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Nonprofiteer
← MERCY HEALTH FOUNDATION BERRYVILLE

Form 990 for tax year 2023

Filed by MERCY HEALTH FOUNDATION BERRYVILLE.

Totals

Total revenue
$293,212
Total expenses
$306,065
Contributions and grants received
$300,501
Grants paid
$263,068
Program service revenue
$0
Investment income
$54
Other revenue
-$7,343
Total assets, end of year
$1,603,202
Total liabilities, end of year
$34,258
Net assets or fund balances, end of year
$1,568,944
Program services expenses (Part IX)
$263,068
Management and general expenses
$23,645
Fundraising expenses
$19,352
Program service expenses (Part III)
$263,068

Program services were 86.0% 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

    $83,713

  • 1d · Related organizations

    $54,915

  • 1f · All other contributions, gifts and grants

    $161,873

  • 1g · Noncash contributions included above

    $8,891

  • 3 · Investment income

    total $54 · excluded $54

  • 8a · Fundraising events: gross income

    $16,741

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

    $83,713

  • 8b · Fundraising events: direct expenses

    $24,084

  • 8c · Net income from fundraising events

    total -$7,343 · excluded -$7,343

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $262,068 · program services $262,068

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 7 · Other salaries and wages

    total $28,208 · management and general $15,514 · fundraising $12,694

  • 9 · Other employee benefits

    total $6,592 · management and general $3,626 · fundraising $2,966

  • 13 · Office expenses

    total $5,365 · management and general $2,951 · fundraising $2,414

  • 24a · Other expenses: ALLOCATED FOUNDATION EX

    total $2,840 · management and general $1,562 · fundraising $1,278

  • 24b · Other expenses: OTHER MISCELLANIOUS EXP

    total $65 · management and general $65

  • 24c · Other expenses: BAD DEBT

    total -$73 · management and general -$73

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,301 · end of year $8,364

  • 3 · Pledges and grants receivable

    beginning of year $13,178 · end of year $42,652

  • 11 · Investments: publicly traded securities

    beginning of year $1,423,913 · end of year $1,552,186

  • 15 · Other assets

    beginning of year $541

  • 25 · Other liabilities

    beginning of year $0 · end of year $34,258

  • 27 · Net assets without donor restrictions

    beginning of year $874,812 · end of year $888,400

  • 28 · Net assets with donor restrictions

    beginning of year $578,121 · end of year $680,544

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 BERRYVILLE 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 $263,068 · Grants $263,068

As filed on the 2023 return.

Listed in Part VII

  • QUALLS PAUL

    FOUNDATION PRESIDENT

    Total calculated
    $107,350
    From this org
    $0
    From related orgs
    $97,697
    Other
    $9,653
    Hours/week
    40

  • BRYANT DEBBIE

    SENIOR CONSULTANT - FINANCE & BM

    Total calculated
    $94,948
    From this org
    $0
    From related orgs
    $73,184
    Other
    $21,764
    Hours/week
    1 + 39 related

  • BUTLER ROBIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HOPPER JODI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MOORE VONDA

    DON - ADMINISTRATOR

    Total calculated
    $168,884
    From this org
    $0
    From related orgs
    $159,992
    Other
    $8,892
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $107,206 related
    Bonus
    $0 + $10,316 related
    Other
    $0 + $42,470 related
    Deferred
    $0 + $1,467 related
    Nontaxable benefits
    $0 + $7,425 related
    Filer's total
    $0 + $168,884 related

  • SMITH CASSANDRA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SPEARMAN ANITA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STURTZ DIANA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THURMAN CHRISTY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WALKER DUSTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WEST BRITTANY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HARMONING TAMMI

    CFO

    Total calculated
    $264,700
    From this org
    $0
    From related orgs
    $248,992
    Other
    $15,708
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,012 related
    Bonus
    $0 + $51,528 related
    Other
    $0 + $8,452 related
    Deferred
    $0 + $4,416 related
    Nontaxable benefits
    $0 + $11,292 related
    Filer's total
    $0 + $264,700 related

  • BARBER JAMES

    FORMER KEY EMPLOYEE

    Total calculated
    $575,713
    From this org
    $0
    From related orgs
    $560,332
    Other
    $15,381
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,107 related
    Bonus
    $0 + $101,388 related
    Other
    $0 + $76,837 related
    Deferred
    $0 + $7,385 related
    Nontaxable benefits
    $0 + $7,996 related
    Filer's total
    $0 + $575,713 related

  • CLOUSE DAY SHERRY

    FORMER KEY EMPLOYEE

    Total calculated
    $426,293
    From this org
    $0
    From related orgs
    $399,588
    Other
    $26,705
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,555 related
    Bonus
    $0 + $67,178 related
    Other
    $0 + $114,855 related
    Deferred
    $0 + $11,820 related
    Nontaxable benefits
    $0 + $14,885 related
    Filer's total
    $0 + $426,293 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 FOUNDATION BERRYVILLE 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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501329349303765

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