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← SIMON OUTREACH SERVICES INC

Form 990 for tax year 2022

Filed by SIMON OUTREACH SERVICES INC.

Totals

Total revenue
$98,625
Total expenses
$187,631
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$98,625
Total assets, end of year
$363,259
Total liabilities, end of year
$325,362
Net assets or fund balances, end of year
$37,897
Program services expenses (Part IX)
$187,631
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$187,631

Program services were 100.0% 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

  • 6a · Gross rents

    real property $98,625

  • 6c · Rental income or loss

    real property $98,625 · personal property $0

  • 6d · Net rental income or loss

    total $98,625 · related or exempt $98,625

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: 0

  • 11b · Other revenue: 0

  • 11c · Other revenue: 0

  • 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.

  • 11g · Fees: other

    total $105,495 · program services $105,495 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total -$104 · program services -$104

  • 16 · Occupancy

    total $48,538 · program services $48,538

  • 22 · Depreciation, depletion and amortization

    total $33,702 · program services $33,702

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $95,000 · end of year $95,000

  • 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

    $851,540

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

    $771,580

  • 10c · Land, buildings and equipment, net

    beginning of year $113,662 · end of year $79,960

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $239,579 · end of year $188,299

  • 17 · Accounts payable and accrued expenses

    beginning of year $54,913 · end of year $62,721

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $328,738 · end of year $262,641

  • 27 · Net assets without donor restrictions

    beginning of year $64,590 · end of year $37,897

Mission and programs · 2022

Mission

THE PRIMARY EXEMPT PURPOSE OF SIMON OUTREACH SERVICES, INC. IS TO EXTEND THE HEALING MINISTRY OF JESUS BY IMPROVING THE HEALTH OF OUR COMMUNITIES WITH EMPHASIS ON PEOPLE WHO ARE POOR AND UNDER-SERVED. SIMON OUTREACH SERVICES, INC. ACCOMPLISHES THIS PURPOSE BY DEMONSTRATING BEHAVIORS REFLECTING OUR CORE VALUES OF COMPASSION, EXCELLENCE, HUMAN DIGNITY, JUSTICE, SACREDNESS OF LIFE AND SERVICE.

Activities or mission (Part I)

TO PROVIDE MEDICAL OFFICE BUILDINGS TO HOUSE PHYSICIANS WHO ARE MEMBERS OF THE MERCY HEALTH - ST. CHARLES HOSPITAL LLC MEDICAL STAFF.

  • PROVIDED MEDICAL OFFICE BUILDINGS TO HOUSE PHYSICIANS WHO ARE MEMBERS OF THE MERCY HEALTH - ST. CHARLES HOSPITAL LLC MEDICAL STAFF.

    Expenses $187,631 · Revenue $98,625

As filed on the 2022 return.

Listed in Part VII

  • JEFFREY DEMPSEY

    PRESIDENT AND CHAIR

    Total calculated
    $572,953
    From this org
    $0
    From related orgs
    $536,367
    Other
    $36,586
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,171 related
    Bonus
    $0 + $103,819 related
    Other
    $0 + $116,377 related
    Deferred
    $0 + $7,763 related
    Nontaxable benefits
    $0 + $28,823 related
    Filer's total
    $0 + $572,953 related

  • Jennifer DIscher

    Secretary (Beg 04/22)

    Total calculated
    $237,934
    From this org
    $0
    From related orgs
    $223,917
    Other
    $14,017
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,656 related
    Bonus
    $0 + $24,301 related
    Other
    $0 + $1,960 related
    Deferred
    $0 + $3,758 related
    Nontaxable benefits
    $0 + $10,259 related
    Filer's total
    $0 + $237,934 related

  • MATTHEW SAPARA

    TREASURER, VP OPERATIONS

    Total calculated
    $277,736
    From this org
    $0
    From related orgs
    $252,042
    Other
    $25,694
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,440 related
    Bonus
    $0 + $31,419 related
    Other
    $0 + $22,183 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,694 related
    Filer's total
    $0 + $277,736 related

  • SR DOROTHY THUM RSM

    SECRETARY (END 03/22)

    Total calculated
    $0
    Hours/week
    0.5 + 39.5 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/President: 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 Northern Market nonqualified supplemental employee retirement plan is for certain highly compensated individuals as determined by the Board of Trustees' Executive Evaluation and Compensation Committee. The plan is no longer accepting new participants and the cessation of contributions has occurred. Participants vest in this plan and receive a benefit under this plan once they have satisfied both of these two conditions: (1) meet the vesting requirements of the applicable qualified plan, and (2) complete a 24-month post-employment non-compete requirement. AMOUNTS INCLUDIBLE IN TAXABLE COMPENSATION FOR LISTED PARTICIPATING INDIVIDUALS IN THE REPORTING YEAR WERE AS FOLLOWS: JEFFREY DEMPSEY $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health System SERP
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: JEFFREY DEMPSEY $18,441.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
20 September 2023
IRS schema version
2022v5.0
Source object
202302639349301515

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