MORTON PLANT MEASE HEALTH CARE FOU… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

KATRINA MASON

Phone

7274627036

Tax Period

2025-01-01 to 2025-12-31

MORTON PLANT MEASE HEALTH CARE FOUNDATION INC, founded in 1977, is a mid-sized nonprofit in the Health Care sector that reported $22.1M in total revenue in fiscal year 2025. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.8M, a strong 26% operating margin.

Mission

MORTON PLANT MEASE HEALTH CARE FOUNDATION IS COMMITTED TO SUPPORTING THE HOSPITALS OF MORTON PLANT MEASE TO IMPROVE THE HEALTH AND WELLNESS OF OUR COMMUNITY BY INSPIRING PEOPLE TO INVEST IN EXTRAORDINARY, COMPASSIONATE CARE.

Program Service Accomplishments

Program 1

Expenses: $9,187,756

PROVIDING CAPITAL SUPPORT TO THE HOSPITALS OF MORTON PLANT MEASE, INCLUDING: VARIAN TRUEBEAM ADVANCED RADIOTHERAPY SYSTEM FOR CANCER TREATMENT; MOBILE IMAGING C-ARM SUPPORTING MORTON PLANT NORTH BAY HOSPITAL'S GROWING SURGICAL PROGRAM; INTEGRATED STABILIZATION UNIT HELPING INDIVIDUALS EXPERIENCING MENTAL ILLNESS OR SUBSTANCE USE DISORDERS; NEONATAL INTENSIVE CARE UNIT COUPLET CARE ALLOWING MOTHERS AND BABIES TO BE CARED FOR TOGETHER; FUTURE INPATIENT ONCOLOGY UNIT AT MEASE COUNTRYSIDE HOSPITAL; AND CARELIFT TRANSPORTATION SERVICE GETTING PATIENTS TO AND FROM APPOINTMENTS. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH CAPITAL GRANT REQUESTED BY THE HOSPITALS.

Program 2

Expenses: $3,329,080

PROVIDING SUPPORT TO ENHANCE THE QUALITY OF CLINICAL CARE FROM MORTON PLANT MEASE NURSES, PHYSICIANS, AND VOLUNTEERS, INCLUDING: STRATEGIC COLLABORATION WITH NORTHWESTERN MEDICINE ENHANCING CLINICAL STUDIES AND TRIALS; EMPLOYEE ASSISTANCE PROGRAM COUNSELOR ADDRESSING TEAM MEMBER MENTAL HEALTH; VIRTUAL REALITY SIMULATION TRAINING FOR OUR NURSES; REGISTERED DIETITIAN EDUCATING PATIENTS ABOUT NUTRITION'S ROLE IN DISEASE MANAGEMENT; MULTIPLE NURSING ENGAGEMENT SCHOLARSHIPS; AND FAMILY MEDICINE RESIDENCY CLINICAL TRAINING. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH PROGRAM REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.

Program 3

Expenses: $986,819

PROVIDING DISEASE SPECIFIC PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY, INCLUDING: ADULT CANCER SURVIVORS AND CAREGIVERS RETREAT; MAMMOGRAPHY VOUCHER PROGRAM PROVIDING BREAST CANCER SCREENINGS...

PROVIDING DISEASE SPECIFIC PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY, INCLUDING: ADULT CANCER SURVIVORS AND CAREGIVERS RETREAT; MAMMOGRAPHY VOUCHER PROGRAM PROVIDING BREAST CANCER SCREENINGS AND TREATMENT; INTEGRATIVE MEDICINE SYMPTOM MANAGEMENT; ONGOING NEW PARENT EDUCATION AND SUPPORT; MEDICATION ASSISTANCE FOR PATIENTS AT DISCHARGE; PALLIATIVE CARE OFFERING A HOLISTIC APPROACH TO TREATING PATIENTS WITH CHRONIC ILLNESS; AND MADONNA PTAK CENTER FOR ALZHEIMER'S AND MEMORY LOSS DISORDERS. SEE SECTION O FOR A DETAILED DESCRIPTION OF EACH PROGRAM REQUESTED BY THE HOSPITALS OF MORTON PLANT MEASE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $15,090,936

Program Service Revenue $0

Investment Income $7,083,880

Other Revenue $-81,614

TOTAL REVENUE $22,093,202

Expense Breakdown

Grants Paid $13,290,113

Salaries & Benefits $1,993,350

Fundraising Expenses $1,664,333

Program Expenses $13,503,655

Other Expenses $1,008,714

TOTAL EXPENSES $16,292,177

Year-over-Year Comparison

	2025	2024	Change
Revenue	$22,093,202	$11,935,594	+0.9%
Expenses	$16,292,177	$13,544,975	+0.2%
Net Income	$5,801,025	$-1,609,381	-4.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

110

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$546,510

Total Directors

$820,556

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON M BRETHAUER	CHAIRMAN	6.00	Officer Director	$0	$0	$0
THOMAS J KUREY III	VICE CHAIR	6.00	Officer Director	$0	$0	$0
NANCY CROY RAMEY	TREASURER	6.00	Officer Director	$0	$0	$0
NANCY PAIKOFF	SECRETARY	6.00	Officer Director	$0	$0	$0
DAVID ABELSON	DIRECTOR	1.00	Director	$0	$0	$0
FRED AHARI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BARRY MD	DIRECTOR	1.00	Director	$0	$0	$0
RAY BOUCHARD	DIRECTOR	1.00	Director	$0	$0	$0
ALLIE CANTONIS	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN L CASS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN DONOGHUE	DIRECTOR	1.00	Director	$0	$0	$0
YVES GABRIEL MD	DIRECTOR	1.00	Director	$0	$0	$0
DIANE GOBO	DIRECTOR	1.00	Director	$0	$0	$0
GERRY GOLDHAMMER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY JENSEN DO	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA JONES	DIRECTOR	1.00	Director	$0	$0	$0
LISA JOHNSON R N	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MASSON MD	DIRECTOR	1.00	Director	$0	$0	$0
SYDNEY E NIEWIERSKI	DIRECTOR	1.00	Director	$0	$0	$0
JAMES A OSTROSKY	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN C PERROTT	DIRECTOR	1.00	Director	$0	$0	$0
TERRY REAVIS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SORENSEN	DIRECTOR	1.00	Director	$0	$0	$0
HALEY B TODSON DO	DIRECTOR	1.00	Director	$0	$0	$0
M JAVIER ZUNIGA	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW E NOVAK	DIRECTOR	1.00	Director	$0	$95,098	$820,556
ERNESTINE MORGAN CFRE	PRESIDENT AND CEO (RETIRED 2/5/25)	60.00	Officer	$253,731	$16,719	$270,450
KATRINA MASON	PRESIDENT AND CEO	60.00	Officer	$254,807	$21,253	$276,060
KATHRYN LANE	VP OF PHILANTHROPIC OPERATIONS	50.00	Highest	$117,443	$31,055	$148,498
ERIC BARSEMA	VP OF PHILANTHROPIC IMPACT	50.00	Highest	$116,359	$17,504	$133,863

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$22,093,202	$16,292,177	$139,990,730	$5,801,025
2024	$11,935,594	$13,544,975	$122,669,000	$-1,609,381
2023	$10,155,269	$12,189,213	$116,793,570	$-2,033,944
2022	$6,498,614	$19,145,297	$108,978,355	$-12,646,683
2021	$24,602,039	$12,661,900	$141,929,625	$11,940,139
2020	$8,632,525	$13,179,985	$126,171,724	$-4,547,460
2019	$10,448,289	$13,040,214	$122,823,758	$-2,591,925
2018	$20,395,665	$10,589,816	$111,711,280	$9,805,849

MORTON PLANT MEASE HEALTH CARE FOUNDATION INC