2013-11-11T17:30:34-06:00 2012-12-31 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BLVD SUITE 1000 ATLANTA GA 30308 990 2012-01-01 593140335 Morton Plant Mease Primary Care Inc % Sandra Chittenden MORT 7275242606 300 S Park Place Suite Ste 170 Clearwater FL 33759 STEPHEN JACOBS MD 2013-11-06 4048748300 2012 2016-02-24 21:20:13Z Dr Stephen Jacobs MD Pres 300 S Park Place Blvd Clearwater FL 33759 64885622 false X www.mpmprimarycare.com X 1992 FL Morton Plant Mease Primary Care will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. 12 6 635 6 0 17431277 16627409 42178623 46729453 6891 14391 -3706 1509767 59613085 64881020 63118 55200 0 0 46191111 51725535 0 0 0 12746825 14184538 59001054 65965273 612031 -1084253 8695639 8004046 3218332 3611101 5477307 4392945 X MORTON PLANT MEASE PRIMARY CARE WILL IMPROVE THE HEALTH OF ALL WE SERVE THROUGH COMMUNITY-OWNED HEALTH CARE SERVICES THAT SET THE STANDARD FOR 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193461 SEAN BRYAN 45.0 X 307771 0 31380 KEVIN CORRIGAN 45.0 X 311923 0 36656 MICHAEL WANGER 45.0 3.0 X 538856 0 36825 HOWARD FEINGOLD 45.0 X 427103 0 46738 NIVEDITHA REDDY 45.0 X 544032 0 32441 HRISHI PATEL 45.0 X 615604 0 31887 GEORGE MUTHALAKUZHY 45.0 X 639984 0 26053 4740284 6129205 668999 124 false true false MCKESSON PO BOX 98347 CHICAGO IL 60693 Software maintenance 366769 INSIDE OUT CONSTRUCTION INC 812 LOUDEN AVE DUNEDIN FL 34698 Construction Svcs 227771 BAY AREA MEDICAL EXCHANGE INC 8222 118TH AVE N STE 620 LARGO FL 33773 phone answering Svcs 116813 3 16627409 16627409 Patient Care 621999 22770134 22770134 Medicare/Medicaid Payments 621999 19253971 19253971 Management Fees 561110 2377605 2377605 Physician Fees 621999 2327743 2327743 46729453 6891 6891 0 0 1367 4602 -3235 0 -3235 -3235 7500 7500 7500 7500 0 0 0 MISCELLANEOUS 900099 1539 1539 HITECH ELECTRONIC MEDICAL RECORDS INCENTIVE 621999 1511463 1511463 1513002 64881020 48248416 5195 55200 55200 0 0 0 1579504 1579504 0 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105206 47213 23913 21008 8258 205598 0 105206 47213 23913 21008 8258 205598 0 1539 1539 49496082 49773870 53653612 59630908 64878122 277432594 0.99925 0.99915 0.00074 0.00084 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 594 594 false SCHEDULE C PART II-B, Line 1 i Description of Other Activities Expense Dues were paid to the Florida Medical Association, the association uses a portion of the dues to conduct lobbying activities. 6794086 5648118 1145968 13315243 11646423 1668820 44229 44229 2859017 INSURANCE INVESTMENTS 1368215 C 1368215 45977609 45977609 18903411 18903411 64881020 57915202 57915202 8050071 8050071 65965273 Schedule D Supplemental Information Schedule D, Part XI, Line 4b Revenues netted with expenses $8,050,181 Contributions In net assets $10,853,231 rounding ($1) Total $18,903,411 Schedule D, Part XII, Line 4b Revenues netted with expenses $8,050,181 Premier Incentive Payment ($109) Rounding ($1) Total $8,050,071 true Morton Plant Mease Health Care Foundation 1200 Druid Road S Clearwater FL 33756 591751535 501(c)(3) 55200 Community Activities 1 Description of Organization's Procedures for Monitoring the Use of Grants Form 990, Schedule I, Part I, Line 2 MPM Primary Care contributes to organizations that are in alignment with our mission. We strive to ensure that contributions are made to organizations that improve the health and well-being of the communities we serve. Typically, members of management are involved with these organizations and monitor the benefits our local community receives from these contributions. false true false false false false false false false SEAN BRYAN 270951 0 34180 0 2640 0 8450 0 22930 0 339151 0 0 0 STEPHEN JACOBS 495836 0 189500 0 286403 0 12500 0 29958 0 1014197 0 0 0 MICHAEL WANGER 219165 0 317051 0 2640 0 12500 0 24325 0 575681 0 0 0 VAKESH RAJANI 300783 0 79849 0 2640 0 18562 0 22689 0 424523 0 0 0 HOWARD FEINGOLD 177664 0 247581 0 1858 0 37788 0 8950 0 473841 0 0 0 KEVIN CORRIGAN 246908 0 44445 0 20570 0 14716 0 21940 0 348579 0 0 0 STEPHEN MASON 0 1091361 0 662350 0 2249647 0 24790 0 25118 0 4053266 0 583588 DONALD POCOCK 0 428399 0 140898 0 95840 0 30663 0 26621 0 722421 0 0 CARL TREMONTI 0 254694 0 87048 0 52723 0 30752 0 11905 0 437122 0 0 GLENN WATERS 0 714965 0 336760 0 14520 0 163320 0 30141 0 1259706 0 0 NIVEDITHA REDDY 245275 0 297017 0 1740 0 13442 0 18999 0 576473 0 0 0 HRISHI PATEL 244613 0 369275 0 1716 0 14919 0 16968 0 647491 0 0 0 GEORGE MUTHALAKUZHY 243379 0 395105 0 1500 0 6490 0 19563 0 666037 0 0 0 Supplemental Compensation Information Schedule J, Part I, Line 3 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 the CEO's compensation of the filing organization. Schedule J, Part I, Line 4b Stephen Mason - Participated in a supplemental nonqualified deferred compensation plan. He became 100% vested in his benefits in 2012. He had $2,212,111 in benefits vest in 2012. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $806,314 in 2012. Donald Pocock - Participated in a supplemental nonqualified deferred compensation plan. He had $72,901 in benefits vest in 2012. This amount is included in Part II (B)(iii) Other compensation. His earnings on the plan in 2012 were $12,574. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $26,572 in 2012. Carl Tremonti - Participated in a supplemental nonqualified deferred compensation plan. He had $33,747 in benefits vest in 2012. This amount is included in Part II (B)(iii) Other compensation. He had $18,473 of nonvested benefits accrue during 2012 and his earnings on the plan in 2012 were $9,459. These amounts are included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $12,301 in 2012. Glenn Waters - Participated in a supplemental nonqualified deferred compensation plan. He had $0 in benefits vest in 2012. He had $145,547 of nonvested benefits accrue during 2012 and his earnings on the plan in 2012 were $14,809. These amounts are included in Part II (C) Retirement and other deferred compensation. Part III and Part VI Form 990, Part III-Program Services All Morton Plant Mease Primary Care (MPMPC) offices are community based and located throughout Pinellas and Pasco Counties to enhance patient access to quality medical care. Through our affiliation with BayCare and Morton Plant Mease Healthcare, we provide our patients with access to inpatient and outpatient services at facilities that are nationally recognized for quality of care and services. Our 100+ board certified primary care physicians performed 394,529 visits in 2012. During this period, we provided nearly $323,000 in charity care to the community and donated significant hours of free medical care and education in furtherance of our mission. Our physicians volunteer, without compensation at community based organizations such as Hope International Orphanage, the Sickle Cell Anemia Foundation, the American Cancer Society and the Clearwater Free Clinic and regularly provide free care through community screening events. MPMPC also provides the clinical environment for the Turley Family Practice Residency Program, which in affiliation with the University of South Florida, provides the faculty instruction of new Family Medicine Residents. Given the shortage of primary care physicians nationally, this is critical to improving the community's access to quality care as many of these residents stay in the community or are employed by BayCare / MPMPC upon completion of their residency. In furtherance of our mission to improve the care of all we serve, MPMPC continues to expend significant resources on improvements in patient quality care and safety. The MPMPC Patient Quality and Safety Committee, formed in 2007, comprised of physician volunteers, continue to oversee the group's efforts in clinical protocol development and safety related programs. As a direct result of this Committee's efforts, MPMPC was one of the first practices in Florida to have all office locations receive NCQA Recognition as a Level III Patient Centered Medical Home for the coordinated care that we provide our patients. In addition, MPMPC physicians have received individual recognition by the NCQA for the quality of our Diabetes and Heart / Stroke care. With our clinical protocol chart reviews in the areas of Diabetes, Hypertension, Hyperlipidemia, Mammogram Screening, Depression Screening, Vaccine administration, Colo-Rectal Cancer , Abdominal Aortic Aneurysm screening, Obesity and Smoking Cessation and our group-wide adoption of an electronic medical record, we are confident that our group's clinical outcomes are among the best in the country. The development of a Diabetes Registry has also been instrumental in our group's efforts toward population health and realizing improvement in clinical outcomes measures. Our MPMPC Patient Satisfaction surveys (Avatar) confirm the community's reliance on our physicians with satisfaction scores benchmarked in the highest percentile of all group practices surveyed nationally. Form 990, Part VI, Line 2 - Description of Family or Business Relationship Stephen Mason, Glenn Waters and Carl Tremonti are Board members of the Organization, as well as Board members of a taxable entity, which is an affiliate of the filing Organization. Form 990, Part VI, Line 6 - Description of Classes of Members or Stockholders The Morton Plant Mease Primary Care (MPMPC) bylaws state that the member of MPMPC is Morton Plant Mease Health Care, Inc (MPMHC). Form 990, Part VI, Line 7a - Description of Classes of Persons and the Nature of Their Rights The Articles of Incorporation state that the Member (MPMHC) shall appoint directors for MPMPC. Form 990, Part VI, Line 7b - Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights The taxpayer is a Participant, as defined in the Second Restated Joint Operating Agreement dated as of May 23, 2006, as amended (the "JOA"). Under the JOA, BayCare health System, Inc. is responsible for the operations of the Participants. The JOA Participants include the taxpayer and other hospitals and non-hospital organizations. Notice of the JOA was previously provided to the Internal Revenue Service by letter dated July 1, 1997. The MPMPC's Operating Budget and Capital Budget are approved by its Member, MPMHC. Any major corporate restructures are also approved by its Member. Form 990, Part VI, Line 11b - Describe the Process used by Management &/or Governing Body to Review 990 The Form 990 is prepared by the organization and reviewed by the CFO, as well as the organization's paid preparer. Prior to filing, a final copy of the Form 990 will be made available to the entire Board via a web portal. Form 990, Part VI, Line 12c - Description of Process to Monitor Transactions for Conflicts of Interest Morton Plant Mease Primary Care, Inc. has two separate conflict of interest procedures; one that relates to Board members and another that relates to non-board member employees. Both groups are required on an annual basis to complete, sign and file an annual disclosure statement detailing existing or potential conflicts of interests. For Board members, the review of conflicts or potential conflicts occurs at the Board or committee level. After disclosure of the Board Member's or Committee Member's actual or potential conflict, the following procedures for addressing the conflict of interest will be adhered to by each Board and all Committees with Board delegated powers, without exception: 1. The interested Director or Committee member shall leave the Board or Committee meeting while the conflict of interest issue is discussed. 2. The remaining Board or Committee Members shall decide if a conflict of interest exists. 3. If a conflict of interest is deemed to exist: a. The Chairperson of the Board or Committee shall, if appropriate, appoint a disinterested individual or committee to investigate the proposed transaction or arrangement. b. The Board or Committee shall determine whether the BayCare entity can obtain a more advantageous transaction or arrangement with reasonable efforts from an individual or entity that would not give rise to a conflict of interest. c. If a more advantageous transaction or arrangement is not reasonably available, the Board or Committee shall determine whether the transaction or arrangement is in the BayCare entity's best interest, and whether the transaction is fair and reasonable to BayCare. An interested Director or Committee Member shall not vote, participate in, influence or attempt to influence any determination or proceedings. The Director or Committee Member may, however, respond to questions posed by the Board or Committee regarding the contract or transaction. Any such contract or transaction must be authorized by a vote of at least two-thirds (2/3) of the Directors or Committee Members entitled to vote at a meeting at which a quorum was present. Any interested Director or Committee Member may not be counted in determining the existence of a quorum. For employees, the review of conflicts of interest or potential conflicts goes to the Conflict of Interest Determination Committee. This committee consists of BayCare Chief Compliance Officer, the Corporate Responsibility Officers, and the BayCare Vice President of Team Resources. This committee shall determine if an actual conflict exists and any action required to address the conflict of interest situation. Part VI Form 990, Part VI, Lines 15a & 15b - Process Used for Compensation Review and Approval The organization uses an independent compensation committee, appointed by the Board of Directors. The Compensation Committee's purpose is to provide oversight for the organization's executive compensation program, review and approve compensation and benefits for all "disqualified persons" subject to the Intermediate Sanctions regulations issued under Section 4958 of the Internal Revenue Code (including the Chief Executive Officer, Chief Operating Officer & CFO, other system and entity executives, and other disqualified persons as defined in the Intermediate Sanctions regulations (i.e., voting members of the governing body, family members, former officers)), and establish the compensation philosophy for all other executives. This committee engages nationally recognized compensation consultants to assist them in review of executive compensation. The compensation consultants provide a review of each vice president and above in the system to determine if that employee's compensation is reasonable when compared against market standards. The data reviewed comes from compensation studies that include comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. The organization keeps contemporaneous minutes of the compensation committees meetings and decisions. External consultants review compensation every other year with the last review occurring in 2011, but the compensation committee regularly monitors compensation and all other procedures are followed annually. Form 990, Part VI, Line 19 - How and If the Governing Documents, Conflict of Interest Policy and Financial Statements are Made Available to the Public Morton Plant Mease Primary Care, Inc does not make its financial statements, governing documents or conflict of interest policy available to the public. Part XI, Line 9 Premier Incentive Payment ($109) MPM IMMEDIATE CARE CENTERS LLC 300 S Park Place Blvd Ste 170 Clearwater FL 33759 202928709 Health Srvcs FL 2352080 715243 MPMPC Morton Plant Mease Health Care Inc 300 Pinellas Street Clearwater FL 33756 592374556 Support srvcs FL 501(c)(3) 11B NA false Morton Plant Mease Health Care Found Inc 1200 Druid Road South Clearwater FL 33756 591751535 Fundraising FL 501(c)(3) 11A MPHATOM false Morton Plant Hospital Association Inc 300 Pinellas Street Clearwater FL 33756 590624462 Health srvcs FL 501(c)(3) 3 MPMHC true Morton Plant Mease Health Services Inc 8452 118th Ave N Largo FL 33773 592600684 Health srvcs FL 501(c)(3) 9 MPMHC true Trustees of Mease Hospital Inc 601 Main Street Dunedin FL 34698 590855412 Health srvcs FL 501(c)(3) 3 MPMHC true BayCare Health System Inc 16255 Bay Vista Drive Clearwater FL 33760 592796965 Support Srvcs FL 501(c)(3) 11A na false Trinity Surgery Center LLC 2102 Trinity Oaks Blvd New Port Richey FL 34655 020656933 Health srvcs FL na n/a Global Health Care Inc 8452 118th Avenue North Largo FL 33773 591853449 Health srvcs FL na C corp true MFP Inc 628 Bypass Road Clearwater FL 33764 592374569 Collection sr FL na C corp true Morton Plant Health Ventures Inc 8452 118th Avenue North Largo FL 33773 592728600 Supporting sr FL na C corp true Medspecialists Inc 16255 Bay Vista Drive Clearwater FL 33760 680587533 Health srvcs FL na C corp true false true true false false false false false false false true true true false true false false false true Morton Plant Hospital Association Inc C 5677178 FMV Morton Plant Mease Health Services Inc K 263604 FMV Trustees of Mease Hospital Inc K 253666 FMV Morton Plant Hospital Association Inc K 99917 FMV Morton Plant Hospital Association Inc s 721802 FMV