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Nonprofiteer
← MERCY HEALTH FOUNDATION ADA

Form 990 for tax year 2024

Filed by MERCY HEALTH FOUNDATION ADA.

Totals

Total revenue
$1,153,706
Total expenses
$546,092
Contributions and grants received
$1,176,591
Grants paid
$61,222
Program service revenue
$0
Investment income
$1,343
Other revenue
-$24,228
Total assets, end of year
$9,454,239
Total liabilities, end of year
$11,034
Net assets or fund balances, end of year
$9,443,205
Program services expenses (Part IX)
$61,222
Management and general expenses
$360,923
Fundraising expenses
$123,947
Program service expenses (Part III)
$61,222

Program services were 11.2% 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

    $192,409

  • 1d · Related organizations

    $306,745

  • 1f · All other contributions, gifts and grants

    $677,437

  • 1g · Noncash contributions included above

    $17,560

  • 3 · Investment income

    total $1,343 · excluded $1,343

  • 8a · Fundraising events: gross income

    $21,362

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

    $192,409

  • 8b · Fundraising events: direct expenses

    $45,590

  • 8c · Net income from fundraising events

    total -$24,228 · excluded -$24,228

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $46,176 · program services $46,176

  • 2 · Grants to domestic individuals

    total $15,046 · program services $15,046

  • 7 · Other salaries and wages

    total $213,101 · management and general $119,337 · fundraising $93,764

  • 9 · Other employee benefits

    total $49,698 · management and general $27,831 · fundraising $21,867

  • 13 · Office expenses

    total $18,479 · management and general $10,348 · fundraising $8,131

  • 17 · Travel

    total $421 · management and general $236 · fundraising $185

  • 24a · Other expenses: NON-EVENT GIFT IN KIND

    total $178,124 · management and general $178,124

  • 24b · Other expenses: ALLOCATED FOUNDATION EX

    total $25,133 · management and general $25,133

  • 24c · Other expenses: BAD DEBT

    total -$86 · management and general -$86

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $71,436 · end of year $93,785

  • 3 · Pledges and grants receivable

    beginning of year $11,797,233 · end of year $6,949,577

  • 12 · Investments: other securities

    beginning of year $2,007,729 · end of year $2,410,877

  • 17 · Accounts payable and accrued expenses

    beginning of year $904 · end of year $1,895

  • 25 · Other liabilities

    beginning of year $21,726 · end of year $9,139

  • 27 · Net assets without donor restrictions

    beginning of year $635,102 · end of year $842,621

  • 28 · Net assets with donor restrictions

    beginning of year $13,218,666 · end of year $8,600,584

Mission and programs · 2024

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 ADA 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 $61,222 · Grants $61,222

As filed on the 2024 return.

Listed in Part VII

  • Essary Todd

    EXEC DIRECTOR PHILANTROPHY & BD MEMBER

    Total calculated
    $223,027
    From this org
    $0
    From related orgs
    $210,603
    Other
    $12,424
    Hours/week
    15 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,333 related
    Bonus
    $0 + $24,366 related
    Other
    $0 + $58,904 related
    Deferred
    $0 + $5,268 related
    Nontaxable benefits
    $0 + $7,156 related
    Filer's total
    $0 + $223,027 related

  • Farrell Terence

    PRESIDENT & BOARD MEMBER

    Total calculated
    $940,605
    From this org
    $0
    From related orgs
    $863,360
    Other
    $77,245
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,955 related
    Bonus
    $0 + $475,640 related
    Other
    $0 + $102,765 related
    Deferred
    $0 + $64,517 related
    Nontaxable benefits
    $0 + $12,728 related
    Filer's total
    $0 + $940,605 related

  • Adams Drew

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Babb Maranda

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mankin Tammy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matheny Cynthia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patton Vicki

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Spence Clint

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tulane Scott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Williams Jeff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Wood Shana

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Estes Caleb

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Floyd Delisa

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Howard Kenny

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • McElroy Allyson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bruner Marcus

    EXEC DIRECTOR, FINANCE

    Total calculated
    $206,070
    From this org
    $0
    From related orgs
    $199,805
    Other
    $6,265
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,140 related
    Bonus
    $0 + $12,937 related
    Other
    $0 + $30,728 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $6,265 related
    Filer's total
    $0 + $206,070 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

  • 4a · Severance or change-of-control payment

Answered no

  • 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 ADA RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTIONS 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
PART I, LINE 4A
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAY FROM A RELATED ORGANIZATION DURING CALENDAR YEAR 2024: TERENCE FARRELL - $38,835
FORM 990, SCHEDULE J, PART II
THE AMOUNT REPORTED FOR TERENCE FARRELL IN COLUMN (F) IS EITHER INCLUDED IN B(I) BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THIS AMOUNT IS A PAYOUT OF THE SUPPLEMENTAL RETIREMENT PLAN AND EXECUTIVE RETENTION PLAN AND WAS 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.

  • 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

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 CONDOMINIUMS 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

  • UHL CORP INC

    C · HOLDING COMPANY · MO

    Directly controlled by MERCY HOSPITALS EAST COMMUNITIES

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2026
IRS schema version
2024v5.5
Source object
202601329349303975

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