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Nonprofiteer
← MERCY HEALTH FOUNDATION ST FRANCIS

Form 990 for tax year 2022

Filed by MERCY HEALTH FOUNDATION ST FRANCIS.

Totals

Total revenue
$87,034
Total expenses
$99,371
Contributions and grants received
$85,579
Grants paid
$60,488
Program service revenue
$0
Investment income
$1,455
Other revenue
$0
Total assets, end of year
$1,965,732
Total liabilities, end of year
$543
Net assets or fund balances, end of year
$1,965,189
Program services expenses (Part IX)
$60,488
Management and general expenses
$22,283
Fundraising expenses
$16,600
Program service expenses (Part III)
$60,488

Program services were 60.9% 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.

  • 1d · Related organizations

    $37,428

  • 1f · All other contributions, gifts and grants

    $48,151

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,455 · excluded $1,455

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $56,184 · program services $56,184

  • 2 · Grants to domestic individuals

    total $4,304 · program services $4,304

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $28,615 · management and general $15,166 · fundraising $13,449

  • 9 · Other employee benefits

    total $6,705 · management and general $3,554 · fundraising $3,151

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $395 · management and general $395

  • 24a · Other expenses: ALLOCATED FOUNDATION EXPENSE

    total $3,048 · management and general $3,048

  • 24b · Other expenses: BOARD EXPENSES

    total $120 · management and general $120

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $28,635 · end of year $10,394

  • 2 · Savings and temporary cash investments

    beginning of year $213,212 · end of year $213,753

  • 3 · Pledges and grants receivable

    beginning of year $178,515 · end of year $145,051

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,486,258 · end of year $1,596,534

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $34 · end of year $0

  • 17 · Accounts payable and accrued expenses

    end of year $60

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $483

  • 27 · Net assets without donor restrictions

    beginning of year $1,498,851 · end of year $1,524,685

  • 28 · Net assets with donor restrictions

    beginning of year $407,803 · end of year $440,504

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 ST. FRANCIS 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 $60,488 · Grants $60,488

As filed on the 2022 return.

Listed in Part VII

  • Bette Byrne

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • David Barnett

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jane Foval

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Marilyn Schellen

    DIRECTOR FINANCE & BOARD MEMBER

    Total calculated
    $141,500
    From this org
    $0
    From related orgs
    $114,864
    Other
    $26,636
    Hours/week
    1 + 49 related

  • Martha Colville MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Matt Pigg MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michael Hoff

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Karen Simpson-Neasby

    Executive Director

    Total calculated
    $124,726
    From this org
    $0
    From related orgs
    $108,457
    Other
    $16,269
    Hours/week
    1 + 59 related

  • William J Roberts

    CHIEF FINANCIAL OFFICER

    Total calculated
    $373,250
    From this org
    $0
    From related orgs
    $342,622
    Other
    $30,628
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,035 related
    Bonus
    $0 + $34,812 related
    Other
    $0 + $26,776 related
    Deferred
    $0 + $11,377 related
    Nontaxable benefits
    $0 + $19,251 related
    Filer's total
    $0 + $373,250 related

  • James Barber

    President, Foundation

    Total calculated
    $455,596
    From this org
    $0
    From related orgs
    $433,356
    Other
    $22,240
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $371,187 related
    Bonus
    $0 + $43,950 related
    Other
    $0 + $18,219 related
    Deferred
    $0 + $14,314 related
    Nontaxable benefits
    $0 + $7,926 related
    Filer's total
    $0 + $455,596 related

  • Sherry Clouse Day

    Former Key Employee

    Total calculated
    $330,120
    From this org
    $0
    From related orgs
    $299,123
    Other
    $30,997
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,563 related
    Bonus
    $0 + $28,979 related
    Other
    $0 + $56,582 related
    Deferred
    $0 + $16,300 related
    Nontaxable benefits
    $0 + $14,697 related
    Filer's total
    $0 + $330,120 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
MERCY HEALTH FOUNDATION ST. FRANCIS RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTIONS 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.

  • Fort Smith Emergency Medical Services

    Emergency Medical Services · AR

    Directly controlled by NA

  • Plaza Surgery Services Company LLC

    Inactive · MO

    Directly controlled by NA

  • St Edward Mercy MC M-P Office Bldg

    Office Building · AR

    Directly controlled by NA

  • Platinum CPS Holdings LLC

    Holding Company · MO

    Directly controlled by NA

  • Maryville Cancer Center LLC

    Outpatient Center · IL

    Directly controlled by NA

Related corporations and trusts

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

  • Frontenac Properties Inc

    C Corporation · Holding company · DE

    Directly controlled by NA

  • Mercy Commercial Services Inc

    C Corporation · CORPORATE PARENT OF VCC TAXABLE COMMERCIAL SERVICES · MO

    Directly controlled by NA

  • Mercy Health Center Condominium Inc

    C Corporation · Real estate · OK

    Directly controlled by NA

  • Mercy Managed Care Corporation

    C Corporation · Holding company · OK

    Directly controlled by NA

  • St Anthony's Physician Organization of Illinois

    C Corporation · Health Care · MO

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202401349349309800

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