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Nonprofiteer
← SOUTHEASTHEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by SOUTHEASTHEALTH SYSTEM INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 14 May 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$344 changed to $0
Investment income
$344 changed to $0

Listed only on the earlier return

  • Angie Umfleet
  • Charles Kruse
  • James Dufek
  • Kenneth Bateman
  • Krista Berry
  • Stanley Crader
  • Steven Green
  • Steven Haas

Listed only on the later return

  • Agarwal MD Naresh
  • Ammons Carl E Eric
  • Avila George
  • Bateman Kenneth
  • Berry Krista
  • Buchheit Curt
  • Crader Stanley
  • Dufek James
  • Edelstein Thomas
  • Geib Ryan C
  • Kruse Charles
  • Runge Andrew
  • Umfleet Angela
  • Wibbenmeyer Christopher

Totals

Total revenue
$344
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$344
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

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

  • 3 · Investment income

    total $344 · excluded $344

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $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 $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,801,073 · end of year $0

  • 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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,801,073 · end of year $0

Mission and programs · 2023

Mission

TOGETHER WE WILL EVOLVE HEALTHCARE THROUGH INNOVATION, COMPASSION AND PARTNERSHIPS.

  • THE ORGANIZATION WAS CREATED TO SERVE AS AN UMBRELLA ORGANIZATION FOR ITS PUBLICLY SUPPORTED ORGANIZATIONS BY PROVIDING CENTRALIZED GOVERNANCE AND ADMINISTRATION. THE SYSTEM WILL GOVERN ITS HEALTHCARE SYSTEM AND WILL PROVIDE SYSTEM-WIDE SUPPORT TO THE VARIOUS HEALTHCARE FACILITIES OPERATED BY THE SYSTEM ENTITIES, ADOPT UNIFORM POLICIES AND PROCEDURES FOR USE THROUGHOUT THE SYSTEM, AND COORDINATE THE OVERALL DELIVERY OF PATIENT CARE BY THE SYSTEM ENTITIES.

As filed on the 2023 return.

Listed in Part VII

  • Angie Umfleet

    HOSPITAL/SYSTEM VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Charles Kruse

    HOSPITAL/SYSTEM SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • James Dufek

    HOSPITAL/SYSTEM CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Kenneth Bateman

    PRESIDENT/CEO/SYSTEM DIRECTOR

    Total calculated
    $2,386,793
    From this org
    $0
    From related orgs
    $2,303,334
    Other
    $83,459
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $746,854 related
    Bonus
    $0 + $868,414 related
    Other
    $0 + $688,066 related
    Deferred
    $0 + $55,638 related
    Nontaxable benefits
    $0 + $27,821 related
    Filer's total
    $0 + $2,386,793 related

  • Stanley Crader

    HOSPITAL/SYSTEM TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Steven Green

    HOSPITAL/SYSTEM IMM PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Krista Berry

    CHIEF FINANCIAL OFFICER BEG 12/23

    Total calculated
    $487,491
    From this org
    $0
    From related orgs
    $439,720
    Other
    $47,771
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,548 related
    Bonus
    $0 + $224,172 related
    Other
    $0
    Deferred
    $0 + $29,100 related
    Nontaxable benefits
    $0 + $18,671 related
    Filer's total
    $0 + $487,491 related

  • Steven Haas

    VICE PRESIDENT AND CFO END 12/23

    Total calculated
    $819,476
    From this org
    $0
    From related orgs
    $753,742
    Other
    $65,734
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,819 related
    Bonus
    $0 + $375,458 related
    Other
    $0 + $1,465 related
    Deferred
    $0 + $36,600 related
    Nontaxable benefits
    $0 + $29,134 related
    Filer's total
    $0 + $819,476 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

  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
SOUTHEAST HOSPITAL, A RELATED ORGANIZATION, COMPLETES THE COMPENSATION REVIEW OF THE SYSTEM CEO USING THE FOLLOWING METHODS: - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Schedule J, Part I, Line 4a Severance or change-of-control payment
STEVEN HAAS, CFO, RECEIVED A SEVERANCE PAYMENT FROM SOUTHEAST HOSPITAL, A RELATED ORGANIZATION, OF $1,465 DURING 2023.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
SOUTHEAST HOSPITAL, A RELATED ORGANIZATION, CONTRIBUTED $100,000 TO A 457(F) PLAN ON BEHALF OF KENNETH BATEMAN. KENNETH BATEMAN RECEIVED A DISTRIBUTION OF $482,942, WHICH WAS VESTED IN THE CURRENT YEAR AND WAS INCLUDED IN HIS W-2. $382,942 OF THE TOTAL VESTED AMOUNT WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990.
Schedule J, Part II, Column (F) COMPENSATION REPORTED IN PRIOR FORM 990
COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL.

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.

  • Fort Smith Emergency Medical Services

    Related · Emergency Medical Services · AR · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Hospital Fort Smith

  • Plaza Surgery Services Company LLC

    Inactive · MO · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Hospital South

  • St Edward Mercy MC M-P Office Bldg

    Related · Office Building · AR · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Hospital Fort Smith

  • Platinum CPS Holdings LLC

    Related · Holding Company · MO · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Managed Care Corp Mercy Health

  • Maryville Cancer Center LLC

    Related · Outpatient Center · IL · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Health East Communities

Related corporations and trusts

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

  • Frontenac Properties Inc

    C Corporation · Holding company · DE · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Health

  • Mercy Commercial Services Inc

    C Corporation · Corp Parent of VCC taxable commercial svcs · MO · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Health

  • Mercy Health Center Condominium Inc

    C Corporation · Real estate · OK · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Hospital Oklahoma City Inc

  • Mercy Managed Care Corporation

    C Corporation · Holding company · OK · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Health

  • St Anthony's Physician Organization of Illinois

    C Corporation · Health Care · MO · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Mercy Hospital South

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $2,801,417. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349320688

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