MORTON PLANT MEASE HEALTH CARE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MORTON PLANT MEASE HEALTH CARE INC (EIN 59-2374556)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201343169349300149
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T17:29:46-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BLVD SUITE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592374556 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morton Plant Mease Health Care Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % Carl Tremonti | InCareOfName |
| Name Control | MORT | NameControl |
| Phone | 7274627878 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Pinellas St | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Clearwater | City |
| State | FL | State |
| ZIP Code | 33756 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL TREMONTI | Name |
| Title | CFO | Title |
| Date Signed | 2013-11-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048748300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Glenn Waters | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Pinellas St | AddressLine1 |
| City | Clearwater | City |
| State | FL | State |
| ZIP Code | 33756 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 776028611 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.mpmhealth.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | Morton Plant Mease Health Care, Inc. will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 916 | TotalNbrEmployees |
| Total Nbr Volunteers | 22 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 480572 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 412111 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 64233317 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 69060301 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 46600825 | InvestmentIncomePriorYear |
| Investment Income Current Year | 34638741 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2441395 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2242544 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 113756109 | TotalRevenuePriorYear |
| Total Revenue Current Year | 106353697 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12937968 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11175301 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 46028418 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 47054256 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26709704 | OtherExpensePriorYear |
| Other Expenses Current Year | 31919761 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 85676090 | TotalExpensesPriorYear |
| Total Expenses Current Year | 90149318 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 28080019 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16204379 | RevenuesLessExpensesCY |
| Total Assets BOY | 873327709 | TotalAssetsBOY |
| Total Assets EOY | 178246284 | TotalAssetsEOY |
| Total Liabilities BOY | 804134228 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10927186 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69193481 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 167319098 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Morton Plant Mease Health Care, Inc. will improve the health of all we serve through community-owned health care services that set the standard for high-quality, compassionate care. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 73236940 | Expense |
| Grants | 11175301 | Grants |
| Revenue | 71302845 | Revenue |
| Description | Morton Plant Mease Health Care, Inc.'s primary function is to provide support services to various tax-exempt related entities including Morton Plant Hospital Association, Inc., Trustees of Mease Hopstial, Inc., Morton Plant Mease Health Services, Inc., and Morton Plant Mease Primary Care, Inc. The types of support services provided to these entities include executive management, information services, finance, human resources, benefits, business offices, administration, community affairs, strategic development, medical affairs, transcription, switchboard, clinical research, social services, managed care, etc. In addition to administrative support services, Morton Plant Mease Health Care, Inc. also provides facility space primarily for Morton Plant Mease Health Services, Inc. | Description |
| Total Program Service Expense | 73236940 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 137 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 916 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Carl Tremonti | NamePerson |
| Telephone Number | 7274627176 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PINELLAS ST | AddressLine1 |
| City | Clearwater | City |
| State | FL | State |
| ZIP Code | 33756 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| GLENN WATERS | |||||||||
| Trustee and President | 45.0 | 4.0 | X | X | 1066245 | 0 | 193461 | ||
| MAHESH AMIN | |||||||||
| TRUSTEE AND CHAIRMAN | 1.0 | 3.0 | X | X | |||||
| ED ARMSTRONG | |||||||||
| TRUSTEE | 1.0 | 3.0 | X | ||||||
| ALAN BOMSTEIN | |||||||||
| TRUSTEE | 1.0 | 3.0 | X | ||||||
| JAMES CANTONIS | |||||||||
| TRUSTEE | 1.0 | 3.0 | X | ||||||
| V RAYMOND FERRERA | |||||||||
| Trustee and VICE CHAIRMAN | 1.0 | 4.0 | X | X | |||||
| WILLIAM HORNE | |||||||||
| TRUSTEE AND SECRETARY | 1.0 | 2.0 | X | X | |||||
| JIM HUGUET | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| LONNIE KLEIN | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| ODALYS LARA | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| ROBERT MCGIVNEY | |||||||||
| TRUSTEE AND TREASURER | 1.0 | 3.0 | X | X | |||||
| LARRY MORGAN | |||||||||
| TRUSTEE | 1.0 | 3.0 | X | ||||||
| THOMAS NASH | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| STEPHEN MASON | |||||||||
| TRUSTEE | 1.0 | 50.0 | X | 0 | 4003358 | 49908 | |||
| MARC BOWMAN | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| DEWEY MITCHELL | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| NANCY RIDENOUR | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| STEPHANIE VANZANDT | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| THOMAS WHIDDON | |||||||||
| TRUSTEE | 1.0 | 3.0 | X | ||||||
| GAY LANCASTER | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| CHRISTOS PITARYS | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| TED SMALL | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| DEBBIE WHITE | |||||||||
| TRUSTEE | 1.0 | 2.0 | X | ||||||
| MICHAEL WANGER | |||||||||
| TRUSTEE | 1.0 | 47.0 | X | 0 | 538856 | 36825 | |||
| CARL TREMONTI | |||||||||
| CFO-MPM | 45.0 | 5.0 | X | 394465 | 0 | 42657 | |||
| DONALD POCOCK | |||||||||
| CHIEF MEDICAL OFFICER | 45.0 | 3.0 | 665137 | 0 | 57284 | X | |||
| LISA JOHNSON | |||||||||
| VP PATIENT CARE SRVCS - MPM | 45.0 | 489331 | 0 | 32946 | X | ||||
| HARREL ZIECHECK | |||||||||
| COO NORTH BAY HOSPITAL | 45.0 | 1.0 | 567142 | 0 | 70792 | X | |||
| CHRISTOPHER MICKLER DO | |||||||||
| STAFF PHYSICIAN | 45.0 | 984460 | 0 | 25209 | X | ||||
| PETER BLUMENCRANZ | |||||||||
| STAFF PHYSICIAN | 45.0 | 47.0 | 725614 | 0 | 36628 | X | |||
| DEAN GOBO | |||||||||
| STAFF PHYSICIAN | 45.0 | 735997 | 0 | 28958 | X | ||||
| HAROLD COLBASSANI | |||||||||
| STAFF PHYSICIAN | 45.0 | 948246 | 0 | 26645 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6576637 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4542214 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 601313 | TotalOtherCompensation |
| Number Individuals GT100 K | 50 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PIMCO | |||||
| 840 Newport Center Drive | NEWPORT BEACH | CA | 92660 | investment services | 519646 |
| Blackstone | |||||
| 345 PARK AVE 28TH FLOOR | NEW YORK | NY | 10154 | INVESTMENT SERVICES | 508768 |
| PINELLAS COUNTY EMS | |||||
| PO BOX 31074 | TAMPA | FL | 336313074 | medical transport | 359629 |
| AVATAR INTL LLC | |||||
| 1000 PRIMERA BLVD STE 3144 | LAKE MARY | FL | 327462194 | Quality Imprvmt Svcs | 303447 |
| CHARTS IN TIME INC | |||||
| PO BOX 7994 | ST PETERSBURG | FL | 337347994 | medical coding | 299768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 31 | NumberOfContractorsGT100K |
| Government Grants | 324778 | GovernmentGrants |
| All Other Contributions | 87333 | AllOtherContributions |
| Total Contributions | 412111 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HOSPITAL PATIENT CARE | 621999 | 4319560 | 4319560 |
| MEDICARE/MEDICAID NET REVENUE | 621999 | 5210098 | 5210098 |
| MANAGEMENT FEES | 561100 | 59530643 | 59530643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 69060301 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21810165 | TotalRevenueColumn |
| Exclusion | $21,810,165 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 682503490 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 669674914 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12828576 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12828576 | TotalRevenueColumn |
| Exclusion | $12,828,576 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER REVENUE | 621999 | 2186106 | 2186106 |
| COMMUNITY AFFAIRS | 621999 | 56438 | 56438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2242544 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 106353697 | TotalRevenueColumn |
| Related Or Exempt Function Income | 71302845 | RelatedOrExemptFunctionIncome |
| Exclusion | $34,638,741 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11175301 | Total |
| Program Services | 11175301 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3059070 | Total |
| Management And General | 3059070 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36185994 | Total |
| Program Services | 35849288 | ProgramServices |
| Management And General | 336706 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1133008 | Total |
| Program Services | 1122465 | ProgramServices |
| Management And General | 10543 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4384576 | Total |
| Program Services | 4343778 | ProgramServices |
| Management And General | 40798 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2291608 | Total |
| Program Services | 2210551 | ProgramServices |
| Management And General | 81057 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291689 | Total |
| Management And General | 291689 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615 | Total |
| Management And General | 615 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6038 | Total |
| Program Services | 6038 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2983653 | Total |
| Management And General | 2983653 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7155048 | Total |
| Program Services | 7134130 | ProgramServices |
| Management And General | 20918 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 801320 | Total |
| Program Services | 801320 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1157654 | Total |
| Program Services | 8006 | ProgramServices |
| Management And General | 1149648 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476960 | Total |
| Program Services | 476960 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1230091 | Total |
| Program Services | 1230091 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1023670 | Total |
| Program Services | 668439 | ProgramServices |
| Management And General | 355231 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2081856 | Total |
| Program Services | 2081856 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318116 | Total |
| Program Services | 22694 | ProgramServices |
| Management And General | 295422 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| MANAGEMENT FEES | 8276943 | 8276943 | |
| MISCELLANEOUS EXPENSES | 5012975 | 10085 | 5002890 |
| BAD DEBT EXPENSE | 656909 | 656909 | |
| MEDICAL SUPPLIES | 446224 | 446224 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90149318 | Total |
| Program Services | 73236940 | ProgramServices |
| Management And General | 16912378 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9419809 | BOY |
| EOY | 3524 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 528118 | BOY |
| EOY | 523204 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127221 | BOY |
| EOY | 72542 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 58880 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1019409 | BOY |
| EOY | 488053 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22334552 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16895498 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4116034 | BOY |
| EOY | 5439054 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414067544 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356117579 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87931475 | BOY |
| EOY | 89258120 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 520 | BOY |
| EOY | 82402907 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 873327709 | BOY |
| EOY | 178246284 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10931085 | BOY |
| EOY | 10658040 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243528 | BOY |
| EOY | 269146 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 792959615 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804134228 | BOY |
| EOY | 10927186 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4435753 | BOY |
| EOY | 94419191 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49484246 | BOY |
| EOY | 47820229 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24144988 | BOY |
| EOY | 25079678 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69193481 | BOY |
| EOY | 167319098 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 873327709 | BOY |
| EOY | 178246284 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 16204379 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 62762418 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 19158820 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| MORTON PLANT HOSPITAL ASSOCIATION INC | |||
| 590624462 | 03 | true | $37,348,648 |
| MORTON PLANT MEASE HEALTH SERVICES INC | |||
| 592600684 | 03 | true | $1,797,353 |
| TRUSTEES OF MEASE HOSPITAL INC | |||
| 590855412 | 03 | true | $22,684,345 |
| MORTON PLANT MEASE PRIMARY CARE INC | |||
| 593140335 | 09 | true | $11,077,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 72907920 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $5,970 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $68 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 6038 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C PART II-B, Line 1i | Identifier |
| Explanation | Description of Other Activities Expense Dues were paid to the Florida Medical Association and the Florida Hospital Association. These associations use a portion of their respective dues to conduct lobbying activities. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2884426 | OtherCostOrOtherBasis |
| Book Value | 2884246 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1082394 | OtherCostOrOtherBasis |
| Depreciation | 324638 | Depreciation |
| Book Value | 757756 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 105556 | OtherCostOrOtherBasis |
| Depreciation | 55234 | Depreciation |
| Book Value | 50322 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18018650 | OtherCostOrOtherBasis |
| Depreciation | 16515626 | Depreciation |
| Book Value | 1503024 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 243706 | OtherCostOrOtherBasis |
| Book Value | 243706 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5439054 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INV IN FNDT NET ASSETS | 89239314 | F |
| INV IN BPP | 18806 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 89258120 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 320 |
| DUE FROM AFFILIATES | 82402587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 82402907 | TotalBookValueOtherAssets |
| Tot Revenue Etc Audited Fincl Stmt | 113774703 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 62762418 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 62762418 | RevenueNotRptdF990 |
| Revenue Subtotal | 51012285 | RevenueSubtotal |
| Other Revenues Not Included | 55341412 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 55341412 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 106353697 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15910452 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 15910452 | ExpensesSubtotal |
| Other Expenses Not Included | 74238866 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 74238866 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 90149318 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D Supplemental Information | Identifier |
| Explanation | Schedule D, Part XI, Line 4b Change in foundation net assets ($8,044,223) Revenues netted with expenses $871,339 Investment fees $2,983,653 Management fees $59,530,643 Total $55,341,412 Schedule D, Part XII, Line 4b Grants in net assets $10,853,231 Revenues netted with expenses $871,339 Investment fees $2,983,653 Management fees $59,530,643 Total $74,238,866 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Clearwater Free Clinic | ||||||||
| 707 N FT HARRISON AVE | ROOM 111 | CLEARWATER | FL | 33755 | 591852871 | 501(C)(3) | 150000 | FREE MEDICAL CLINIC FUNDING |
| The Fill A Heart Group Inc | ||||||||
| 3152 LITTLE RD | SUITE 341 | TRINITY | FL | 34655 | 263493585 | 501(C)(3) | 7600 | PROGRAMS FOR THOSE AFFECTED BY BREAST CANCER |
| Good Samaritan Health Clinic | ||||||||
| 5334 ASPEN ST | SUITE 341 | NEW PORT RICHEY | FL | 34652 | 593072334 | 501(C)(3) | 50000 | FREE MEDICAL CLINIC FUNDING |
| La Clinica Guadalupana | ||||||||
| 1000 LAKEVIEW RD | SUITE 4 | CLEARWATER | FL | 33756 | 593348864 | 501(C)(3) | 50000 | MEDICAL CLINIC FUNDING |
| Morton Plant Mease Primary Care Inc | ||||||||
| 300 S PARK PLACE BLVD | CLEARWATER | FL | 33759 | 593140335 | 501(C)(3) | 10853231 | RESIDENCY PROGRAM | |
| Willa Carson Hlth Resource Ctr | ||||||||
| 1108 N MLK AVE | SUITE 4 | CLEARWATER | FL | 33755 | 650743078 | 501(C)(3) | 50000 | FREE MEDICAL CLINIC FUNDING |
| UNITED WAY OF PASCO COUNTY INC | ||||||||
| 8040 WASHINGTON AVE | PORT RICHEY | FL | 34673 | 592193178 | 501(C)(3) | 12500 | SUPPORT FOR MOBILE MEDICAL UNIT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Organization's Procedures for Monitoring the Use of Grants | Identifier |
| Return Reference | Form 990, Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Morton Plant Mease Health Care is committed to assisting non-profit organizations whose focus is to improve the health and wellness of the communities we serve. Each cash donation request is reviewed by Morton Plant Mease Health Care's Senior Management Team to determine whether the organization is one we want to donate to, based on the organization's mission, non-profit status, and usage of funds. Once approved, we require proper documentation from the organization of its non-profit status, and as needed, follow-up with the organization to ensure the activity occurred. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GLENN WATERS | ||||||||||||||
| Trustee and President | 714965 | 0 | 336760 | 0 | 14520 | 0 | 163320 | 0 | 30141 | 0 | 1259706 | 0 | 0 | 0 |
| DONALD POCOCK | ||||||||||||||
| CHIEF MEDICAL OFFICER | 428399 | 0 | 140898 | 0 | 95840 | 0 | 30663 | 0 | 26621 | 0 | 722421 | 0 | 0 | 0 |
| HARREL ZIECHECK | ||||||||||||||
| COO NORTH BAY HOSPITAL | 348202 | 0 | 145492 | 0 | 73448 | 0 | 48623 | 0 | 22169 | 0 | 637934 | 0 | 0 | 0 |
| LISA JOHNSON | ||||||||||||||
| VP PATIENT CARE SRVCS - MPM | 280254 | 0 | 97139 | 0 | 111938 | 0 | 7881 | 0 | 25065 | 0 | 522277 | 0 | 39335 | 0 |
| NEIL HOCE | ||||||||||||||
| COO MORTON PLANT HOSPITAL | 370744 | 0 | 131415 | 0 | 19759 | 0 | 58076 | 0 | 19024 | 0 | 599018 | 0 | 0 | 0 |
| CARL TREMONTI | ||||||||||||||
| CFO-MPM | 254694 | 0 | 87048 | 0 | 52723 | 0 | 30752 | 0 | 11905 | 0 | 437122 | 0 | 0 | 0 |
| CHRISTOPHER MICKLER DO | ||||||||||||||
| STAFF PHYSICIAN | 695804 | 0 | 286361 | 0 | 2295 | 0 | 8750 | 0 | 16459 | 0 | 1009669 | 0 | 0 | 0 |
| PETER BLUMENCRANZ | ||||||||||||||
| STAFF PHYSICIAN | 592465 | 0 | 120484 | 0 | 12665 | 0 | 19495 | 0 | 17133 | 0 | 762242 | 0 | 0 | 0 |
| STEPHEN MASON | ||||||||||||||
| TRUSTEE | 0 | 1091361 | 0 | 662350 | 0 | 2249647 | 0 | 24790 | 0 | 25118 | 0 | 4053266 | 0 | 583588 |
| DEAN GOBO | ||||||||||||||
| STAFF PHYSICIAN | 691713 | 0 | 43157 | 0 | 1127 | 0 | 6672 | 0 | 22286 | 0 | 764955 | 0 | 0 | 0 |
| HAROLD COLBASSANI | ||||||||||||||
| STAFF PHYSICIAN | 743198 | 0 | 200334 | 0 | 4714 | 0 | 5625 | 0 | 21020 | 0 | 974891 | 0 | 0 | 0 |
| MICHAEL WANGER | ||||||||||||||
| TRUSTEE | 0 | 219165 | 0 | 317051 | 0 | 2640 | 0 | 12500 | 0 | 24325 | 0 | 575681 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Explanation | Schedule J, Part I, Line 3 The filing organization does not use any of the options listed in Schedule J, 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. Supplemental Compensation Information 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. Neil Hoce - Participated in a supplemental nonqualified deferred compensation plan. He had $0 in benefits vest in 2012. He had $47,058 of nonvested benefits accrue during 2012 and earned $1,157 on the plan in 2012. These amounts are included in Part II (C) Retirement and other deferred compensation. Lisa Johnson - Participated in a supplemental nonqualified deferred compensation plan. She became 100% vested in 2012. She had $102,049 in benefits vest in 2012, $14,432 of which represented her earnings on the plan in 2012. This amount is included in Part II (B)(iii) Other compensation. The plan made cash distribution of $37,197 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. Harrel Ziecheck - Participated in a supplemental nonqualified deferred compensation plan. He had $60,395 in benefits vest in 2012. This amount is included in Part II (B)(iii) Other compensation. His earnings on the plan in 2012 were $17,295. This amount is included in Part II (C) Retirement and other deferred compensation. The plan made cash distribution of $22,014 in 2012. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part VI | Part VI, Line 2 - Description of Relationships Glenn Waters, Stephen Mason 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. 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 persons serving from time to time as the members of the Board of Directors of the Corporation shall be the Corporate members of the corporation. The members of the corporation have the authority to grant and have granted BayCare a proxy to exercise the Class I and Class II members reserved rights. The following are reserved powers for both the Class I and Class II Corporate Members: A. Class I Member Reserved Rights. 1. Addition, deletion or reconfiguration of services of the Corporation. 2. Establishment of overall capital and operating budgets and strategic plans applicable to the Corporation, including the use of the funds of the Corporation. 3. Exclusive authority to enter into managed care contracts on behalf of the Corporation and its subsidiaries and affiliates. 4. Approval of contracts on behalf of the Corporation (but the Class I Member may establish policies from time to time providing that only specific types of contracts or contracts involving obligations in excess of specified levels need to be approved by the Class I Member). 5. Authority to establish fees and charges on behalf of the Corporation. 6. Determination of whether the Corporation should join any networks or alternative or integrated delivery systems. 7. Establishment of employment and other policies applicable to all personnel employed by the Corporation. 8. Approval of the philosophy, mission statement and purposes of the Corporation. 9. Approval of changes in the Articles of Incorporation or in the Bylaws of the Corporation. 10. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 11. Approval of the incurrence of indebtedness by the Corporation above certain limits established by the Class I Member. 12. Approval of the establishment of additional affiliates or subsidiaries of the Corporation. 13. Adoption of strategic plans or major changes in programs or services of the Corporation. 14. Approval of the purchase, sale, transfer, or other encumbrance of assets of the Corporation above specified levels established by the Class I Member. B. Class II Member Reserved Rights. 1. Approval of the philosophy, mission statement and purposes of the Corporation. 2. Approval of the merger, consolidation, dissolution, sale or other transfer of substantially all assets of the Corporation, or other change in corporate form, causing a fundamental reorganization of the Corporation. 3. With regard to any assets of the Corporation no longer required in the operations of the Corporation, approval of any sale or other disposition of any assets not in the ordinary course which have a value in excess of $3 million, and with regard to all other assets of the Corporation used in the operations of the Corporation, approval of any sale or other disposition of such assets not in the ordinary course (but the foregoing is not intended to limit any transfer of the location of the assets from the Corporation to another entity in connection with a duly authorized reconfiguration of services). 4. Approval of the closure of a hospital facility of the Corporation. 5. Change in the name of a hospital facility of the Corporation. 6. Approval of substantive changes in the Bylaws of the Articles of Incorporation of the Corporation. 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 with the IRS, a final copy of the Form 990 was made available to the entire Board via a web portal. Part VI, Line 12c - Description of Process to Monitor Transactions for Conflicts of Interest Morton Plant Mease Health 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 | 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. 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 Health Care, Inc. does not make its governing documents, conflict of interest policy or financial statements available to the public. |
| Part XI, Line 9 | FUNDS TRANSFERRED PER JOA AGREEMENT $11,973,000 CHANGE IN NET ASSETS OF FOUNDATION $7,185,820 TOTAL $19,158,820 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MPM Specialists LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S Park Place Blvd Ste 170 | AddressLine1 |
| City | Clearwater | City |
| State | FL | State |
| ZIP Code | 33759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300305109 | EIN |
| Primary Activities | Health srvcs | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Total Income | 9388287 | TotalIncome |
| EOY Assets | 1115457 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MPMHC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 Care Found | ||||||||||
| 1200 Druid Road South | Clearwater | FL | 33756 | 591751535 | Fundraising | FL | 501(c)(3) | 11A | MPHATOM | true |
| Morton Plant Mease Health Services Inc | ||||||||||
| 8452 118th Ave N | Largo | FL | 33773 | 592600684 | Health srvcs | FL | 501(c)(3) | 9 | MPMHC | true |
| Morton Plant Mease Primary Care Inc | ||||||||||
| 300 S Park Place Blvd Ste 170 | Clearwater | FL | 33759 | 593140335 | 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 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trinity Surgery Center LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2102 Trinity Oaks Blvd | AddressLine1 |
| City | New Port Richey | City |
| State | FL | State |
| ZIP Code | 34655 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020656933 | EIN |
| Primary Activity | Health srvcs | PrimaryActivity |
| Legal Domicile State | FL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | n/a | PredominantIncomeType |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Code V | $0 | CodeVAmount |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global Health Care Inc | ||||||||||||
| 8452 118th Avenue North | Largo | FL | 33773 | 591853449 | Health srvcs | FL | MPHV | C corp | 0 | 0 | 1.00000 | true |
| Medspecialists Inc | ||||||||||||
| 16255 Bay Vista Dr | Clearwater | FL | 33760 | 680587533 | Inactive | FL | MPMHS | C corp | 0 | 0 | 1.00000 | true |
| MFP Inc | ||||||||||||
| 628 Bypass Road | Clearwater | FL | 33764 | 592374569 | Collection sr | FL | MPHV | C corp | 4005848 | 0 | 1.00000 | true |
| Morton Plant Health Ventures Inc | ||||||||||||
| 8452 118th Avenue North | Largo | FL | 33773 | 592728600 | Supporting sr | FL | MPMHC | C corp | 0 | 4176726 | 1.00000 | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | true | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Morton Plant Mease Primary Care Inc | ||
| b | 10853231 | FMV |
| Morton Plant Hospital Association Inc | ||
| k | 636920 | FMV |
| Morton Plant Hospital Association Inc | ||
| l | 35914315 | FMV |
| Morton Plant Mease Health Services Inc | ||
| l | 1728328 | FMV |
| Trustees of Mease Hospital Inc | ||
| l | 21813178 | FMV |
| Morton Plant Mease Primary Care Inc | ||
| l | 215728 | FMV |
| Trustees of Mease Hospital Inc | ||
| o | 635973 | FMV |
| Morton Plant Mease Health Services Inc | ||
| o | 241586 | FMV |
| Morton Plant Hospital Association Inc | ||
| o | 872068 | FMV |
| Morton Plant Hospital Association Inc | ||
| r | 1152978 | FMV |
| Morton Plant Mease Health Services Inc | ||
| s | 309415 | FMV |
| Trustees of Mease Hospital Inc | ||
| s | 2623372 | FMV |
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