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← BAUM-HARMON MERCY HOSPITAL

Form 990 for tax year 2022

Filed by BAUM-HARMON MERCY HOSPITAL.

Totals

Total revenue
$7,654,448
Total expenses
$8,907,289
Contributions and grants received
$11,272
Grants paid
$0
Program service revenue
$7,661,446
Investment income
-$36,581
Other revenue
$18,311
Total assets, end of year
$3,703,847
Total liabilities, end of year
$975,338
Net assets or fund balances, end of year
$2,728,509
Program services expenses (Part IX)
$7,908,520
Management and general expenses
$998,769
Fundraising expenses
$0
Program service expenses (Part III)
$7,908,520

Program services were 88.8% 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)

    $11,272

  • 2a · Program service revenue: NET PATIENT SVC REV

    total $7,661,446 · related or exempt $7,661,446

  • 3 · Investment income

    total $11,259 · excluded $11,259

  • 6a · Gross rents

    real property $4,200 · personal property $6,300

  • 6b · Less rental expenses

    real property $3,484 · personal property $5,685

  • 6c · Rental income or loss

    real property $716 · personal property $615

  • 6d · Net rental income or loss

    total $1,331 · excluded $1,331

  • 7a · Gross sales of assets other than inventory

    other assets $22,896

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

    other assets $70,736

  • 7c · Gain or loss

    other assets -$47,840

  • 7d · Net gain or loss

    total -$47,840 · excluded -$47,840

  • 11a · Other revenue: OTHER RELATED REVENUE

    total $16,026 · related or exempt $16,026

  • 11b · Other revenue: CAFETERIA REVENUE

    total $754 · excluded $754

  • 11c · Other revenue: PROVIDER INCENTIVE REV

    total $200 · related or exempt $200

  • 11e · Other revenue, total

    $16,980

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $463,924 · program services $365,991 · management and general $97,933

  • 7 · Other salaries and wages

    total $3,873,635 · program services $3,604,844 · management and general $268,791

  • 9 · Other employee benefits

    total $803,895 · program services $734,020 · management and general $69,875

  • 10 · Payroll taxes

    total $289,239 · program services $261,797 · management and general $27,442

  • 11g · Fees: other

    total $1,347,489 · program services $1,099,497 · management and general $247,992

  • 12 · Advertising and promotion

    total $18,106 · program services $12,739 · management and general $5,367

  • 13 · Office expenses

    total $194,250 · program services $88,184 · management and general $106,066

  • 14 · Information technology

    total $287,429 · program services $148,345 · management and general $139,084

  • 16 · Occupancy

    total $291,228 · program services $288,362 · management and general $2,866

  • 17 · Travel

    total $10,372 · program services $10,372

  • 19 · Conferences, conventions and meetings

    total $28,217 · program services $28,197 · management and general $20

  • 20 · Interest

    total $1,076 · program services $1,076

  • 22 · Depreciation, depletion and amortization

    total $482,835 · program services $471,928 · management and general $10,907

  • 23 · Insurance

    total $14,109 · program services $14,067 · management and general $42

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $390,952 · program services $390,952

  • 24b · Other expenses: I/C PURCHASED SERVICES

    total $226,013 · program services $216,013 · management and general $10,000

  • 24c · Other expenses: EQUIPMENT MAINTENANCE

    total $125,414 · program services $121,662 · management and general $3,752

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $36,221 · program services $36,221

  • 24e · All other expenses

    total $22,885 · program services $14,253 · management and general $8,632

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $67,589 · end of year $192,260

  • 3 · Pledges and grants receivable

    beginning of year $219,726

  • 4 · Accounts receivable

    beginning of year $1,199,266 · end of year $1,506,236

  • 8 · Inventories for sale or use

    beginning of year $207,486 · end of year $170,035

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,665 · end of year $11,510

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

    $6,337,597

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

    $4,657,480

  • 10c · Land, buildings and equipment, net

    beginning of year $1,993,619 · end of year $1,680,117

  • 15 · Other assets

    beginning of year $88,064 · end of year $143,689

  • 17 · Accounts payable and accrued expenses

    beginning of year $607,639 · end of year $780,463

  • 19 · Deferred revenue

    beginning of year $456,014

  • 23 · Secured mortgages and notes payable

    beginning of year $9,611 · end of year $13,726

  • 25 · Other liabilities

    beginning of year $1,434,511 · end of year $181,149

  • 27 · Net assets without donor restrictions

    beginning of year $1,294,640 · end of year $2,728,509

Mission and programs · 2022

Mission

WE, MERCY HEALTH SERVICES-IOWA AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.BAUM HARMON MERCY HOSPITAL IS A MEMBER OF MERCY HEALTH SERVICES-IOWA AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE AND HOSPITAL SERVICES

  • BAUM HARMON MERCY HOSPITAL (MERCYONE PRIMGHAR) WAS FOUNDED IN 1970 TO PROVIDE QUALITY HEALTH CARE TO THE RESIDENTS OF PRIMGHAR, IOWA AND SURROUNDING COMMUNITIES. MERCYONE PRIMGHAR OFFERS COMPREHENSIVE CARE FOR ALL FAMILY MEMBERS THROUGH INPATIENT CARE AND EMERGENCY SERVICES. MERCYONE PRIMGHAR HAS 14 ACUTE CARE BEDS THAT CAN SWING TO A SKILLED CARE UNIT. MERCYONE PRIMGHAR HAS BEEN DESIGNATED A CRITICAL ACCESS HOSPITAL BY THE STATE OF IOWA. MERCYONE PRIMGHAR ALSO OPERATES FOUR PHYSICIAN CLINICS IN IOWA (PRIMGHAR, PAULLINA, SUTHERLAND, AND HARTLEY), AND TWO IN NEBRASKA (OAKLAND AND LYONS). PLEASE VISIT SCHEDULE H AND OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.MERCYONE.ORG/PRIMGHAR/

    Expenses $7,908,520 · Revenue $7,677,672

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DOUGLAS STRONG

    INTERIM PRES MERCYONE SC 8/22-2/23

    Total calculated
    $536,475
    From this org
    $0
    From related orgs
    $501,937
    Other
    $34,538
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,973 related
    Bonus
    $0
    Other
    $0 + $21,964 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $20,813 related
    Filer's total
    $0 + $536,475 related

  • BETH HUGHES

    PRES MERCYONE SIOUXLAND THR 8/22

    Total calculated
    $423,085
    From this org
    $0
    From related orgs
    $391,470
    Other
    $31,615
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $318,428 related
    Bonus
    $0
    Other
    $0 + $73,042 related
    Deferred
    $0 + $4,575 related
    Nontaxable benefits
    $0 + $27,040 related
    Filer's total
    $0 + $423,085 related

  • JESICA HANSON

    VP FINANCE MERCYONE SIOUXLAND

    Total calculated
    $372,079
    From this org
    $0
    From related orgs
    $326,417
    Other
    $45,662
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,444 related
    Bonus
    $0 + $37,523 related
    Other
    $0 + $450 related
    Deferred
    $0 + $13,667 related
    Nontaxable benefits
    $0 + $31,995 related
    Filer's total
    $0 + $372,079 related

  • SOE NYUNT MD

    DIRECTOR; PHYSICIAN

    Total calculated
    $365,991
    From this org
    $0
    From related orgs
    $322,563
    Other
    $43,428
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $291,536 related
    Bonus
    $0 + $30,551 related
    Other
    $0 + $476 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $25,128 related
    Filer's total
    $0 + $365,991 related

  • TRACIE MARTIN MD

    OAKLAND CLINIC PHYSICIAN

    Total calculated
    $262,033
    From this org
    $0
    From related orgs
    $222,117
    Other
    $39,916
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $217,767 related
    Bonus
    $0 + $3,892 related
    Other
    $0 + $458 related
    Deferred
    $0 + $15,311 related
    Nontaxable benefits
    $0 + $24,605 related
    Filer's total
    $0 + $262,033 related

  • PETER THIELE

    OAKLAND CLINIC PA-C

    Total calculated
    $189,127
    From this org
    $0
    From related orgs
    $147,496
    Other
    $41,631
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $147,096 related
    Bonus
    $0
    Other
    $0 + $400 related
    Deferred
    $0 + $9,461 related
    Nontaxable benefits
    $0 + $32,170 related
    Filer's total
    $0 + $189,127 related

  • PATRICK KENT

    ADVANCED PRACTICE CLINICIAN

    Total calculated
    $176,851
    From this org
    $0
    From related orgs
    $140,723
    Other
    $36,128
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $140,659 related
    Bonus
    $0
    Other
    $0 + $64 related
    Deferred
    $0 + $6,694 related
    Nontaxable benefits
    $0 + $29,434 related
    Filer's total
    $0 + $176,851 related

  • TAYLOR BRADSHAW

    ADVANCED PRACTICE CLINICIAN

    Total calculated
    $163,093
    From this org
    $0
    From related orgs
    $129,303
    Other
    $33,790
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $128,248 related
    Bonus
    $0
    Other
    $0 + $1,055 related
    Deferred
    $0 + $6,197 related
    Nontaxable benefits
    $0 + $27,593 related
    Filer's total
    $0 + $163,093 related

  • MUDDASIR GHOUSE

    DIR; REG VP OPS MERCYONE SIOUXLAND

    Total calculated
    $147,302
    From this org
    $0
    From related orgs
    $129,430
    Other
    $17,872
    Hours/week
    1

  • LISA DUCOMMUN

    ADVANCED PRACTICE CLINICIAN

    Total calculated
    $102,473
    From this org
    $0
    From related orgs
    $102,473
    Other
    $0
    Hours/week
    50

  • MELISSA CUNNINGHAM

    DIR & CAH DIRECTOR AS OF 7/22

    Total calculated
    $97,933
    From this org
    $0
    From related orgs
    $97,361
    Other
    $572
    Hours/week
    45

  • STEVE LOSHMAN

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RITA KRUGER

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JULIE SAMPSON

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • RODNEY AHRENSDORFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS CLARK

    PRES WEST IOWA REGION AS OF 2/23

    Total calculated
    $0
    Hours/week
    1 + 54 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
BAUM HARMON MERCY HOSPITAL IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. BAUM HARMON MERCY HOSPITAL'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF BAUM HARMON MERCY HOSPITAL'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2022 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: BETH HUGHES - $63,059 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THIS AMOUNT THAT WAS REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING IS A PARTICIPANT IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 451: SOE NYUNT, MD THERE WERE NO DEFERRALS FOR 2022 FOR THIS PARTICIPANT. THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). DOUGLAS STRONG THERE WERE NO PAYOUTS FOR 2022 FOR THIS PARTICIPANT.

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
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349302249

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