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Nonprofiteer
← MERCY HEALTH FOUNDATION JOPLIN

Form 990 for tax year 2023

Filed by MERCY HEALTH FOUNDATION JOPLIN.

Totals

Total revenue
$1,624,874
Total expenses
$1,931,000
Contributions and grants received
$1,486,277
Grants paid
$1,694,585
Program service revenue
$0
Investment income
$151,488
Other revenue
-$12,891
Total assets, end of year
$7,775,272
Total liabilities, end of year
$110,919
Net assets or fund balances, end of year
$7,664,353
Program services expenses (Part IX)
$1,694,585
Management and general expenses
$133,296
Fundraising expenses
$103,119
Program service expenses (Part III)
$1,694,585

Program services were 87.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $419,366

  • 1d · Related organizations

    $526,887

  • 1f · All other contributions, gifts and grants

    $540,024

  • 1g · Noncash contributions included above

    $67,066

  • 3 · Investment income

    total $151,488 · excluded $151,488

  • 8a · Fundraising events: gross income

    $51,733

  • 8a · Fundraising events: contributions included on line 1c

    $419,366

  • 8b · Fundraising events: direct expenses

    $76,904

  • 8c · Net income from fundraising events

    total -$25,171 · excluded -$25,171

  • 11d · All other revenue

    total $12,280 · related or exempt $12,280

  • 11e · Other revenue, total

    $12,280

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,664,613 · program services $1,664,613

  • 2 · Grants to domestic individuals

    total $29,972 · program services $29,972

  • 7 · Other salaries and wages

    total $125,795 · management and general $69,187 · fundraising $56,608

  • 9 · Other employee benefits

    total $29,555 · management and general $16,255 · fundraising $13,300

  • 11g · Fees: other

    total $33,214 · management and general $18,268 · fundraising $14,946

  • 12 · Advertising and promotion

    total $14,617 · fundraising $14,617

  • 13 · Office expenses

    total $6,784 · management and general $3,731 · fundraising $3,053

  • 17 · Travel

    total $1,322 · management and general $727 · fundraising $595

  • 24a · Other expenses: BAD DEBT

    total -$633 · management and general -$633

  • 24e · All other expenses

    total $25,761 · management and general $25,761

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $587,041 · end of year $116,832

  • 3 · Pledges and grants receivable

    beginning of year $336,044 · end of year $347,093

  • 11 · Investments: publicly traded securities

    beginning of year $5,597,329 · end of year $7,311,347

  • 15 · Other assets

    beginning of year $900,455 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,720 · end of year $3,392

  • 19 · Deferred revenue

    beginning of year $80,000 · end of year $70,000

  • 25 · Other liabilities

    beginning of year $50,101 · end of year $37,527

  • 27 · Net assets without donor restrictions

    beginning of year $2,206,531 · end of year $2,925,399

  • 28 · Net assets with donor restrictions

    beginning of year $5,078,517 · end of year $4,738,954

Mission and programs · 2023

Mission

AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE.

  • MERCY HEALTH FOUNDATION JOPLIN HELPED LIVE MERCY'S MISSION TO PROVIDE CARE TO EVERYONE WHO NEEDED IT BY SUPPORTING CHARITY CARE AND COMMUNITY OUTREACH SERVICES. DONATIONS SUPPORTED THE PROVISION OF CHARITY CARE AT MERCY FACILITIES, CAPITAL NEEDS, AND PROGRAMS IDENTIFIED TO BENEFIT PATIENTS CARED FOR AT MERCY HOSPITALS AND OUTREACH LOCATIONS.

    Expenses $1,694,585 · Grants $1,694,585 · Revenue $12,280

As filed on the 2023 return.

Listed in Part VII

  • Drinkwitz Jeremy

    SECRETARY, FOUNDATION BOD

    Total calculated
    $915,075
    From this org
    $0
    From related orgs
    $820,329
    Other
    $94,746
    Hours/week
    5 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,002 related
    Bonus
    $0 + $382,312 related
    Other
    $0 + $62,015 related
    Deferred
    $0 + $75,152 related
    Nontaxable benefits
    $0 + $19,594 related
    Filer's total
    $0 + $915,075 related

  • Sturgeon Tyler

    CHIEF FINANCIAL OFFICER (THRU 08/2023)

    Total calculated
    $452,127
    From this org
    $0
    From related orgs
    $423,701
    Other
    $28,426
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,158 related
    Bonus
    $0 + $69,681 related
    Other
    $0 + $123,862 related
    Deferred
    $0 + $8,653 related
    Nontaxable benefits
    $0 + $19,773 related
    Filer's total
    $0 + $452,127 related

  • Clevenger Lane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Crossland Kristie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dumm Christopher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Foust Kelley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kennedy Russell

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $922,888
    From this org
    $0
    From related orgs
    $896,493
    Other
    $26,395
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $789,263 related
    Bonus
    $0 + $74,660 related
    Other
    $0 + $32,570 related
    Deferred
    $0 + $13,889 related
    Nontaxable benefits
    $0 + $12,506 related
    Filer's total
    $0 + $922,888 related

  • Lowery Laurie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Motazedi Renee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stanley Ryan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stengel Daniel R

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stout Todd

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Teeter Amy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Janssens Mathew

    CHIEF FINANCIAL OFFICER (STARTING 08/2023)

    Total calculated
    $115,394
    From this org
    $0
    From related orgs
    $110,214
    Other
    $5,180
    Hours/week
    1 + 49 related

  • Lewis Miranda

    VP, DEVELOPMENT & PRESIDENT

    Total calculated
    $302,121
    From this org
    $0
    From related orgs
    $284,768
    Other
    $17,353
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,867 related
    Bonus
    $0 + $56,966 related
    Other
    $0 + $21,935 related
    Deferred
    $0 + $9,622 related
    Nontaxable benefits
    $0 + $7,731 related
    Filer's total
    $0 + $302,121 related

  • Kory Kimberly

    PRESIDENT

    Total calculated
    $117,836
    From this org
    $0
    From related orgs
    $107,509
    Other
    $10,327
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $75,023 related
    Bonus
    $0 + $10,678 related
    Other
    $0 + $21,808 related
    Deferred
    $0 + $2,992 related
    Nontaxable benefits
    $0 + $7,335 related
    Filer's total
    $0 + $117,836 related

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, and on a Form 990-PF Part VIII's — 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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 4a · Severance or change-of-control payment
  • 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 1A
HOUSING BENEFITS ARE PROVIDED THROUGH A RELOCATION PROGRAM IN ACCORDANCE WITH COMPANY POLICY. SUCH BENEFITS ARE SUBJECT TO TAX TO THE EMPLOYEE. PAYMENT BY THE COMPANY OF COSTS FOR TEMPORARY HOUSING BY EMPLOYEES FOR THE CONVENIENCE OF THE COMPANY IS MADE IN ACCORDANCE WITH THE CO-WORKER TRAVEL AND OTHER EXPENSE POLICY AND PROCEDURES. AS A REIMBURSABLE EXPENSE, THIS TYPE OF LODGING IS NOT TAXABLE TO THE EMPLOYEE. ONE LISTED INDIVIDUAL (AN OFFICER) RECEIVED THIS BENEFIT DURING THE YEAR.
PART I, LINE 3
MERCY HEALTH FOUNDATION JOPLIN RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PLAZA SURGERY SERVICES COMPANY LLC

    INACTIVE · MO

    Directly controlled by MERCY HOSPITAL SOUTH

  • ST EDWARD MERCY MC M-P OFFICE BLDG

    OFFICE BUILDING · AR

    Directly controlled by MERCY HOSPITAL FORT SMITH

  • PLATINUM CPS HOLDINGS LLC

    HOLDING COMPANY · MO

    Directly controlled by MERCY MANAGED CARE CORP MERCY HEALTH

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • FRONTENAC PROPERTIES INC

    C · HOLDING COMPANY · DE

    Directly controlled by MERCY HEALTH

  • MERCY HEALTH CENTER CONDOMINIUMS INC

    C · REAL ESTATE · OK

    Directly controlled by MERCY HOSPITAL OKLAHOMA CITY INC

  • MERCY MANAGED CARE CORPORATION

    C · HOLDING COMPANY · OK

    Directly controlled by MERCY HEALTH

  • UHL CORP INC

    C · HOLDING COMPANY · MO

    Directly controlled by MERCY HOSPITALS EAST COMMUNITIES

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531329349306853

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