Form 990 for tax year 2022
Filed by MORTON PLANT MEASE HEALTH CARE FOUNDATION INC.
Totals
- Total revenue
- $6,498,614
- Total expenses
- $19,145,297
- Contributions and grants received
- $5,844,848
- Grants paid
- $16,475,427
- Program service revenue
- $0
- Investment income
- $833,365
- Other revenue
- -$179,599
- Total assets, end of year
- $108,978,355
- Total liabilities, end of year
- $5,455,442
- Net assets or fund balances, end of year
- $103,522,913
- Program services expenses (Part IX)
- $16,644,159
- Management and general expenses
- $1,122,292
- Fundraising expenses
- $1,378,846
- Program service expenses (Part III)
- $16,644,159
Program services were 86.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
WILLIAM J FISHER JR
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 6
-
SYDNEY NIEWIERSKI
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 6
-
JON M BRETHAUER
TREASURER
- Total calculated
- $0
- Hours/week
- 6
-
DARLENE D FERENZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 6
-
FRED AHARI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL BARRY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RAY BOUCHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ALLIE CANTONIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETER B DIMMITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN DONOGHUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN G ESTOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
YVES GABRIEL MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GERRY GOLDHAMMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LINDSEY CROWN HARDEE CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DIANE GOBO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY JENSEN DO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS J KUREY III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRAD M MEINCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT SORENSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NANCY PAIKOFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BENJAMIN C WHITED DO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
M JAVIER ZUNIGA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LOU P GALDIERI
DIRECTOR
- Total calculated
- $910,699
- From this org
- $0
- From related orgs
- $832,504
- Other
- $78,195
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $740,998 related
- Bonus
- $0
- Other
- $0 + $91,506 related
- Deferred
- $0 + $47,652 related
- Nontaxable benefits
- $0 + $30,543 related
- Filer's total
- $0 + $910,699 related
-
ERNESTINE MORGAN CFRE
PRESIDENT AND CEO
- Total calculated
- $413,762
- From this org
- $355,002
- From related orgs
- $0
- Other
- $58,760
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $306,820
- Bonus
- $0
- Other
- $48,182
- Deferred
- $38,938
- Nontaxable benefits
- $19,822
- Filer's total
- $413,762
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 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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 3
- SALARIES OF ALL OFFICERS AND KEY EMPLOYEES WERE ALIGNED WITH INDEPENDENT MARKET STUDIES THROUGH SULLIVAN, COTTER AND ASSOCIATES, INC., AN INDEPENDENT COMPENSATION CONSULTANT, AND DEEMED REASONABLE BASED ON EXPERTISE AND EXPERIENCE OF INDIVIDUALS. THE SALARY FOR THE PRESIDENT & CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE FOUNDATION AND APPROVED BY THE BOARD OF DIRECTORS. OTHER OFFICERS AND KEY EMPLOYEE SALARIES ARE ESTABLISHED BY THE PRESIDENT AND CEO IN CONJUNCTION WITH THE INDEPENDENT SALARY SURVEY.
- PART I, LINE 4B
- LINE 4B: 457(F) NONQUALIFIED RETIREMENT PLAN, 2022 CONTRIBUTIONS WERE AS FOLLOWS: ERNESTINE MORGAN $48,182 & LOUIS GALDIERI $91,506.
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
-
MORTON PLANT HOSPITAL ASSOCIATION INC
$12,096,853
SEE SCHEDULE O FOR GRANT DESCRIPTIONS
-
TRUSTEES OF MEASE HOSPITAL INC
$4,378,574
SEE SCHEDULE O FOR GRANT DESCRIPTIONS
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.
-
MORTON PLANT HOSPITAL ASSOCIATION INC
501(C)(3) · HOSPITAL · FL
-
TRUSTEES OF MEASE HOSPITAL INC
501(C)(3) · HOSPITAL · FL
-
MORTON PLANT MEASE HEALTH CARE INC
501(C)(3) · HOSPITAL · FL
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUSTS (6)
INVESTMENT · FL
Directly controlled by MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202341719349300614
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