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← MERRICK MEDICAL CENTER FOUNDATION

Form 990 for tax year 2023

Filed by MERRICK MEDICAL CENTER FOUNDATION.

Totals

Total revenue
$301,480
Total expenses
$1,078,719
Contributions and grants received
$77,779
Grants paid
$1,006,291
Program service revenue
$0
Investment income
$12,671
Other revenue
$211,030
Total assets, end of year
$1,411,108
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,411,108
Program services expenses (Part IX)
$1,078,719
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,078,719

Program services were 100.0% 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.

  • 1c · Fundraising events

    $13,290

  • 1f · All other contributions, gifts and grants

    $64,489

  • 1g · Noncash contributions included above

    $7,423

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $12,671 · excluded $12,671

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $1,351

  • 8a · Fundraising events: contributions included on line 1c

    $13,290

  • 8b · Fundraising events: direct expenses

    $5,775

  • 8c · Net income from fundraising events

    total -$4,424 · excluded -$4,424

  • 11a · Other revenue: AUXILIARY INCOME

    total $215,454 · excluded $215,454

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $215,454

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $970,531 · program services $970,531

  • 2 · Grants to domestic individuals

    total $35,760 · program services $35,760

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $122 · program services $122

  • 13 · Office expenses

    total $11,340 · program services $11,340

  • 16 · Occupancy

    total $6,243 · program services $6,243

  • 22 · Depreciation, depletion and amortization

    total $15,249 · program services $15,249

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $10,529 · program services $10,529

  • 24b · Other expenses: MINOR EQUIPMENT

    total $21,958 · program services $21,958

  • 24e · All other expenses

    total $6,987 · program services $6,987 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,252,931 · end of year $423,484

  • 2 · Savings and temporary cash investments

    beginning of year $497,760 · end of year $626,465

  • 3 · Pledges and grants receivable

    beginning of year $94,168 · end of year $32,920

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

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

    $267,711

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

    $129,794

  • 10c · Land, buildings and equipment, net

    beginning of year $153,166 · end of year $137,917

  • 11 · Investments: publicly traded securities

    beginning of year $153,029 · end of year $184,215

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $6,107 · end of year $6,107

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,373,713 · end of year $1,295,670

  • 28 · Net assets with donor restrictions

    beginning of year $783,448 · end of year $115,438

Mission and programs · 2023

Mission

TO SUPPORT AND ENCOURAGE HEALTH CARE SERVICES AND EDUCATION THROUGH PROVIDING FINANCIAL AND FUND RAISING ASSISTANCE, INCLUDING BUT NOT LIMITIED TO, SOLICITING AND RECEIVING CONTRIBUTIONS, GIFTS, GRANTS, DEVISES AND BEQUESTS AND IN ALL OTHER RELEVANT WAYS OF AIDING AND SUPPORTING MERRICK MEDICAL CENTER.

Activities or mission (Part I)

SUPPORT OF MERRICK MEDICAL CENTER, CENTRAL CITY, NEBRASKA

  • MERRICK MEDICAL CENTER FOUNDATION DONATES FUNDS TO MERRICK MEDICAL CENTER ("MMC") FOR ANY PURPOSE DEEMED NECESSARY BY MMC TO PROVIDE PERSONALIZED, COMPASSIONATE, AND QUALITY HEALTH CARE SERVICES FOR THE PEOPLE OF MERRICK COUNTY AND THE SURROUNDING AREA.

    Expenses $1,078,719 · Grants $1,006,291

As filed on the 2023 return.

Listed in Part VII

  • Brittany Santin

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Dallas Zimbelman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Scott Simonsen

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Al Campbell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Anita Kucera

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Brian Buhlke Do

    DIRECTOR

    Total calculated
    $453,018
    From this org
    $0
    From related orgs
    $402,439
    Other
    $50,579
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,702 related
    Bonus
    $0 + $130,587 related
    Other
    $0 + $29,150 related
    Deferred
    $0 + $19,501 related
    Nontaxable benefits
    $0 + $31,078 related
    Filer's total
    $0 + $453,018 related

  • Jane Hubka

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kendra Jefferson

    DIRECTOR (EFFECTIVE 1/1/2023)

    Total calculated
    $0
    Hours/week
    0.5

  • Patrick Avila

    DIRECTOR/PRESIDENT MMC (VACATED 9/1/2023)

    Total calculated
    $279,407
    From this org
    $0
    From related orgs
    $244,628
    Other
    $34,779
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,554 related
    Bonus
    $0 + $45,282 related
    Other
    $0 + $32,792 related
    Deferred
    $0 + $12,077 related
    Nontaxable benefits
    $0 + $22,702 related
    Filer's total
    $0 + $279,407 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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 COMPESATION
BRYAN HEALTH'S BOARD OF TRUSTEES BELIEVES COMPENSATION FOR THE SENIOR MANAGEMENT TEAM, INCLUDING THIS ORGANIZATIONS CEO AND CEOS OF ALL RURAL HOSPITALS OWNED BY BRYAN HEALTH, MUST REFLECT THE COMPLEXITIES OF LEADING AND MANAGING A MULTI-HOSPITAL HEALTH SYSTEM THAT PROVIDES SERVICES THROUGHOUT MUCH OF THE STATE. RECOGNIZING THAT ITS LEADERS ARE RESPONSIBLE FOR THE QUALITY OF CARE, PATIENT SERVICES AND OVERALL FINANCIAL HEALTH OF ONE OF THE LARGEST PRIVATE EMPLOYERS IN LINCOLN/LANCASTER COUNTY. BRYAN HEALTH'S BOARD HAS ESTABLISHED A COMPENSATION PLAN THAT MATCHES THIS LEVEL OF RESPONSIBILITY. THIS PLAN KNOWN AS THE SENIOR MANAGEMENT COMPENSATION PHILOSOPHY IS REVIEWED AT LEAST ANNUALLY BY BRYAN HEALTH'S COMPENSATION COMMITTEE. THIS COMPENSATION PHILOSOPHY TARGETS BASE SALARY FOR SENIOR MANAGERS AT THE 50TH PERCENTILE OF THE MARKET. THE COMPENSATION COMMITTEE IS APPOINTED BY BRYAN HEALTH'S BOARD OF TRUSTEES AND IS MADE UP OF INDEPENDENT COMMUNITY LEADERS WHO ALL SERVE VOLUNTARILY, AND WHO MUST ADHERE TO A STRINGENT CONFLICT OF INTEREST POLICY. EXECUTIVE COMPENSATION IS DETERMINED AND REVIEWED PURSUANT TO GUIDELINES OUTLINED IN THE INTERMEDIATE SANCTION RULES UNDER IRC SECTION 4958 INCLUDING TAKING STEPS TO MEET THE REBUTTABLE PRESUMPTION STANDARD OF REASONABLENESS UNDER TREASURY REGULATION SECTION 53.4958-6. THE COMPENSATION COMMITTEE CONDUCTS A COMPREHENSIVE ANNUAL REVIEW OF ALL COMPENSATION PROVIDED BY THE ORGANIZATION TO THE SENIOR MANAGEMENT TEAM. THIS REVIEW IS CONDUCTED BY THE COMMITTEE BY UTILIZING NATIONAL SALARY SURVEYS, CONDUCTED BY INDEPENDENT EXTERNAL FIRMS. COMPENSATION FOR SENIOR MANAGERS IS COMPARED TO COMPENSATION OF SENIOR MANAGERS AT LIKE INSTITUTIONS ACROSS THE U.S. TO DETERMINE THAT THE VALUE OF COMPENSATION PROVIDED IS REASONABLE AND AT FAIR MARKET VALUE. THE COMPENSATION COMMITTEE ALSO WORKS DIRECTLY WITH AN EXTERNAL INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE REASONABLENESS OF TOTAL COMPENSATION PROVIDED TO THE SENIOR MANAGEMENT TEAM, AND TO ASSURE THAT THE TOTAL COMPENSATION PAID CONFORMS TO THE OVERALL COMPENSATION PHILOSOPHY. THE COMPENSATION CONSULTANT PROVIDES WRITTEN OPINIONS TO THE COMPENSATION COMMITTEE THAT ASSESSES THE REASONABLENESS OF THE TOTAL EXECUTIVE COMPENSATION PAID TO SENIOR MANAGERS. THE ANNUAL COMPENSATION REVIEW PROCEDURE WAS COMPLETED BY THE COMPENSATION COMMITTEE ON MARCH 21, 2023. ALL DECISIONS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED IN THE COMPENSATION COMMITTEE MINUTES WHICH ARE TIMELY REVIEWED AND APPROVED BY THE COMMITTEE.

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

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.

  • LINCOLN DIGESTIVE HEALTH CENTER LLC

    N/A · HEALTHCARE · NE

    Directly controlled by NA

  • DOCTOR'S OUTPATIENT SURGERY CENTER LLC

    N/A · HEALTHCARE · NE

    Directly controlled by NA

  • HEAD AND NECK SURGICAL PARTNERS

    N/A · HEALTHCARE · NE

    Directly controlled by NA

  • GRAND ISLAND HOSPITAL HOLDINGS LLC

    N/A · HOLDING COMPANY · NE

    Directly controlled by NA

  • SEWARD URGENT CARE PARTNERSHIP LLC

    N/A · HEALTHCARE · NE

    Directly controlled by NA

  • BRYAN HEART MARY LANNING CARDIOLOGY LLC

    N/A · CARDIOLOGY SERVICES · NE

    Directly controlled by NA

  • BRYAN TELEMEDICINE LLC

    N/A · HEALTHCARE · NE

    Directly controlled by NA

Related corporations and trusts

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

  • BRYAN ENTERPRISES INC

    C Corporation · MEDICAL SERVICES · NE · controlled entity

    Directly controlled by NA

  • INTEGRATED CARDIOLOGY GROUP LLC

    C Corporation · CARDIOLOGY · NE · controlled entity

    Directly controlled by NA

  • BRYAN HEALTH CONNECT

    C Corporation · PHYSICIAN HOSPITAL ORGANIZATION · NE · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349307911

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