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Nonprofiteer
← MORTON PLANT MEASE HEALTH CARE INC

Form 990 for tax year 2023

Filed by MORTON PLANT MEASE HEALTH CARE INC.

Totals

Total revenue
$44,916,350
Total expenses
$44,829,282
Contributions and grants received
$9,780,635
Grants paid
$9,430,835
Program service revenue
$32,726,162
Investment income
$0
Other revenue
$2,409,553
Total assets, end of year
$1,258,023,342
Total liabilities, end of year
$7,208,662
Net assets or fund balances, end of year
$1,250,814,680
Program services expenses (Part IX)
$36,634,793
Management and general expenses
$8,194,489
Fundraising expenses
$0
Program service expenses (Part III)
$36,634,793

Program services were 81.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDY BURWELL

    TRUSTEE/CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • BENJAMIN DAMSKER

    TRUSTEE/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • KATIE COLE

    TRUSTEE/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LOUIS GALDIERI

    EX-OFFICIO TRUSTEE/COO BAYCARE

    Total calculated
    $1,155,091
    From this org
    $1,049,626
    From related orgs
    $0
    Other
    $105,465
    Hours/week
    5 + 43 related

    Schedule J breakdown matched by us

    Base
    $618,793
    Bonus
    $231,204
    Other
    $199,629
    Deferred
    $65,422
    Nontaxable benefits
    $40,043
    Filer's total
    $1,155,091

  • SUSAN LATVALA

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • BILL FISHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID CUTTING

    EX-OFFICIO TRUSTEE

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    1 + 10 related

  • GAY LANCASTER

    TRUSTEE (until Dec 2023)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JENNIFER BUCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JENNIFER SWARINGEN

    EX-OFFICIO TRUSTEE

    Total calculated
    $126,000
    From this org
    $0
    From related orgs
    $126,000
    Other
    $0
    Hours/week
    1 + 23 related

  • JORGE NAVAS

    TRUSTEE (until July 2023)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • KURT ERICKSON

    TRUSTEE (until April 2023)/IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MARION RICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PATRICE MUCHOWSKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PATRICIA JONES

    EX-OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • RAY FERRARA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ROBERT ENTEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ROBERT SHAW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • STEVE HAIRE

    EX-OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TINA TENRET

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • TONJUA WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • RONALD BEAMON

    VP, CFO BAYCARE HOSP DIV

    Total calculated
    $788,187
    From this org
    $0
    From related orgs
    $675,010
    Other
    $113,177
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,337 related
    Bonus
    $0 + $149,228 related
    Other
    $0 + $108,445 related
    Deferred
    $0 + $72,236 related
    Nontaxable benefits
    $0 + $40,941 related
    Filer's total
    $0 + $788,187 related

  • JENNIFER RANSFORD

    VP PATIENT SVCS CNO - WEST

    Total calculated
    $515,455
    From this org
    $431,673
    From related orgs
    $0
    Other
    $83,782
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $302,526
    Bonus
    $104,439
    Other
    $24,708
    Deferred
    $55,559
    Nontaxable benefits
    $28,223
    Filer's total
    $515,455

  • MATTHEW NOVAK

    PRESIDENT MORTON PLANT HOSPITAL

    Total calculated
    $712,695
    From this org
    $624,479
    From related orgs
    $0
    Other
    $88,216
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $366,192
    Bonus
    $129,135
    Other
    $129,152
    Deferred
    $54,353
    Nontaxable benefits
    $33,863
    Filer's total
    $712,696

  • ANTHONY SCHUSTER

    VP CHIEF MEDICAL OFFICER - MEASES

    Total calculated
    $762,710
    From this org
    $650,586
    From related orgs
    $0
    Other
    $112,124
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $396,023
    Bonus
    $147,698
    Other
    $106,865
    Deferred
    $85,582
    Nontaxable benefits
    $26,542
    Filer's total
    $762,710

  • BRANDON MAY

    PRESIDENT MP NORTH BAY

    Total calculated
    $525,183
    From this org
    $436,194
    From related orgs
    $0
    Other
    $88,989
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $273,193
    Bonus
    $117,196
    Other
    $45,804
    Deferred
    $54,402
    Nontaxable benefits
    $34,587
    Filer's total
    $525,182

  • JEFFERY JENSEN

    VP/CHIEF MEDICAL OFFICER MORTON PLANT HOSP

    Total calculated
    $465,650
    From this org
    $403,797
    From related orgs
    $0
    Other
    $61,853
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $394,288
    Bonus
    $0
    Other
    $9,509
    Deferred
    $61,853
    Nontaxable benefits
    $0
    Filer's total
    $465,650

  • KELLY ENRIQUEZ

    PRESIDENT MEASE HOSPITALS

    Total calculated
    $455,047
    From this org
    $413,475
    From related orgs
    $0
    Other
    $41,572
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $344,309
    Bonus
    $25,000
    Other
    $44,166
    Deferred
    $9,900
    Nontaxable benefits
    $31,672
    Filer's total
    $455,048

  • SARAH NAUMOWICH

    PRESIDENT SJWH & SJCH

    Total calculated
    $556,992
    From this org
    $472,448
    From related orgs
    $0
    Other
    $84,544
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $297,085
    Bonus
    $102,497
    Other
    $72,866
    Deferred
    $45,782
    Nontaxable benefits
    $38,762
    Filer's total
    $556,991

  • CARL TREMONTI

    FORMER VP, CFO BAYCARE HOSP DIV

    Total calculated
    $830,500
    From this org
    $0
    From related orgs
    $761,886
    Other
    $68,614
    Hours/week
    0 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $444,831 related
    Bonus
    $0 + $158,167 related
    Other
    $0 + $158,887 related
    Deferred
    $0 + $54,411 related
    Nontaxable benefits
    $0 + $14,203 related
    Filer's total
    $0 + $830,500 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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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)

Schedule J, Part I, Line 1a Housing allowance or residence for personal use
In 2023, Kelly Enriquez received a housing allowance to support relocation to our service area. The allowance was both taxable and time limited.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish compensation of the CEO (or COO) of the filing organization.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
BayCare Health System provides two nonqualified deferred compensation plans to executive level employees: Executive Nonqualified Defined Contribution Plan The plan provides for annual credits of a specified percentage of an eligible participant's eligible compensation paid in a plan year and interest credits. Plan participants vest in increasing percentages based on years of service. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Payments made during employment are made for required tax withholding and reduce the participant's account balance. Distribution of the vested account balance occurs upon termination of employment. The plan is frozen for the participants hired after 1.1.2018. Supplemental Executive Retirement Plan The plan provides for annual credits to the participant's company contribution account of a specified percentage of an eligible participant's eligible compensation paid in a plan year and investment income credits. Plan participants vest on January 1 of the fifth Plan Year following the Plan Year for which the contribution was made. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Distribution of the vested amounts shall be made no later than the earlier of 90 days following the date the amounts become vested or the March 15th following the Plan Year in which the participant became vested. Amounts accrued, vested and distributed for plan participants are provided below. Louis Galdieri - Participated in a supplemental nonqualified deferred compensation plan. He had $94,898 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $37,342 in 2023. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $73,104 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $28,767 in 2023. Anthony Schuster - Participated in a supplemental nonqualified deferred compensation plan. He had $14,745 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. He had $57,074 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $5,802 in 2023. Ronald Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $33,829 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. He had $55,736 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $33,829 in 2023. Matthew Novak - Participated in a supplemental nonqualified deferred compensation plan. He had $41,628 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. He had $31,798 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $16,381 in 2023. Sarah Naumowich - Participated in a supplemental nonqualified deferred compensation plan. She had $32,476 in benefits vest in 2023. This amount is included in Part II (B)(iii) Other compensation. She had $28,595 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $12,779 in 2023. Jennifer Ransford - Participated in a supplemental nonqualified deferred compensation plan. She had $39,059 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation. Brandon May - Participated in a supplemental nonqualified deferred compensation plan. He had $38,066 of nonvested benefits accrue during 2023. This amount is included in Part II (C) Retirement and other deferred compensation.

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

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 corporations and trusts

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

  • GLOBAL HEALTH CARE INC

    C Corporation · HEALTH SERVICES · FL · controlled entity

    Directly controlled by MPHV

  • MFP INC

    C Corporation · COLLECTIONS · FL · controlled entity

    Directly controlled by MPHV

  • MORTON PLANT HEALTH VENTURES INC

    C Corporation · HEALTH SERVICES · FL · 100% owned · share of income $2,251,503 · share of assets $10,455,701 · controlled entity

    Directly controlled by MPMHC

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423179349303262

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