Skip to content
Nonprofiteer
← MERCY HEALTH FOUNDATION SOUTH

Form 990 for tax year 2022

Filed by MERCY HEALTH FOUNDATION SOUTH.

Totals

Total revenue
$2,128,765
Total expenses
$18,239,692
Contributions and grants received
$2,140,577
Grants paid
$17,092,874
Program service revenue
$0
Investment income
$3,788
Other revenue
-$15,600
Total assets, end of year
$20,934,731
Total liabilities, end of year
$396,810
Net assets or fund balances, end of year
$20,537,921
Program services expenses (Part IX)
$17,092,874
Management and general expenses
$596,690
Fundraising expenses
$550,128
Program service expenses (Part III)
$17,092,874

Program services were 93.7% 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

    $133,765

  • 1d · Related organizations

    $1,148,851

  • 1f · All other contributions, gifts and grants

    $857,961

  • 1g · Noncash contributions included above

    $7,045

  • 3 · Investment income

    total $3,923 · excluded $3,923

  • 7a · Gross sales of assets other than inventory

    securities $5,969

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

    securities $6,104

  • 7c · Gain or loss

    securities -$135

  • 7d · Net gain or loss

    total -$135 · excluded -$135

  • 8a · Fundraising events: gross income

    $14,620

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

    $133,765

  • 8b · Fundraising events: direct expenses

    $30,220

  • 8c · Net income from fundraising events

    total -$15,600 · excluded -$15,600

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $17,092,874 · program services $17,092,874

  • 7 · Other salaries and wages

    total $829,837 · management and general $439,814 · fundraising $390,023

  • 9 · Other employee benefits

    total $194,622 · management and general $103,150 · fundraising $91,472

  • 11g · Fees: other

    total $20 · management and general $11 · fundraising $9

  • 12 · Advertising and promotion

    total $20,990 · fundraising $20,990

  • 13 · Office expenses

    total $5,459 · management and general $2,893 · fundraising $2,566

  • 17 · Travel

    total $4,262 · management and general $2,259 · fundraising $2,003

  • 24a · Other expenses: ALLOCATED FOUNDATION EX

    total $83,957 · management and general $44,497 · fundraising $39,460

  • 24e · All other expenses

    total $7,671 · management and general $4,066 · fundraising $3,605

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $498,328 · end of year $1,238,048

  • 3 · Pledges and grants receivable

    beginning of year $9,136,358 · end of year $2,157,326

  • 12 · Investments: other securities

    beginning of year $15,080,067 · end of year $15,179,639

  • 15 · Other assets

    beginning of year $11,126,230 · end of year $2,359,718

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,596 · end of year $30,344

  • 19 · Deferred revenue

    beginning of year $60,150 · end of year $0

  • 25 · Other liabilities

    beginning of year $334,328 · end of year $366,466

  • 27 · Net assets without donor restrictions

    beginning of year $3,016,014 · end of year $3,620,317

  • 28 · Net assets with donor restrictions

    beginning of year $32,419,895 · end of year $16,917,604

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.

  • MERCY HEALTH FOUNDATION SOUTH IS A NOT-FOR-PROFIT CORPORATION CREATED TO ENHANCE, THROUGH PHILANTHROPY, THE QUALITY OF CARE AND SERVICES PROVIDED BY MERCY HOSPITAL SOUTH 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 HOSPITAL SOUTH.

    Expenses $17,092,874 · Grants $17,092,874

As filed on the 2022 return.

Listed in Part VII

  • Allen Chris

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $982,872
    From this org
    $0
    From related orgs
    $967,870
    Other
    $15,002
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $910,297 related
    Bonus
    $0 + $16,033 related
    Other
    $0 + $41,540 related
    Deferred
    $0 + $13,198 related
    Nontaxable benefits
    $0 + $1,804 related
    Filer's total
    $0 + $982,872 related

  • Basler Darin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Basler Richard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Campbell Pamela

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Fissel Brian

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hootman Lori

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hyland Molly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lipic Joseph

    CHAIRMAN EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Meier John

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shetty Nisha

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $375,559
    From this org
    $0
    From related orgs
    $354,408
    Other
    $21,151
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,090 related
    Bonus
    $0
    Other
    $0 + $41,318 related
    Deferred
    $0 + $13,174 related
    Nontaxable benefits
    $0 + $7,977 related
    Filer's total
    $0 + $375,559 related

  • Sindelar Sara

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Studer Kevin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Weick MD Raymond

    REGIONAL PHYSICIAN EXECUTIVE & BM

    Total calculated
    $815,509
    From this org
    $0
    From related orgs
    $755,692
    Other
    $59,817
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $635,914 related
    Bonus
    $0 + $82,314 related
    Other
    $0 + $37,464 related
    Deferred
    $0 + $58,626 related
    Nontaxable benefits
    $0 + $1,191 related
    Filer's total
    $0 + $815,509 related

  • Hogan Sean Joseph

    MHS PRESIDENT

    Total calculated
    $958,096
    From this org
    $0
    From related orgs
    $864,982
    Other
    $93,114
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $476,626 related
    Bonus
    $0 + $318,140 related
    Other
    $0 + $70,216 related
    Deferred
    $0 + $77,620 related
    Nontaxable benefits
    $0 + $15,494 related
    Filer's total
    $0 + $958,096 related

  • Eckenfels Daniel

    VP-FINANCE

    Total calculated
    $361,822
    From this org
    $0
    From related orgs
    $332,037
    Other
    $29,785
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,407 related
    Bonus
    $0 + $30,188 related
    Other
    $0 + $21,442 related
    Deferred
    $0 + $10,239 related
    Nontaxable benefits
    $0 + $19,546 related
    Filer's total
    $0 + $361,822 related

  • Stricker Valerie

    EXECUTIVE DIRECTOR

    Total calculated
    $136,381
    From this org
    $0
    From related orgs
    $124,573
    Other
    $11,808
    Hours/week
    40 + 8 related

  • Ciaramita MD Jeffrey

    PRESIDENT, SPECIALTY SERVICE LINES

    Total calculated
    $1,392,094
    From this org
    $0
    From related orgs
    $1,249,223
    Other
    $142,871
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $840,716 related
    Bonus
    $0 + $364,187 related
    Other
    $0 + $44,320 related
    Deferred
    $0 + $127,141 related
    Nontaxable benefits
    $0 + $15,730 related
    Filer's total
    $0 + $1,392,094 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

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.

  • FORT SMITH EMERGENCY MEDICAL SERVICES

    N/A · EMERGENCY MEDICAL SERVICES · AR

    Directly controlled by MERCY HOSPITAL FORT SMITH

  • ST EDWARD MERCY MED CTR M-P OFF BLDG

    N/A · OFFICE BUILDING · AR

    Directly controlled by MERCY HOSPITAL FORT SMITH

  • PLATINUM CPS HOLDINGS LLC

    N/A · HOLDING COMPANY · MO

    Directly controlled by MERCY MANAGED CARE CORPMERCY HEALTH

  • MARYVILLE CANCER CENTER LLC

    N/A · OUTPATIENT CENTER · IL

    Directly controlled by MERCY HEALTH EAST COMMUNITIES

  • PLAZA SURGERY SERVICES COMPANY LLC

    N/A · INACTIVE · MO

    Directly controlled by MERCY HOSPITAL SOUTH

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 CONDOMINIUM INC

    C · REAL ESTATE · OK

    Directly controlled by MERCY HOSPITAL OKLAHOMA CITYINC

  • MERCY MANAGED CARE CORPORATION

    C · HOLDING COMPANY · OK

    Directly controlled by MERCY HEALTH

  • MERCY COMMERCIAL SERVICES INC

    C · CORP PARENT OF VCC TAXABLE COMMERCIALIZ SVCS · OK

    Directly controlled by MHN INC AND MHNSR INC

  • ST ANTHONY'S PHYSICIAN ORGANIZATION OF ILLINOIS

    C · HEALTH CARE · MO

    Directly controlled by MERCY HOSPITAL SOUTH

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202431359349302458

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.