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Nonprofiteer
← MERCY HEALTH FOUNDATION LINCOLN

Form 990 for tax year 2022

Filed by MERCY HEALTH FOUNDATION LINCOLN.

Totals

Total revenue
$37,577
Total expenses
$42,178
Contributions and grants received
$39,404
Grants paid
$22,159
Program service revenue
$0
Investment income
$390
Other revenue
-$2,217
Total assets, end of year
$167,620
Total liabilities, end of year
$8,380
Net assets or fund balances, end of year
$159,240
Program services expenses (Part IX)
$22,159
Management and general expenses
$10,434
Fundraising expenses
$9,585
Program service expenses (Part III)
$22,159

Program services were 52.5% 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

    $12,430

  • 1d · Related organizations

    $7,011

  • 1f · All other contributions, gifts and grants

    $19,963

  • 1g · Noncash contributions included above

    $300

  • 3 · Investment income

    total $390 · excluded $390

  • 8a · Fundraising events: gross income

    $3,275

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

    $12,430

  • 8b · Fundraising events: direct expenses

    $5,492

  • 8c · Net income from fundraising events

    total -$2,217 · excluded -$2,217

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $22,159 · program services $22,159

  • 7 · Other salaries and wages

    total $12,877 · management and general $6,825 · fundraising $6,052

  • 9 · Other employee benefits

    total $3,017 · management and general $1,599 · fundraising $1,418

  • 12 · Advertising and promotion

    total $331 · fundraising $331

  • 13 · Office expenses

    total $1,900 · management and general $1,007 · fundraising $893

  • 17 · Travel

    total $78 · management and general $41 · fundraising $37

  • 24a · Other expenses: ALLOCATED FOUNDATION EX

    total $1,213 · management and general $643 · fundraising $570

  • 24b · Other expenses: BAD DEBTS

    total -$288 · management and general -$153 · fundraising -$135

  • 24e · All other expenses

    total $891 · management and general $472 · fundraising $419

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,263 · end of year $30,558

  • 3 · Pledges and grants receivable

    beginning of year $9,894 · end of year $4,750

  • 9 · Prepaid expenses and deferred charges

    beginning of year $815 · end of year $815

  • 12 · Investments: other securities

    beginning of year $138,492 · end of year $131,497

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,466 · end of year $318

  • 19 · Deferred revenue

    beginning of year $1,400 · end of year $5,650

  • 25 · Other liabilities

    beginning of year $1,240 · end of year $2,412

  • 27 · Net assets without donor restrictions

    beginning of year $31,769 · end of year $28,643

  • 28 · Net assets with donor restrictions

    beginning of year $142,589 · end of year $130,597

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 LINCOLN IS A NOT-FOR-PROFIT CORPORATION CREATED TO ENHANCE, THROUGH PHILANTHROPY, THE QUALITY OF CARE AND SERVICES PROVIDED BY MERCY HOSPITAL LINCOLN IN MISSOURI. THIS OBJECTIVE IS ACCOMPLISHED BY RAISING REVENUE FROM A VARIETY OF SOURCES INCLUDING DONATIONS. THE GOAL OF THE FOUNDATION IS TO SEEK, ACQUIRE, ACCEPT, HOLD, INVEST, RE-INVEST, AND ADMINISTER ANY GIFTS, BEQUESTS, DEVISES, BENEFITS OF TRUST, AND PROPERTY TO USE AND DISBURSE INCOME AND PRINCIPAL THEREOF FOR THE BENEFIT OF MERCY HOSPITAL LINCOLN.

    Expenses $22,159 · Grants $22,159

As filed on the 2022 return.

Listed in Part VII

  • ANGEL CARLA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BURKEMPER SARAH

    PRESIDENT & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • COTTLE JOHN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HOPKINS CASEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MEYER MARTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ST PIERRE JUSTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HEWITT GREG

    MANAGER COMMUNITY RELATIONS & BM

    Total calculated
    $59,061
    From this org
    $0
    From related orgs
    $48,273
    Other
    $10,788
    Hours/week
    1 + 39 related

  • ROTHERMICH ANTHONY

    VP, OPERATIONS & BOARD MEMBER

    Total calculated
    $346,582
    From this org
    $0
    From related orgs
    $293,330
    Other
    $53,252
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,088 related
    Bonus
    $0 + $30,346 related
    Other
    $0 + $32,896 related
    Deferred
    $0 + $33,787 related
    Nontaxable benefits
    $0 + $19,465 related
    Filer's total
    $0 + $346,582 related

  • THORNMARK A

    EXEC DIRECTOR FINANCE

    Total calculated
    $198,775
    From this org
    $0
    From related orgs
    $181,231
    Other
    $17,544
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,602 related
    Bonus
    $0 + $12,477 related
    Other
    $0 + $27,152 related
    Deferred
    $0 + $10,161 related
    Nontaxable benefits
    $0 + $7,383 related
    Filer's total
    $0 + $198,775 related

  • MATEJKA CHERYL L

    FORMER OFFICER

    Total calculated
    $1,325,464
    From this org
    $0
    From related orgs
    $1,197,639
    Other
    $127,825
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $671,340 related
    Bonus
    $0 + $387,006 related
    Other
    $0 + $139,293 related
    Deferred
    $0 + $113,518 related
    Nontaxable benefits
    $0 + $14,307 related
    Filer's total
    $0 + $1,325,464 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 (PARENT COMPANY) IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THE FOLLOWING METHODS WERE USED BY MERCY HEALTH TO ESTABLISH COMPENSATION: -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202421319349302777

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