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Nonprofiteer
← MORTON COMPREHENSIVE HEALTH SERVICES INC

Form 990 for tax year 2023

Filed by MORTON COMPREHENSIVE HEALTH SERVICES INC.

Totals

Total revenue
$27,954,882
Total expenses
$23,255,874
Contributions and grants received
$10,757,397
Grants paid
$265,450
Program service revenue
$15,874,430
Investment income
$1,034,056
Other revenue
$288,999
Total assets, end of year
$40,647,242
Total liabilities, end of year
$2,458,689
Net assets or fund balances, end of year
$38,188,553
Program services expenses (Part IX)
$20,145,109
Management and general expenses
$3,110,765
Fundraising expenses
$0
Program service expenses (Part III)
$20,145,109

Program services were 86.6% 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.

  • 1e · Government grants (contributions)

    $9,051,534

  • 1f · All other contributions, gifts and grants

    $1,705,863

  • 1g · Noncash contributions included above

    $434,189

  • 2a · Program service revenue: Patient Revenues

    total $15,874,430 · related or exempt $15,874,430

  • 3 · Investment income

    total $1,034,056 · excluded $1,034,056

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Gain on investment

    total $288,999 · excluded $288,999

  • 11e · Other revenue, total

    $288,999

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $265,450 · program services $265,450

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $395,004 · program services $339,967 · management and general $55,037

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $9,689,204 · program services $8,339,174 · management and general $1,350,030

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $2,079,150 · program services $1,767,812 · management and general $311,338

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $6,261 · management and general $6,261

  • 11c · Fees: accounting

    total $80,686 · management and general $80,686

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $2,907,719 · program services $2,284,731 · management and general $622,988

  • 12 · Advertising and promotion

    total $93,948 · program services $86,759 · management and general $7,189

  • 13 · Office expenses

    total $174,209 · management and general $174,209

  • 14 · Information technology

    total $486,961 · program services $449,700 · management and general $37,261

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $60,764 · program services $48,611 · management and general $12,153

  • 17 · Travel

    total $33,348 · program services $30,796 · management and general $2,552

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $2,250 · management and general $2,250

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $966,994 · program services $817,475 · management and general $149,519

  • 23 · Insurance

    total $356,452 · program services $329,177 · management and general $27,275

  • 24a · Other expenses: Medical Supplies & Drugs

    total $2,295,788 · program services $2,295,788

  • 24b · Other expenses: Contracts

    total $1,972,923 · program services $1,821,960 · management and general $150,963

  • 24c · Other expenses: Equipment

    total $456,867 · program services $421,909 · management and general $34,958

  • 24d · Other expenses: Janitorial & Waste

    total $269,150 · program services $248,555 · management and general $20,595

  • 24e · All other expenses

    total $662,746 · program services $597,245 · management and general $65,501

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $221,771 · end of year $2,921,530

  • 2 · Savings and temporary cash investments

    beginning of year $19,707,943 · end of year $20,960,906

  • 3 · Pledges and grants receivable

    beginning of year $942,402 · end of year $1,062,062

  • 4 · Accounts receivable

    beginning of year $909,188 · end of year $1,901,375

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $66,486 · end of year $105,210

  • 9 · Prepaid expenses and deferred charges

    beginning of year $130,708 · end of year $117,496

  • 10a · Land, buildings and equipment: cost or other basis

    $22,290,843

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,711,643

  • 10c · Land, buildings and equipment, net

    beginning of year $12,976,393 · end of year $13,579,200

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $75,715 · end of year -$537

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,511,434 · end of year $2,449,713

  • 23 · Secured mortgages and notes payable

    beginning of year $29,627 · end of year $8,976

  • 27 · Net assets without donor restrictions

    beginning of year $23,589,997 · end of year $28,445,179

  • 28 · Net assets with donor restrictions

    beginning of year $9,899,548 · end of year $9,743,374

Mission and programs · 2023

Mission

To provide quality-focused, cost-effective and family-based health services with dignity and respect to all people without regard to their finances, culture, or lifestyle and to provide the information and support to promote their participation in health care decisions.

Activities or mission (Part I)

To provide affordable access to quality health and human services to Northeast Oklahoma residents which are culturally appropriate and professionally delivered.

  • Morton offers behavioral health services to patients of all ages through its six service locations. Services provided include: group, individual, family and play therapy. Morton partners with several area school districts to provide school based on site behavioral health services to students. Behavioral health encounters for the year totaled 40,833.

    Expenses $9,303,684

  • It is Morton's objective to provide the highest quality of care in an effort to help our patients to achieve and maintain optimal health. We strive to deliver high quality comprehensive primary healthcare in a responsive and respectful manner to low-income individuals, the homeless and others with or without sufficient medical insurance. Morton currently provides primary care for individuals of all ages at our six service locations throughout the greater Tulsa and Nowata area. In fiscal year 2024, Morton had 32,340 patient encounters related to primary care.

    Expenses $7,368,578

  • The dental department offers care for optimal oral health through comprehensive and preventative care. Services provided include: complete exams; emergency exams; adult and child prophy; deep cleanings; fluouride treatment; composite and amalgam fillings; sealants, stainless steel crowns; nitrous oxide sedation (adults and children) and extractions. Morton also provides root canals, bridges as well as full and partial dentures. Dental patient encounters for the year were 6,263.

    Expenses $1,427,007

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

Listed in Part VII

  • Susan Mehnert-Kay

    Physician

    Total calculated
    $323,249
    From this org
    $302,828
    From related orgs
    $0
    Other
    $20,421
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,828
    Bonus
    not reported
    Other
    not reported
    Deferred
    $12,040
    Nontaxable benefits
    $8,381
    Filer's total
    $323,249

  • Sha-Rhonda Morton

    Physician

    Total calculated
    $258,600
    From this org
    $238,897
    From related orgs
    $0
    Other
    $19,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,897
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,542
    Nontaxable benefits
    $13,161
    Filer's total
    $258,600

  • Ezekiel Onigbinde

    Physician

    Total calculated
    $254,007
    From this org
    $235,890
    From related orgs
    $0
    Other
    $18,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,890
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,362
    Nontaxable benefits
    $8,755
    Filer's total
    $254,007

  • Kyla Lussier

    Psychiatrist

    Total calculated
    $232,081
    From this org
    $222,091
    From related orgs
    $0
    Other
    $9,990
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,091
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,798
    Nontaxable benefits
    $1,192
    Filer's total
    $232,081

  • Thomas Williams

    Dentist

    Total calculated
    $210,665
    From this org
    $193,201
    From related orgs
    $0
    Other
    $17,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,201
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,754
    Nontaxable benefits
    $9,710
    Filer's total
    $210,665

  • M Susan Savage

    CEO

    Total calculated
    $207,139
    From this org
    $199,404
    From related orgs
    $0
    Other
    $7,735
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,404
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $7,735
    Filer's total
    $207,139

  • Sylvia Hensley

    CFO

    Total calculated
    $195,228
    From this org
    $186,674
    From related orgs
    $0
    Other
    $8,554
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,674
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,362
    Nontaxable benefits
    $1,192
    Filer's total
    $195,228

  • Glenda Love-Williams

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jimmy Rodriguez-Quiroz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Philip Hixon

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bradford Crow

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bruce Dart

    Director

    Total calculated
    $0
    Hours/week
    1

  • Johnnetta Johnson

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Excell La Fayette Jr

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Ron Owens

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lauren Oldham

    Director

    Total calculated
    $0
    Hours/week
    1

  • Laura Ross

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Edward Thomas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Liz Lazar

    Director

    Total calculated
    $0
    Hours/week
    1

  • Teresa Baker

    Director

    Total calculated
    $0
    Hours/week
    1

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 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

  • Oklahoma State University

    $265,450

    Support

Provenance

Return type
form_990
Tax year
2023
Filed
18 February 2025
IRS schema version
2023v6.0
Source object
202530499349300133

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