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Nonprofiteer
← MERCY ACO CLINICAL SERVICES INC

Form 990 for tax year 2022

Filed by MERCY ACO CLINICAL SERVICES INC.

Totals

Total revenue
$113,646,059
Total expenses
$114,563,941
Contributions and grants received
$2,394,448
Grants paid
$0
Program services expenses (Part IX)
$108,253,464
Management and general expenses
$6,310,477
Fundraising expenses
$0
Program service expenses (Part III)
$108,253,464

Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HELTON MD JOHN G

    PRESIDENT, PRIMARY CARE

    Total calculated
    $1,535,326
    From this org
    $0
    From related orgs
    $1,373,847
    Other
    $161,479
    Hours/week
    5 + 70 related

    Schedule J breakdown matched by us

    Base
    $0 + $809,550 related
    Bonus
    $0 + $522,001 related
    Other
    $0 + $42,296 related
    Deferred
    $0 + $142,052 related
    Nontaxable benefits
    $0 + $19,427 related
    Filer's total
    $0 + $1,535,326 related

  • SOCK SHANNON

    EVP, CSO, COO & BOARD MEMBER

    Total calculated
    $2,743,691
    From this org
    $0
    From related orgs
    $2,434,363
    Other
    $309,328
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,214,563 related
    Bonus
    $0 + $1,037,515 related
    Other
    $0 + $182,285 related
    Deferred
    $0 + $293,598 related
    Nontaxable benefits
    $0 + $15,730 related
    Filer's total
    $0 + $2,743,691 related

  • THOMPSON DAVE

    SVP, POPULATION HEALTH & PRESIDENT, CONTRACTED REV

    Total calculated
    $789,849
    From this org
    $0
    From related orgs
    $701,702
    Other
    $88,147
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $486,316 related
    Bonus
    $0 + $164,170 related
    Other
    $0 + $51,216 related
    Deferred
    $0 + $69,553 related
    Nontaxable benefits
    $0 + $18,594 related
    Filer's total
    $0 + $789,849 related

  • WHEELER PHILIP

    SVP, GENERAL COUNSEL & SECRETARY

    Total calculated
    $1,278,796
    From this org
    $0
    From related orgs
    $1,256,638
    Other
    $22,158
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,660 related
    Bonus
    $0 + $524,778 related
    Other
    $0 + $8,200 related
    Deferred
    $0 + $10,828 related
    Nontaxable benefits
    $0 + $11,330 related
    Filer's total
    $0 + $1,278,796 related

  • DAY BRIAN

    SVP, FINANCIAL OPS & PLANNING & TREASURER

    Total calculated
    $771,220
    From this org
    $0
    From related orgs
    $672,726
    Other
    $98,494
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,126 related
    Bonus
    $0 + $176,173 related
    Other
    $0 + $38,427 related
    Deferred
    $0 + $78,482 related
    Nontaxable benefits
    $0 + $20,012 related
    Filer's total
    $0 + $771,220 related

  • BROWN MD STEVEN

    PHYSICIAN

    Total calculated
    $481,080
    From this org
    $0
    From related orgs
    $457,371
    Other
    $23,709
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $403,778 related
    Bonus
    $0
    Other
    $0 + $53,593 related
    Deferred
    $0 + $16,325 related
    Nontaxable benefits
    $0 + $7,384 related
    Filer's total
    $0 + $481,080 related

  • KAAKO MD AHMAD

    PHYSICIAN

    Total calculated
    $653,356
    From this org
    $0
    From related orgs
    $616,698
    Other
    $36,658
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $589,360 related
    Bonus
    $0
    Other
    $0 + $27,338 related
    Deferred
    $0 + $17,234 related
    Nontaxable benefits
    $0 + $19,424 related
    Filer's total
    $0 + $653,356 related

  • MAKHATADZE MD YELIZAVETA

    PHYSICIAN

    Total calculated
    $523,719
    From this org
    $0
    From related orgs
    $498,857
    Other
    $24,862
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $471,390 related
    Bonus
    $0 + $6,469 related
    Other
    $0 + $20,998 related
    Deferred
    $0 + $13,252 related
    Nontaxable benefits
    $0 + $11,610 related
    Filer's total
    $0 + $523,719 related

  • ROBINSON-MITCHELL MD ERICA N

    PHYSICIAN

    Total calculated
    $476,368
    From this org
    $0
    From related orgs
    $442,829
    Other
    $33,539
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $421,789 related
    Bonus
    $0
    Other
    $0 + $21,040 related
    Deferred
    $0 + $14,112 related
    Nontaxable benefits
    $0 + $19,427 related
    Filer's total
    $0 + $476,368 related

  • SCHLANGER CHRISTOPHER

    PHYSICIAN

    Total calculated
    $471,396
    From this org
    $0
    From related orgs
    $438,384
    Other
    $33,012
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $375,576 related
    Bonus
    $0 + $21,133 related
    Other
    $0 + $41,675 related
    Deferred
    $0 + $13,776 related
    Nontaxable benefits
    $0 + $19,236 related
    Filer's total
    $0 + $471,396 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 — 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)

FORM 990, SCHEDULE J, PART I, QUESTION 3
MERCY ACO CLINICAL SERVICES, INC. RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15 A & 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
FORM 990, SCHEDULE J, PART I, QUESTION 4B
MERCY HEALTH 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 PARTICIPATES 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 A PAYOUT FROM THE PLAN DURING THE YEAR: - SHANNON SOCK - $154,043
FORM 990, SCHEDULE J, PART II
THE AMOUNTS REPORTED FOR SHANNON SOCK AND PHILIP WHEELER IN COLUMN (F) ARE EITHER INCLUDED IN B(I) AS 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
1 May 2024
IRS schema version
2022v5.0
Source object
202421229349302172

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