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Nonprofiteer
← SIMON OUTREACH SERVICES INC

Form 990 for tax year 2023

Filed by SIMON OUTREACH SERVICES INC.

Totals

Total revenue
$134,850
Total expenses
$146,046
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$134,850
Total assets, end of year
$317,081
Total liabilities, end of year
$256,528
Net assets or fund balances, end of year
$60,553
Program services expenses (Part IX)
$146,046
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$146,046

Program services were 100.0% 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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $134,850

  • 6c · Rental income or loss

    real property $134,850 · personal property $0

  • 6d · Net rental income or loss

    total $134,850 · related or exempt $134,850

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: 0

  • 11b · Other revenue: 0

  • 11c · Other revenue: 0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $95,766 · program services $95,766 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $43,818 · program services $43,818

  • 22 · Depreciation, depletion and amortization

    total $6,462 · program services $6,462

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $95,000 · end of year $109,592

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

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

    $851,540

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

    $778,042

  • 10c · Land, buildings and equipment, net

    beginning of year $79,960 · end of year $73,498

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $188,299 · end of year $133,991

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,721 · end of year $61,145

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $262,641 · end of year $195,383

  • 27 · Net assets without donor restrictions

    beginning of year $37,897 · end of year $60,553

Mission and programs · 2023

Mission

THE PRIMARY EXEMPT PURPOSE OF SIMON OUTREACH SERVICES, INC. IS TO EXTEND THE HEALING MINISTRY OF JESUS BY IMPROVING THE HEALTH OF OUR COMMUNITIES WITH EMPHASIS ON PEOPLE WHO ARE POOR AND UNDER-SERVED. SIMON OUTREACH SERVICES, INC. ACCOMPLISHES THIS PURPOSE BY DEMONSTRATING BEHAVIORS REFLECTING OUR CORE VALUES OF COMPASSION, EXCELLENCE, HUMAN DIGNITY, JUSTICE, SACREDNESS OF LIFE AND SERVICE.

Activities or mission (Part I)

TO PROVIDE MEDICAL OFFICE BUILDINGS TO HOUSE PHYSICIANS WHO ARE MEMBERS OF THE MERCY HEALTH - ST. CHARLES HOSPITAL LLC MEDICAL STAFF.

  • PROVIDED MEDICAL OFFICE BUILDINGS TO HOUSE PHYSICIANS WHO ARE MEMBERS OF THE MERCY HEALTH - ST. CHARLES HOSPITAL LLC MEDICAL STAFF.

    Expenses $146,046 · Revenue $134,850

As filed on the 2023 return.

Listed in Part VII

  • Jeffrey Dempsey

    PRESIDENT AND CHAIR

    Total calculated
    $557,903
    From this org
    $0
    From related orgs
    $488,860
    Other
    $69,043
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,575 related
    Bonus
    $0 + $80,497 related
    Other
    $0 + $83,788 related
    Deferred
    $0 + $39,010 related
    Nontaxable benefits
    $0 + $30,033 related
    Filer's total
    $0 + $557,903 related

  • Jennifer DIscher

    Secretary

    Total calculated
    $239,322
    From this org
    $0
    From related orgs
    $225,565
    Other
    $13,757
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,881 related
    Bonus
    $0 + $22,901 related
    Other
    $0 + $7,783 related
    Deferred
    $0 + $2,638 related
    Nontaxable benefits
    $0 + $11,119 related
    Filer's total
    $0 + $239,322 related

  • Matthew Sapara

    TREASURER, VP OPERATIONS

    Total calculated
    $291,424
    From this org
    $0
    From related orgs
    $261,039
    Other
    $30,385
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,844 related
    Bonus
    $0 + $31,629 related
    Other
    $0 + $28,566 related
    Deferred
    $0 + $2,837 related
    Nontaxable benefits
    $0 + $27,548 related
    Filer's total
    $0 + $291,424 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

  • 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 3 Arrangement used to establish the top management official's compensation
Bon Secours Mercy Health, Inc., a related organization of the filing organization, uses the following to establish the compensation of the organization's CEO/President: Compensation Committee Independent Compensation Consultant Written Employment Contract Compensation Survey or Study Approval by the Board or Compensation Committee
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Northern Market nonqualified supplemental employee retirement plan is for certain highly compensated individuals as determined by the Board of Trustees' Executive Evaluation and Compensation Committee. The plan is no longer accepting new participants and the cessation of contributions has occurred. Participants vest in this plan and receive a benefit under this plan once they have satisfied both of these two conditions: (1) meet the vesting requirements of the applicable qualified plan, and (2) complete a 24-month post-employment non-compete requirement. AMOUNTS INCLUDIBLE IN TAXABLE COMPENSATION FOR LISTED PARTICIPATING INDIVIDUALS IN THE REPORTING YEAR WERE AS FOLLOWS: JEFFREY DEMPSEY $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health System SERP
The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: JEFFREY DEMPSEY $27,811.

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.

  • Broad64 Imaging LLC

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Memorial Ambulatory Surgery Center LLC

    N/A · Ambulatory Surgery Center · VA

    Directly controlled by NA

  • Richmond Radiation Oncology Center I LLC

    N/A · Radiation Oncology Services · VA

    Directly controlled by NA

  • RI LP

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Chesterfield Community Healthcare MOB I LLC

    N/A · Real Estate · VA

    Directly controlled by NA

  • St Mary's MRI Center LP

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Harbour View MOB 2 LLC

    N/A · Real Estate · VA

    Directly controlled by NA

  • Lourdes Ambulatory Surgery Center LLC

    N/A · Surgery Center · KY

    Directly controlled by NA

  • Community Mercy Home Care Services of Springfield LLC

    N/A · Home Care · OH

    Directly controlled by NA

  • Urologic Oncology of Mahoning Valley LLC

    N/A · Radiation Therapy · OH

    Directly controlled by NA

  • Mercy Health Rehabilitation Hospital LLC

    N/A · Rehabilitation Services · OH

    Directly controlled by NA

  • Mercy Health Behavioral Hospital LLC

    N/A · Behavioral Health Services · OH

    Directly controlled by NA

  • Waterville Medical Center LLC

    N/A · Real Estate · OH

    Directly controlled by NA

  • Vascular Institute of Northwest Ohio LLC

    N/A · Surgery Center · OH

    Directly controlled by NA

  • West Central Ohio Group Ltd

    N/A · Orthopedic Hospital · OH

    Directly controlled by NA

  • Bon Secours Place at St Petersburg LLP

    N/A · Assisted Living/Senior Care · FL

    Directly controlled by NA

  • Bon Secours Apartments Consolidated GP LLC

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments Consolidated LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments II LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments III LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Benet House LLC

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Benet House LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Chesapeake Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Gibbons Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh II Limited Partnership

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Shiloh LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Smallwood Summit LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Wayland LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Liberty Senior Housing LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Lowcountry Surgery Center LLC dba Roper St Francis Eye Center

    N/A · Ambulatory Surgery Center · SC

    Directly controlled by NA

  • BON SECOURS MERCY HEALTH INNOVATIONS LLC

    N/A · BUSINESS DEVELOPMENT · OH

    Directly controlled by NA

  • Nordic Holdings LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • Catherine JV LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • BSMH-CSP Surgical Ventures LLC

    N/A · Holding company · SC

    Directly controlled by NA

  • BSMH-CSP V DE LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • Strive BSMH LLC

    N/A · Holding company · SC

    Directly controlled by NA

Related corporations and trusts

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

  • BON SECOURS MERCY HEALTH INSURANCE COMPANY (SPC) LTD

    C Corporation · SELF-INSURANCE · CJ

    Directly controlled by NA

  • Bon Secours - Venice Healthcare Corporation

    C Corporation · Inactive · FL

    Directly controlled by NA

  • MERCY HEALTH VENTURES INC

    C Corporation · DIVERSIFIED ACTIVITIES · OH

    Directly controlled by NA

  • Bon Secours-Virginia Healthsource Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Richmond Radiation Oncology Center Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Ironbridge Assisted Living Retirement Community LC

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Richmond MRI Inc

    C Corporation · Medical Services · VA

    Directly controlled by NA

  • Chesterfield Community Healthcare Center Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • RHS Management Corp

    C Corporation · Independent Living Facility · VA

    Directly controlled by NA

  • Professional Health Care Management Services Inc

    C Corporation · Administrative · VA

    Directly controlled by NA

  • Maryview Building Corporation

    C Corporation · Administrative · VA

    Directly controlled by NA

  • Bon Secours - Tidewater Diversified Inc

    C Corporation · Pharmacy · VA

    Directly controlled by NA

  • OSF Inc

    C Corporation · Rental · VA

    Directly controlled by NA

  • Harbour View Station West Mixed-Use Property Owners Association Inc

    C Corporation · REAL PROPERTY MGMNT · VA

    Directly controlled by NA

  • NORTHPARKE MEDICAL COMMONS CONDO ASSN

    C Corporation · REAL PROPERTY MGMNT · OH

    Directly controlled by NA

  • RALPH EWE TRUST

    Trust · BENEFICIAL TRUST · NY

    Directly controlled by NA

  • ELIZABETH HINES CATES TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • WILLIS PARK TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • ERMA GIBSON BALDWIN TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • MCAULEY MANAGEMENT SERVICES INC

    C Corporation · PROPERTY RENTAL · OH

    Directly controlled by NA

  • LIMA MEDICAL SUPPLIES INC

    C Corporation · MEDICAL EQUIPMENT · OH

    Directly controlled by NA

  • COMMUNITY HEALTH PARTNERS ENTERPRISES INC

    C Corporation · HOLDING COMPANY · OH

    Directly controlled by NA

  • Optimum Health Network Inc

    C Corporation · Healthcare Services · SC

    Directly controlled by NA

  • Bon Secours-Florida Integrated Services Inc

    C Corporation · Holding Company/Assisted Living · FL

    Directly controlled by NA

  • Unity Housing Inc

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Wayland LLC

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh II LLC

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • HEALTHSPAN INC

    C Corporation · INSURANCE · OH

    Directly controlled by NA

  • HEALTHSPAN SOLUTIONS INC

    C Corporation · CONSULTING · OH

    Directly controlled by NA

  • HEALTHCARE SERVICES AND SUPPORT

    C Corporation · HEALTHCARE SERVICES · OH

    Directly controlled by NA

  • HealthSpan Partners Innovations Inc

    C Corporation · HEALTHCARE SERVICES · OH

    Directly controlled by NA

  • Barringtons Hospital Limited

    C Corporation · Hospital · EI

    Directly controlled by NA

  • Bon Secours Hospital Limerick Dev Co Limited

    C Corporation · REAL PROPERTY MGMNT · EI

    Directly controlled by NA

  • Bon Secours New York Housing Development Fund Corporation

    C Corporation · Low Income Housing · NY

    Directly controlled by NA

  • CareAlliance Medical Services Corporation

    C Corporation · Inactive · SC

    Directly controlled by NA

  • Bon Secours Mercy Health Innovations Inc

    C Corporation · Holding Company · OH

    Directly controlled by NA

  • Nordic Consulting Group Incorporated

    C Corporation · Holding Company · DE

    Directly controlled by NA

  • Nordic Consulting Partners Inc

    C Corporation · Healthcare Consulting · WI

    Directly controlled by NA

  • S & P Consultants Inc

    C Corporation · Healthcare Consulting · MA

    Directly controlled by NA

  • Healthtech Inc

    C Corporation · Healthcare Consulting · CA

    Directly controlled by NA

  • Tasman Global Holdings BV

    C Corporation · Healthcare Consulting · NL

    Directly controlled by NA

  • Tasman Global Healthcare Ireland Limited

    C Corporation · Healthcare Consulting · EI

    Directly controlled by NA

  • Tasman Global Singapore Pte Ltd

    C Corporation · Healthcare Consulting · SN

    Directly controlled by NA

  • Tasman Group LLC

    C Corporation · Healthcare Consulting · VA

    Directly controlled by NA

  • Tasman Group Limited

    C Corporation · Healthcare Consulting · UK

    Directly controlled by NA

  • Hygeian Consulting Ltd

    C Corporation · Healthcare Consulting · UK

    Directly controlled by NA

  • Tasman Global Switzerland GmbH

    C Corporation · Healthcare Consulting · SZ

    Directly controlled by NA

  • Tasman Global Norway AS

    C Corporation · Healthcare Consulting · NO

    Directly controlled by NA

  • Nordic Philippines Technology Solutions Inc

    C Corporation · Healthcare Consulting · RP

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
28 October 2024
IRS schema version
2023v5.1
Source object
202403029349300220

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