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Nonprofiteer
← MERCY HEALTH FORT SMITH COMMUNITIES

Form 990 for tax year 2023

Filed by MERCY HEALTH FORT SMITH COMMUNITIES.

Totals

Total revenue
$569,477
Total expenses
$622,556
Contributions and grants received
$61,180
Grants paid
$385,519
Program service revenue
$473,137
Investment income
$0
Other revenue
$35,160
Total assets, end of year
$10,857,877
Total liabilities, end of year
$1,093,044
Net assets or fund balances, end of year
$9,764,833
Program services expenses (Part IX)
$773,434
Management and general expenses
-$150,878
Fundraising expenses
$0
Program service expenses (Part III)
$773,434

Program services were 124.2% 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

    $61,180

  • 2a · Program service revenue: RENTAL INCOME FROM RELATED ORGANI

    total $460,027 · related or exempt $460,027

  • 2b · Program service revenue: NET PATIENT SERVICE REVENUE

    total $10,310 · related or exempt $10,310

  • 2c · Program service revenue: OTHER OPERATING REVENUE

    total $2,800 · related or exempt $2,800

  • 6a · Gross rents

    real property $35,160

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $35,160

  • 6d · Net rental income or loss

    total $35,160 · excluded $35,160

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $385,519 · program services $385,519

  • 7 · Other salaries and wages

    total $13,349,265 · program services $5,361,523 · management and general $7,987,742

  • 8 · Pension plan contributions

    total $494,947 · program services $198,788 · management and general $296,159

  • 9 · Other employee benefits

    total $1,968,853 · program services $790,759 · management and general $1,178,094

  • 10 · Payroll taxes

    total $836,942 · program services $336,145 · management and general $500,797

  • 11g · Fees: other

    total $515,031 · program services $43,660 · management and general $471,371

  • 12 · Advertising and promotion

    total $154,822 · program services $3,693 · management and general $151,129

  • 13 · Office expenses

    total $393,582 · program services $192,972 · management and general $200,610

  • 14 · Information technology

    total $18,700 · management and general $18,700

  • 16 · Occupancy

    total $168,768 · program services $5,481 · management and general $163,287

  • 17 · Travel

    total $190,080 · program services $18,772 · management and general $171,308

  • 20 · Interest

    total $34,833 · management and general $34,833

  • 22 · Depreciation, depletion and amortization

    total $516,181 · program services $3,345 · management and general $512,836

  • 23 · Insurance

    total $1,742,070 · management and general $1,742,070

  • 24a · Other expenses: SHARED SERVICE FEES

    total -$20,538,570 · program services -$6,777,729 · management and general -$13,760,841

  • 24b · Other expenses: DRUGS & MEDICAL EXPENSE

    total $197,475 · program services $197,475

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $68,271 · program services $2,633 · management and general $65,638

  • 24d · Other expenses: SUBSCRIPTIONS

    total $45,444 · program services $30 · management and general $45,414

  • 24e · All other expenses

    total $80,343 · program services $10,368 · management and general $69,975

Balance sheet

Part X, book values.

  • 9 · Prepaid expenses and deferred charges

    beginning of year $126,373 · end of year $113,830

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

    $15,054,836

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

    $4,310,789

  • 10c · Land, buildings and equipment, net

    beginning of year $6,441,369 · end of year $10,744,047

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,500 · end of year $42,556

  • 23 · Secured mortgages and notes payable

    beginning of year $1,063,393 · end of year $1,050,488

  • 27 · Net assets without donor restrictions

    beginning of year $5,452,849 · end of year $9,764,833

Mission and programs · 2023

Mission

AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE.

  • MERCY HEALTH FORT SMITH COMMUNITIES IS A SUPPORTING ORGANIZATION OF MERCY HOSPITAL FORT SMITH AND MERCY CLINIC FORT SMITH COMMUNITIES. MERCY HEALTH FORT SMITH COMMUNITIES ALSO PROVIDED SUPPORT SERVICES TO OTHER MEMBERS OF THE MERCY FORT SMITH COMMUNITY, INCLUDING MERCY HOSPITAL BOONEVILLE, MERCY HOSPITAL OZARK, MERCY HOSPITAL PARIS, AND MERCY HOSPITAL WALDRON. THE SUPPORT SERVICES INCLUDED FUNCTIONS THAT, BUT FOR MERCY HEALTH FORT SMITH COMMUNITIES, WOULD BE CONDUCTED BY EACH SEPARATE ORGANIZATION.

    Expenses $773,434 · Grants $385,519 · Revenue $473,137

As filed on the 2023 return.

Listed in Part VII

  • Gehrig Ryan

    COMMUNITY PRESIDENT & BOARD MEMBER

    Total calculated
    $1,418,509
    From this org
    $0
    From related orgs
    $1,297,307
    Other
    $121,202
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $518,923 related
    Bonus
    $0 + $702,574 related
    Other
    $0 + $75,810 related
    Deferred
    $0 + $101,547 related
    Nontaxable benefits
    $0 + $19,655 related
    Filer's total
    $0 + $1,418,509 related

  • Bailey DDS Mark

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Callaway MD Michael

    PHYSICIAN & BM

    Total calculated
    $760,971
    From this org
    $0
    From related orgs
    $738,334
    Other
    $22,637
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $626,172 related
    Bonus
    $0 + $79,868 related
    Other
    $0 + $32,294 related
    Deferred
    $0 + $12,206 related
    Nontaxable benefits
    $0 + $10,431 related
    Filer's total
    $0 + $760,971 related

  • Gaborni Pamela

    PHYSICIAN & BM

    Total calculated
    $333,360
    From this org
    $0
    From related orgs
    $302,605
    Other
    $30,755
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,825 related
    Bonus
    $0 + $24,600 related
    Other
    $0 + $50,180 related
    Deferred
    $0 + $10,700 related
    Nontaxable benefits
    $0 + $20,055 related
    Filer's total
    $0 + $333,360 related

  • Gattis Erin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Koorie Rsm Sr Diane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mackey Daniel

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $891,133
    From this org
    $0
    From related orgs
    $863,001
    Other
    $28,132
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $758,371 related
    Bonus
    $0 + $73,388 related
    Other
    $0 + $31,242 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $15,932 related
    Filer's total
    $0 + $891,133 related

  • Martinez Santiago Madeline

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mudge Lt Col Peter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richardson MD Derrick

    PHYSICIAN & BM

    Total calculated
    $969,492
    From this org
    $0
    From related orgs
    $937,649
    Other
    $31,843
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $864,999 related
    Bonus
    $0 + $39,086 related
    Other
    $0 + $33,564 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $19,643 related
    Filer's total
    $0 + $969,492 related

  • Shepard Rodney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Smith Les

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stec Chris

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Wilcher Greta

    CFO & TREASURER

    Total calculated
    $369,872
    From this org
    $0
    From related orgs
    $326,725
    Other
    $43,147
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,099 related
    Bonus
    $0 + $73,175 related
    Other
    $0 + $24,451 related
    Deferred
    $0 + $29,030 related
    Nontaxable benefits
    $0 + $14,117 related
    Filer's total
    $0 + $369,872 related

  • Bean Paul E

    CHIEF MEDICAL OFFICER

    Total calculated
    $623,026
    From this org
    $0
    From related orgs
    $588,939
    Other
    $34,087
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,271 related
    Bonus
    $0 + $81,895 related
    Other
    $0 + $76,773 related
    Deferred
    $0 + $14,709 related
    Nontaxable benefits
    $0 + $19,378 related
    Filer's total
    $0 + $623,026 related

  • Geib Ryan C

    VP, OPERATIONAL PERFORMANCE

    Total calculated
    $519,090
    From this org
    $0
    From related orgs
    $453,051
    Other
    $66,039
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,074 related
    Bonus
    $0 + $137,158 related
    Other
    $0 + $22,819 related
    Deferred
    $0 + $45,954 related
    Nontaxable benefits
    $0 + $20,085 related
    Filer's total
    $0 + $519,090 related

  • Hunton MD David

    PRESIDENT - CLINIC

    Total calculated
    $978,649
    From this org
    $0
    From related orgs
    $954,968
    Other
    $23,681
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $483,055 related
    Bonus
    $0 + $305,941 related
    Other
    $0 + $165,972 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $14,531 related
    Filer's total
    $0 + $978,649 related

  • Stec Julianne

    VP - OPERATIONS

    Total calculated
    $343,467
    From this org
    $0
    From related orgs
    $319,845
    Other
    $23,622
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,579 related
    Bonus
    $0 + $61,841 related
    Other
    $0 + $65,425 related
    Deferred
    $0 + $9,019 related
    Nontaxable benefits
    $0 + $14,603 related
    Filer's total
    $0 + $343,467 related

  • Kueck Janeen

    VP OPERATIONS

    Total calculated
    $303,410
    From this org
    $0
    From related orgs
    $284,993
    Other
    $18,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $198,577 related
    Bonus
    $0 + $60,665 related
    Other
    $0 + $25,751 related
    Deferred
    $0 + $11,429 related
    Nontaxable benefits
    $0 + $6,988 related
    Filer's total
    $0 + $303,410 related

  • Fore Amy

    VP, PATIENT SERVICES

    Total calculated
    $534,825
    From this org
    $0
    From related orgs
    $459,054
    Other
    $75,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $274,484 related
    Bonus
    $0 + $148,353 related
    Other
    $0 + $36,217 related
    Deferred
    $0 + $56,736 related
    Nontaxable benefits
    $0 + $19,035 related
    Filer's total
    $0 + $534,825 related

  • Nolewajka Michael

    VP, PATIENT LOGISTICS

    Total calculated
    $262,693
    From this org
    $0
    From related orgs
    $240,725
    Other
    $21,968
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $160,170 related
    Bonus
    $0 + $51,682 related
    Other
    $0 + $28,873 related
    Deferred
    $0 + $6,053 related
    Nontaxable benefits
    $0 + $15,915 related
    Filer's total
    $0 + $262,693 related

  • Rops Vanessa

    EXEC. DIR. CARDIOVASCULAR SERVICES

    Total calculated
    $242,372
    From this org
    $0
    From related orgs
    $224,371
    Other
    $18,001
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $160,414 related
    Bonus
    $0 + $38,547 related
    Other
    $0 + $25,410 related
    Deferred
    $0 + $2,053 related
    Nontaxable benefits
    $0 + $15,948 related
    Filer's total
    $0 + $242,372 related

  • Whitaker Stephanie

    CNO

    Total calculated
    $338,157
    From this org
    $0
    From related orgs
    $298,029
    Other
    $40,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $202,959 related
    Bonus
    $0 + $72,249 related
    Other
    $0 + $22,821 related
    Deferred
    $0 + $20,266 related
    Nontaxable benefits
    $0 + $19,862 related
    Filer's total
    $0 + $338,157 related

  • Richmond Jacquelynn

    FORMER OFFICER

    Total calculated
    $1,659,657
    From this org
    $0
    From related orgs
    $1,551,497
    Other
    $108,160
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $529,328 related
    Bonus
    $0 + $878,926 related
    Other
    $0 + $143,243 related
    Deferred
    $0 + $100,614 related
    Nontaxable benefits
    $0 + $7,546 related
    Filer's total
    $0 + $1,659,657 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)

PART I, LINE 3
MERCY HEALTH FORT SMITH COMMUNITIES RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
FORM 990, SCHEDULE J, PART I, QUESTION 4B
MERCY HEALTH OFFERS SUPPLEMENTAL RETIREMENT PLANS TO CERTAIN EXECUTIVES WHICH PROVIDE BENEFITS UPON VESTING DATE BASED ON COMPENSATION, AGE AT THE TIME OF BENEFIT COMMENCEMENT, LENGTH OF SERVICE WITH THE COMPANY AND/OR ITS AFFILIATES AND LENGTH OF TENURE IN THE PLAN. THE PLANS ARE CLOSED TO NEW ENTRANTS. THE INDIVIDUAL REPORTABLE ON THIS RETURN WHO PARTICIPATES IN THE SUPPLEMENTAL RETIREMENT PLANS IS DAVID HUNTON. THE AMOUNT OF ALL ACCRUED BENEFITS IS INCLUDED IN COMPENSATION AMOUNTS PROVIDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUAL RECEIVED A PAYOUT FROM THE PLAN DURING THE YEAR: - DAVID HUNTON - $19,361
FORM 990, SCHEDULE J, PART II
THE AMOUNTS REPORTED FOR DAVID HUNTON, JACQUELYNN RICHMOND AND RYAN GEHRIG IN COLUMN (F) ARE EITHER INCLUDED IN B(I) BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THESE AMOUNTS ARE A PAYOUT OF THE SUPPLEMENTAL RETIREMENT PLAN AND EXECUTIVE RETENTION PLAN AND WERE INCLUDED IN COLUMN (C) OF PREVIOUSLY FILED FORMS 990.

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.

  • PLAZA SURGERY SERVICES COMPANY LLC

    INACTIVE · MO

    Directly controlled by MERCY HOSPITAL SOUTH

  • ST EDWARD MERCY MC M-P OFFICE BLDG

    OFFICE BUILDING · AR

    Directly controlled by MERCY HOSPITAL FORT SMITH

  • PLATINUM CPS HOLDINGS LLC

    HOLDING COMPANY · MO

    Directly controlled by MERCY MANAGED CARE CORP MERCY HEALTH

Related corporations and trusts

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

  • FRONTENAC PROPERTIES INC

    C · HOLDING COMPANY · DE

    Directly controlled by MERCY HEALTH

  • MERCY HEALTH CENTER CONDOMINIUMS INC

    C · REAL ESTATE · OK

    Directly controlled by MERCY HOSPITAL OKLAHOMA CITY INC

  • MERCY MANAGED CARE CORPORATION

    C · HOLDING COMPANY · OK

    Directly controlled by MERCY HEALTH

  • UHL CORP INC

    C · HOLDING COMPANY · MO

    Directly controlled by MERCY HOSPITALS EAST COMMUNITIES

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202521329349304742

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