Nonprofit · EIN 59-1751535
MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
Tax-exempt · CLEARWATER, FL 33763
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $22,093,202 | $16,292,177 | $5,801,025 | $139,990,730 | $5,689,489 | $134,301,241 |
| December 31, 2024 | 990 | $11,935,594 | $13,544,975 | -$1,609,381 | $122,669,000 | $4,534,854 | $118,134,146 |
| December 31, 2023 | 990 | $10,155,269 | $12,189,213 | -$2,033,944 | $116,793,570 | $4,670,081 | $112,123,489 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $15,090,936
- Program service revenue
- $0
- Investment income
- $7,083,880
- Net gain from sales of assets
- $4,276,279
- Net income from fundraising events
- -$81,614
- Other revenue
- -$81,614
Expenses
- Grants and similar amounts paid
- $13,290,113
- Other salaries and wages
- $1,070,070
- Salaries, compensation and benefits (total)
- $1,993,350
- Professional fundraising fees
- $0
- Legal fees
- $2,418
- Accounting fees
- $59,600
- Occupancy
- $185,025
- Travel
- $5,224
- Depreciation
- $40,469
- Program services (functional)
- $13,503,655
- Management and general (functional)
- $1,124,189
- Fundraising (functional)
- $1,664,333
Balance sheet and other
- Total assets, start of year
- $122,669,000
- Total assets, end of year
- $139,990,730
- Total liabilities, end of year
- $5,689,489
- Net assets, end of year
- $134,301,241
- Land, buildings and equipment
- $114,776
- Publicly traded securities
- $101,735,220
- Net assets without donor restrictions
- $48,140,166
- Net assets with donor restrictions
- $86,161,075
- Gross receipts
- $43,035,705
- Employees
- 0
- Volunteers
- 110
- Year formed
- 1977
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW E NOVAK | DIRECTOR Trustee or director | 1 | $0 | $725,458 | $95,098 |
| KATRINA MASON | PRESIDENT AND CEO Officer | 60 | $254,807 | $0 | $21,253 |
| ERNESTINE MORGAN CFRE | PRESIDENT AND CEO (RETIRED 2/5/25) Officer | 60 | $253,731 | $0 | $16,719 |
| KATHRYN LANE | VP OF PHILANTHROPIC OPERATIONS Highest-paid employee | 50 | $117,443 | $0 | $31,055 |
| ERIC BARSEMA | VP OF PHILANTHROPIC IMPACT Highest-paid employee | 50 | $116,359 | $0 | $17,504 |
| JON M BRETHAUER | CHAIRMAN Trustee or director, Officer | 6 | $0 | $0 | $0 |
| THOMAS J KUREY III | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 | $0 |
| NANCY CROY RAMEY | TREASURER Trustee or director, Officer | 6 | $0 | $0 | $0 |
| NANCY PAIKOFF | SECRETARY Trustee or director, Officer | 6 | $0 | $0 | $0 |
| DAVID ABELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRED AHARI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL BARRY MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY BOUCHARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALLIE CANTONIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN L CASS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN DONOGHUE | DIRECTOR Trustee or director | 1 | $0 |
| YVES GABRIEL MD | DIRECTOR Trustee or director | 1 | $0 |
| DIANE GOBO | DIRECTOR Trustee or director | 1 | $0 |
| GERRY GOLDHAMMER | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY JENSEN DO | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA JONES | DIRECTOR Trustee or director | 1 | $0 |
| LISA JOHNSON R N | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MASSON MD | DIRECTOR Trustee or director | 1 | $0 |
| SYDNEY E NIEWIERSKI | DIRECTOR Trustee or director | 1 | $0 |
| JAMES A OSTROSKY | DIRECTOR Trustee or director | 1 | $0 |
| KATHLEEN C PERROTT | DIRECTOR Trustee or director | 1 | $0 |
| TERRY REAVIS | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT SORENSEN | DIRECTOR Trustee or director | 1 | $0 |
| HALEY B TODSON DO | DIRECTOR Trustee or director | 1 | $0 |
| M JAVIER ZUNIGA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LOU P GALDIERI | DIRECTOR Trustee or director | 1 | $0 | $1,092,711 | $88,784 |
| ERNESTINE MORGAN CFRE | PRESIDENT AND CEO Officer | 60 | $415,653 | $0 | $61,028 |
| KATHRYN LANE | VP OF PHILANTHROPIC OPERATIONS Highest-paid employee | 50 | $115,948 | $0 | $28,829 |
| ERIC BARSEMA | VP OF PHILANTHROPIC IMPACT Highest-paid employee | 50 | $111,014 | $0 | $17,184 |
| SYDNEY NIEWIERSKI | CHAIRWOMAN Trustee or director, Officer | 6 | $0 | $0 | $0 |
| JON M BRETHAUER | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 | $0 |
| THOMAS J KUREY III | TREASURER Trustee or director, Officer | 6 | $0 | $0 | $0 |
| NANCY PAIKOFF | SECRETARY Trustee or director, Officer | 6 | $0 | $0 | $0 |
| DAVID ABELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRED AHARI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL BARRY MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY BOUCHARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALLIE CANTONIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN L CASS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN DONOGHUE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| YVES GABRIEL MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIANE GOBO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GERRY GOLDHAMMER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY JENSEN DO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA JOHNSON R N | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES A OSTROSKY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN C PERROTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIRKSAK JAY POONKASEM MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NANCY CROY RAMEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SORENSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HALEY B TODSON DO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| M JAVIER ZUNIGA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LOU P GALDIERI | DIRECTOR Trustee or director | 1 | $0 | $1,046,626 | $77,927 |
| ERNESTINE MORGAN CFRE | PRESIDENT AND CEO Officer | 60 | $382,457 | $0 | $57,050 |
| KATHRYN LANE | DIRECTOR OF FINANCE Highest-paid employee | 50 | $101,259 | $0 | $25,132 |
| SYDNEY NIEWIERSKI | CHAIRWOMAN Trustee or director, Officer | 6 | $0 | $0 | $0 |
| JON M BRETHAUER | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 | $0 |
| THOMAS J KUREY III | TREASURER Trustee or director, Officer | 6 | $0 | $0 | $0 |
| NANCY PAIKOFF | SECRETARY Trustee or director, Officer | 6 | $0 | $0 | $0 |
| DAVID ABELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRED AHARI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL BARRY MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY BOUCHARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALLIE CANTONIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETER B DIMMITT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN DONOGHUE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM J FISHER JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| YVES GABRIEL MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIANE GOBO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GERRY GOLDHAMMER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES E HART JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY JENSEN DO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN C PERROTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NANCY CROY RAMEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SORENSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BENJAMIN C WHITED DO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| M JAVIER ZUNIGA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2536 COUNTRYSIDE BLVD STE 600, CLEARWATER, FL 33763-1612
- Principal officer (990 for 2025)
- KATRINA MASON, 2536 COUNTRYSIDE BLVD SUITE 600, CLEARWATER, FL 33763
- Signed the 990
- KATRINA MASON, PRESIDENT & CEO
- Phone
- (727) 462-7036
- Website
- WWW.MPMF.ORG
- Return prepared by
- CRI ADVISORS LLC
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 accomplishments
- 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.Expenses $9,187,756 · grants $9,042,464
- 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.Expenses $3,329,080 · grants $3,276,435
- 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.Expenses $986,819 · grants $971,214
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-1751535
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $139,990,730
- Income (IRS master file)
- $43,035,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $22,093,202 | $16,292,177 | $139,990,730 | XML |
| 990 | December 2024 | $11,935,594 | $13,544,975 | $122,669,000 | XML |
| 990 | December 2023 | $10,155,269 | $12,189,213 | $116,793,570 | XML |
| 990 | December 2022 | $6,498,614 | $19,145,297 | $108,978,355 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1751535).
Questions about MORTON PLANT MEASE HEALTH CARE FOUNDATION INC
- What is the EIN of MORTON PLANT MEASE HEALTH CARE FOUNDATION INC?
- The employer identification number (EIN) of MORTON PLANT MEASE HEALTH CARE FOUNDATION INC is 59-1751535.
- Is MORTON PLANT MEASE HEALTH CARE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to MORTON PLANT MEASE HEALTH CARE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MORTON PLANT MEASE HEALTH CARE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MORTON PLANT MEASE HEALTH CARE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORTON PLANT MEASE HEALTH CARE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MORTON PLANT MEASE HEALTH CARE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names KATRINA MASON.
- Who are the officers and directors of MORTON PLANT MEASE HEALTH CARE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 30 people; 4 received compensation from the organization.
- How much revenue does MORTON PLANT MEASE HEALTH CARE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $22,093,202, expenses of $16,292,177 and total assets of $139,990,730 at year end.
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