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Nonprofiteer
← MERCY HEALTH FOUNDATION

Form 990 for tax year 2024

Filed by MERCY HEALTH FOUNDATION.

Totals

Total revenue
$50,474
Total expenses
$128,204
Contributions and grants received
$45,134
Grants paid
$53,536
Program service revenue
$0
Investment income
$5,340
Other revenue
$0
Total assets, end of year
$923,957
Total liabilities, end of year
$953
Net assets or fund balances, end of year
$923,004
Program services expenses (Part IX)
$53,536
Management and general expenses
$44,724
Fundraising expenses
$29,944
Program service expenses (Part III)
$53,536

Program services were 41.8% 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.

  • 1f · All other contributions, gifts and grants

    $45,134

  • 3 · Investment income

    total $5,340 · excluded $5,340

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $53,536 · program services $53,536

  • 7 · Other salaries and wages

    total $55,148 · management and general $30,883 · fundraising $24,265

  • 9 · Other employee benefits

    total $12,861 · management and general $7,202 · fundraising $5,659

  • 13 · Office expenses

    total $46 · management and general $26 · fundraising $20

  • 24a · Other expenses: ALL OTHER EXPENSES

    total $6,613 · management and general $6,613

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,649

  • 11 · Investments: publicly traded securities

    beginning of year $918,172 · end of year $909,745

  • 15 · Other assets

    end of year $14,212

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,877 · end of year $953

  • 25 · Other liabilities

    beginning of year $452

  • 27 · Net assets without donor restrictions

    beginning of year $276,239 · end of year $338,262

  • 28 · Net assets with donor restrictions

    beginning of year $637,253 · end of year $584,742

Mission and programs · 2024

Mission

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

  • THE MERCY HEALTH FOUNDATION HELPS LIVE MERCY'S MISSION TO PROVIDE CARE TO EVERYONE WHO NEEDS IT BY SUPPORTING CHARITY CARE AND COMMUNITY OUTREACH SERVICES. THE FOUNDATION ALSO IS FOCUSED ON FUNDING MERCY'S CENTER FOR INNOVATIVE CARE, WHICH WILL EXPAND MERCY'S REACH BEYOND THE WALLS OF DOCTORS' OFFICES, HOSPITAL CAMPUSES, AND OTHER TRADITIONAL CARE FACILITIES. DONATIONS SUPPORT 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 $53,536 · Grants $53,536

As filed on the 2024 return.

Listed in Part VII

  • Barber James

    PRESIDENT, FOUNDATION (THRU MARCH 2025)

    Total calculated
    $558,145
    From this org
    $0
    From related orgs
    $535,550
    Other
    $22,595
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,678 related
    Bonus
    $0 + $113,080 related
    Other
    $0 + $27,792 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $7,745 related
    Filer's total
    $0 + $558,145 related

  • Matejka Cheryl L

    EVP, CHIEF FINANCIAL OFFICER & TREASURER

    Total calculated
    $2,345,497
    From this org
    $0
    From related orgs
    $2,182,852
    Other
    $162,645
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $815,737 related
    Bonus
    $0 + $1,306,619 related
    Other
    $0 + $60,496 related
    Deferred
    $0 + $148,628 related
    Nontaxable benefits
    $0 + $14,017 related
    Filer's total
    $0 + $2,345,497 related

  • Belford Melanie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Desmit Shana

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dewalt Julie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Fritts Eric

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gilbert Alyson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kates Peggy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pratt David

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sock Shannon

    EVP, CSO & COO & BOARD MEMBER

    Total calculated
    $8,311,222
    From this org
    $0
    From related orgs
    $8,048,004
    Other
    $263,218
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,359,056 related
    Bonus
    $0 + $6,297,766 related
    Other
    $0 + $391,182 related
    Deferred
    $0 + $241,703 related
    Nontaxable benefits
    $0 + $21,515 related
    Filer's total
    $0 + $8,311,222 related

  • Brown Jennifer

    SVP, CHIEF LEGAL OFFICER & SECRETARY

    Total calculated
    $767,200
    From this org
    $0
    From related orgs
    $719,031
    Other
    $48,169
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $507,752 related
    Bonus
    $0 + $118,175 related
    Other
    $0 + $93,104 related
    Deferred
    $0 + $33,414 related
    Nontaxable benefits
    $0 + $14,755 related
    Filer's total
    $0 + $767,200 related

  • Mercer Cynthia

    FORMER OFFICER

    Total calculated
    $403,651
    From this org
    $0
    From related orgs
    $403,449
    Other
    $202
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $403,449 related
    Deferred
    $0 + $202 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $403,651 related

  • Wheeler Philip

    FORMER OFFICER

    Total calculated
    $1,683,811
    From this org
    $0
    From related orgs
    $1,543,216
    Other
    $140,595
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $410,557 related
    Bonus
    $0 + $1,093,343 related
    Other
    $0 + $39,316 related
    Deferred
    $0 + $133,991 related
    Nontaxable benefits
    $0 + $6,604 related
    Filer's total
    $0 + $1,683,811 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
MERCY HEALTH FOUNDATION RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTIONS 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAY FROM A RELATED ORGANIZATION DURING CALENDAR YEAR 2024: CYNTHIA MERCER - $403,449 MERCY HEALTH OFFERS SUPPLEMENTAL RETIREMENT PLANS TO CERTAIN EXECUTIVES WHICH PROVIDE BENEFITS UPON VESTING DATE BASED ON COMPENSATION, AGE AT THE TIME OF BENEFIT COMMENCEMENT, LENGTH OF SERVICE WITH THE COMPANY AND/OR ITS AFFILIATES AND LENGTH OF TENURE IN THE PLAN. THE PLANS ARE CLOSED TO NEW ENTRANTS. THE INDIVIDUAL REPORTABLE ON THIS RETURN WHO PARTICIPATED IN THE SUPPLEMENTAL RETIREMENT PLANS IS SHANNON SOCK . THE AMOUNT OF ALL ACCRUED BENEFITS IS INCLUDED IN COMPENSATION AMOUNTS PROVIDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUALS RECEIVED PAYOUTS FROM THE PLAN DURING THE YEAR: - SHANNON SOCK - $356,227
FORM 990, SCHEDULE J, PART II
THE AMOUNTS REPORTED FOR SHANNON SOCK AND PHILIP WHEELER IN COLUMN (F) ARE EITHER INCLUDED IN B(I) AS BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THESE AMOUNTS ARE A PAYOUT OF THE SUPPLEMENTAL RETIREMENT PLAN AND EXECUTIVE RETENTION PLAN AND WERE INCLUDED IN COLUMN (C) OF PREVIOUSLY FILED FORMS 990.

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
2024
Filed
6 May 2026
IRS schema version
2024v5.5
Source object
202611269349301746

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