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Nonprofiteer
← MERCY MEDICAL CENTER MERCED FOUNDATION

Form 990 for tax year 2023

Filed by MERCY MEDICAL CENTER MERCED FOUNDATION.

Totals

Total revenue
$1,987,758
Total expenses
$2,597,737
Contributions and grants received
$1,951,058
Grants paid
$1,847,406
Program services expenses (Part IX)
$1,847,406
Management and general expenses
$387,949
Fundraising expenses
$362,382
Program service expenses (Part III)
$1,847,406

Program services were 71.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DALE JOHNS

    BOARD MEMBER

    Total calculated
    $804,268
    From this org
    $0
    From related orgs
    $720,425
    Other
    $83,843
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,450 related
    Bonus
    $0 + $181,520 related
    Other
    $0 + $121,455 related
    Deferred
    $0 + $43,622 related
    Nontaxable benefits
    $0 + $40,221 related
    Filer's total
    $0 + $804,268 related

  • DAVID YEAGER

    FORMER OFFICER (INTERIM CFO)

    Total calculated
    $604,668
    From this org
    $0
    From related orgs
    $554,636
    Other
    $50,032
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,456 related
    Bonus
    $0 + $284,180 related
    Other
    $0
    Deferred
    $0 + $37,389 related
    Nontaxable benefits
    $0 + $12,643 related
    Filer's total
    $0 + $604,668 related

  • SCOTT A BANKS

    CFO

    Total calculated
    $395,974
    From this org
    $0
    From related orgs
    $323,083
    Other
    $72,891
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,312 related
    Bonus
    $0 + $71,325 related
    Other
    $0 + $1,446 related
    Deferred
    $0 + $30,394 related
    Nontaxable benefits
    $0 + $42,497 related
    Filer's total
    $0 + $395,974 related

  • RICHARD MORELAND

    BOARD MEMBER (THRU 9/15/23)

    Total calculated
    $298,645
    From this org
    $0
    From related orgs
    $267,331
    Other
    $31,314
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,432 related
    Bonus
    $0
    Other
    $0 + $93,899 related
    Deferred
    $0 + $17,715 related
    Nontaxable benefits
    $0 + $13,599 related
    Filer's total
    $0 + $298,645 related

  • KAROLYN M MOSHER

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $243,951
    From this org
    $0
    From related orgs
    $198,806
    Other
    $45,145
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,353 related
    Bonus
    $0
    Other
    $0 + $11,453 related
    Deferred
    $0 + $17,322 related
    Nontaxable benefits
    $0 + $27,823 related
    Filer's total
    $0 + $243,951 related

  • BEATRIZ RAMIREZ

    BOARD MEMBER

    Total calculated
    $200,076
    From this org
    $0
    From related orgs
    $145,035
    Other
    $55,041
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,074 related
    Bonus
    $0 + $16,837 related
    Other
    $0 + $1,124 related
    Deferred
    $0 + $16,032 related
    Nontaxable benefits
    $0 + $39,009 related
    Filer's total
    $0 + $200,076 related

  • ZOE ANAMAN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAULA HEUPEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PRIYA LAKIREDDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CONCHITA SWIGGART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID DUNHAM

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DAN HOLMES

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RONITA MARGAIN

    SECRETARY (THRU 1/2024)

    Total calculated
    $0
    Hours/week
    1

  • ROBERT MCLAUGHLIN

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KAAREN MORGNER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BILLIE RAZZARI

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN SMITH

    TREASURER (THRU 2/2023); SECRETARY ( AS OF 2/2024)

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, COMMONSPIRIT, THAT USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3, TO ESTABLISH THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE COMMONSPIRIT BOARD OF STEWARDSHIP TRUSTEES ("BOARD"); (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; AND (4) APPROVAL BY THE BOARD OR HUMAN RESOURCES AND COMPENSATION COMMITTEE. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15A FOR ADDITIONAL INFORMATION.
PART I, LINE 4A
CERTAIN LISTED PERSONS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 TO 24 MONTHS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN LISTED PERSONS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. A PAYMENT PURSUANT TO THE PLAN ARRANGEMENTS OCCURRED DURING 2023 INCLUDE R. MORELAND, $83,844.
SCHEDULE J, PART III - SUPPLEMENTAL DISCLOSURE
ALTHOUGH THE ORGANIZATION DOES NOT DIRECTLY EMPLOY ANY PERSONNEL, DIGNITY HEALTH FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST THE ORGANIZATION IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND THE ORGANIZATION'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202531219349300703

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