Skip to content
Nonprofiteer
← WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL

Form 990 for tax year 2023

Filed by WALLACE S MURRAY AND FRANCES RABBITTS MURRAY MEMORIAL.

Totals

Total revenue
$129,753
Total expenses
$5,655
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$129,753
Other revenue
$0
Total assets, end of year
$1,023,970
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,023,970
Program services expenses (Part IX)
$0
Management and general expenses
$5,655
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% 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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $33,280 · excluded $33,280

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $359,113

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

    securities $262,640

  • 7c · Gain or loss

    securities $96,473 · other assets $0

  • 7d · Net gain or loss

    total $96,473 · excluded $96,473

  • 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.

  • 11f · Fees: investment management

    total $5,655 · management and general $5,655

  • 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 $101,158 · end of year $71,540

  • 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 $806,486 · end of year $952,430

  • 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 $612,857 · end of year $729,183

  • 28 · Net assets with donor restrictions

    beginning of year $294,787 · end of year $294,787

Mission and programs · 2023

Mission

TO PRODUCE INCOME TO BE USED FOR THE CARE OF THE INDIGENT SICK TREATED AT COMMUNITY MERCY HEALTH PARTNERS DBA SPRINGFIELD REGIONAL MEDICAL CENTER.

Activities or mission (Part I)

TRUST INCOME IS TO BE USED FOR THE CARE OF THE INDIGENT SICK TREATED AT COMMUNITY MERCY HEALTH PARTNERS DBA SPRINGFIELD REGIONAL MEDICAL CENTER.

  • INCOME FROM THE TRUST IS USED FOR THE CARE OF THE INDIGENT SICK AT COMMUNITY MERCY HEALTH PARTNERS DBA SPRINGFIELD REGIONAL MEDICAL CENTER.

As filed on the 2023 return.

Listed in Part VII

  • Cynthia Barnett

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Dala Dewitt

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Rick Finkbine

    Board Chair

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Ryan Gillam

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Adam RUSSELL

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Afsheen Ansari Rizvi MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Anthony G Scruse

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brian Roberts

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Chris Meister

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Colleen Alexander MD

    Board Member, Surgeon

    Total calculated
    $341,106
    From this org
    $0
    From related orgs
    $307,050
    Other
    $34,056
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,879 related
    Bonus
    $0 + $418 related
    Other
    $0 + $68,753 related
    Deferred
    $0 + $2,912 related
    Nontaxable benefits
    $0 + $31,144 related
    Filer's total
    $0 + $341,106 related

  • Courtney Porter

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel Persinger MD

    Board Member, Surgeon

    Total calculated
    $457,462
    From this org
    $0
    From related orgs
    $407,987
    Other
    $49,475
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,745 related
    Bonus
    $0 + $14,881 related
    Other
    $0 + $46,361 related
    Deferred
    $0 + $22,186 related
    Nontaxable benefits
    $0 + $27,289 related
    Filer's total
    $0 + $457,462 related

  • Donald B Johnson MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Maurer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Adamson

    Board Member, VP Mission - Springfield

    Total calculated
    $210,937
    From this org
    $0
    From related orgs
    $195,547
    Other
    $15,390
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,150 related
    Bonus
    $0 + $14,798 related
    Other
    $0 + $13,599 related
    Deferred
    $0 + $2,488 related
    Nontaxable benefits
    $0 + $12,902 related
    Filer's total
    $0 + $210,937 related

  • Patricia Young

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Peter Foreman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Philip Teusink

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Sandy Chinn

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Wade Smith Do

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Wendy H Doolittle

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Adam Groshans

    President and CEO - Springfield

    Total calculated
    $1,013,611
    From this org
    $0
    From related orgs
    $818,509
    Other
    $195,102
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,778 related
    Bonus
    $0 + $141,634 related
    Other
    $0 + $249,097 related
    Deferred
    $0 + $164,542 related
    Nontaxable benefits
    $0 + $30,560 related
    Filer's total
    $0 + $1,013,611 related

  • Kristy Kohl McCready

    PRESIDENT, EXECUTIVE DIRECTOR, COMMUNITY MERCY FOUNDATION

    Total calculated
    $210,488
    From this org
    $0
    From related orgs
    $183,797
    Other
    $26,691
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $116,653 related
    Bonus
    $0 + $28,749 related
    Other
    $0 + $38,395 related
    Deferred
    $0 + $3,268 related
    Nontaxable benefits
    $0 + $23,423 related
    Filer's total
    $0 + $210,488 related

  • Matthew Caldwell

    Former President and CEO - Springfield

    Total calculated
    $1,316,181
    From this org
    $0
    From related orgs
    $1,074,551
    Other
    $241,630
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $542,205 related
    Bonus
    $0 + $179,269 related
    Other
    $0 + $353,077 related
    Deferred
    $0 + $206,531 related
    Nontaxable benefits
    $0 + $35,099 related
    Filer's total
    $0 + $1,316,181 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
Bon Secours Mercy Health, Inc., a related organization of the filing organization, uses the following to establish the compensation of the organization's CEO/Executive Director: Compensation Committee Independent Compensation Consultant Written Employment Contract Compensation Survey or Study Approval by the Board or Compensation Committee
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Matthew Caldwell, $94,942; Adam Groshans, $61,582; Kristy Kohl McCready, $11,234.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health Physicians SERP
The Bon Secours Mercy Health Physician SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. The amount includible as taxable compensation for the listed individual due to SERP participation in the reporting year is as follows: Daniel Persinger, MD, $20,843; Colleen Alexander, MD, $21,443.

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.

  • Broad64 Imaging LLC

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Memorial Ambulatory Surgery Center LLC

    N/A · Ambulatory Surgery Center · VA

    Directly controlled by NA

  • Richmond Radiation Oncology Center I LLC

    N/A · Radiation Oncology Services · VA

    Directly controlled by NA

  • RI LP

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Chesterfield Community Healthcare MOB I LLC

    N/A · Real Estate · VA

    Directly controlled by NA

  • St Mary's MRI Center LP

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Harbour View MOB 2 LLC

    N/A · Real Estate · VA

    Directly controlled by NA

  • Lourdes Ambulatory Surgery Center LLC

    N/A · Surgery Center · KY

    Directly controlled by NA

  • Community Mercy Home Care Services of Springfield LLC

    N/A · Home Care · OH

    Directly controlled by NA

  • Urologic Oncology of Mahoning Valley LLC

    N/A · Radiation Therapy · OH

    Directly controlled by NA

  • Mercy Health Rehabilitation Hospital LLC

    N/A · Rehabilitation Services · OH

    Directly controlled by NA

  • Mercy Health Behavioral Hospital LLC

    N/A · Behavioral Health Services · OH

    Directly controlled by NA

  • Waterville Medical Center LLC

    N/A · Real Estate · OH

    Directly controlled by NA

  • Vascular Institute of Northwest Ohio LLC

    N/A · Surgery Center · OH

    Directly controlled by NA

  • West Central Ohio Group Ltd

    N/A · Orthopedic Hospital · OH

    Directly controlled by NA

  • Bon Secours Place at St Petersburg LLP

    N/A · Assisted Living/Senior Care · FL

    Directly controlled by NA

  • Bon Secours Apartments Consolidated GP LLC

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments Consolidated LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments II LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments III LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Benet House LLC

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Benet House LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Chesapeake Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Gibbons Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh II Limited Partnership

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Shiloh LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Smallwood Summit LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Wayland LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Liberty Senior Housing LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Lowcountry Surgery Center LLC dba Roper St Francis Eye Center

    N/A · Ambulatory Surgery Center · SC

    Directly controlled by NA

  • BON SECOURS MERCY HEALTH INNOVATIONS LLC

    N/A · BUSINESS DEVELOPMENT · OH

    Directly controlled by NA

  • Nordic Holdings LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • Catherine JV LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • BSMH-CSP Surgical Ventures LLC

    N/A · Holding company · SC

    Directly controlled by NA

  • BSMH-CSP SV DE LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • Strive BSMH LLC

    N/A · Holding company · SC

    Directly controlled by NA

Related corporations and trusts

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

  • BON SECOURS MERCY HEALTH INSURANCE COMPANY (SPC) LTD

    C Corporation · SELF-INSURANCE · CJ

    Directly controlled by NA

  • Bon Secours - Venice Healthcare Corporation

    C Corporation · Inactive · FL

    Directly controlled by NA

  • MERCY HEALTH VENTURES INC

    C Corporation · DIVERSIFIED ACTIVITIES · OH

    Directly controlled by NA

  • Bon Secours-Virginia Healthsource Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Richmond Radiation Oncology Center Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Ironbridge Assisted Living Retirement Community LC

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Richmond MRI Inc

    C Corporation · Medical Services · VA

    Directly controlled by NA

  • Chesterfield Community Healthcare Center Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • RHS Management Corp

    C Corporation · Independent Living Facility · VA

    Directly controlled by NA

  • Professional Health Care Management Services Inc

    C Corporation · Administrative · VA

    Directly controlled by NA

  • Maryview Building Corporation

    C Corporation · Administrative · VA

    Directly controlled by NA

  • Bon Secours - Tidewater Diversified Inc

    C Corporation · Pharmacy · VA

    Directly controlled by NA

  • OSF Inc

    C Corporation · Rental · VA

    Directly controlled by NA

  • Harbour View Station West Mixed-Use Property Owners Association Inc

    C Corporation · REAL PROPERTY MGMNT · VA

    Directly controlled by NA

  • NORTHPARKE MEDICAL COMMONS CONDO ASSN

    C Corporation · REAL PROPERTY MGMNT · OH

    Directly controlled by NA

  • RALPH EWE TRUST

    Trust · BENEFICIAL TRUST · NY

    Directly controlled by NA

  • ELIZABETH HINES CATES TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • WILLIS PARK TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • ERMA GIBSON BALDWIN TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • MCAULEY MANAGEMENT SERVICES INC

    C Corporation · PROPERTY RENTAL · OH

    Directly controlled by NA

  • LIMA MEDICAL SUPPLIES INC

    C Corporation · MEDICAL EQUIPMENT · OH

    Directly controlled by NA

  • COMMUNITY HEALTH PARTNERS ENTERPRISES INC

    C Corporation · HOLDING COMPANY · OH

    Directly controlled by NA

  • Optimum Health Network Inc

    C Corporation · Healthcare Services · SC

    Directly controlled by NA

  • Bon Secours-Florida Integrated Services Inc

    C Corporation · Holding Company/Assisted Living · FL

    Directly controlled by NA

  • Unity Housing Inc

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Wayland LLC

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh II LLC

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • HEALTHSPAN INC

    C Corporation · INSURANCE · OH

    Directly controlled by NA

  • HEALTHSPAN SOLUTIONS INC

    C Corporation · CONSULTING · OH

    Directly controlled by NA

  • HEALTHCARE SERVICES AND SUPPORT

    C Corporation · HEALTHCARE SERVICES · OH

    Directly controlled by NA

  • HealthSpan Partners Innovations Inc

    C Corporation · HEALTHCARE SERVICES · OH

    Directly controlled by NA

  • Barringtons Hospital Limited

    C Corporation · Hospital · EI

    Directly controlled by NA

  • Bon Secours Hospital Limerick Dev Co Limited

    C Corporation · REAL PROPERTY MGMNT · EI

    Directly controlled by NA

  • Bon Secours New York Housing Development Fund Corporation

    C Corporation · Low Income Housing · NY

    Directly controlled by NA

  • CareAlliance Medical Services Corporation

    C Corporation · Inactive · SC

    Directly controlled by NA

  • Bon Secours Mercy Health Innovations Inc

    C Corporation · Holding Company · OH

    Directly controlled by NA

  • Nordic Consulting Group Incorporated

    C Corporation · Holding Company · DE

    Directly controlled by NA

  • Nordic Consulting Partners Inc

    C Corporation · Healthcare Consulting · WI

    Directly controlled by NA

  • S & P Consultants Inc

    C Corporation · Healthcare Consulting · MA

    Directly controlled by NA

  • Healthtech Inc

    C Corporation · Healthcare Consulting · CA

    Directly controlled by NA

  • Tasman Global Holdings BV

    C Corporation · Healthcare Consulting · NL

    Directly controlled by NA

  • Tasman Global Healthcare Ireland Limited

    C Corporation · Healthcare Consulting · EI

    Directly controlled by NA

  • Tasman Global Singapore Pte Ltd

    C Corporation · Healthcare Consulting · SN

    Directly controlled by NA

  • Tasman Group LLC

    C Corporation · Healthcare Consulting · VA

    Directly controlled by NA

  • Tasman Group Limited

    C Corporation · Healthcare Consulting · UK

    Directly controlled by NA

  • Hygeian Consulting Ltd

    C Corporation · Healthcare Consulting · UK

    Directly controlled by NA

  • Tasman Global Switzerland GmbH

    C Corporation · Healthcare Consulting · SZ

    Directly controlled by NA

  • Tasman Global Norway AS

    C Corporation · Healthcare Consulting · NO

    Directly controlled by NA

  • Nordic Philippines Technology Solutions Inc

    C Corporation · Healthcare Consulting · RP

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
28 October 2024
IRS schema version
2023v5.1
Source object
202423029349300902

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.