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Nonprofiteer
← MORTON PLANT MEASE HEALTH CARE FOUNDATION INC

Form 990 for tax year 2024

Filed by MORTON PLANT MEASE HEALTH CARE FOUNDATION INC.

Totals

Total revenue
$11,935,594
Total expenses
$13,544,975
Contributions and grants received
$6,889,934
Grants paid
$10,636,826
Program service revenue
$0
Investment income
$4,947,513
Other revenue
$98,147
Total assets, end of year
$122,669,000
Total liabilities, end of year
$4,534,854
Net assets or fund balances, end of year
$118,134,146
Program services expenses (Part IX)
$10,822,918
Management and general expenses
$1,109,894
Fundraising expenses
$1,612,163
Program service expenses (Part III)
$10,822,918

Program services were 79.9% 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.

  • 1c · Fundraising events

    $441,969

  • 1f · All other contributions, gifts and grants

    $6,447,965

  • 1g · Noncash contributions included above

    $1,281,909

  • 3 · Investment income

    total $2,781,256 · excluded $2,781,256

  • 7a · Gross sales of assets other than inventory

    securities $29,568,201

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

    securities $27,401,944

  • 7c · Gain or loss

    securities $2,166,257

  • 7d · Net gain or loss

    total $2,166,257 · excluded $2,166,257

  • 8a · Fundraising events: gross income

    $435,905

  • 8a · Fundraising events: contributions included on line 1c

    $441,969

  • 8b · Fundraising events: direct expenses

    $337,758

  • 8c · Net income from fundraising events

    total $98,147 · excluded $98,147

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,636,826 · program services $10,636,826

  • 6 · Compensation of disqualified persons

    total $476,681 · program services $143,004 · management and general $47,668 · fundraising $286,009

  • 7 · Other salaries and wages

    total $1,044,543 · management and general $334,435 · fundraising $710,108

  • 8 · Pension plan contributions

    total $57,147 · management and general $25,728 · fundraising $31,419

  • 9 · Other employee benefits

    total $149,747 · program services $11,454 · management and general $43,523 · fundraising $94,770

  • 10 · Payroll taxes

    total $94,287 · program services $8,250 · management and general $26,518 · fundraising $59,519

  • 11b · Fees: legal

    total $7,662 · management and general $3,831 · fundraising $3,831

  • 11c · Fees: accounting

    total $68,188 · management and general $68,188

  • 11f · Fees: investment management

    total $396,791 · management and general $396,791

  • 11g · Fees: other

    total $254,695 · program services $3,488 · management and general $23,384 · fundraising $227,823

  • 12 · Advertising and promotion

    total $33,823 · program services $3,382 · management and general $10,238 · fundraising $20,203

  • 13 · Office expenses

    total $69,531 · program services $1,917 · management and general $49,101 · fundraising $18,513

  • 16 · Occupancy

    total $147,447 · program services $12,861 · management and general $41,432 · fundraising $93,154

  • 17 · Travel

    total $2,395 · management and general $554 · fundraising $1,841

  • 19 · Conferences, conventions and meetings

    total $36,968 · management and general $7,732 · fundraising $29,236

  • 22 · Depreciation, depletion and amortization

    total $19,840 · program services $1,736 · management and general $5,580 · fundraising $12,524

  • 24a · Other expenses: RETREAT

    total $40,701 · management and general $24,421 · fundraising $16,280

  • 24b · Other expenses: PROSPECT RESEARCH

    total $7,703 · management and general $770 · fundraising $6,933

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $550 · end of year $553

  • 2 · Savings and temporary cash investments

    beginning of year $512,514 · end of year $1,670,322

  • 3 · Pledges and grants receivable

    beginning of year $3,526,348 · end of year $2,386,093

  • 9 · Prepaid expenses and deferred charges

    beginning of year $367,642 · end of year $299,237

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

    $1,676,689

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

    $1,351,268

  • 10c · Land, buildings and equipment, net

    beginning of year $336,422 · end of year $325,421

  • 11 · Investments: publicly traded securities

    beginning of year $84,015,747 · end of year $88,315,753

  • 15 · Other assets

    beginning of year $28,034,347 · end of year $29,671,621

  • 17 · Accounts payable and accrued expenses

    beginning of year $363,925 · end of year $450,401

  • 25 · Other liabilities

    beginning of year $4,306,156 · end of year $4,084,453

  • 27 · Net assets without donor restrictions

    beginning of year $35,806,640 · end of year $38,287,256

  • 28 · Net assets with donor restrictions

    beginning of year $76,316,849 · end of year $79,846,890

Mission and programs · 2024

Mission

MORTON PLANT MEASE HEALTH CARE FOUNDATION IS COMMITTED TO SUPPORTING THE HOSPITALS OF MORTON PLANT MEASE TO IMPROVE THE HEALTH AND WELLNESS OF OUR COMMUNITY BY INSPIRING PEOPLE TO INVEST IN EXTRAORDINARY, COMPASSIONATE CARE.

Activities or mission (Part I)

RAISING PHILANTHROPIC SUPPORT FOR PROGRAMS AT FOUR HOSPITALS OF MORTON PLANT MEASE HEALTH CARE.

  • PROVIDING CAPITAL SUPPORT TO THE HOSPITALS OF MORTON PLANT MEASE, INCLUDING: UPGRADED INTERVENTIONAL RADIOLOGY SUITES AT MORTON PLANT AND MEASE COUNTRYSIDE HOSPITALS FOR COMPREHENSIVE STROKE CARE; DESIGNATED DIAGNOSTIC IMAGING X-RAY IN MORTON PLANT NORTH BAY HOSPITAL'S ER; LIFESAVING EQUIPMENT FOR PATIENTS REQUIRING A HYSTERECTOMY; PORTABLE VISUAL MONITORING UNITS HELPING WITH PATIENT SAFETY; CARELIFT TRANSPORTATION SERVICE GETTING PATIENTS TO AND FROM APPOINTMENTS; JACOBSEN TEACHING KITCHEN AT THE TURLEY FAMILY HEALTH CENTER. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH CAPITAL GRANT REQUESTED BY THE HOSPITALS.

    Expenses $7,510,937 · Grants $7,375,754

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $2,294,305 · Grants $2,261,712

  • PROVIDING DISEASE SPECIFIC PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY, INCLUDING: EXERCISE PROGRAM FOR CANCER PATIENTS TO UTILIZE BEFORE, DURING AND AFTER TREATMENT; COGNITIVE TRAINING PROGRAM FOCUSED ON STRENGTHENING BRAIN FUNCTION; MAMMOGRAPHY VOUCHER PROGRAM PROVIDING BREAST CANCER SCREENINGS; MEDICAL FITNESS PROGRAM TARGETING CHRONIC DISEASE; NEWBORN SAFE SLEEP PRACTICE EDUCATION; INTEGRATIVE MEDICINE SYMPTOM MANAGEMENT; AND MADONNA PTAK CENTER FOR ALZHEIMER'S AND MEMORY LOSS DISORDERS. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH PROGRAM REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.

    Expenses $1,017,676 · Grants $999,360

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Sydney Niewierski

    CHAIRWOMAN

    Total calculated
    $0
    Hours/week
    6

  • Jon M Brethauer

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    6

  • Thomas J Kurey III

    TREASURER

    Total calculated
    $0
    Hours/week
    6

  • Nancy Paikoff

    SECRETARY

    Total calculated
    $0
    Hours/week
    6

  • David Abelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fred Ahari

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Barry MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ray Bouchard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Allie Cantonis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven L Cass

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Donoghue

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Yves Gabriel MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Diane Gobo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gerry Goldhammer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Jensen Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Johnson R N

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James A Ostrosky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathleen C Perrott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kirksak Jay Poonkasem MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Croy Ramey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Sorensen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Haley B Todson Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • M Javier Zuniga

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lou P Galdieri

    DIRECTOR

    Total calculated
    $1,181,495
    From this org
    $0
    From related orgs
    $1,092,711
    Other
    $88,784
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $981,039 related
    Bonus
    $0
    Other
    $0 + $111,672 related
    Deferred
    $0 + $60,481 related
    Nontaxable benefits
    $0 + $28,303 related
    Filer's total
    $0 + $1,181,495 related

  • Ernestine Morgan CFRE

    PRESIDENT AND CEO

    Total calculated
    $476,681
    From this org
    $415,653
    From related orgs
    $0
    Other
    $61,028
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $306,532
    Bonus
    $26,173
    Other
    $82,948
    Deferred
    $53,269
    Nontaxable benefits
    $7,759
    Filer's total
    $476,681

  • Kathryn Lane

    VP OF PHILANTHROPIC OPERATIONS

    Total calculated
    $144,777
    From this org
    $115,948
    From related orgs
    $0
    Other
    $28,829
    Hours/week
    50

  • Eric Barsema

    VP OF PHILANTHROPIC IMPACT

    Total calculated
    $128,198
    From this org
    $111,014
    From related orgs
    $0
    Other
    $17,184
    Hours/week
    50

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

  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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
SALARIES OF ALL OFFICERS AND KEY EMPLOYEES WERE ALIGNED WITH INDEPENDENT MARKET STUDIES THROUGH SULLIVAN, COTTER AND ASSOCIATES, INC., AN INDEPENDENT COMPENSATION CONSULTANT, AND DEEMED REASONABLE BASED ON EXPERTISE AND EXPERIENCE OF INDIVIDUALS. THE SALARY FOR THE PRESIDENT & CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE FOUNDATION AND APPROVED BY THE BOARD OF DIRECTORS. OTHER OFFICERS AND KEY EMPLOYEE SALARIES ARE ESTABLISHED BY THE PRESIDENT AND CEO IN CONJUNCTION WITH THE INDEPENDENT SALARY SURVEY.
PART I, LINE 4B
LINE 4B: 457(F) NONQUALIFIED RETIREMENT PLAN, 2024 CONTRIBUTIONS WERE AS FOLLOWS: ERNESTINE MORGAN $99,184 & LOUIS GALDIERI $111,672.

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.

  • CHARITABLE REMAINDER TRUSTS (6)

    INVESTMENT · FL

    Directly controlled by MORTON PLANT MEASE HEALTH CARE FOUNDATION INC

Provenance

Return type
form_990
Tax year
2024
Filed
28 May 2025
IRS schema version
2024v5.1
Source object
202521499349300327

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