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Nonprofiteer
← MERCY HEALTH FOUNDATION SOUTH

Form 990 for tax year 2023

Filed by MERCY HEALTH FOUNDATION SOUTH.

Totals

Total revenue
$4,964,673
Total expenses
$5,012,947
Contributions and grants received
$4,869,273
Grants paid
$3,819,920
Program service revenue
$0
Investment income
$113,330
Other revenue
-$17,930
Total assets, end of year
$22,512,616
Total liabilities, end of year
$504,389
Net assets or fund balances, end of year
$22,008,227
Program services expenses (Part IX)
$3,819,920
Management and general expenses
$712,997
Fundraising expenses
$480,030
Program service expenses (Part III)
$3,819,920

Program services were 76.2% 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

    $171,867

  • 1d · Related organizations

    $1,178,258

  • 1f · All other contributions, gifts and grants

    $3,519,148

  • 1g · Noncash contributions included above

    $14,769

  • 3 · Investment income

    total $113,330 · excluded $113,330

  • 8a · Fundraising events: gross income

    $17,435

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

    $171,867

  • 8b · Fundraising events: direct expenses

    $35,365

  • 8c · Net income from fundraising events

    total -$17,930 · excluded -$17,930

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,819,920 · program services $3,819,920

  • 7 · Other salaries and wages

    total $828,105 · management and general $455,458 · fundraising $372,647

  • 9 · Other employee benefits

    total $193,507 · management and general $106,429 · fundraising $87,078

  • 12 · Advertising and promotion

    total $7,442 · fundraising $7,442

  • 13 · Office expenses

    total $5,771 · management and general $3,174 · fundraising $2,597

  • 16 · Occupancy

    total $21,213 · management and general $11,667 · fundraising $9,546

  • 17 · Travel

    total $1,601 · management and general $881 · fundraising $720

  • 24a · Other expenses: ALLOCATED FOUNDATION EX

    total $81,780 · management and general $81,780

  • 24e · All other expenses

    total $53,608 · management and general $53,608

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,238,048 · end of year $691,196

  • 3 · Pledges and grants receivable

    beginning of year $2,157,326 · end of year $960,100

  • 12 · Investments: other securities

    beginning of year $15,179,639 · end of year $18,741,431

  • 15 · Other assets

    beginning of year $2,359,718 · end of year $2,119,889

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,344 · end of year $34,323

  • 25 · Other liabilities

    beginning of year $366,466 · end of year $470,066

  • 27 · Net assets without donor restrictions

    beginning of year $3,620,317 · end of year $4,645,647

  • 28 · Net assets with donor restrictions

    beginning of year $16,917,604 · end of year $17,362,580

Mission and programs · 2023

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 SOUTH IS A NOT-FOR-PROFIT CORPORATION CREATED TO ENHANCE, THROUGH PHILANTHROPY, THE QUALITY OF CARE AND SERVICES PROVIDED BY MERCY HOSPITAL SOUTH 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 SOUTH.

    Expenses $3,819,920 · Grants $3,819,920

As filed on the 2023 return.

Listed in Part VII

  • Allen Chris

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $1,048,676
    From this org
    $0
    From related orgs
    $1,040,545
    Other
    $8,131
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $909,844 related
    Bonus
    $0 + $84,891 related
    Other
    $0 + $45,810 related
    Deferred
    $0 + $6,327 related
    Nontaxable benefits
    $0 + $1,804 related
    Filer's total
    $0 + $1,048,676 related

  • Basler Darin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Basler Richard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Campbell Pamela

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Fissel Brian

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hogan Sean Joseph

    MHS PRESIDENT

    Total calculated
    $1,012,721
    From this org
    $0
    From related orgs
    $919,199
    Other
    $93,522
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,465 related
    Bonus
    $0 + $369,498 related
    Other
    $0 + $65,236 related
    Deferred
    $0 + $77,650 related
    Nontaxable benefits
    $0 + $15,872 related
    Filer's total
    $0 + $1,012,721 related

  • Hootman Lori

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hyland Molly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lipic Joseph

    CHAIRMAN EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Meier John

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shetty Nisha

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $481,166
    From this org
    $0
    From related orgs
    $466,409
    Other
    $14,757
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,016 related
    Bonus
    $0 + $43,785 related
    Other
    $0 + $47,608 related
    Deferred
    $0 + $8,480 related
    Nontaxable benefits
    $0 + $6,277 related
    Filer's total
    $0 + $481,166 related

  • Sindelar Sara

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Studer Kevin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Weick MD Raymond

    REGIONAL PHYSICIAN EXECUTIVE & BOARD MEMBER

    Total calculated
    $987,439
    From this org
    $0
    From related orgs
    $887,345
    Other
    $100,094
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $653,915 related
    Bonus
    $0 + $193,879 related
    Other
    $0 + $39,551 related
    Deferred
    $0 + $98,963 related
    Nontaxable benefits
    $0 + $1,131 related
    Filer's total
    $0 + $987,439 related

  • Stricker Valerie

    VP, DEVELOPMENT

    Total calculated
    $170,816
    From this org
    $0
    From related orgs
    $162,677
    Other
    $8,139
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $120,176 related
    Bonus
    $0 + $27,601 related
    Other
    $0 + $14,900 related
    Deferred
    $0 + $2,739 related
    Nontaxable benefits
    $0 + $5,400 related
    Filer's total
    $0 + $170,816 related

  • Eckenfels Daniel

    FORMER OFFICER

    Total calculated
    $443,028
    From this org
    $0
    From related orgs
    $413,568
    Other
    $29,460
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,871 related
    Bonus
    $0 + $58,983 related
    Other
    $0 + $33,714 related
    Deferred
    $0 + $9,356 related
    Nontaxable benefits
    $0 + $20,104 related
    Filer's total
    $0 + $443,028 related

  • Ciaramita MD Jeffrey

    FORMER KEY EMPLOYEE

    Total calculated
    $2,141,295
    From this org
    $0
    From related orgs
    $1,980,146
    Other
    $161,149
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $871,442 related
    Bonus
    $0 + $1,065,148 related
    Other
    $0 + $43,556 related
    Deferred
    $0 + $145,277 related
    Nontaxable benefits
    $0 + $15,872 related
    Filer's total
    $0 + $2,141,295 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 FOUNDATION SOUTH 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 AMOUNT REPORTED FOR DR. JEFFREY CIARAMITA 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 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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202511339349302551

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