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Nonprofiteer
← MERCY HEALTH FOUNDATION FORT SMITH

Form 990 for tax year 2022

Filed by MERCY HEALTH FOUNDATION FORT SMITH.

Totals

Total revenue
$3,481,171
Total expenses
$3,292,377
Contributions and grants received
$2,791,916
Grants paid
$2,328,078
Program service revenue
$0
Investment income
$952,052
Other revenue
-$262,797
Total assets, end of year
$11,927,679
Total liabilities, end of year
$801,943
Net assets or fund balances, end of year
$11,125,736
Program services expenses (Part IX)
$2,328,078
Management and general expenses
$513,869
Fundraising expenses
$450,430
Program service expenses (Part III)
$2,328,078

Program services were 70.7% 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

    $604,124

  • 1d · Related organizations

    $815,454

  • 1f · All other contributions, gifts and grants

    $1,372,338

  • 1g · Noncash contributions included above

    $107,193

  • 3 · Investment income

    total $952,052 · excluded $952,052

  • 8a · Fundraising events: gross income

    $98,541

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

    $604,124

  • 8b · Fundraising events: direct expenses

    $399,565

  • 8c · Net income from fundraising events

    total -$301,024 · excluded -$301,024

  • 9a · Gaming: gross income

    $88,227

  • 9b · Gaming: direct expenses

    $50,000

  • 9c · Net income from gaming

    total $38,227 · excluded $38,227

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,266,523 · program services $2,266,523

  • 2 · Grants to domestic individuals

    total $61,555 · program services $61,555

  • 7 · Other salaries and wages

    total $715,377 · management and general $379,150 · fundraising $336,227

  • 8 · Pension plan contributions

    total $29 · management and general $15 · fundraising $14

  • 9 · Other employee benefits

    total $167,676 · management and general $88,868 · fundraising $78,808

  • 11g · Fees: other

    total $26,728 · management and general $14,166 · fundraising $12,562

  • 12 · Advertising and promotion

    total $19,104 · fundraising $19,104

  • 13 · Office expenses

    total $3,582 · management and general $3,582

  • 17 · Travel

    total $7,226 · management and general $3,830 · fundraising $3,396

  • 19 · Conferences, conventions and meetings

    total $678 · management and general $359 · fundraising $319

  • 22 · Depreciation, depletion and amortization

    total $350 · management and general $350

  • 24a · Other expenses: BAD DEBT

    total $2,102 · management and general $2,102

  • 24e · All other expenses

    total $21,447 · management and general $21,447

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,211,046 · end of year $295,544

  • 3 · Pledges and grants receivable

    beginning of year $860,078 · end of year $1,295,273

  • 9 · Prepaid expenses and deferred charges

    beginning of year $58,883 · end of year $9,283

  • 10a · Land, buildings and equipment: cost or other basis

    $87,639

  • 10b · Land, buildings and equipment: accumulated depreciation

    $73,829

  • 10c · Land, buildings and equipment, net

    beginning of year $14,160 · end of year $13,810

  • 12 · Investments: other securities

    beginning of year $9,059,851 · end of year $10,313,769

  • 19 · Deferred revenue

    beginning of year $126,038 · end of year $94,500

  • 25 · Other liabilities

    beginning of year $120,935 · end of year $707,443

  • 27 · Net assets without donor restrictions

    beginning of year $8,362,195 · end of year $7,863,836

  • 28 · Net assets with donor restrictions

    beginning of year $2,594,850 · end of year $3,261,900

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 FORT SMITH 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 $2,328,078 · Grants $2,328,078

As filed on the 2022 return.

Listed in Part VII

  • Beshears Travis

    BOARD MEMBER & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Clark Scott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Curry Dwight

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Davis Charlotte Rae

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Harmon Drew

    BOARD MEMBER & TREASURER

    Total calculated
    $0
    Hours/week
    1 + 49 related

  • Holroyd Roger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hunton MD David

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $758,512
    From this org
    $0
    From related orgs
    $730,642
    Other
    $27,870
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $471,003 related
    Bonus
    $0 + $208,057 related
    Other
    $0 + $51,582 related
    Deferred
    $0 + $13,425 related
    Nontaxable benefits
    $0 + $14,445 related
    Filer's total
    $0 + $758,512 related

  • Ledford Zachary Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Newton MD Lisa

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $602,594
    From this org
    $0
    From related orgs
    $591,481
    Other
    $11,113
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $527,901 related
    Bonus
    $0 + $24,306 related
    Other
    $0 + $39,274 related
    Deferred
    $0 + $9,912 related
    Nontaxable benefits
    $0 + $1,201 related
    Filer's total
    $0 + $602,594 related

  • Pendleton Patrick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Schneider Brian

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Warden Kenneth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Westphal Bennie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Beauchamp Ricky

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cox Leann

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Forsgren Stephen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hendricks Annie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sorg Eddie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Wright Alan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Wright Stephanie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gehrig Ryan

    COMMUNITY PRESIDENT

    Total calculated
    $982,406
    From this org
    $0
    From related orgs
    $877,210
    Other
    $105,196
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,656 related
    Bonus
    $0 + $342,135 related
    Other
    $0 + $54,419 related
    Deferred
    $0 + $85,783 related
    Nontaxable benefits
    $0 + $19,413 related
    Filer's total
    $0 + $982,406 related

  • Wilcher Greta

    CHIEF FINANCIAL OFFICER

    Total calculated
    $343,429
    From this org
    $0
    From related orgs
    $295,960
    Other
    $47,469
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,058 related
    Bonus
    $0 + $39,569 related
    Other
    $0 + $35,333 related
    Deferred
    $0 + $34,151 related
    Nontaxable benefits
    $0 + $13,318 related
    Filer's total
    $0 + $343,429 related

  • Ellison Clark

    FORMER KEY EMPLOYEE

    Total calculated
    $258,542
    From this org
    $0
    From related orgs
    $217,288
    Other
    $41,254
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,954 related
    Bonus
    $0 + $21,360 related
    Other
    $0 + $21,974 related
    Deferred
    $0 + $21,778 related
    Nontaxable benefits
    $0 + $19,476 related
    Filer's total
    $0 + $258,542 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)

FORM 990, SCHEDULE J, PART I, QUESTION 3
MERCY HEALTH FOUNDATION FORT SMITH RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
FORM 990, SCHEDULE J, PART II
THE AMOUNTS REPORTED FOR DAVID HUNTON IN COLUMN (F) ARE EITHER INCLUDED IN B(I) 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.

  • FORT SMITH EMERGENCY MEDICAL SERVICES

    EMERGENCY MEDICAL SERVICES · AR

    Directly controlled by MERCY HOSPITAL FORT SMITH

  • 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

  • MARYVILLE CANCER CENTER LLC

    OUTPATIENT CENTER · IL

    Directly controlled by MERCY HEALTH EAST COMMUNITIES

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 COMMERCIAL SERVICES INC

    C · CORP PARENT OF VCC TAXABLE COMMERCIALIZ SVCS · MO

    Directly controlled by MERCY HEALTH

  • MERCY HEALTH CENTER CONDOMINIUM 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

  • 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
6 May 2024
IRS schema version
2022v5.0
Source object
202431279349303058

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