Form 990 for tax year 2024
Filed by MORTON PLANT HOSPITAL ASSOCIATION INC.
Totals
- Total revenue
- $1,126,021,011
- Total expenses
- $1,015,304,139
- Contributions and grants received
- $8,618,435
- Grants paid
- $2,934,932
- Program services expenses (Part IX)
- $849,343,071
- Management and general expenses
- $165,961,068
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $849,343,071
Program services were 83.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ANDY BURWELL
TRUSTEE/CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
BENJAMIN DAMSKER
TRUSTEE/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
KATIE COLE
TRUSTEE/SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
LOUIS GALDIERI
EX-OFFICIO TRUSTEE/CHIEF OPERATING OFFICER
- Total calculated
- $1,212,845
- From this org
- $0
- From related orgs
- $1,092,711
- Other
- $120,134
- Hours/week
- 4 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $634,343 related
- Bonus
- $0 + $309,866 related
- Other
- $0 + $148,502 related
- Deferred
- $0 + $79,254 related
- Nontaxable benefits
- $0 + $40,880 related
- Filer's total
- $0 + $1,212,845 related
-
SUSAN LATVALA
TRUSTEE/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
BILL FISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
GAY LANCASTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JAY AMIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JENNIFER BUCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JOHN MASSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MAHATHI REDDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MARION RICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
PATRICE MUCHOWSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
RAYMOND FERRARA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
RICH WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ROBERT ENTEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ROBERT ROTH
TRUSTEE/BMG PHYSICIAN - SPECIALTY
- Total calculated
- $740,570
- From this org
- $0
- From related orgs
- $698,556
- Other
- $42,014
- Hours/week
- 1 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $659,254 related
- Bonus
- $0 + $12,500 related
- Other
- $0 + $26,802 related
- Deferred
- $0 + $17,445 related
- Nontaxable benefits
- $0 + $24,569 related
- Filer's total
- $0 + $740,570 related
-
ROBERT SHAW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
RONALD BEAMON
VP, CFO BAYCARE HOSP DIV
- Total calculated
- $975,683
- From this org
- $0
- From related orgs
- $869,572
- Other
- $106,111
- Hours/week
- 1 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $435,755 related
- Bonus
- $0 + $144,361 related
- Other
- $0 + $289,456 related
- Deferred
- $0 + $68,818 related
- Nontaxable benefits
- $0 + $37,293 related
- Filer's total
- $0 + $975,683 related
-
BRANDON MAY
PRESIDENT MP NORTH BAY
- Total calculated
- $532,392
- From this org
- $0
- From related orgs
- $441,209
- Other
- $91,183
- Hours/week
- 45 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $314,385 related
- Bonus
- $0 + $100,724 related
- Other
- $0 + $26,100 related
- Deferred
- $0 + $69,310 related
- Nontaxable benefits
- $0 + $21,873 related
- Filer's total
- $0 + $532,392 related
-
DANIEL SHOBY
DIRECTOR PATIENT SVCS MORTON PLANT HOSP
- Total calculated
- $214,991
- From this org
- $165,729
- From related orgs
- $0
- Other
- $49,262
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $145,614
- Bonus
- $19,867
- Other
- $248
- Deferred
- $8,297
- Nontaxable benefits
- $40,965
- Filer's total
- $214,991
-
DIANA SHAND-KREIDLER
DIRECTOR SURGICAL SVCS MORTON PLANT HOSP
- Total calculated
- $303,011
- From this org
- $247,274
- From related orgs
- $0
- Other
- $55,737
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $210,495
- Bonus
- $33,467
- Other
- $3,312
- Deferred
- $12,231
- Nontaxable benefits
- $43,506
- Filer's total
- $303,011
-
MATTHEW NOVAK
PRESIDENT MORTON PLANT HOSPITAL
- Total calculated
- $722,750
- From this org
- $0
- From related orgs
- $629,068
- Other
- $93,682
- Hours/week
- 45 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $395,953 related
- Bonus
- $0 + $137,124 related
- Other
- $0 + $95,991 related
- Deferred
- $0 + $53,864 related
- Nontaxable benefits
- $0 + $39,818 related
- Filer's total
- $0 + $722,750 related
-
ENVERA CELO
CLINICAL NURSE III - REHAB
- Total calculated
- $231,602
- From this org
- $195,179
- From related orgs
- $0
- Other
- $36,423
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $193,004
- Bonus
- $895
- Other
- $1,280
- Deferred
- $10,071
- Nontaxable benefits
- $26,352
- Filer's total
- $231,602
-
JEREMY HARMON
DIRECTOR OPERATIONS - MORTON PLANT
- Total calculated
- $293,272
- From this org
- $240,430
- From related orgs
- $0
- Other
- $52,842
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $212,902
- Bonus
- $27,203
- Other
- $325
- Deferred
- $11,637
- Nontaxable benefits
- $41,205
- Filer's total
- $293,272
-
JEREMY HUNT
CT TECHNOLOGIST
- Total calculated
- $281,880
- From this org
- $232,275
- From related orgs
- $0
- Other
- $49,605
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $231,389
- Bonus
- $600
- Other
- $286
- Deferred
- $7,910
- Nontaxable benefits
- $41,695
- Filer's total
- $281,880
-
LISA STOUT
MANAGER RADIATION THER DOSIMETRY
- Total calculated
- $228,774
- From this org
- $190,969
- From related orgs
- $0
- Other
- $37,805
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $163,921
- Bonus
- $13,932
- Other
- $13,116
- Deferred
- $9,158
- Nontaxable benefits
- $28,647
- Filer's total
- $228,774
-
SANJA MEWBORN
CLINICAL NURSE II - ICU
- Total calculated
- $235,805
- From this org
- $216,430
- From related orgs
- $0
- Other
- $19,375
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $209,551
- Bonus
- $645
- Other
- $6,234
- Deferred
- $10,581
- Nontaxable benefits
- $8,794
- Filer's total
- $235,805
-
GLENN WATERS
FORMER EVP, COO BAYCARE
- Total calculated
- $213,824
- From this org
- $0
- From related orgs
- $213,824
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $213,824 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $213,824 related
-
LISA GUESS
FORMER KE, Current Director FSED & Urgent Care Centers BCHS
- Total calculated
- $248,026
- From this org
- $0
- From related orgs
- $209,500
- Other
- $38,526
- Hours/week
- 0 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $184,582 related
- Bonus
- $0 + $23,531 related
- Other
- $0 + $1,387 related
- Deferred
- $0 + $10,180 related
- Nontaxable benefits
- $0 + $28,346 related
- Filer's total
- $0 + $248,026 related
-
LOGAN JOHNSON
FORMER KEY EMPLOYEE/CURRENT DIRECTOR PATIENT SVCS - MPH
- Total calculated
- $204,751
- From this org
- $188,735
- From related orgs
- $0
- Other
- $16,016
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $160,000
- Bonus
- $21,062
- Other
- $7,673
- Deferred
- $8,633
- Nontaxable benefits
- $7,383
- Filer's total
- $204,751
-
SARAH NAUMOWICH
FORMER PRESIDENT MP NORTH BAY
- Total calculated
- $569,781
- From this org
- $0
- From related orgs
- $487,992
- Other
- $81,789
- Hours/week
- 0 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $306,406 related
- Bonus
- $0 + $110,443 related
- Other
- $0 + $71,143 related
- Deferred
- $0 + $40,120 related
- Nontaxable benefits
- $0 + $41,669 related
- Filer's total
- $0 + $569,781 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)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the CEO/Executive Director. However, the related organization, BayCare Health System Inc, uses Compensation committee, Independent compensation consultant, Written employment contract, Compensation survey or study and Approval by the board or compensation committee as a means to establish compensation of the CEO (or COO) of the filing organization.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- BayCare Health System provides two nonqualified deferred compensation plans to executive level employees: Executive Nonqualified Defined Contribution Plan The plan provides for annual credits of a specified percentage of an eligible participant's eligible compensation paid in a plan year and interest credits. Plan participants vest in increasing percentages based on years of service. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Payments made during employment are made for required tax withholding and reduce the participant's account balance. Distribution of the vested account balance occurs upon termination of employment. The plan is frozen for the participants hired after 1.1.2018. Supplemental Executive Retirement Plan The plan provides for annual credits to the participant's company contribution account of a specified percentage of an eligible participant's eligible compensation paid in a plan year and investment income credits. Plan participants vest on January 1 of the fifth Plan Year following the Plan Year for which the contribution was made. Further, a participant shall become fully vested upon the participant's death, total and permanent disability or due to involuntary separation of employment other than for cause, or upon reaching retirement age. Distribution of the vested amounts shall be made no later than the earlier of 90 days following the date the amounts become vested or the March 15th following the Plan Year in which the participant became vested. Amounts accrued, vested and distributed for plan participants are provided below. Louis Galdieri - Participated in a supplemental nonqualified deferred compensation plan. He had $111,672 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $43,943 in 2024. Ronald Beamon - Participated in a supplemental nonqualified deferred compensation plan. He had $269,867 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. He had $51,568 of nonvested benefits accrue during 2024. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $269,867 in 2024. Sarah Naumowich - Participated in a supplemental nonqualified deferred compensation plan. She had $46,945 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. She had $21,641 of nonvested benefits accrue during 2024. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $18,473 in 2024. Brandon May - Participated in a supplemental nonqualified deferred compensation plan. He had $19,734 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. He had $52,801 of nonvested benefits accrue during 2024. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $19,734 in 2024. Matthew Novak - Participated in a supplemental nonqualified deferred compensation plan. He had $60,133 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. He had $26,024 of nonvested benefits accrue during 2024. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $23,662 in 2024. Glenn Waters - Received payment from a supplemental nonqualified deferred compensation plan. He had $213,824 of earnings in 2024. This amount is included in Part II (B)(iii) Other compensation. The plan made a final cash distribution of $1,681,041 in 2024.
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
-
$299,587
Exercise, Nutrition & Weight
-
$293,852
Access to Health and Social Services
-
$192,050
Access to Health and Social Services
-
HOMELESS EMERGENCY PROJECT INC
$183,986
Access to Health and Social Services
-
$170,202
Access to Health and Social Services
-
GOOD SAMARITAN HEALTH CLINIC INC
$133,616
Access to Health and Social Services
-
$126,991
Behavioral Health
-
Behavioral Health
-
$112,168
Exercise, Nutrition & Weight
-
Access to Health and Social Services
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
Bartow Regional Medical Center Inc
501(c)(3) · Hospital · FL
Directly controlled by BCHS
-
501(c)(3) · Health Services · FL
Directly controlled by BCHS
-
BayCare Emergency Assistance Program Inc
501(c)(3) · Emergency Assistance · FL
Directly controlled by BCHS
-
501(c)(3) · HEALTH SERVICES · FL
Directly controlled by NA
-
501(c)(3) · Home Health Services · FL
Directly controlled by BCHS
-
501(c)(3) · Potential Hospital · FL
Directly controlled by BCHS
-
501(c)(3) · Health Services · FL
Directly controlled by BCHS
-
501(c)(3) · Hospital · FL
Directly controlled by BCHS
-
BayCare Select Health Plans Inc
501(c)(4) · MCR Advantage · FL
Directly controlled by BCHS
-
Behavioral Health Management Services Inc
501(c)(3) · Health Services · FL
Directly controlled by BayCare Behavioral Health
-
501(c)(3) · SUPPORTS SJH · FL
Directly controlled by SJHCC
-
501(c)(3) · EDUC SUPPORT · FL
Directly controlled by SAHC FOUND
-
MORTON PLANT MEASE HEALTH CARE FOUNDATION
501(c)(3) · FUNDRAISING · FL
Directly controlled by MPMHC
-
MORTON PLANT MEASE HEALTH CARE INC
501(c)(3) · SUPPORT SERVICES · FL
Directly controlled by BCHS
-
Morton Plant Mease Health Services Inc
501(c)(3) · Health Services · FL
Directly controlled by MPMHC
-
Northside Behavioral Health Center Inc
501(c)(3) · Health Services · FL
Directly controlled by BCHS
-
501(c)(3) · Low Income Housing · FL
Directly controlled by BCHS
-
SOUTH FLORIDA BAPTIST HOSPITAL FOUND INC
501(c)(3) · FUNDRAISING · FL
Directly controlled by SFBH
-
South Florida Baptist Hospital Inc
501(c)(3) · Health Services · FL
Directly controlled by BCHS
-
ST ANTHONY'S HEALTH CARE FOUND INC
501(c)(3) · FUNDRAISING · FL
Directly controlled by SAH
-
501(c)(3) · Health Services · FL
Directly controlled by BCHS
-
St Anthony's Prof Bldg & Svcs Inc
501(c)(3) · real estate · FL
Directly controlled by SJHCC
-
ST JOSEPH'S COMMUNITY CARE INC
501(c)(3) · MEDICAL ASSISTANCE · FL
Directly controlled by SJHCC
-
501(c)(3) · HEALTH INVEST · FL
Directly controlled by SJHCC
-
ST JOSEPH'S HEALTH CARE CENTER INC
501(c)(3) · SUPPORT SERVICES · FL
Directly controlled by BCHS
-
ST JOSEPH'S HOSPITAL AUXILIARY INC
501(c)(3) · SUPPORTS SJH · FL
Directly controlled by SJH
-
ST JOSEPH'S HOSPITAL OF TAMPA FOUND INC
501(c)(3) · FUNDRAISING · FL
Directly controlled by SJHCC
-
501(c)(3) · Health Services · FL
Directly controlled by BCHS
-
Trustees of Mease Hospital Inc
501(c)(3) · Health Services · FL
Directly controlled by MPMHC
-
501(c)(3) · Health Services · FL
Directly controlled by BCHS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202543159349305849
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