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← MORTON PLANT MEASE HEALTH SERVICES INC

Form 990 for tax year 2024

Filed by MORTON PLANT MEASE HEALTH SERVICES INC.

Totals

Total revenue
$79,642,598
Total expenses
$71,522,031
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$77,856,524
Investment income
$20,058
Other revenue
$1,766,016
Total assets, end of year
$89,337,153
Total liabilities, end of year
$24,374,044
Net assets or fund balances, end of year
$64,963,109
Program services expenses (Part IX)
$59,183,197
Management and general expenses
$12,338,834
Fundraising expenses
$0
Program service expenses (Part III)
$59,183,197

Program services were 82.7% 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.

  • 2a · Program service revenue: Patient Service Revenue

    total $72,470,882 · related or exempt $72,470,882

  • 2b · Program service revenue: RENTAL INCOME from Affiliates

    total $3,513,079 · related or exempt $3,513,079

  • 2c · Program service revenue: WELLNESS REVENUE

    total $1,872,563 · related or exempt $1,872,563

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $20,058 · excluded $20,058

  • 6a · Gross rents

    real property $1,742,744

  • 6c · Rental income or loss

    real property $1,742,744 · personal property $0

  • 6d · Net rental income or loss

    total $1,742,744 · excluded $1,742,744

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $23,272 · related or exempt $18,880 · unrelated business $4,392

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $23,272

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $18,346,358 · program services $18,346,358

  • 8 · Pension plan contributions

    total $737,140 · program services $737,140

  • 9 · Other employee benefits

    total $2,885,057 · program services $2,885,057

  • 10 · Payroll taxes

    total $1,308,136 · program services $1,308,136

  • 11b · Fees: legal

    total $22,600 · management and general $22,600

  • 11g · Fees: other

    total $27,936,500 · program services $16,097,625 · management and general $11,838,875 · fundraising $0

  • 12 · Advertising and promotion

    total $64,850 · program services $64,850

  • 13 · Office expenses

    total $443,066 · management and general $443,066

  • 14 · Information technology

    total $41,973 · program services $41,973

  • 16 · Occupancy

    total $6,544,403 · program services $6,544,403

  • 17 · Travel

    total $8,741 · program services $8,741

  • 22 · Depreciation, depletion and amortization

    total $4,175,370 · program services $4,175,370

  • 23 · Insurance

    total $490,301 · program services $490,301

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $4,489,793 · program services $4,489,793

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $3,118,470 · program services $3,115,970 · management and general $2,500

  • 24c · Other expenses: Laundry & Uniforms

    total $606,010 · program services $606,010

  • 24d · Other expenses: Dues & Licenses

    total $157,194 · program services $157,194

  • 24e · All other expenses

    total $146,069 · program services $114,276 · management and general $31,793 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,768 · end of year $6,455

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $4,426,355 · end of year $4,426,059

  • 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 $666,843 · end of year $602,706

  • 8 · Inventories for sale or use

    beginning of year $10,257 · end of year $10,302

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,340 · end of year $0

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

    $132,934,389

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

    $88,942,110

  • 10c · Land, buildings and equipment, net

    beginning of year $44,560,312 · end of year $43,992,279

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $36,667 · end of year $37,626

  • 14 · Intangible assets

    beginning of year $0 · end of year $39,528

  • 15 · Other assets

    beginning of year $31,350,322 · end of year $40,222,198

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,241,376 · end of year $6,866,708

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $257,545 · end of year $242,702

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · 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 $16,669,678 · end of year $17,217,911

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $51,723 · end of year $46,723

  • 27 · Net assets without donor restrictions

    beginning of year $56,842,542 · end of year $64,963,109

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

MORTON PLANT MEASE HEALTH SERVICES, INC. WILL IMPROVE THE HEALTH OF ALL WE SERVE THROUGH COMMUNITY-OWNED HEALTHCARE SERVICES THAT SET THE STANDARD FOR QUALITY, COMPASSIONATE CARE. AS a part of BayCare Health System, Morton Plant Mease Health Services 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)

MORTON PLANT MEASE HEALTH SERVICES, INC. WILL IMPROVE THE HEALTH OF ALL WE SERVE THROUGH COMMUNITY-OWNED HEALTHCARE SERVICES THAT SET THE STANDARD FOR HIGH-QUALITY, COMPASSIONATE CARE.

  • THE ORGANIZATION OWNS AND OPERATES FOUR OUTPATIENT IMAGING FACILITIES; OWNS, LEASES, AND MANAGES THREE MEDICAL OFFICE BUILDINGS; AND OPERATES TWO WELLNESS CENTERS TO PROVIDE EFFICIENT, HIGH QUALITY MEDICAL CARE AND WELLNESS SERVICES TO THE LOCAL COMMUNITIES IN THE COUNTIES IT SERVES.

    Expenses $59,183,197 · Revenue $77,875,404

As filed on the 2024 return.

Listed in Part VII

  • Carl Tremonti

    TRUSTEE/Treasurer/VP, CFO BMG, AMB

    Total calculated
    $781,935
    From this org
    $0
    From related orgs
    $719,710
    Other
    $62,225
    Hours/week
    15 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,529 related
    Bonus
    $0 + $153,033 related
    Other
    $0 + $104,148 related
    Deferred
    $0 + $61,234 related
    Nontaxable benefits
    $0 + $991 related
    Filer's total
    $0 + $781,935 related

  • Christopher Bucciarelli

    TRUSTEE/Vice President/VP AMBULATORY SERVICES & CMO

    Total calculated
    $689,227
    From this org
    $0
    From related orgs
    $570,841
    Other
    $118,386
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,806 related
    Bonus
    $0 + $128,901 related
    Other
    $0 + $24,134 related
    Deferred
    $0 + $82,531 related
    Nontaxable benefits
    $0 + $35,855 related
    Filer's total
    $0 + $689,227 related

  • Louis Galdieri

    Trustee/President

    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

  • Dawn Fitzgerald

    MANAGER OUTPATIENT DIAGNOSTIC (M)

    Total calculated
    $190,520
    From this org
    $155,473
    From related orgs
    $0
    Other
    $35,047
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $136,435
    Bonus
    $11,643
    Other
    $7,395
    Deferred
    $7,542
    Nontaxable benefits
    $27,505
    Filer's total
    $190,520

  • Debra Vollmers

    MANAGER OUTPATIENT DIAGNOSTIC (M)

    Total calculated
    $167,609
    From this org
    $145,625
    From related orgs
    $0
    Other
    $21,984
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $134,937
    Bonus
    $9,283
    Other
    $1,405
    Deferred
    $7,093
    Nontaxable benefits
    $14,891
    Filer's total
    $167,609

  • Heather Ryan

    MANAGER OUTPATIENT DIAGNOSTIC (M)

    Total calculated
    $140,788
    From this org
    $119,041
    From related orgs
    $0
    Other
    $21,747
    Hours/week
    45

  • Karen Abbassi

    MANAGER OUTPATIENT DIAGNOSTIC (M)

    Total calculated
    $164,745
    From this org
    $141,213
    From related orgs
    $0
    Other
    $23,532
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $132,236
    Bonus
    $8,725
    Other
    $252
    Deferred
    $4,967
    Nontaxable benefits
    $18,565
    Filer's total
    $164,745

  • Olivia Moody

    ULTRASOUND COORD - OUTPATIENT

    Total calculated
    $132,822
    From this org
    $111,771
    From related orgs
    $0
    Other
    $21,051
    Hours/week
    45

  • C Todd Jones

    FORMER TRUSTEE/VP/CURRENT CHIEF AMBULATORY SVCS OFFICER

    Total calculated
    $908,199
    From this org
    $0
    From related orgs
    $739,801
    Other
    $168,398
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $472,129 related
    Bonus
    $0 + $193,937 related
    Other
    $0 + $73,735 related
    Deferred
    $0 + $121,273 related
    Nontaxable benefits
    $0 + $47,125 related
    Filer's total
    $0 + $908,199 related

  • 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

  • Jacquelyn Cawley

    FORMER TRUSTEE/SECRETARY

    Total calculated
    $192,594
    From this org
    $0
    From related orgs
    $192,594
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $192,594 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $192,594 related

  • Janice Polo

    Former TRUSTEE/TREASURER/Current EVP, CFO BAYCARE

    Total calculated
    $2,243,156
    From this org
    $0
    From related orgs
    $2,117,618
    Other
    $125,538
    Hours/week
    0 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,134,053 related
    Bonus
    $0 + $555,372 related
    Other
    $0 + $428,193 related
    Deferred
    $0 + $77,625 related
    Nontaxable benefits
    $0 + $47,913 related
    Filer's total
    $0 + $2,243,156 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
The filing organization does not use any of the options listed in Schedule J, Part I, Line 3 to establish the compensation of the top management official. 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. Janice Polo - Participated in a supplemental nonqualified deferred compensation plan. She had $388,693 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $152,951 in 2024. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $80,776 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $31,785 in 2024. Jacquelyn Cawley - Participated in a supplemental nonqualified deferred compensation plan. She had $192,594 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $192,594 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. Christopher Bucciarelli - Participated in a supplemental nonqualified deferred compensation plan. He had $63,275 of nonvested benefits accrue during 2024. This amount is included in Part II (C) Retirement and other deferred compensation. C. Todd Jones - Participated in a supplemental nonqualified deferred compensation plan. He had $46,029 in benefits vest in 2024. This amount is included in Part II (B)(iii) Other compensation. He had $101,674 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 $46,029 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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • MORTON PLANT MEASE DIAGNOSTIC CARDIOLOGY

    HEALTH SERVICES · FL · income $7,589,330 · assets $13,558,857

    Directly controlled by MPMHS

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CARILLON SURGERY CENTER

    N/A · Surgery Center · FL

    Directly controlled by NA

  • BayCare Purchasing Partners LLC

    Related · Group Purchasing · FL · 0.58% owned · share of income $80,508 · share of assets $94,669

    Directly controlled by BCHS

  • BayCare Surgery Center LLC

    N/A · Surgery Center · FL

    Directly controlled by NA

  • Tampa Minimally Invasive Spine Surgery Center LLC

    N/A · Surgery Center · FL

    Directly controlled by NA

Related corporations and trusts

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

  • Bay Linen Inc

    C Corporation · Laundry Services · FL

    Directly controlled by NA

  • BCHS Insurance Ltd

    C Corporation · Insurance Captive · CJ

    Directly controlled by NA

  • GLOBAL HEALTH CARE INC

    C Corporation · HEALTH SERVICES · FL

    Directly controlled by NA

  • HEALTHPOINT MEDICAL GROUP INC

    C Corporation · Holding Company · FL

    Directly controlled by NA

  • Medspecialists Inc

    C Corporation · Payroll Services · FL

    Directly controlled by NA

  • MFP INC

    C Corporation · COLLECTIONS · FL

    Directly controlled by NA

  • MORTON PLANT HEALTH VENTURES INC

    C Corporation · HEALTH SERVICES · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.1
Source object
202523159349305742

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