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Nonprofiteer
← MERCY HEALTH FOUNDATION WASHINGTON

Form 990 for tax year 2022

Filed by MERCY HEALTH FOUNDATION WASHINGTON.

Totals

Total revenue
$304,317
Total expenses
$882,006
Contributions and grants received
$303,490
Grants paid
$739,286
Program service revenue
$0
Investment income
$827
Other revenue
$0
Total assets, end of year
$1,379,904
Total liabilities, end of year
$67,706
Net assets or fund balances, end of year
$1,312,198
Program services expenses (Part IX)
$739,286
Management and general expenses
$74,330
Fundraising expenses
$68,390
Program service expenses (Part III)
$739,286

Program services were 83.8% 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.

  • 1d · Related organizations

    $144,906

  • 1f · All other contributions, gifts and grants

    $158,584

  • 1g · Noncash contributions included above

    $7,230

  • 3 · Investment income

    total $740 · excluded $740

  • 7a · Gross sales of assets other than inventory

    other assets $3,200

  • 7b · Less cost or other basis and sales expenses

    other assets $3,113

  • 7c · Gain or loss

    other assets $87

  • 7d · Net gain or loss

    total $87 · excluded $87

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $739,286 · program services $739,286

  • 7 · Other salaries and wages

    total $98,007 · management and general $51,944 · fundraising $46,063

  • 9 · Other employee benefits

    total $22,964 · management and general $12,171 · fundraising $10,793

  • 11g · Fees: other

    total $102 · management and general $54 · fundraising $48

  • 12 · Advertising and promotion

    total $2,476 · fundraising $2,476

  • 13 · Office expenses

    total $4,765 · management and general $2,525 · fundraising $2,240

  • 17 · Travel

    total $909 · management and general $482 · fundraising $427

  • 24a · Other expenses: ALLOCATED FOUNDATION EX

    total $9,028 · management and general $4,785 · fundraising $4,243

  • 24b · Other expenses: BAD DEBT

    total -$115 · management and general -$61 · fundraising -$54

  • 24e · All other expenses

    total $4,584 · management and general $2,430 · fundraising $2,154

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $207,254 · end of year $146,560

  • 3 · Pledges and grants receivable

    beginning of year $242,032 · end of year $151,132

  • 9 · Prepaid expenses and deferred charges

    end of year $7,647

  • 12 · Investments: other securities

    beginning of year $1,429,156 · end of year $1,074,565

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,299 · end of year $2,780

  • 19 · Deferred revenue

    end of year $57,500

  • 25 · Other liabilities

    beginning of year $25,807 · end of year $7,426

  • 27 · Net assets without donor restrictions

    beginning of year -$130,557 · end of year -$53,708

  • 28 · Net assets with donor restrictions

    beginning of year $1,975,893 · end of year $1,365,906

Mission and programs · 2022

Mission

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

Activities or mission (Part I)

MERCY HEALTH FOUNDATION WASHINGTON'S (THE "FOUNDATION") PRIMARY ACTIVITY IS TO ENGAGE IN FUNDRAISING ACTIVITIES TO SUPPORT CHARITY CARE PROVIDED TO THE PATIENTS OF MERCY HOSPITALS EAST COMMUNITIES WASHINGTON (THE "HOSPITAL"), THE ORGANIZATION BEING SUPPORTED BY THE FOUNDATION, AND TO PROVIDE FUNDING FOR CAPITAL EXPENSES INCURRED AND PROGRAMS CARRIED ON BY THE HOSPITAL ON BEHALF OF PATIENTS. THE FOUNDATION SPENDS APPROXIMATELY 95% OF ITS TIME AND RESOURCES DIRECTED AT THESE ACTIVITIES. IN ADDITION, THE FOUNDATION SPENDS APPROXIMATELY 5% OF ITS TIME AND RESOURCES PERFORMING COMMUNITY RELATIONS ON BEHALF OF THE FOUNDATION AND THE HOSPITAL.

  • MERCY HEALTH FOUNDATION WASHINGTON IS A NOT-FOR-PROFIT CORPORATION CREATED TO ENHANCE, THROUGH PHILANTHROPY, THE QUALITY OF CARE AND SERVICES PROVIDED BY MERCY HOSPITAL WASHINGTON IN MISSOURI. THIS OBJECTIVE IS ACCOMPLISHED BY RAISING REVENUE FROM A VARIETY OF SOURCES INCLUDING DONATIONS. THE GOAL OF THE FOUNDATION IS TO SEEK, ACQUIRE, ACCEPT, HOLD, INVEST, RE-INVEST, AND ADMINISTER ANY GIFTS, BEQUESTS, DEVISES, BENEFITS OF TRUST, AND PROPERTY TO USE AND DISBURSE INCOME AND PRINCIPAL THEREOF FOR THE BENEFIT OF MERCY HOSPITALS EAST COMMUNITIES.

    Expenses $739,286 · Grants $739,286

As filed on the 2022 return.

Listed in Part VII

  • BAILEY ADRIENNE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BECKERMAN ANDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BUHR REBECCA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHALK MD DAVID E

    REGIONAL PHYSICIAN EXECUTIVE

    Total calculated
    $982,271
    From this org
    $0
    From related orgs
    $872,696
    Other
    $109,575
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,825 related
    Bonus
    $0 + $198,301 related
    Other
    $0 + $73,570 related
    Deferred
    $0 + $94,657 related
    Nontaxable benefits
    $0 + $14,918 related
    Filer's total
    $0 + $982,271 related

  • CLARY ELIZABETH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EOLOFF ERIC J

    COMMUNITY PRESIDENT

    Total calculated
    $853,696
    From this org
    $0
    From related orgs
    $760,760
    Other
    $92,936
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $413,427 related
    Bonus
    $0 + $301,762 related
    Other
    $0 + $45,571 related
    Deferred
    $0 + $77,255 related
    Nontaxable benefits
    $0 + $15,681 related
    Filer's total
    $0 + $853,696 related

  • FREESE ERIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • INCE JILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • IRVING MD JOI

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $243,521
    From this org
    $0
    From related orgs
    $222,360
    Other
    $21,161
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,428 related
    Bonus
    $0 + $3,471 related
    Other
    $0 + $25,461 related
    Deferred
    $0 + $13,404 related
    Nontaxable benefits
    $0 + $7,757 related
    Filer's total
    $0 + $243,521 related

  • KLAK DEB

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LUCY SANDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LUEKEN CAMERON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MUELLER CRAIG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • POLITTE DAVID

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RIECHERS MD THOMAS

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $627,290
    From this org
    $0
    From related orgs
    $585,058
    Other
    $42,232
    Hours/week
    4 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,994 related
    Bonus
    $0
    Other
    $0 + $51,064 related
    Deferred
    $0 + $27,785 related
    Nontaxable benefits
    $0 + $14,447 related
    Filer's total
    $0 + $627,290 related

  • SALLABERRY HARRIET

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHOFNER MARY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TOBBEN TIMOTHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • VON SEELEN LESLI

    DIRECTOR, FOUNDATION

    Total calculated
    $112,601
    From this org
    $0
    From related orgs
    $92,576
    Other
    $20,025
    Hours/week
    10 + 30 related

  • WOOD MICHAEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THORN MARK A

    EXEC DIR FINANCE & EX-OFFICIO BM

    Total calculated
    $198,775
    From this org
    $0
    From related orgs
    $181,231
    Other
    $17,544
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,602 related
    Bonus
    $0 + $12,477 related
    Other
    $0 + $27,152 related
    Deferred
    $0 + $10,161 related
    Nontaxable benefits
    $0 + $7,383 related
    Filer's total
    $0 + $198,775 related

  • MATEJKA CHERYL L

    FORMER OFFICER

    Total calculated
    $1,325,464
    From this org
    $0
    From related orgs
    $1,197,639
    Other
    $127,825
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $671,340 related
    Bonus
    $0 + $387,006 related
    Other
    $0 + $139,293 related
    Deferred
    $0 + $113,518 related
    Nontaxable benefits
    $0 + $14,307 related
    Filer's total
    $0 + $1,325,464 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

None.

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 3
MERCY HEALTH (PARENT COMPANY) IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THE FOLLOWING METHODS WERE USED BY MERCY HEALTH TO ESTABLISH COMPENSATION: -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT CONTRACT MERCY HEALTH EAST COMMUNITIES USES A WRITTEN EMPLOYMENT CONTRACT AND EMPLOYS THE ORGANIZATION'S PRESIDENT.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202411359349302331

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