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Nonprofiteer
← TRUSTEES OF MEASE HOSPITAL INC

Form 990 for tax year 2024

Filed by TRUSTEES OF MEASE HOSPITAL INC.

Totals

Total revenue
$637,417,331
Total expenses
$566,350,339
Contributions and grants received
$2,514,555
Grants paid
$1,557,125
Program service revenue
$629,545,243
Investment income
-$512,885
Other revenue
$5,870,418
Total assets, end of year
$1,226,710,544
Total liabilities, end of year
$37,588,310
Net assets or fund balances, end of year
$1,189,122,234
Program services expenses (Part IX)
$478,918,332
Management and general expenses
$87,432,007
Fundraising expenses
$0
Program service expenses (Part III)
$478,918,332

Program services were 84.6% 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.

  • 1d · Related organizations

    $2,510,225

  • 1f · All other contributions, gifts and grants

    $4,330

  • 2a · Program service revenue: Patient Service Revenue

    total $626,263,358 · related or exempt $626,263,358

  • 2b · Program service revenue: RENTAL INCOME FROM AFFILIATES

    total $3,281,885 · related or exempt $3,281,885

  • 2f · All other program service revenue

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

  • 6a · Gross rents

    real property $683,674

  • 6c · Rental income or loss

    real property $683,674 · personal property $0

  • 6d · Net rental income or loss

    total $683,674 · excluded $683,674

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

    other assets $512,885

  • 7c · Gain or loss

    securities $0 · other assets -$512,885

  • 7d · Net gain or loss

    total -$512,885 · excluded -$512,885

  • 8c · Net income from fundraising events

    total $0

  • 10a · Gross sales of inventory

    $397,500

  • 10b · Cost of goods sold

    $170,354

  • 10c · Net income from sales of inventory

    total $227,146 · excluded $227,146

  • 11a · Other revenue: Other Revenue

    total $2,346,801 · related or exempt $2,256,181 · unrelated business $90,620

  • 11b · Other revenue: CAFETERIA

    total $2,612,797 · excluded $2,612,797

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $4,959,598

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,557,125 · program services $1,557,125

  • 5 · Compensation of officers, directors and key employees

    total $530,736 · management and general $530,736

  • 7 · Other salaries and wages

    total $193,048,814 · program services $188,587,207 · management and general $4,461,607

  • 8 · Pension plan contributions

    total $7,119,339 · program services $6,954,690 · management and general $164,649

  • 9 · Other employee benefits

    total $11,674,870 · program services $11,404,360 · management and general $270,510

  • 10 · Payroll taxes

    total $13,618,015 · program services $13,248,085 · management and general $369,930

  • 11b · Fees: legal

    total $98,015 · management and general $98,015

  • 11c · Fees: accounting

    total $249 · program services $249

  • 11g · Fees: other

    total $105,762,981 · program services $29,651,475 · management and general $76,111,506 · fundraising $0

  • 12 · Advertising and promotion

    total $40,431 · program services $36,544 · management and general $3,887

  • 13 · Office expenses

    total $2,483,698 · program services $2,398,455 · management and general $85,243

  • 14 · Information technology

    total $1,187,200 · program services $826,293 · management and general $360,907

  • 16 · Occupancy

    total $13,645,368 · program services $11,650,027 · management and general $1,995,341

  • 17 · Travel

    total $56,431 · program services $45,909 · management and general $10,522

  • 20 · Interest

    total $8,383,815 · program services $8,383,815

  • 22 · Depreciation, depletion and amortization

    total $25,036,122 · program services $24,372,131 · management and general $663,991

  • 23 · Insurance

    total $6,888,977 · program services $6,888,977

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $115,526,808 · program services $115,256,989 · management and general $269,819

  • 24b · Other expenses: Provider Tax

    total $19,822,770 · program services $19,822,770

  • 24c · Other expenses: PHYSICIAN FEES

    total $14,991,575 · program services $14,991,575

  • 24d · Other expenses: BAD DEBT

    total $189,369 · program services $189,369

  • 24e · All other expenses

    total $24,687,631 · program services $22,652,287 · management and general $2,035,344 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $150,418 · end of year $181,336

  • 4 · Accounts receivable

    beginning of year $56,092,182 · end of year $57,275,904

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $329,379 · end of year $14,698

  • 8 · Inventories for sale or use

    beginning of year $13,358,607 · end of year $12,569,918

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,068,497 · end of year $21,291,389

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

    $623,805,603

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

    $373,842,936

  • 10c · Land, buildings and equipment, net

    beginning of year $263,945,583 · end of year $249,962,667

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $585,167 · end of year $604,955

  • 14 · Intangible assets

    beginning of year $20,966 · end of year $17,781

  • 15 · Other assets

    beginning of year $826,730,021 · end of year $884,791,896

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,018,651 · end of year $25,900,767

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    beginning of year $249,672 · end of year $260,537

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $9,774,269 · end of year $9,321,020

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $6,672,761 · end of year $2,105,986

  • 27 · Net assets without donor restrictions

    beginning of year $1,120,565,467 · end of year $1,189,122,234

  • 28 · Net assets with donor restrictions

    end of year $0

Mission and programs · 2024

Mission

To improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. AS a part of BayCare Health System, Trustees of Mease Hospital is the best place to work, receive and provide care. We are powered by an extraordinary team that delivers quality, drives innovation and embraces inclusivity.

Activities or mission (Part I)

Trustees of Mease Hospital, Inc. will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care.

  • Trustees of Mease Hospital, Inc. (TOM) is a full-service 507-bed community hospital. During 2024, TOM provided inpatient care to 25,817 patients, treated 89,468 patients in the emergency department, and delivered 1842 babies. Through efforts of the medical assistance program and the hospital's charity care program TOM saw a net community benefit expense of $36.4 million. The hospital also provided other community services totaling more than $6.9 million. These include health screenings, educational programs, sponsorships and research. Refer to schedule H for additional information.

    Expenses $478,918,332 · Grants $1,557,125 · Revenue $631,801,424

As filed on the 2024 return.

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

  • JOHN POLLARD

    DIRECTOR SURGICAL SERVICES

    Total calculated
    $289,108
    From this org
    $231,901
    From related orgs
    $0
    Other
    $57,207
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $194,104
    Bonus
    $26,684
    Other
    $11,113
    Deferred
    $11,223
    Nontaxable benefits
    $45,984
    Filer's total
    $289,108

  • KELLY ENRIQUEZ

    PRESIDENT MEASE HOSPITALS

    Total calculated
    $576,126
    From this org
    $0
    From related orgs
    $465,286
    Other
    $110,840
    Hours/week
    45 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,656 related
    Bonus
    $0 + $108,965 related
    Other
    $0 + $7,665 related
    Deferred
    $0 + $59,863 related
    Nontaxable benefits
    $0 + $50,977 related
    Filer's total
    $0 + $576,126 related

  • RENEE SHOBY

    DIRECTOR PATIENT SVCS - MCH

    Total calculated
    $241,628
    From this org
    $220,113
    From related orgs
    $0
    Other
    $21,515
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $191,742
    Bonus
    $25,061
    Other
    $3,310
    Deferred
    $10,312
    Nontaxable benefits
    $11,203
    Filer's total
    $241,628

  • CHRISTINE KOCH

    SUPVR PHARMACY OPERATIONS

    Total calculated
    $228,959
    From this org
    $176,408
    From related orgs
    $0
    Other
    $52,551
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $163,170
    Bonus
    $645
    Other
    $12,593
    Deferred
    $9,242
    Nontaxable benefits
    $43,309
    Filer's total
    $228,959

  • JENNIFER HARGRAVE

    ADMINISTRATOR ON DUTY

    Total calculated
    $224,270
    From this org
    $177,954
    From related orgs
    $0
    Other
    $46,316
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $170,715
    Bonus
    $1,765
    Other
    $5,474
    Deferred
    $7,929
    Nontaxable benefits
    $38,387
    Filer's total
    $224,270

  • JENNIFER TALLEY

    CLINICAL NURSE II

    Total calculated
    $257,044
    From this org
    $215,774
    From related orgs
    $0
    Other
    $41,270
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $210,664
    Bonus
    $630
    Other
    $4,480
    Deferred
    $11,059
    Nontaxable benefits
    $30,211
    Filer's total
    $257,044

  • MEREDITH CARLTON

    DIRECTOR OPERATIONS - MEASE

    Total calculated
    $239,907
    From this org
    $227,004
    From related orgs
    $0
    Other
    $12,903
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $165,743
    Bonus
    $21,117
    Other
    $40,144
    Deferred
    $4,005
    Nontaxable benefits
    $8,898
    Filer's total
    $239,907

  • NANCY HOPKINS

    DIRECTOR PATIENT SVCS - MDH

    Total calculated
    $211,505
    From this org
    $182,030
    From related orgs
    $0
    Other
    $29,475
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $156,093
    Bonus
    $21,180
    Other
    $4,757
    Deferred
    $8,647
    Nontaxable benefits
    $20,828
    Filer's total
    $211,505

  • 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

  • MATTHEW NOVAK

    FORMER PRESIDENT MEASE HOSPITALS

    Total calculated
    $722,750
    From this org
    $0
    From related orgs
    $629,068
    Other
    $93,682
    Hours/week
    0 + 46 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

  • REBECCA SCHULKOWSKI

    FORMER KE, PRESIDENT BAYCARE HOSPITAL WESLEY CHAPEL

    Total calculated
    $596,610
    From this org
    $0
    From related orgs
    $568,391
    Other
    $28,219
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,779 related
    Bonus
    $0 + $81,296 related
    Other
    $0 + $325,316 related
    Deferred
    $0 + $3,558 related
    Nontaxable benefits
    $0 + $24,661 related
    Filer's total
    $0 + $596,610 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

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

Answered no

  • 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 4a Severance or change-of-control payment
Rebecca Schulkowski received a severance payment in the amount of $243,131 during 2024.
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. 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. 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. 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. Kelly Enriquez - Participated in a supplemental nonqualified deferred compensation plan. She had $42,540 of nonvested benefits accrue during 2024. This amount is included in Part II (C) Retirement and other deferred compensation. 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

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.

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
2024
Filed
11 November 2025
IRS schema version
2024v5.1
Source object
202543159349306304

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