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Nonprofiteer
← MERCY RESEARCH

Form 990 for tax year 2023

Filed by MERCY RESEARCH.

Totals

Total revenue
$4,616,406
Total expenses
$8,794,657
Contributions and grants received
$1,277,257
Grants paid
$0
Program services expenses (Part IX)
$6,551,496
Management and general expenses
$2,243,161
Fundraising expenses
$0
Program service expenses (Part III)
$6,551,496

Program services were 74.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BROYLES MD DAMON

    VP, CLINICAL INNOVATION & PRESIDENT

    Total calculated
    $566,898
    From this org
    $0
    From related orgs
    $534,225
    Other
    $32,673
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $380,090 related
    Bonus
    $0 + $108,471 related
    Other
    $0 + $45,664 related
    Deferred
    $0 + $12,481 related
    Nontaxable benefits
    $0 + $20,192 related
    Filer's total
    $0 + $566,898 related

  • CARLSON DO JAY

    CLINICAL CHAIR, MERCY RESEARCH

    Total calculated
    $211,584
    From this org
    $0
    From related orgs
    $194,453
    Other
    $17,131
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,009 related
    Bonus
    $0
    Other
    $0 + $19,444 related
    Deferred
    $0 + $6,752 related
    Nontaxable benefits
    $0 + $10,379 related
    Filer's total
    $0 + $211,584 related

  • MCCART JILL

    VP, ACCOUNTING & REPORTING & TREASURER

    Total calculated
    $618,075
    From this org
    $0
    From related orgs
    $561,290
    Other
    $56,785
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,701 related
    Bonus
    $0 + $233,812 related
    Other
    $0 + $24,777 related
    Deferred
    $0 + $49,812 related
    Nontaxable benefits
    $0 + $6,973 related
    Filer's total
    $0 + $618,075 related

  • RICHMOND JACQUELYNN

    SVP, DEPUTY GENERAL COUNSEL & SECRETARY

    Total calculated
    $1,659,657
    From this org
    $0
    From related orgs
    $1,551,497
    Other
    $108,160
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $529,328 related
    Bonus
    $0 + $878,926 related
    Other
    $0 + $143,243 related
    Deferred
    $0 + $100,614 related
    Nontaxable benefits
    $0 + $7,546 related
    Filer's total
    $0 + $1,659,657 related

  • CREACH MD KIMBERLY

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $831,328
    From this org
    $0
    From related orgs
    $805,479
    Other
    $25,849
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $708,458 related
    Bonus
    $0 + $70,571 related
    Other
    $0 + $26,450 related
    Deferred
    $0 + $9,406 related
    Nontaxable benefits
    $0 + $16,443 related
    Filer's total
    $0 + $831,328 related

  • KARUNAPUZHA MD CHERIAN

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $754,348
    From this org
    $0
    From related orgs
    $739,563
    Other
    $14,785
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $629,802 related
    Bonus
    $0 + $64,221 related
    Other
    $0 + $45,540 related
    Deferred
    $0 + $3,370 related
    Nontaxable benefits
    $0 + $11,415 related
    Filer's total
    $0 + $754,348 related

  • KURKIJAN MD CARLA

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $889,408
    From this org
    $0
    From related orgs
    $871,181
    Other
    $18,227
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $726,480 related
    Bonus
    $0 + $121,391 related
    Other
    $0 + $23,310 related
    Deferred
    $0 + $6,284 related
    Nontaxable benefits
    $0 + $11,943 related
    Filer's total
    $0 + $889,408 related

  • LEDGER MD GREGORY

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $692,081
    From this org
    $0
    From related orgs
    $644,980
    Other
    $47,101
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $512,978 related
    Bonus
    $0 + $98,438 related
    Other
    $0 + $33,564 related
    Deferred
    $0 + $34,797 related
    Nontaxable benefits
    $0 + $12,304 related
    Filer's total
    $0 + $692,081 related

  • LEVY JOANNE

    VP, RESEARCH & BOARD MEMBER

    Total calculated
    $512,164
    From this org
    $0
    From related orgs
    $486,613
    Other
    $25,551
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $316,634 related
    Bonus
    $0 + $90,718 related
    Other
    $0 + $79,261 related
    Deferred
    $0 + $9,274 related
    Nontaxable benefits
    $0 + $16,277 related
    Filer's total
    $0 + $512,164 related

  • LOGAN MD WILLIAM

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $301,476
    From this org
    $0
    From related orgs
    $246,156
    Other
    $55,320
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,328 related
    Bonus
    $0 + $21,155 related
    Other
    $0 + $16,673 related
    Deferred
    $0 + $45,110 related
    Nontaxable benefits
    $0 + $10,210 related
    Filer's total
    $0 + $301,476 related

  • SISTRUNK MD WILLIAM

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $622,296
    From this org
    $0
    From related orgs
    $576,833
    Other
    $45,463
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,280 related
    Bonus
    $0 + $60,231 related
    Other
    $0 + $32,322 related
    Deferred
    $0 + $32,512 related
    Nontaxable benefits
    $0 + $12,951 related
    Filer's total
    $0 + $622,296 related

  • YEATMAN MD TIMOTHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SADAKA MD FARID

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $559,602
    From this org
    $0
    From related orgs
    $530,573
    Other
    $29,029
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,371 related
    Bonus
    $0 + $12,371 related
    Other
    $0 + $33,831 related
    Deferred
    $0 + $13,169 related
    Nontaxable benefits
    $0 + $15,860 related
    Filer's total
    $0 + $559,602 related

  • MOHART MD JOHN

    PRESIDENT, COMMUNITY OPERATIONS

    Total calculated
    $1,995,734
    From this org
    $0
    From related orgs
    $1,816,702
    Other
    $179,032
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $923,254 related
    Bonus
    $0 + $838,235 related
    Other
    $0 + $55,213 related
    Deferred
    $0 + $159,013 related
    Nontaxable benefits
    $0 + $20,019 related
    Filer's total
    $0 + $1,995,734 related

  • COLLISON FARR KIMBERLY A

    SENIOR RESEARCH PROJECT MANAGER

    Total calculated
    $135,909
    From this org
    $0
    From related orgs
    $113,246
    Other
    $22,663
    Hours/week
    40

  • DOCK JANA

    DIRECTOR - BUSINESS OPERATIONS

    Total calculated
    $128,642
    From this org
    $0
    From related orgs
    $115,092
    Other
    $13,550
    Hours/week
    40

  • LAWS KELLE K

    EXECUTIVE DIRECTOR

    Total calculated
    $273,228
    From this org
    $0
    From related orgs
    $255,235
    Other
    $17,993
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $165,592 related
    Bonus
    $0 + $32,148 related
    Other
    $0 + $57,495 related
    Deferred
    $0 + $10,363 related
    Nontaxable benefits
    $0 + $7,630 related
    Filer's total
    $0 + $273,228 related

  • MARSHALL-NIGHTENGALE LAURIE

    DIRECTOR, CLINICAL RESEARCH

    Total calculated
    $139,813
    From this org
    $0
    From related orgs
    $120,308
    Other
    $19,505
    Hours/week
    40

  • VELA KERI

    CERTIFIED CLINICAL RESEARCH NURSE

    Total calculated
    $150,188
    From this org
    $0
    From related orgs
    $140,903
    Other
    $9,285
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $113,784 related
    Bonus
    $0
    Other
    $0 + $27,119 related
    Deferred
    $0 + $2,338 related
    Nontaxable benefits
    $0 + $6,947 related
    Filer's total
    $0 + $150,188 related

  • WHEELER PHILIP

    FORMER OFFICER

    Total calculated
    $2,237,053
    From this org
    $0
    From related orgs
    $2,211,199
    Other
    $25,854
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $754,984 related
    Bonus
    $0 + $1,448,731 related
    Other
    $0 + $7,484 related
    Deferred
    $0 + $14,435 related
    Nontaxable benefits
    $0 + $11,419 related
    Filer's total
    $0 + $2,237,053 related

  • SOCK SHANNON

    FORMER KEY EMPLOYEE

    Total calculated
    $3,448,329
    From this org
    $0
    From related orgs
    $3,118,807
    Other
    $329,522
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,235,045 related
    Bonus
    $0 + $1,687,800 related
    Other
    $0 + $195,962 related
    Deferred
    $0 + $313,050 related
    Nontaxable benefits
    $0 + $16,472 related
    Filer's total
    $0 + $3,448,329 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 — 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 RESEARCH RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTIONS 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
FORM 990, SCHEDULE J, PART I, QUESTION 4B
MERCY HEALTH OFFERS SUPPLEMENTAL RETIREMENT PLANS TO CERTAIN EXECUTIVES WHICH PROVIDE BENEFITS UPON VESTING DATE BASED ON COMPENSATION, AGE AT THE TIME OF BENEFIT COMMENCEMENT, LENGTH OF SERVICE WITH THE COMPANY AND/OR ITS AFFILIATES AND LENGTH OF TENURE IN THE PLAN. THE PLANS ARE CLOSED TO NEW ENTRANTS. THE INDIVIDUAL REPORTABLE ON THIS RETURN WHO PARTICIPATES IN THE SUPPLEMENTAL RETIREMENT PLANS IS SHANNON SOCK. THE AMOUNT OF ALL ACCRUED BENEFITS IS INCLUDED IN COMPENSATION AMOUNTS PROVIDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUAL RECEIVED A PAYOUT FROM THE PLAN DURING THE YEAR: - SHANNON SOCK - $164,768
FORM 990, SCHEDULE J, PART II
THE AMOUNTS REPORTED FOR JACQUELYNN RICHMOND, SHANNON SOCK, PHILIP WHEELER, AND JILL MCCART IN COLUMN (F) ARE EITHER INCLUDED IN B(I) AS BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THESE AMOUNTS ARE A PAYOUT OF THE SUPPLEMENTAL RETIREMENT PLAN AND 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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511349349307761

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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