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Nonprofiteer
← MERCY FOUNDATION NORTH

Form 990 for tax year 2023

Filed by MERCY FOUNDATION NORTH.

Totals

Total revenue
$4,375,901
Total expenses
$2,675,641
Contributions and grants received
$3,860,493
Grants paid
$2,650,482
Program service revenue
$0
Investment income
$511,084
Other revenue
$4,324
Total assets, end of year
$18,190,045
Total liabilities, end of year
$10,888
Net assets or fund balances, end of year
$18,179,157
Program services expenses (Part IX)
$2,650,482
Management and general expenses
$25,159
Fundraising expenses
$0
Program service expenses (Part III)
$2,650,482

Program services were 99.1% 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

    $5,635

  • 1f · All other contributions, gifts and grants

    $3,854,858

  • 1g · Noncash contributions included above

    $61,661

  • 3 · Investment income

    total $218,183 · excluded $218,183

  • 7a · Gross sales of assets other than inventory

    securities $9,085,078

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

    securities $8,792,177

  • 7c · Gain or loss

    securities $292,901

  • 7d · Net gain or loss

    total $292,901 · excluded $292,901

  • 8a · Fundraising events: gross income

    $111,934

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

    $5,635

  • 8b · Fundraising events: direct expenses

    $107,610

  • 8c · Net income from fundraising events

    total $4,324

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,650,482 · program services $2,650,482

  • 11f · Fees: investment management

    total $25,159 · management and general $25,159

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,406 · end of year $999

  • 2 · Savings and temporary cash investments

    beginning of year $3,841,181 · end of year $4,695,381

  • 3 · Pledges and grants receivable

    beginning of year $2,384,123 · end of year $3,172,851

  • 10c · Land, buildings and equipment, net

    beginning of year $150,000

  • 12 · Investments: other securities

    beginning of year $9,493,498 · end of year $10,320,814

  • 25 · Other liabilities

    beginning of year $11,816 · end of year $10,888

  • 27 · Net assets without donor restrictions

    beginning of year $1,248,616 · end of year $1,630,423

  • 28 · Net assets with donor restrictions

    beginning of year $14,617,776 · end of year $16,548,734

Mission and programs · 2023

Mission

MERCY FOUNDATION NORTH RAISES, MANAGES AND DISTRIBUTES PHILANTHROPIC SUPPORT TO BENEFIT THE SPONSORED AND SUPPORTED WORKS OF THE SISTERS OF MERCY OF THE AMERICAS IN THE COUNTIES OF SHASTA, TEHAMA AND SISKIYOU, IN NORTHERN CALIFORNIA. THIS PHILANTHROPIC SUPPORT PRIMARILY BENEFITS PROGRAMS AND SERVICES OF THE FOLLOWING HOSPITALS/ORGANIZATIONS OF DIGNITY HEALTH, A CALIFORNIA PUBLIC BENEFIT CORPORATION: MERCY MEDICAL CENTER REDDING,ST. ELIZABETH COMMUNITY HOSPITAL, MERCY MEDICAL CENTER MT. SHASTA, AND DIGNITY HEALTH CONNECTED LIVING. SUPPORTED PROGRAMS BENEFIT THE POOR, SICK, UNEDUCATED, ELDERLY AND/OR DISTRESSED, INCLUDING HEALTHCARE, EDUCATION, SOCIAL SERVICES, ELDERLY AND/OR ASSISTANCE TO THE DISADVANTAGED AND OR/DISTRESSED. THE FOUNDATION MANAGES A FUND DEVELOPMENT PROGRAM THAT IS MULTIFACETED. THE MAIN OFFICE IS LOCATED IN REDDING, CA. OUTLYING OFFICES ARE LOCATED IN RED BLUFF, CA AND MT. SHASTA, CA. THE FOUNDATION IMPLEMENTS ANNUAL GIVING, MAJOR GIVING AND PLANNED GIVING ACTIVITIES.

Activities or mission (Part I)

RAISING PHILANTHROPIC SUPPORT AND COMMUNITY AWARENESS FOR THE MINISTRIES OF THE SISTERS OF MERCY OF THE AMERICAS.

  • DIGNITY HEALTH GRANT - ENGAGE IN RAISING FUNDS AND CARRYING ON ACTIVITIES ON BEHALF OF THE CONGREGATION OF THE SISTERS OF MERCY OF THE AMERICAS, PROVIDE GRANTS TO DIGNITY HEALTH FOR MEDICAL EQUIPMENT AND PROVISION OF MEDICAL CARE.

    Expenses $2,172,315 · Grants $2,172,315

  • CONNECTED LIVING - ASSIST SENIORS AND DISABLED INDIVIDUALS TO INDEPENDENCE BY PROVIDING MEALS, TRANSPORTATION, AND RECREATIONAL ACTIVITIES TO ENHANCE THEIR DIGNITY AND ENCOURAGE CONTINUED INVOLVEMENT IN THE COMMUNITY, PROVIDE SERVICES THAT PROMOTE INDEPENDENT LIVING TO SENIORS AND DISABLED ADULTS.

    Expenses $478,167 · Grants $478,167

  • SEE SCHEDULE O

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Maggie Redmon

    FORMER PRESI

    Total calculated
    $192,712
    From this org
    $0
    From related orgs
    $165,122
    Other
    $27,590
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $80,476 related
    Bonus
    not reported + $56,603 related
    Other
    not reported + $28,043 related
    Deferred
    not reported + $9,520 related
    Nontaxable benefits
    not reported + $18,070 related
    Filer's total
    not reported + $192,712 related
  • Michelle Martin Streeby

    DIR. OF PHIL

    Total calculated
    $155,616
    From this org
    $0
    From related orgs
    $115,422
    Other
    $40,194
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $102,048 related
    Bonus
    not reported + $12,814 related
    Other
    not reported + $560 related
    Deferred
    not reported + $13,221 related
    Nontaxable benefits
    not reported + $26,973 related
    Filer's total
    not reported + $155,616 related
  • Alisa Johnson

    DIR. OF PHIL

    Total calculated
    $142,405
    From this org
    $0
    From related orgs
    $109,127
    Other
    $33,278
    Hours/week
    40
  • Susan Cresto Baker

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Zach Bay

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Joe Bowers

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Marjorie Carneiro

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Penny Costa

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Mike Davis

    CHAIR

    Total calculated
    $0
    Hours/week
    0.25
  • Sandy Dole

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Marie Dotsonpsydlp

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25
  • Miranda Edwards

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Thomas Richard Rick Goyne

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Rick Hill

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Lena Jesrani

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Mark Koenig

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Rob Lowes

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25
  • Patrick Fowler MD

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • David Civalier MD

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.25
  • Jake Mangas

    PRESIDENT

    Total calculated
    $0
    Hours/week
    40
  • Dean Moyer

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Dave Dennis Od

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Rodger Page

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Sandy Pope

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Sister Pat Manoli Rsm

    WMW COMMUNIT

    Total calculated
    $0
    Hours/week
    0.25
  • G Todd Smith

    PRESIDENT, M

    Total calculated
    $0
    Hours/week
    0.25
  • Kristi Steadman

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Michelle Tegerstrand

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Heather Vanhorn

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25
  • Ken Wood

    MEMBER

    Total calculated
    $0
    Hours/week
    0.25

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

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
5 May 2025
IRS schema version
2023v6.0
Source object
202521269349302397

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