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Nonprofiteer
← MERCY HOUSING INC

Form 990 for tax year 2023

Filed by MERCY HOUSING INC.

Totals

Total revenue
$100,477,161
Total expenses
$57,455,577
Contributions and grants received
$51,975,431
Grants paid
$4,420,661
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$34,470,410
Management and general expenses
$19,946,883
Fundraising expenses
$3,038,284
Program service expenses (Part III)
$34,470,410

Program services were 60.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PATRICIA COCHRAN BERGMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • YVONNE CAMACHO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • KATHERIN AGUILAR PEREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DOUG JUTTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DIANE HEJNA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • PATRICIA ECK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SISTER JANE GERETY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • BARBARA BUSCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JOANNE BERTGES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • CHARLIE FRANCIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JOHN POWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ISMAEL GUERRERO

    PRESIDENT

    Total calculated
    $503,908
    From this org
    $465,043
    From related orgs
    $0
    Other
    $38,865
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $465,043
    Bonus
    $0
    Other
    $0
    Deferred
    $21,157
    Nontaxable benefits
    $17,708
    Filer's total
    $503,908
  • MARK ANGELINI

    SENIOR VICE PRESIDENT

    Total calculated
    $256,820
    From this org
    $245,093
    From related orgs
    $0
    Other
    $11,727
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $244,093
    Bonus
    $1,000
    Other
    $0
    Deferred
    $10,902
    Nontaxable benefits
    $825
    Filer's total
    $256,820
  • CHERYLL O'BRYAN

    VICE PRESIDENT

    Total calculated
    $402,765
    From this org
    $0
    From related orgs
    $360,513
    Other
    $42,252
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $351,125 related
    Bonus
    $0 + $9,388 related
    Other
    $0
    Deferred
    $0 + $19,751 related
    Nontaxable benefits
    $0 + $22,501 related
    Filer's total
    $0 + $402,765 related
  • DEE WALSH

    VICE PRESIDENT

    Total calculated
    $370,311
    From this org
    $344,082
    From related orgs
    $0
    Other
    $26,229
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $343,082
    Bonus
    $1,000
    Other
    $0
    Deferred
    $15,027
    Nontaxable benefits
    $11,202
    Filer's total
    $370,311
  • MELISSA CLAYTON

    SENIOR VICE PRESIDENT

    Total calculated
    $299,519
    From this org
    $265,721
    From related orgs
    $0
    Other
    $33,798
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $249,467
    Bonus
    $16,254
    Other
    $0
    Deferred
    $16,135
    Nontaxable benefits
    $17,663
    Filer's total
    $299,519
  • CONSTANCE RULE

    SENIOR VICE PRESIDENT/CSP

    Total calculated
    $284,549
    From this org
    $258,816
    From related orgs
    $0
    Other
    $25,733
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,816
    Bonus
    $1,000
    Other
    $0
    Deferred
    $13,110
    Nontaxable benefits
    $12,623
    Filer's total
    $284,549
  • DOUG SHOEMAKER

    VICE PRESIDENT

    Total calculated
    $321,446
    From this org
    $296,251
    From related orgs
    $0
    Other
    $25,195
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $295,251
    Bonus
    $1,000
    Other
    $0
    Deferred
    $13,723
    Nontaxable benefits
    $11,472
    Filer's total
    $321,446
  • JANICE TURNER

    SENIOR VICE PRESIDENT

    Total calculated
    $262,504
    From this org
    $239,192
    From related orgs
    $0
    Other
    $23,312
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,907
    Bonus
    $9,285
    Other
    $0
    Deferred
    $12,071
    Nontaxable benefits
    $11,241
    Filer's total
    $262,504
  • JOSEPH THOMPSON

    SENIOR VICE PRESIDENT

    Total calculated
    $277,680
    From this org
    $234,901
    From related orgs
    $0
    Other
    $42,779
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $233,901
    Bonus
    $1,000
    Other
    $0
    Deferred
    $13,414
    Nontaxable benefits
    $29,365
    Filer's total
    $277,680
  • JAMES ALEXANDER

    SENIOR VICE PRESIDENT

    Total calculated
    $205,601
    From this org
    $195,218
    From related orgs
    $0
    Other
    $10,383
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $190,167
    Bonus
    $5,051
    Other
    $0
    Deferred
    $9,716
    Nontaxable benefits
    $667
    Filer's total
    $205,601
  • SHELLY MARQUEZ

    SENIOR VICE PRESIDENT

    Total calculated
    $269,145
    From this org
    $243,733
    From related orgs
    $0
    Other
    $25,412
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,153
    Bonus
    $3,580
    Other
    $0
    Deferred
    $6,505
    Nontaxable benefits
    $18,907
    Filer's total
    $269,145
  • JOHN FELIX

    ASSISTANT SECRETARY / SR.

    Total calculated
    $247,212
    From this org
    $209,962
    From related orgs
    $0
    Other
    $37,250
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $208,962
    Bonus
    $1,000
    Other
    $0
    Deferred
    $8,774
    Nontaxable benefits
    $28,476
    Filer's total
    $247,212
  • PARAG GUPTA

    SENIOR VICE PRESIDENT/CPO

    Total calculated
    $280,808
    From this org
    $269,230
    From related orgs
    $0
    Other
    $11,578
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,230
    Bonus
    $1,000
    Other
    $0
    Deferred
    $10,752
    Nontaxable benefits
    $826
    Filer's total
    $280,808
  • JOHN MARCOLINA

    VICE PRESIDENT

    Total calculated
    $240,500
    From this org
    $201,013
    From related orgs
    $0
    Other
    $39,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,413
    Bonus
    $600
    Other
    $0
    Deferred
    $12,511
    Nontaxable benefits
    $26,976
    Filer's total
    $240,500
  • KATE PETERSON

    SENIOR VICE PRESIDENT

    Total calculated
    $233,117
    From this org
    $194,072
    From related orgs
    $0
    Other
    $39,045
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,072
    Bonus
    $1,000
    Other
    $0
    Deferred
    $12,069
    Nontaxable benefits
    $26,976
    Filer's total
    $233,117
  • CHAD PAYNE

    TREASURER

    Total calculated
    $200,685
    From this org
    $192,189
    From related orgs
    $0
    Other
    $8,496
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $191,289
    Bonus
    $900
    Other
    $0
    Deferred
    $7,670
    Nontaxable benefits
    $826
    Filer's total
    $200,685
  • ANGELA BRUNO

    SENIOR VICE PRESIDENT/CFO

    Total calculated
    $348,589
    From this org
    $327,391
    From related orgs
    $0
    Other
    $21,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $326,391
    Bonus
    $1,000
    Other
    $0
    Deferred
    $9,921
    Nontaxable benefits
    $11,277
    Filer's total
    $348,589
  • JAYA JOHNSON

    SENIOR VICE PRESIDENT

    Total calculated
    $218,052
    From this org
    $190,424
    From related orgs
    $0
    Other
    $27,628
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,924
    Bonus
    $1,500
    Other
    $0
    Deferred
    $9,865
    Nontaxable benefits
    $17,763
    Filer's total
    $218,052
  • RON JACKSON

    VICE PRESIDENT

    Total calculated
    $143,148
    From this org
    $120,093
    From related orgs
    $0
    Other
    $23,055
    Hours/week
    40 + 1 related
  • WEB BROWN

    SENIOR VICE PRESIDENT

    Total calculated
    $224,375
    From this org
    $189,508
    From related orgs
    $0
    Other
    $34,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,508
    Bonus
    $1,000
    Other
    $0
    Deferred
    $7,891
    Nontaxable benefits
    $26,976
    Filer's total
    $224,375
  • JOE ROSENBLUM

    SECRETARY

    Total calculated
    $232,549
    From this org
    $222,348
    From related orgs
    $0
    Other
    $10,201
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $217,884
    Bonus
    $4,464
    Other
    $0
    Deferred
    $9,375
    Nontaxable benefits
    $826
    Filer's total
    $232,549
  • RAMIE DARE

    DIRECTOR

    Total calculated
    $250,355
    From this org
    $229,391
    From related orgs
    $0
    Other
    $20,964
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,821
    Bonus
    $570
    Other
    $0
    Deferred
    $10,627
    Nontaxable benefits
    $10,337
    Filer's total
    $250,355
  • EDWARD HOLDER

    VICE PRESIDENT

    Total calculated
    $293,494
    From this org
    $255,109
    From related orgs
    $0
    Other
    $38,385
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,109
    Bonus
    $0
    Other
    $0
    Deferred
    $11,520
    Nontaxable benefits
    $26,865
    Filer's total
    $293,494
  • STEFANIE JOY

    SENIOR VICE PRESIDENT

    Total calculated
    $228,382
    From this org
    $200,814
    From related orgs
    $0
    Other
    $27,568
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,213
    Bonus
    $9,601
    Other
    $0
    Deferred
    $12,220
    Nontaxable benefits
    $15,348
    Filer's total
    $228,382
  • ELIZABETH KUWADA

    DIRECTOR

    Total calculated
    $220,151
    From this org
    $197,417
    From related orgs
    $0
    Other
    $22,734
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,847
    Bonus
    $570
    Other
    $0
    Deferred
    $10,028
    Nontaxable benefits
    $12,706
    Filer's total
    $220,151
  • LILLIAN LEW-HAILER

    VICE PRESIDENT

    Total calculated
    $237,530
    From this org
    $219,710
    From related orgs
    $0
    Other
    $17,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,710
    Bonus
    $0
    Other
    $0
    Deferred
    $6,814
    Nontaxable benefits
    $11,006
    Filer's total
    $237,530

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

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ANNUALLY THE EXECUTIVE COMMITTEE WITHIN THE MERCY HOUSING, INC. BOARD OF TRUSTEES WILL REVIEW EXECUTIVE SALARIES TO ENSURE COMPETITIVENESS WITH EXTERNAL MARKETS AND FOR INTERNAL EQUITY IN RELATION TO GENERAL EMPLOYEE WAGES AND BENEFITS, INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE, AND THE FINANCIAL RESOURCES OF THE ORGANIZATION.
PART I, LINE 7
INCLUDED IN SCHEDULE J, COLUMN B(II) ARE AMOUNTS REPRESENTING BONUSES. THESE AMOUNTS WERE APPROVED BY THE BOARD OF DIRECTORS AND INCLUDED IN EACH INDIVIDUAL'S 2023 W-2.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
14 November 2024
IRS schema version
2023v5.1
Source object
202433209349300513

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

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