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Nonprofiteer
← MERCY HOSPITAL CARTHAGE

Form 990 for tax year 2023

Filed by MERCY HOSPITAL CARTHAGE.

Totals

Total revenue
$80,812,784
Total expenses
$64,601,577
Contributions and grants received
$14,445
Grants paid
$61,720
Program service revenue
$80,467,053
Investment income
$11,445
Other revenue
$319,841
Total assets, end of year
$32,664,993
Total liabilities, end of year
$8,499,234
Net assets or fund balances, end of year
$24,165,759
Program services expenses (Part IX)
$53,307,040
Management and general expenses
$11,294,537
Fundraising expenses
$0
Program service expenses (Part III)
$53,307,040

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CIARAMITA MD JEFFREY

    PRESIDENT, SPECIALTY SERVICE LINES & BOARD MEMBER

    Total calculated
    $2,141,295
    From this org
    $0
    From related orgs
    $1,980,146
    Other
    $161,149
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $871,442 related
    Bonus
    $0 + $1,065,148 related
    Other
    $0 + $43,556 related
    Deferred
    $0 + $145,277 related
    Nontaxable benefits
    $0 + $15,872 related
    Filer's total
    $0 + $2,141,295 related

  • MOHART MD JOHN

    PRESIDENT, MERCY COMMUNITIES & CHAIRMAN OF BOARD

    Total calculated
    $1,995,734
    From this org
    $0
    From related orgs
    $1,816,702
    Other
    $179,032
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $923,254 related
    Bonus
    $0 + $838,235 related
    Other
    $0 + $55,213 related
    Deferred
    $0 + $159,013 related
    Nontaxable benefits
    $0 + $20,019 related
    Filer's total
    $0 + $1,995,734 related

  • SOCK SHANNON

    EVP, CSO & COO & BOARD MEMBER

    Total calculated
    $3,448,329
    From this org
    $0
    From related orgs
    $3,118,807
    Other
    $329,522
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,235,045 related
    Bonus
    $0 + $1,687,800 related
    Other
    $0 + $195,962 related
    Deferred
    $0 + $313,050 related
    Nontaxable benefits
    $0 + $16,472 related
    Filer's total
    $0 + $3,448,329 related

  • CLOUSE DAY SHERRY

    VP, FINANCE & TREASURER

    Total calculated
    $426,293
    From this org
    $0
    From related orgs
    $399,588
    Other
    $26,705
    Hours/week
    4 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,555 related
    Bonus
    $0 + $67,178 related
    Other
    $0 + $114,855 related
    Deferred
    $0 + $11,820 related
    Nontaxable benefits
    $0 + $14,885 related
    Filer's total
    $0 + $426,293 related

  • ECKHARDT CHRISTIE

    VP, CHIEF OPERATIONS COUNSEL & SECRETARY (THRU 10/

    Total calculated
    $342,544
    From this org
    $0
    From related orgs
    $324,958
    Other
    $17,586
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,326 related
    Bonus
    $0 + $71,422 related
    Other
    $0 + $39,210 related
    Deferred
    $0 + $3,386 related
    Nontaxable benefits
    $0 + $14,200 related
    Filer's total
    $0 + $342,544 related

  • WATSON ROBERT

    PRESIDENT & ADMINISTRATOR (THRU 10/2023)

    Total calculated
    $312,524
    From this org
    $0
    From related orgs
    $289,233
    Other
    $23,291
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,355 related
    Bonus
    $0 + $46,008 related
    Other
    $0 + $76,870 related
    Deferred
    $0 + $13,860 related
    Nontaxable benefits
    $0 + $9,431 related
    Filer's total
    $0 + $312,524 related

  • WILKE JAMIE

    ASSOCIATE COUNSEL & SECRETARY (STARTING 11/2023)

    Total calculated
    $236,286
    From this org
    $0
    From related orgs
    $223,989
    Other
    $12,297
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,315 related
    Bonus
    $0 + $32,753 related
    Other
    $0 + $15,921 related
    Deferred
    $0 + $2,183 related
    Nontaxable benefits
    $0 + $10,114 related
    Filer's total
    $0 + $236,286 related

  • HAFFNER JONATHAN

    PHYSICIAN

    Total calculated
    $519,270
    From this org
    $0
    From related orgs
    $501,436
    Other
    $17,834
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $433,514 related
    Bonus
    $0 + $44,957 related
    Other
    $0 + $22,965 related
    Deferred
    $0 + $10,349 related
    Nontaxable benefits
    $0 + $7,485 related
    Filer's total
    $0 + $519,270 related

  • HARGRODER DAVID

    PHYSICIAN

    Total calculated
    $262,540
    From this org
    $0
    From related orgs
    $246,506
    Other
    $16,034
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $204,679 related
    Bonus
    $0 + $16,151 related
    Other
    $0 + $25,676 related
    Deferred
    $0 + $11,641 related
    Nontaxable benefits
    $0 + $4,393 related
    Filer's total
    $0 + $262,540 related

  • KESSLER WILLIAM

    HOSPITALIST

    Total calculated
    $281,586
    From this org
    $0
    From related orgs
    $263,825
    Other
    $17,761
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $215,363 related
    Bonus
    $0 + $18,462 related
    Other
    $0 + $30,000 related
    Deferred
    $0 + $11,099 related
    Nontaxable benefits
    $0 + $6,662 related
    Filer's total
    $0 + $281,586 related

  • MITTA SREEDHAR REDDY

    PHYSICIAN

    Total calculated
    $275,616
    From this org
    $0
    From related orgs
    $262,825
    Other
    $12,791
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $220,575 related
    Bonus
    $0
    Other
    $0 + $42,250 related
    Deferred
    $0 + $313 related
    Nontaxable benefits
    $0 + $12,478 related
    Filer's total
    $0 + $275,616 related

  • O'KEEFE TIMOTHY

    PHYSICIAN

    Total calculated
    $233,451
    From this org
    $0
    From related orgs
    $222,071
    Other
    $11,380
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $176,526 related
    Bonus
    $0 + $18,288 related
    Other
    $0 + $27,257 related
    Deferred
    $0 + $11,380 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $233,451 related

  • DRINKWITZ JEREMY

    FORMER OFFICER

    Total calculated
    $915,075
    From this org
    $0
    From related orgs
    $820,329
    Other
    $94,746
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,002 related
    Bonus
    $0 + $382,312 related
    Other
    $0 + $62,015 related
    Deferred
    $0 + $75,152 related
    Nontaxable benefits
    $0 + $19,594 related
    Filer's total
    $0 + $915,075 related

  • STURGEON TYLER

    FORMER OFFICER

    Total calculated
    $452,127
    From this org
    $0
    From related orgs
    $423,701
    Other
    $28,426
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,158 related
    Bonus
    $0 + $69,681 related
    Other
    $0 + $123,862 related
    Deferred
    $0 + $8,653 related
    Nontaxable benefits
    $0 + $19,773 related
    Filer's total
    $0 + $452,127 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)

PART I, LINE 1A
HOUSING BENEFITS ARE PROVIDED THROUGH A RELOCATION PROGRAM IN ACCORDANCE WITH COMPANY POLICY. SUCH BENEFITS ARE SUBJECT TO TAX TO THE EMPLOYEE. PAYMENT BY THE COMPANY OF COSTS FOR TEMPORARY HOUSING BY EMPLOYEES FOR THE CONVENIENCE OF THE COMPANY IS MADE IN ACCORDANCE WITH THE CO-WORKER TRAVEL AND OTHER EXPENSE POLICY AND PROCEDURES. AS A REIMBURSABLE EXPENSE, THIS TYPE OF LODGING IS NOT TAXABLE TO THE EMPLOYEE. ONE LISTED INDIVIDUAL ( A FORMER OFFICER) RECEIVED THIS BENEFIT DURING THE YEAR.
PART I, LINE 3
MERCY HOSPITAL CARTHAGE RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
FORM 990, SCHEDULE J, PART I, QUESTION 4B
MERCY OFFERS SUPPLEMENTAL RETIREMENT PLANS TO CERTAIN EXECUTIVES WHICH PROVIDE BENEFITS UPON VESTING DATE BASED ON COMPENSATION, AGE AT THE TIME OF BENEFIT COMMENCEMENT, LENGTH OF SERVICE WITH THE COMPANY AND/OR ITS AFFILIATES, AND LENGTH OF TENURE IN THE PLAN. THE PLANS ARE CLOSED TO NEW ENTRANTS. THE INDIVIDUAL REPORTABLE ON THIS RETURN WHO PARTICIPATE IN THE SUPPLEMENTAL RETIREMENT PLANS IS SHANNON SOCK. THE AMOUNT OF ALL ACCRUED BENEFITS IS INCLUDED IN COMPENSATION AMOUNTS PROVIDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUAL RECEIVED PAYOUTS FROM THE PLAN DURING THE YEAR: - SHANNON SOCK - $164,768
FORM 990, SCHEDULE J, PART II
THE AMOUNTS REPORTED FOR SHANNON SOCK AND DR. JEFF CIARAMITA IN COLUMN (F) ARE EITHER INCLUDED IN B(I) BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THESE AMOUNTS ARE A PAYOUT OF THE SUPPLEMENTAL RETIREMENT PLAN AND EXECUTIVE RETENTION PLAN AND WERE INCLUDED IN COLUMN (C) OF PREVIOUSLY FILED FORMS 990.

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 partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531339349301348

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