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Nonprofiteer
← MERCY HEALTH FOUNDATION JEFFERSON

Form 990 for tax year 2023

Filed by MERCY HEALTH FOUNDATION JEFFERSON.

Totals

Total revenue
$1,889,567
Total expenses
$697,641
Contributions and grants received
$1,917,950
Grants paid
$548,320
Program service revenue
$0
Investment income
$32,349
Other revenue
-$60,732
Total assets, end of year
$5,991,287
Total liabilities, end of year
$31,989
Net assets or fund balances, end of year
$5,959,298
Program services expenses (Part IX)
$548,320
Management and general expenses
$83,740
Fundraising expenses
$65,581
Program service expenses (Part III)
$548,320

Program services were 78.6% 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

    $310,965

  • 1d · Related organizations

    $190,198

  • 1f · All other contributions, gifts and grants

    $1,416,787

  • 1g · Noncash contributions included above

    $37,931

  • 3 · Investment income

    total $32,349 · excluded $32,349

  • 8a · Fundraising events: gross income

    $54,760

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

    $310,965

  • 8b · Fundraising events: direct expenses

    $115,492

  • 8c · Net income from fundraising events

    total -$60,732 · excluded -$60,732

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $548,320 · program services $548,320

  • 7 · Other salaries and wages

    total $99,752 · management and general $54,864 · fundraising $44,888

  • 9 · Other employee benefits

    total $23,441 · management and general $12,893 · fundraising $10,548

  • 11g · Fees: other

    total $34 · management and general $34

  • 12 · Advertising and promotion

    total $3,004 · fundraising $3,004

  • 13 · Office expenses

    total $13,132 · management and general $7,223 · fundraising $5,909

  • 17 · Travel

    total $2,737 · management and general $1,505 · fundraising $1,232

  • 24a · Other expenses: ALLOCATED FOUNDATION EX

    total $3,473 · management and general $3,473

  • 24b · Other expenses: BAD DEBT

    total -$77 · management and general -$77

  • 24e · All other expenses

    total $3,825 · management and general $3,825

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $538,734 · end of year $130,861

  • 3 · Pledges and grants receivable

    beginning of year $76,858 · end of year $1,304,952

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,780

  • 12 · Investments: other securities

    beginning of year $3,890,974 · end of year $4,555,474

  • 19 · Deferred revenue

    beginning of year $15,530 · end of year $1,479

  • 25 · Other liabilities

    beginning of year $34,527 · end of year $30,510

  • 27 · Net assets without donor restrictions

    beginning of year $3,199,133 · end of year $3,421,313

  • 28 · Net assets with donor restrictions

    beginning of year $1,262,156 · end of year $2,537,985

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

    Expenses $548,320 · Grants $548,320

As filed on the 2023 return.

Listed in Part VII

  • BRIDGEWATER ETHAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FADLER TAMMY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FLYNN PAUL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GOVERO SARA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KILIAN KENNETH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MCCLINTON TRACI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MEYER-TERRY AMY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SEEK BILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SMITH KIM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMASSON MARY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TUGGLE SUSAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAMS REBECCA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMMONS CARL E ERIC

    REGIONAL PRESIDENT, SOUTHEAST MISSOURI

    Total calculated
    $1,059,995
    From this org
    $0
    From related orgs
    $945,191
    Other
    $114,804
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,460 related
    Bonus
    $0 + $425,134 related
    Other
    $0 + $167,597 related
    Deferred
    $0 + $99,689 related
    Nontaxable benefits
    $0 + $15,115 related
    Filer's total
    $0 + $1,059,995 related

  • ECKENFELS DANIEL

    PRESIDENT, MERCY HOSPITAL JEFFERSON (BEG OCT 2023)

    Total calculated
    $443,028
    From this org
    $0
    From related orgs
    $413,568
    Other
    $29,460
    Hours/week
    10 + 50 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

  • HELD ANDREW

    EXECUTIVE DIRECTOR PHILANTROPHY

    Total calculated
    $139,926
    From this org
    $0
    From related orgs
    $116,584
    Other
    $23,342
    Hours/week
    46 + 10 related

  • MATEJKA CHERYL L

    FORMER OFFICER

    Total calculated
    $1,733,437
    From this org
    $0
    From related orgs
    $1,593,070
    Other
    $140,367
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $710,092 related
    Bonus
    $0 + $828,245 related
    Other
    $0 + $54,733 related
    Deferred
    $0 + $125,167 related
    Nontaxable benefits
    $0 + $15,200 related
    Filer's total
    $0 + $1,733,437 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 JEFFERSON 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 AMOUNTS REPORTED FOR CARL E. AMMONS AND CHERYL MATEJKA IN COLUMN (F) ARE EITHER INCLUDED IN B(I) BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THESE AMOUNTS ARE A PAYOUT OF THE EXECUTIVE RETENTION PLAN AND WERE 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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349304252

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