Civic Intelligence

Morton Hospital Auxiliary Inc

990EZ • Fiscal year 2012 • EIN 04-2789935

Oct 01, 2011 to Sep 30, 2012 • Filed on Jun 06, 2013

88 Washington Street02780
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

94th percentile

57%

Higher net margin than 94% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

27th percentile

-13%

Faster asset growth than 27% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

3rd percentile

-82%

Faster revenue growth than 3% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Down

$94,837

Down $13,798 (-13%) from 2011

Net Assets

Down

$94,837

Down $13,333 (-12%) from 2011

Liabilities

Down

$0

Down $465 (-100%) from 2011

Revenue

Down

$11,459

Down $51,572 (-82%) from 2011

Expenses

Down

$4,898

Down $36,483 (-88%) from 2011

Net Income

Down

$6,561

Down $15,089 (-70%) from 2011

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $109,093Liabilities 2010: $7,650Net Assets 2010: $101,4432010Assets 2011: $108,635Liabilities 2011: $465Net Assets 2011: $108,1702011Assets 2012: $94,837Liabilities 2012: $0Net Assets 2012: $94,8372012Assets 2013: $94,837Liabilities 2013: $0Net Assets 2013: $94,8372013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2012

Assets$94,837
Liabilities$0
Net Assets$94,837

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0Revenue 2010: $70,017Expenses 2010: $48,975Net Income 2010: $21,0422010Revenue 2011: $63,031Expenses 2011: $41,381Net Income 2011: $21,6502011Revenue 2012: $11,459Expenses 2012: $4,898Net Income 2012: $6,5612012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014

Highlighted filing

2012

Revenue$11,459
Expenses$4,898
Net Income$6,561
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Jun 6, 2013
Return Version
2011v1.5
Mission and Program Overview

Mission

Morton hospital auxiliary, inc. Increases the community's understanding of morton hospital and creates greater interest in the services offered by the hospital, helps provide supplementary financial assistance for hospital projects, gives services to the hospital in cooperation with and support of other volunteers.

Filing and Contact Details

Filer

EIN
04-2789935
Raw XML Appendix257 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MEG ANTINE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4NORMA BARBOUR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5CARYL BOOTH
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7FRAN BERZINSKI
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9MARGARET DALLAIRE
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IRS990EZ/PrimaryExemptPurpose0MORTON HOSPITAL AUXILIARY, INC. INCREASES THE COMMUNITY'S UNDERSTANDING OF MORTON HOSPITAL AND CREATES GREATER INTEREST IN THE SERVICES OFFERED BY THE HOSPITAL, HELPS PROVIDE SUPPLEMENTARY FINANCIAL ASSISTANCE FOR HOSPITAL PROJECTS, GIVES SERVICES TO THE HOSPITAL IN COOPERATION WITH AND SUPPORT OF OTHER VOLUNTEERS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0MORTON HOSPITAL AUXILIARY, INC. OPERATES A GIFT SHOP AND CONDUCTS FUNDRAISING FOR THE PURPOSE OF PROVIDING SUPPORT TO MORTON HOSPITAL AND MEDICAL CENTER, INC., AN AFFILIATED ORGANIZATION.
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IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10MORTON HOSPITAL AND MEDICAL CENTER
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IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501 (C) (3)
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IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST AND DIVIDENDS 86..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: OTHER INCOME. AMOUNT: 11,348.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: SUPPLIES AND EXPENSES. AMOUNT: 361. DESCRIPTION: SPECIAL EVENT EXPENSE. AMOUNT: 1,043. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 3,494. TOTAL TO FORM 990-EZ, LINE 16: 4,898.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: NET ASSETS TRANSFERED TO STEWARD. AMOUNT: -19,894.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,932. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Explanation5DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 465. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Explanation6MORTON HEALTH FOUNDATION, INC. (THE "FOUNDATION") IS THE SOLE MEMBER OF MORTON HOSPITAL AND MEDICAL CENTER, INC. (THE "HOSPITAL"), MORTON AUXILIARY, INC. (THE "AUXILIARY"), COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. ("CCBC"), MORTON PROPERTY, INC. ("PROPERTY") AND MORTON PHYSICIAN ASSOCIATES, INC. ("MPA"). IN 2011, THE FOUNDATION AUTHORIZED THE SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE HOSPITAL, PROPERTY AND MPA TO STEWARD MEDICAL HOLDINGS SUBSIDIARY THREE, INC. ("STEWARD HOLDINGS") PURSUANT TO THE TERMS OF AN ASSET PURCHASE AGREEMENT BY AND AMONG THE HOSPITAL, PROPERTY, MPA AND STEWARD DATED MARCH 29, 2011. THE TRANSACTION WAS APPROVED BY THE ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS AND CLOSED EFFECTIVE SEPTEMBER 30, 2011. ON MAY 16, 2012, THE AUXILIARY BOARD VOTED TO DISSOLVE THE AUXILIARY. AS PART OF THE TRANSACTION, PROPERTY AND MPA TRANSFERRED THEIR ASSETS TO STEWARD HOLDINGS. IN ADDITION, THE HOSPITAL TRANSFERRED SUBSTANTIALLY ALL OF ITS ASSETS TO STEWARD HOLDINGS EXCEPT A MEMBERSHIP INTEREST IN RADIATION THERAPY OF SOUTHEASTERN MASSACHUSETTS, LLC AND $155,147 IN TEMPORARILY RESTRICTED FUNDS THAT IT SUBSEQUENTLY TRANSFERRED TO THE FOUNDATION. THE FOUNDATION'S ASSETS, WHICH CONSIST OF AN ENDOWMENT HELD FOR THE SUPPORT OF THE HOSPITAL AND ITS AFFILIATES, WERE NOT INCLUDED IN THE TRANSACTION. THE FOUNDATION CURRENTLY HOLDS ASSETS OF APPROXIMATELY $724,649. SIMILARLY, THE AUXILIARY'S ASSETS WERE NOT INCLUDED IN THE TRANSACTION. THE AUXILIARY CURRENTLY HOLDS ASSETS OF APPROXIMATELY $94,837. FINALLY, CCBCS ASSETS WERE NOT INCLUDED IN THE TRANSACTION. BASED UPON THE THOROUGH, THOUGHTFUL AND DELIBERATIVE PROCESS CONDUCTED BY A SPECIAL COMMITTEE FORMED, THE FOUNDATION PROPOSES DISTRIBUTING ITS $724,649 IN REMAINING ASSETS, SUBJECT TO THE APPROVAL OF THE ATTORNEY GENERAL AND THE SUPREME JUDICIAL COURT, BY AWARDING SEVEN ONE-TIME GRANTS FROM THE FOUNDATION TO TAUNTON AREA CHARITIES. THE AUXILIARY ALSO VOTED TO AWARD ONE-TIME GRANTS TO AREA CHARITIES AND GOVERNMENTAL ENTITIES ENGAGED IN THE PROMOTION OF HEALTH IN THE HOSPITAL'S SERVICE AREA.
IRS990ScheduleO/GeneralExplanation/Explanation7IN 2011, MORTON HEALTH FOUNDATION, INC. (THE "FOUNDATION"), AS SOLE MEMBER OF MORTON HOSPITAL AND MEDICAL CENTER, INC. AND AFFILIATES AUTHORIZED THE SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE HOSPITAL, PROPERTY AND MPA TO STEWARD MEDICAL HOLDINGS SUBSIDIARY THREE, INC. ("STEWARD HOLDINGS") PURSUANT TO THE TERMS OF AN ASSET PURCHASE AGREEMENT BY AND AMONG THE HOSPITAL, PROPERTY, MPA AND STEWARD DATED MARCH 29, 2011. THE CLOSING OF THE TRANSACTION SET FORTH IN THE ASSET PURCHASE WAS EFFECTIVE OCTOBER 1, 2011. AS OF THE CLOSING DATE, EMPLOYEES OF MORTON HOSPITAL AUXILIARY, INC. BECAME EMPLOYEES OF AND WERE PAID BY STEWARD. MORTON HOSPITAL AUXILIARY, INC. DID NOT ISSUE W-2'S FOR THE CALENDAR YEAR ENDING 2011. STEWARD IS THE SUCCESSOR ORGANIZATION IN THIS TRANSACTION AND THEY ISSUED ALL W-2'S FOR THE CALENDAR YEAR 2011, THEREFORE THERE ARE NO WAGES REPORTED ON THIS RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation8MORTON HEALTH FOUNDATION, INC. (THE "FOUNDATION") IS THE SOLE MEMBER OF MORTON HOSPITAL AND MEDICAL CENTER, INC. (THE "HOSPITAL"), MORTON AUXILIARY, INC. (THE "AUXILIARY"), COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. ("CCBC"), MORTON PROPERTY, INC. ("PROPERTY") AND MORTON PHYSICIAN ASSOCIATES, INC. ("MPA"). IN 2011, THE FOUNDATION AUTHORIZED THE SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE HOSPITAL, PROPERTY AND MPA TO STEWARD MEDICAL HOLDINGS SUBSIDIARY THREE, INC. ("STEWARD HOLDINGS") PURSUANT TO THE TERMS OF AN ASSET PURCHASE AGREEMENT BY AND AMONG THE HOSPITAL, PROPERTY, MPA AND STEWARD DATED MARCH 29, 2011. THE TRANSACTION WAS APPROVED BY THE ATTORNEY GENERAL OF THE COMMONWEALTH OF MASSACHUSETTS AND CLOSED EFFECTIVE SEPTEMBER 30, 2011. ON MAY 16, 2012, THE AUXILIARY BOARD VOTED TO DISSOLVE THE AUXILIARY.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier6PART VII AND SCHEDULE J
IRS990ScheduleO/GeneralExplanation/Identifier7FORM 990-EZ, PART V, LINE 34
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990-EZ, PART V OTHER INFORMATION, LINE 36
IRS990ScheduleO/GeneralExplanation/ReturnReference7COMPENSATION REPORTING
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0042789935
ReturnHeader/Filer/Name/BusinessNameLine10MORTON HOSPITAL AUXILIARY INC
ReturnHeader/Filer/NameControl0MORT
ReturnHeader/Filer/Phone05088287000
ReturnHeader/Filer/USAddress/AddressLine1088 WASHINGTON STREET
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ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-06-06
ReturnHeader/Officer/Name0BEVERLY ANSLOW
ReturnHeader/Officer/Phone05088287000
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0042684828
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FEELEY & DRISCOLL PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10200 PORTLAND STREET
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002114
ReturnHeader/Preparer/Name0ALAN GAROFALO
ReturnHeader/Preparer/Phone06177427788
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-10-01
ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-07-15T14:19:42-05:00

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