Skip to content
Nonprofiteer
← MORRIS HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by MORRIS HOSPITAL FOUNDATION.

Totals

Total revenue
$594,661
Total expenses
$945,778
Contributions and grants received
$453,113
Grants paid
$686,720
Program service revenue
$0
Investment income
$141,548
Other revenue
$0
Total assets, end of year
$4,578,162
Total liabilities, end of year
$21,291
Net assets or fund balances, end of year
$4,556,871
Program services expenses (Part IX)
$865,388
Management and general expenses
$80,390
Fundraising expenses
$0
Program service expenses (Part III)
$865,388

Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 1d · Related organizations

    $210,000

  • 1f · All other contributions, gifts and grants

    $243,113

  • 1g · Noncash contributions included above

    $3,600

  • 3 · Investment income

    total $92,715 · excluded $92,715

  • 7a · Gross sales of assets other than inventory

    securities $194,392

  • 7b · Less cost or other basis and sales expenses

    securities $145,559

  • 7c · Gain or loss

    securities $48,833

  • 7d · Net gain or loss

    total $48,833 · excluded $48,833

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $606,186 · program services $606,186

  • 2 · Grants to domestic individuals

    total $80,534 · program services $80,534

  • 11a · Fees: management

    total $78,750 · management and general $78,750

  • 11g · Fees: other

    total $46,009 · program services $46,009

  • 13 · Office expenses

    total $1,287 · program services $1,287

  • 19 · Conferences, conventions and meetings

    total $1,640 · management and general $1,640

  • 24a · Other expenses: MEDICAL SERVICES

    total $94,098 · program services $94,098

  • 24b · Other expenses: SERENITY GARDEN

    total $17,879 · program services $17,879

  • 24c · Other expenses: DONOR RECOGNITION

    total $13,277 · program services $13,277

  • 24d · Other expenses: WOMENS HEALTH PROGRAM

    total $6,320 · program services $6,320

  • 24e · All other expenses

    total -$202 · program services -$202

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $669,544 · end of year $501,831

  • 3 · Pledges and grants receivable

    beginning of year $73 · end of year $73

  • 4 · Accounts receivable

    beginning of year $604 · end of year $855

  • 8 · Inventories for sale or use

    beginning of year $125,269 · end of year $125,270

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,557 · end of year $12,628

  • 11 · Investments: publicly traded securities

    beginning of year $3,679,496 · end of year $3,937,080

  • 15 · Other assets

    beginning of year $425 · end of year $425

  • 18 · Grants payable

    beginning of year $6,250 · end of year $21,291

  • 27 · Net assets without donor restrictions

    beginning of year $2,372,880 · end of year $2,247,518

  • 28 · Net assets with donor restrictions

    beginning of year $2,108,838 · end of year $2,309,353

Mission and programs · 2023

Mission

THE MORRIS HOSPITAL FOUNDATION WAS FORMED TO FOSTER, PROMOTE, DEVELOP, AND ACCEPT FUNDS FOR THE SUPPORT OF HEALTH CARE PROGRAMS, EDUCATION AND RESEARCH AT MORRIS HOSPITAL.

Activities or mission (Part I)

THE MORRIS HOSPITAL FOUNDATION'S PURPOSE IS TO PROMOTE AND ACCEPT PHILANTHROPIC SUPPORT FOR MORRIS HOSPITAL & HEALTHCARE CENTERS.

  • THE MORRIS HOSPITAL FOUNDATION WAS CREATED IN 1994 FOR THE PURPOSE OF PROMOTING AND ACCEPTING PHILANTHROPIC SUPPORT FOR THE HEALTHCARE PROGRAMS AND SERVICES OF MORRIS HOSPITAL & HEALTHCARE CENTERS. THROUGH VARIOUS APPEALS, GRANTS, INDIVIDUAL AND CORPORATE CULTIVATION AND SOLICITATION, AND ONGOING STEWARDSHIP OF DONORS' GIFTS; THE FOUNDATION ENGAGES THE COMMUNITY IN THE NEED FOR PHILANTHROPIC SUPPORT OF MORRIS HOSPITAL. EACH YEAR, THE FOUNDATION WORKS TO FUND PROGRAMS AND PURCHASES WHICH MAY NOT OTHERWISE BE POSSIBLE OR WOULD REQUIRE MORE TIME TO COMPLETE IF IT WERE NOT FOR THE CONTRIBUTIONS OF DONORS. IN 2023, THE FOUNDATION DISBURSED MORE THAN $800,000 TO THE HOSPITAL FOR VARIOUS PROGRAMS AND SERVICES INCLUDING: INTEGRATED BEHAVIORAL HEALTH FELLOWSHIPS, SUPPORT GROUPS AND OTHER RESOURCES TO BETTER SERVE THOSE IN OUR COMMUNITY, EMERGENCY/DISASTER HARDSHIP RELIEF FUNDS TO ASSIST AUXILIANS AND EMPLOYEES FACING A FINANCIAL HARDSHIP BECAUSE OF A CRISIS; SCHOLARSHIPS TO STUDENTS ENGAGED IN A HEALTH RELATED COURSE OF STUDY; WOMEN'S HEALTH SERVICES AND PROGRAMS; THE SERENITY GARDEN; PEDIATRIC TEDDY BEARS SO THAT OUR SMALLEST PATIENTS CAN FEEL CALM WHEN VISITING THE HOSPITAL OR HEALTHCARE CENTERS; AND EQUIPMENT TO HELP MANY DEPARTMENTS IN THE HOSPITAL PROVIDE THE BEST LEVEL OF CARE. THE 16 MEMBER VOLUNTEER FOUNDATION BOARD OF DIRECTORS CONTINUES TO MAKE PROGRESS EACH YEAR TOWARDS ITS VISION OF BECOMING A MAJOR CONTRIBUTOR TO THE MORRIS HOSPITAL'S SUCCESS.

    Expenses $865,388 · Grants $686,720

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sue Szumski

    DIRECTOR

    Total calculated
    $48,734
    From this org
    $0
    From related orgs
    $47,200
    Other
    $1,534
    Hours/week
    1

  • Dr Beatriz Setrini

    DIRECTOR

    Total calculated
    $45,724
    From this org
    $0
    From related orgs
    $45,724
    Other
    $0
    Hours/week
    1

  • George McComb

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Joan Harrop

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Shawn Hornsby

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tracy Zabel

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Brian Angwin

    DIRECTOR UNTIL 12/20/23

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Matt Baskerville

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pete Brummel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Becky Divincenzo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carol Havel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janis Hedenschoug

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Greg Lyons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Judie Roth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicole Schafer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tania Schwer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Grant Whybark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Dohm

    PRESIDENT/CEO

    Total calculated
    $691,914
    From this org
    $0
    From related orgs
    $641,907
    Other
    $50,007
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $440,040 related
    Bonus
    $0 + $87,031 related
    Other
    $0 + $114,836 related
    Deferred
    $0 + $14,770 related
    Nontaxable benefits
    $0 + $35,237 related
    Filer's total
    $0 + $691,914 related

  • Michael Lawrence

    CFO

    Total calculated
    $468,660
    From this org
    $0
    From related orgs
    $435,437
    Other
    $33,223
    Hours/week
    0.5 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,368 related
    Bonus
    $0 + $46,763 related
    Other
    $0 + $71,306 related
    Deferred
    $0 + $6,961 related
    Nontaxable benefits
    $0 + $26,262 related
    Filer's total
    $0 + $468,660 related

  • Kimberly Landers

    VP OF PATIENT CARE SERVICES

    Total calculated
    $393,213
    From this org
    $0
    From related orgs
    $346,333
    Other
    $46,880
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,754 related
    Bonus
    $0 + $51,984 related
    Other
    $0 + $43,595 related
    Deferred
    $0 + $11,191 related
    Nontaxable benefits
    $0 + $35,689 related
    Filer's total
    $0 + $393,213 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

  • 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
ALL FOUNDATION PERSONNEL ARE EMPLOYEES OF A RELATED ORGANIZATION. MORRIS HOSPITAL, THE COMPENSATION POLICIES AND PROCEDURES FOR FOUNDATION PERSONNEL ARE DETERMINED BY MORRIS HOSPITAL. SEE MORRIS HOSPITAL FORM 990, SCHEDULE J FOR MORE INFORMATION.
PART I, LINE 4B
MORRIS HOSPITAL PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVES AND PHYSICIANS. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE PLAN: - THOMAS DOHM - MICHAEL LAWRENCE - KIMBERLY LANDERS

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202433199349314488

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.