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← MISSION CLINICAL SERVICES

Form 990 for tax year 2023

Filed by MISSION CLINICAL SERVICES.

Totals

Total revenue
$1,117,597
Total expenses
$1,449,494
Contributions and grants received
$1,083,768
Grants paid
$0
Program services expenses (Part IX)
$956,666
Management and general expenses
$304,394
Fundraising expenses
$188,434
Program service expenses (Part III)
$956,666

Program services were 66.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WHEELER PHILIP

    SVP, GENERAL COUNSEL & SECRETARY

    Total calculated
    $2,237,053
    From this org
    $0
    From related orgs
    $2,211,199
    Other
    $25,854
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $754,984 related
    Bonus
    $0 + $1,448,731 related
    Other
    $0 + $7,484 related
    Deferred
    $0 + $14,435 related
    Nontaxable benefits
    $0 + $11,419 related
    Filer's total
    $0 + $2,237,053 related

  • BROWN JEAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BUSCH HEATHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTIAN MD SAMANTHA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • COOPER-PALMESE CHERYL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAMBERT TERESA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MATEJKA CHERYL L

    CHIEF FINANCIAL OFFICER & BOARD MEMBER

    Total calculated
    $1,733,437
    From this org
    $0
    From related orgs
    $1,593,070
    Other
    $140,367
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $710,092 related
    Bonus
    $0 + $828,245 related
    Other
    $0 + $54,733 related
    Deferred
    $0 + $125,167 related
    Nontaxable benefits
    $0 + $15,200 related
    Filer's total
    $0 + $1,733,437 related

  • MCCRUDEN PATRICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PRIEST ASHLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REEVES MD CHARLES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STONE WALLACE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TINSLEY AMY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TROILLETT RSM DEBORAH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WESTERMAN BRUCE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELLISON CLARK

    REGIONAL VP PHILANTHROPY

    Total calculated
    $285,515
    From this org
    $0
    From related orgs
    $249,954
    Other
    $35,561
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,459 related
    Bonus
    $0 + $49,272 related
    Other
    $0 + $14,223 related
    Deferred
    $0 + $15,818 related
    Nontaxable benefits
    $0 + $19,743 related
    Filer's total
    $0 + $285,515 related

  • CHILDRESS TRACEY

    DIRECTOR, CAC

    Total calculated
    $121,788
    From this org
    $0
    From related orgs
    $110,993
    Other
    $10,795
    Hours/week
    40

  • SOCK SHANNON

    FORMER OFFICER

    Total calculated
    $3,448,329
    From this org
    $0
    From related orgs
    $3,118,807
    Other
    $329,522
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,235,045 related
    Bonus
    $0 + $1,687,800 related
    Other
    $0 + $195,962 related
    Deferred
    $0 + $313,050 related
    Nontaxable benefits
    $0 + $16,472 related
    Filer's total
    $0 + $3,448,329 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)

PART I, LINE 3
MISSION CLINICAL SERVICES RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
PART I, LINE 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 - $164,768
FORM 990, SCHEDULE J, PART II
THE AMOUNTS REPORTED FOR CHERYL MATEJKA, 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
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349307591

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

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