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Nonprofiteer
← MERCY MEDICAL CENTER-NEWTON

Form 990 for tax year 2023

Filed by MERCY MEDICAL CENTER-NEWTON.

Totals

Total revenue
$41,635,701
Total expenses
$42,983,790
Contributions and grants received
$1,565,014
Grants paid
$1,102
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$37,825,167
Management and general expenses
$5,158,623
Fundraising expenses
$0
Program service expenses (Part III)
$37,825,167

Program services were 88.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL WEGNER

    DIR&PRES MERCYONE CTRL IA THR 12/23

    Total calculated
    $1,084,868
    From this org
    $0
    From related orgs
    $1,018,938
    Other
    $65,930
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $994,809 related
    Bonus
    $0
    Other
    $0 + $24,129 related
    Deferred
    $0 + $23,828 related
    Nontaxable benefits
    $0 + $42,102 related
    Filer's total
    $0 + $1,084,868 related

  • RANDALL RUBIN

    FORMER OFFICER; SVP, CFO THR 6/23

    Total calculated
    $1,023,460
    From this org
    $0
    From related orgs
    $995,107
    Other
    $28,353
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $237,815 related
    Bonus
    $0
    Other
    $0 + $757,292 related
    Deferred
    $0 + $14,868 related
    Nontaxable benefits
    $0 + $13,485 related
    Filer's total
    $0 + $1,023,460 related

  • KURT ANDERSEN

    DIR& INT PRES MERCYONE IA AS OF 1/24

    Total calculated
    $902,193
    From this org
    $0
    From related orgs
    $751,107
    Other
    $151,086
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,456 related
    Bonus
    $0 + $107,625 related
    Other
    $0 + $43,026 related
    Deferred
    $0 + $110,329 related
    Nontaxable benefits
    $0 + $40,757 related
    Filer's total
    $0 + $902,193 related

  • JODIE ROETTGER

    VP FIN & CFO MERCYONE IA 7/23-12/23

    Total calculated
    $548,515
    From this org
    $0
    From related orgs
    $503,397
    Other
    $45,118
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,006 related
    Bonus
    $0 + $72,000 related
    Other
    $0 + $4,391 related
    Deferred
    $0 + $23,235 related
    Nontaxable benefits
    $0 + $21,883 related
    Filer's total
    $0 + $548,515 related

  • LAURIE CONNER

    FORMER OFFICER; PRES THROUGH 4/23

    Total calculated
    $382,799
    From this org
    $0
    From related orgs
    $366,172
    Other
    $16,627
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $81,392 related
    Bonus
    $0
    Other
    $0 + $284,780 related
    Deferred
    $0 + $16,163 related
    Nontaxable benefits
    $0 + $464 related
    Filer's total
    $0 + $382,799 related

  • CHAD KELLEY

    DIRECTOR; CHIEF OPERATING OFFICER

    Total calculated
    $258,473
    From this org
    $0
    From related orgs
    $231,667
    Other
    $26,806
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $176,290 related
    Bonus
    $0 + $39,000 related
    Other
    $0 + $16,377 related
    Deferred
    $0 + $18,014 related
    Nontaxable benefits
    $0 + $8,792 related
    Filer's total
    $0 + $258,473 related

  • SCOTT PLINE

    RESPIRATORY THERAPIST

    Total calculated
    $210,332
    From this org
    $0
    From related orgs
    $169,783
    Other
    $40,549
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $166,974 related
    Bonus
    $0
    Other
    $0 + $2,809 related
    Deferred
    $0 + $14,665 related
    Nontaxable benefits
    $0 + $25,884 related
    Filer's total
    $0 + $210,332 related

  • RANINA ROBINSON

    MANAGER PHARMACY

    Total calculated
    $192,893
    From this org
    $0
    From related orgs
    $151,081
    Other
    $41,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $150,725 related
    Bonus
    $0
    Other
    $0 + $356 related
    Deferred
    $0 + $12,538 related
    Nontaxable benefits
    $0 + $29,274 related
    Filer's total
    $0 + $192,893 related

  • COLLEEN JACOBSEN

    PHARMACIST

    Total calculated
    $171,232
    From this org
    $0
    From related orgs
    $148,888
    Other
    $22,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $147,975 related
    Bonus
    $0
    Other
    $0 + $913 related
    Deferred
    $0 + $12,889 related
    Nontaxable benefits
    $0 + $9,455 related
    Filer's total
    $0 + $171,232 related

  • KERI SCHIPPERS

    DIRECTOR PATIENT SERVICES

    Total calculated
    $133,040
    From this org
    $0
    From related orgs
    $122,630
    Other
    $10,410
    Hours/week
    40

  • MINDY GORMAN

    HOUSE SUPERVISOR RN

    Total calculated
    $129,778
    From this org
    $0
    From related orgs
    $111,533
    Other
    $18,245
    Hours/week
    40

  • JEFF KING PHD

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DEBBY PENCE

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LOIS VOGEL

    DIRECTOR; SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARK ALLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ADAM OTTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VERY REV WILLIAM REYNOLDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BEV ROSSOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TERRI DONOVAN PD BY MGMT CO

    INT VP FINANCE MERCYONE AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 49 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

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: LAURIE CONNER - $268,715 RANDALL RUBIN - $751,001 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. 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 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: KURT ANDERSEN - $93,019 THE FOLLOWING INDIVIDUAL PARTICIPATES IN A SUPPLEMENTAL ROTH INDEXED UNIVERSAL LIFE (IUL) PLAN IN 2023 SPONSORED BY MERCYONE GENESIS. MERCYONE GENESIS MAKES AN ANNUAL CONTRIBUTION TO THE IUL ON BEHALF OF THE PARTICIPANT. THE FOLLOWING AMOUNT RELATED TO THIS BENEFIT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KURT ANDERSEN - $30,531 THE FOLLOWING IS A PARTICIPANT 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 ($330,000 FOR 2023). JODIE ROETTGER THERE WAS NO PAYOUT FOR 2023 FOR THIS PARTICIPANT.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202511279349302016

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