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Nonprofiteer
← MOUNT ST JOSEPH

Form 990 for tax year 2022

Filed by MOUNT ST JOSEPH.

Totals

Total revenue
-$368
Total expenses
$159,406
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,145
Investment income
-$5,513
Other revenue
$0
Total assets, end of year
$7,124,752
Total liabilities, end of year
$3,998,068
Net assets or fund balances, end of year
$3,126,684
Program services expenses (Part IX)
$154,247
Management and general expenses
$5,159
Fundraising expenses
$0
Program service expenses (Part III)
$154,247

Program services were 96.8% 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 PROGRAM SVC REV

    total $5,145 · related or exempt $5,145

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

    securities $5,513

  • 7c · Gain or loss

    securities -$5,513

  • 7d · Net gain or loss

    total -$5,513 · excluded -$5,513

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $409 · program services $307 · management and general $102

  • 9 · Other employee benefits

    total $83 · program services $62 · management and general $21

  • 10 · Payroll taxes

    total $5,755 · program services $4,316 · management and general $1,439

  • 11b · Fees: legal

    total $3,228 · management and general $3,228

  • 13 · Office expenses

    total $1,233 · program services $925 · management and general $308

  • 16 · Occupancy

    total $243 · program services $182 · management and general $61

  • 20 · Interest

    total $145,612 · program services $145,612

  • 24a · Other expenses: MEDICAL & FOOD SUPPLIES

    total $2,843 · program services $2,843

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $148,956 · end of year $147,252

  • 15 · Other assets

    beginning of year $7,657,506 · end of year $6,977,500

  • 17 · Accounts payable and accrued expenses

    beginning of year $844,265 · end of year $382,476

  • 25 · Other liabilities

    beginning of year $3,675,739 · end of year $3,615,592

  • 27 · Net assets without donor restrictions

    beginning of year $3,286,458 · end of year $3,126,684

Mission and programs · 2022

Mission

WE, MERCY COMMUNITY HEALTH AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING PRESENCE WITHIN OUR COMMUNITIES. BELIEVING IN THE INTRINSIC DIGNITY OF ALL PERSONS, WE UPHOLD THE UNIVERSAL RIGHT TO HOLISTIC CARE, PROMOTE THE COMMON GOOD, RESPOND TO THE NEEDS OF THE HUMAN BODY AND SPIRIT, AND INSPIRE HOPE AND CONFIDENCE ON LIFE'S JOURNEY.MOUNT ST. JOSEPH IS A MEMBER OF MERCY COMMUNITY HEALTH AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE NURSING AND RESIDENTIAL CARE TO THE ELDERLY

  • MOUNT ST. JOSEPH SOLD ITS OPERATIONS IN 2021. ITS PURPOSE WAS TO OPERATE A LONG-TERM CARE RESIDENCE AND REHABILITATION CENTER OFFERING THE FOLLOWING SERVICES: PASTORAL CARE, REHABILITATION SERVICES, LONG-TERM CARE, SKILLED NURSING, DEMENTIA AND ALZHEIMER'S CARE, HOSPICE CARE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND SPEECH THERAPY.

    Expenses $154,247 · Revenue $5,145

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gagandeep Singh MD

    DIRECTOR; ST FRANCIS PHYSICIAN

    Total calculated
    $739,748
    From this org
    $0
    From related orgs
    $681,732
    Other
    $58,016
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,207 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $525 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $39,716 related
    Filer's total
    $0 + $739,748 related

  • Mark McPherson

    FORMER OFFICER; CEO TRIN HOME HEALTH

    Total calculated
    $713,120
    From this org
    $0
    From related orgs
    $560,132
    Other
    $152,988
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,867 related
    Bonus
    $0 + $142,743 related
    Other
    $0 + $16,522 related
    Deferred
    $0 + $112,931 related
    Nontaxable benefits
    $0 + $40,057 related
    Filer's total
    $0 + $713,120 related

  • Janice Hamilton-Crawford

    DIR; PRESIDENT THSC THROUGH 1/23

    Total calculated
    $652,873
    From this org
    $0
    From related orgs
    $535,194
    Other
    $117,679
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,322 related
    Bonus
    $0 + $103,333 related
    Other
    $0 + $65,539 related
    Deferred
    $0 + $93,481 related
    Nontaxable benefits
    $0 + $24,198 related
    Filer's total
    $0 + $652,873 related

  • Marcus Bowens

    TREAS/CFO NATL HEALTH MIN; INT CEO

    Total calculated
    $391,375
    From this org
    $0
    From related orgs
    $362,651
    Other
    $28,724
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,498 related
    Bonus
    $0 + $39,155 related
    Other
    $0 + $998 related
    Deferred
    $0 + $14,418 related
    Nontaxable benefits
    $0 + $14,306 related
    Filer's total
    $0 + $391,375 related

  • Philip Smart

    FORMER OFFICER

    Total calculated
    $256,475
    From this org
    $0
    From related orgs
    $244,563
    Other
    $11,912
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $47,338 related
    Bonus
    $0 + $38,842 related
    Other
    $0 + $158,383 related
    Deferred
    $0 + $1,078 related
    Nontaxable benefits
    $0 + $10,834 related
    Filer's total
    $0 + $256,475 related

  • Patrick Johnson Jr

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Mark Walker

    DIRECTOR; SECRETARY AS OF 1/23

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Peter Murphy

    DIRECTOR & SECRETARY THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Christopher Clarke

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Ann Kane Csj

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Patricia McKeon Rsm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Shyamala Raman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 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
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
MOUNT ST. JOSEPH IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MOUNT ST. JOSEPH'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MOUNT ST. JOSEPH'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2022. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: PHILIP SMART - $151,265 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2022 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JANICE HAMILTON-CRAWFORD - $47,000 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: JANICE HAMILTON-CRAWFORD - $79,756 MARK MCPHERSON - $99,206 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). THE FOLLOWING PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCUS BOWENS - $0 PHILIP SMART - $1,628

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.

Related partnerships

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

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CENTRAL NEW JERSEY HEART SERVICES LLC

    CARDIAC PROGRAM · NJ

  • CLINTON IMAGING SERVICES LLC

    MRI DIAGNOSTIC SERVICES · IA

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HURON GASTRO ENDOSCOPY CENTER LLC

    MEDICAL SERVICES · MI

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LAKE CHARLES URGENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LARSON CENTER LLP

    PROPERTY MANAGEMENT · IL · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDILUCENT MOB I

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDWORKS LLC

    REHABILITATION SERVICES · CT

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    URGENT CARE CENTERS · DE

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RADISSON SJH PROPERTIES LLC

    MEDICAL OFFICE BUILDING · NY · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT AGNESUSP SURGERY CENTERS LLC

    MEDICAL SERVICES · CA

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    DIALYSIS SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST AGNES LONG-TERM INTENSIVE CARE LLP

    LONG TERM INTENSIVE CARE · PA · general or managing partner

  • ST ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    RADIOLOGY SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    URGENT CARE CENTERS · DE

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND IMAGING CENTER LLC

    RADIOLOGY/ IMAGING · MI

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

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

  • CATHERINE HORAN BUILDING CORPORATION

    C · BUILDING MANAGEMENT · MA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • FRANKLIN MEDICAL GROUP PC

    C · PHYSICIAN OFFICE · CT · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · SUPPORT SERVICES/PROPERTY MANAGEMENT · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MCMC EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MISERICORDIA ASSURANCE COMPANY LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · controlled entity

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · controlled entity

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

  • WORKPLACE HEALTH OF GRAND HAVEN INC

    C · OCCUPATIONAL HEALTH · MI · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202421299349302022

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