Williams
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Douglas S Brown
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Edward L Babington
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Fred H Lissauer
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
George H Damman
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
James E Perrella
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jane F Napier
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John P Healy
Trustee (thru July 2023)
- Total calculated
- $0
- Hours/week
- 1
-
Joseph M Petri
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Katharine F Plum
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Leonard Abramson
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
M Jude Reyes
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
MARTIN DYTRYCH CPA
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Neil S Devlin
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
William C Mattison Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
DALE HOCKING CPA
VP & CFO (thru April 2023)
- Total calculated
- $476,392
- From this org
- $0
- From related orgs
- $427,414
- Other
- $48,978
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $349,982 related
- Bonus
- $0 + $71,333 related
- Other
- $0 + $6,099 related
- Deferred
- $0 + $40,556 related
- Nontaxable benefits
- $0 + $8,422 related
- Filer's total
- $0 + $476,392 related
-
Michael J Morsberger
Chief Philanthropy Officer & JMC Foundation President (thru Oct 2022)
- Total calculated
- $489,154
- From this org
- $460,010
- From related orgs
- $0
- Other
- $29,144
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $337,001
- Bonus
- $84,870
- Other
- $38,139
- Deferred
- $6,884
- Nontaxable benefits
- $22,260
- Filer's total
- $489,154
-
MICHAEL LOFTUS
SVP & CFO (beginning April 2023)
- Total calculated
- $0
- Hours/week
- 1 + 45 related
-
Traci Simonsen
Chief Philanthropy Officer (beginning Oct 2022)
- Total calculated
- $163,526
- From this org
- $155,872
- From related orgs
- $0
- Other
- $7,654
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,580
- Bonus
- $12,112
- Other
- $19,180
- Deferred
- $0
- Nontaxable benefits
- $7,654
- Filer's total
- $163,526
-
Jamie Taylor
Exec Dir Concierge Services & Donor Relations
- Total calculated
- $183,714
- From this org
- $150,432
- From related orgs
- $0
- Other
- $33,282
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,529
- Bonus
- $16,670
- Other
- $233
- Deferred
- $5,761
- Nontaxable benefits
- $27,521
- Filer's total
- $183,714
-
Jennifer D Amarnick
Senior Director of Development & Planned Giving
- Total calculated
- $186,027
- From this org
- $162,266
- From related orgs
- $0
- Other
- $23,761
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $144,935
- Bonus
- $17,086
- Other
- $245
- Deferred
- $5,257
- Nontaxable benefits
- $18,504
- Filer's total
- $186,027
-
Paul Milakovich
Exec dir of Advancement & Admin
- Total calculated
- $149,262
- From this org
- $143,070
- From related orgs
- $0
- Other
- $6,192
- Hours/week
- 40
-
Regan Cunningham-Tarpey
DIRECTOR OF COMMUNICATIONS & EVENTS
- Total calculated
- $211,289
- From this org
- $182,560
- From related orgs
- $0
- Other
- $28,729
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,071
- Bonus
- $20,200
- Other
- $289
- Deferred
- $4,360
- Nontaxable benefits
- $24,369
- Filer's total
- $211,289
-
Thomas J Bliss
SENIOR DIRECTOR MAJOR GIFTS
- Total calculated
- $176,616
- From this org
- $163,517
- From related orgs
- $0
- Other
- $13,099
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,181
- Bonus
- $17,171
- Other
- $165
- Deferred
- $4,752
- Nontaxable benefits
- $8,347
- Filer's total
- $176,616
-
Amit Rastogi MD MHCM
Current JMC President / Former Interim JMCF President
- Total calculated
- $1,728,433
- From this org
- $0
- From related orgs
- $1,477,906
- Other
- $250,527
- Hours/week
- 0 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $731,163 related
- Bonus
- $0 + $515,400 related
- Other
- $0 + $231,343 related
- Deferred
- $0 + $241,660 related
- Nontaxable benefits
- $0 + $8,867 related
- Filer's total
- $0 + $1,728,433 related
-
Liv Vesely
PRESIDENT JMC FOUNDATION (THRU DEC 2020)
- Total calculated
- $307,222
- From this org
- $307,222
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $307,222
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $307,222
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
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- THE COMPENSATION COMMITTEE OF THE BOARD OF JUPITER MEDICAL CENTER, INC. DETERMINES THE COMPENSATION OF THE JUPITER MEDICAL CENTER FOUNDATION CHIEF PHILANTHROPY OFFICER. THE COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION.
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- During calendar year 2022, the individuals listed below received severance payments from the filing organization for the following amounts. These amounts were treated as taxable compensation and are included in Form 990, Schedule J, Part II, Column B(iii). Liv Vesely - $307,222 Michael Morsberger - $30,752
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- The individuals listed below participated in a retention bonus plan during 2022. During calendar year 2022, accruals related to retention bonuses were made for the following individuals. These amounts are included on Schedule J, Part II, Col (C): Amit Rastogi - $150,710 None of the individuals reported on the filing organization's Form 990, Part VII, Section A received a retention bonus payout during calendar year 2022. The following individuals participated in a 457(f) plan during 2022. Accruals into the plan during calendar year 2022 were as follows. These amounts are included on Schedule J, Part II, Col (C): Amit Rastogi - $71,491 Dale Hocking - $27,681 Michael Morsberger - $4,537 None of the individuals reported on the filing organization's Form 990, Part VII, Section A received a distribution from the 457(f) plan during calendar year 2022.
- Schedule J, Part I, Line 7 Non-fixed payments
- THE ORGANIZATION OFFERS BONUSES BASED ON THE ACHIEVEMENT OF INDIVIDUAL AND ORGANIZATIONAL GOALS; THIS BONUS IS BASED ON A PERCENTAGE OF BASE SALARY OF THE EMPLOYEE. IN ADDITION, SOME INTERESTED PERSONS RECEIVED AN ADDITIONAL PERFORMANCE BONUS THAT IS NOT BASED ON A FIXED FORMULA.
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
-
$31,609,962
GENERAL PROGRAM SUPPORT
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.
-
501(c)(3) · HOSPITAL · FL
Directly controlled by JUPITER HEALTH INC
-
JUPITER MEDICAL CENTER PAVILION INC
501(c)(3) · SKILLED NURSING FACILITY · FL
Directly controlled by JUPITER MEDICAL CENTER INC
-
JUPITER MEDICAL CENTER PHYSICIANS GROUP
501(c)(3) · PHYSICIAN OFFICES · FL
Directly controlled by JUPITER MEDICAL CENTER INC
-
JUPITER HEALTH OUTPATIENT SERVICES INC
501(c)(3) · AMBULATORY CARE SERVICES · FL
Directly controlled by JUPITER MEDICAL CENTER INC
-
501(c)(3) · Parent organization · FL
Directly controlled by na
-
501(c)(3) · SUPPORTING ORGANIZATION · FL
Directly controlled by JUPITER MEDICAL CENTER INC
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
JUPITER OUTPATIENT SURGERY CENTER LLC
N/A · SURGERY CENTER · FL
Directly controlled by NA
-
N/A · LAND RENTAL · FL
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C Corporation · HEALTHCARE SERVICES · FL
Directly controlled by NA
-
C Corporation · PHYSICIAN GROUP · FL
Directly controlled by NA
-
JUPITER MEDICAL CENTER COLLABORATIVE INC
C Corporation · MANAGED CARE CONTRACTING · FL
Directly controlled by NA
-
C Corporation · JV HOLDING COMPANY · FL
Directly controlled by NA
-
JUPITER HEALTH MANAGEMENT SERVICES LLC
C Corporation · MANAGEMENT SERVICES · FL
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402289349303690
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