Skip to content
Nonprofiteer
← MORRIS HOSITAL AUXILIARY

Form 990 for tax year 2022

Filed by MORRIS HOSITAL AUXILIARY.

Totals

Total revenue
$85,535
Total expenses
$76,530
Contributions and grants received
$59,597
Grants paid
$65,500
Program service revenue
$0
Investment income
$0
Other revenue
$25,938
Total assets, end of year
$72,965
Total liabilities, end of year
$4,911
Net assets or fund balances, end of year
$68,054
Program services expenses (Part IX)
$65,500
Management and general expenses
$11,030
Fundraising expenses
$0
Program service expenses (Part III)
$65,500

Program services were 85.6% 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.

  • 1c · Fundraising events

    $59,597

  • 8a · Fundraising events: gross income

    $18,600

  • 8a · Fundraising events: contributions included on line 1c

    $59,597

  • 8b · Fundraising events: direct expenses

    $30,919

  • 8c · Net income from fundraising events

    total -$12,319 · excluded -$12,319

  • 10a · Gross sales of inventory

    $71,213

  • 10b · Cost of goods sold

    $32,956

  • 10c · Net income from sales of inventory

    total $38,257 · related or exempt $38,257

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $65,500 · program services $65,500

  • 11g · Fees: other

    total $94 · management and general $94

  • 13 · Office expenses

    total $5,273 · management and general $5,273

  • 24a · Other expenses: MERCHANT FEES

    total $4,763 · management and general $4,763

  • 24b · Other expenses: GIFT CARD REDEMPTION

    total $396 · management and general $396

  • 24e · All other expenses

    total $504 · management and general $504

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,699 · end of year $42,230

  • 8 · Inventories for sale or use

    beginning of year $29,153 · end of year $28,053

  • 15 · Other assets

    beginning of year $2,372 · end of year $2,682

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,386 · end of year $4,911

  • 27 · Net assets without donor restrictions

    beginning of year $58,838 · end of year $68,054

Mission and programs · 2022

Mission

THE MISSION IS TO SUPPORT MORRIS HOSPITAL THROUGH FINANCIAL SUPPORT AND VOLUNTEER SERVICE. SPECIFICALLY, THE AUXILIARY RAISES FUNDS THROUGH SPECIAL EVENTS, SALES, AND THE GIFT SHOP AND PROVIDES A WIDE ARRAY OF VOLUNTEER OPPORTUNITIES IN THE HOSPITAL AND IN THE COMMUNITY.

  • THE MORRIS HOSPITAL AUXILIARY PLAYS AN INTEGRAL ROLE IN THE PROVISION OF LOCAL HEALTHCARE BY ENGAGING OUR COMMUNITY IN SUPPORT OF MORRIS HOSPITAL THROUGH VOLUNTEER OPPORTUNITIES AND FUNDRAISING EVENTS. IN 2022, THE ORGANIZATION PROVIDED MORRIS HOSPITAL WITH 19,390 HOURS OF VOLUNTEER SERVICE AND $65,500 IN FUNDING FROM FUNDRAISING EVENTS AND GIFT SHOP PROCEEDS. DUE TO THE COVID19 PANDEMIC, THE AUXILIARY WAS UNABLE TO HOST ITS ANNUAL GALA. HOWEVER, A LATER DATE DID ALLOW US TO HAVE OUR ANNUAL GOLF OUTING IN-PERSON. HELD ON MONDAY, SEPTEMBER 26, 2022 ATTENDEES, SPONSORS AND COMMUNITY MEMBERS WERE ABLE TO PARTICIPATE, RAISING FUNDS FOR TWO SPECIAL COMMUNITY BASED MORRIS HOSPITAL PROGRAMS- LIFELINE AND PATIENT TRANSPORTATION. THE EVENT RAISED MORE THAN $49,800 IN NET PROCEEDS FOR THESE TWO PROGRAMS. THE AUXILIARY GIFT SHOP CONTINUED TO SUPPORT THE HOSPITAL AS WELL. AGAIN, DUE TO THE COVID19 PANDEMIC, THERE WERE LIMITED HOURS FOR THE GIFT SHOP, YET THEY STILL WERE ABLE TO RAISE $25,000 FROM SALES TO BENEFIT THE MORRIS HOSPITAL FOUNDATION'S INTEGRATED BEHAVIORAL HEALTH PROGRAM. WHILE FUNDRAISING EVENTS AND GIFT SHOP SALES ARE THE HEART OF AUXILIARY FUNDRAISING, SERVICE REMAINS AN IMPORTANT PART OF THE MISSION. IN 2022, MORRIS HOSPITAL AUXILIARY VOLUNTEERS PROVIDED OVER 7,323 PATIENT RIDES THROUGH OUR TRANSPORTATION PROGRAM, ASSISTED 265 SENIORS AND LOW-INCOME COMMUNITY MEMBERS THROUGH OUR MORRIS HOSPITAL SHIP COUNSELORS; FETCHED SMILES AND GOODWILL FOR MORRIS HOSPITAL STAFF WITH OUR PET THERAPY VOLUNTEERS; ASSEMBLED OVER 5,000 ADMISSION PACKETS FOR MH PATIENTS; SEWED, KNITTED AND CROCHETED BABY CAPS AND CHRISTMAS STOCKINGS FOR NEWBORNS IN OUR FAMILY BIRTHING SUITES; PLANNED, PLANTED & MAINTAINED OUR NEW SERENITY GARDEN; WELCOMED AND SCREENED THOUSANDS OF VISITORS AT THE MAIN ENTRANCE RECEPTION DESK; SPREAD THE WORD ABOUT OUR FREE TRANSPORTATION PROGRAM BY PARTICIPATING IN LOCAL PARADES, ASSISTED WITH THE SPECIAL EVENTS; STEWARDED THE RHYTHM OF OUR YOUTH PROGRAM BY PERFORMING CARDIAC SCREENINGS IN AREA HIGH SCHOOLS; SEWED LAP BLANKETS FOR CANCER PATIENTS AT OUR RADIATION THERAPY CENTER; AND MORE.WHILE THE NEEDS OF THE HOSPITAL HAVE CHANGED DURING ITS CENTURY-PLUS EXISTENCE, THE AUXILIARY'S COMMITMENT HAS NOT WAVERED AS ITS ROLE GROWS MORE SIGNIFICANT WITH EACH PASSING YEAR.

    Expenses $65,500 · Grants $65,500 · Revenue $38,257

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cathy Bergstrom

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Rodney Engstrom

    VICE PRESIDENT/INTERIM TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Debbie Bols

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Farrukh Aijaz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ruth Briscoe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Diane D'Arcy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Janis Hedenschoug

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Katie McInerney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mike Pfaff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr John B Roth Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Richard Sefton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kathleen Stott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Cheryl Tesdal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mike Wright

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mark Steadham

    PRESIDENT/CEO (UNTIL 06/30/2022)

    Total calculated
    $569,658
    From this org
    $0
    From related orgs
    $542,548
    Other
    $27,110
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,515 related
    Bonus
    $0 + $160,154 related
    Other
    $0 + $75,879 related
    Deferred
    $0 + $9,709 related
    Nontaxable benefits
    $0 + $17,401 related
    Filer's total
    $0 + $569,658 related
  • Michael Lawrence

    CFO

    Total calculated
    $422,829
    From this org
    $0
    From related orgs
    $389,185
    Other
    $33,644
    Hours/week
    0.5 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,650 related
    Bonus
    $0 + $26,764 related
    Other
    $0 + $65,771 related
    Deferred
    $0 + $6,253 related
    Nontaxable benefits
    $0 + $27,391 related
    Filer's total
    $0 + $422,829 related
  • Thomas Dohm

    PRESIDENT/CEO (AS OF 7/1/2022)

    Total calculated
    $482,831
    From this org
    $0
    From related orgs
    $443,469
    Other
    $39,362
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,422 related
    Bonus
    $0 + $21,851 related
    Other
    $0 + $111,196 related
    Deferred
    $0 + $9,108 related
    Nontaxable benefits
    $0 + $30,254 related
    Filer's total
    $0 + $482,831 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 THE AUXILIARY PERSONNEL ARE EMPLOYEES OF A RELATED ORGANIZATION, MORRIS HOSPITAL. THE COMPENSATION POLICIES AND PROCEDURES FOR AUXILIARY PERSONNEL ARE DETERMINED BY MORRIS HOSPITAL. SEE MORRIS HOSPITAL 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: - MARK STEADHAM - THOMAS DOHM - MICHAEL LAWRENCE

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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343189349318619

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.