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Nonprofiteer
← MERCY HEALTH FOUNDATION OKLAHOMA CITY

Form 990 for tax year 2023

Filed by MERCY HEALTH FOUNDATION OKLAHOMA CITY.

Totals

Total revenue
$6,040,915
Total expenses
$2,200,302
Contributions and grants received
$6,181,281
Grants paid
$651,238
Program service revenue
$0
Investment income
$0
Other revenue
-$140,366
Total assets, end of year
$60,584,459
Total liabilities, end of year
$19,149
Net assets or fund balances, end of year
$60,565,310
Program services expenses (Part IX)
$651,238
Management and general expenses
$987,018
Fundraising expenses
$562,046
Program service expenses (Part III)
$651,238

Program services were 29.6% 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

    $388,490

  • 1d · Related organizations

    $1,391,492

  • 1f · All other contributions, gifts and grants

    $4,401,299

  • 1g · Noncash contributions included above

    $3,200

  • 8a · Fundraising events: gross income

    $121,500

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

    $388,490

  • 8b · Fundraising events: direct expenses

    $261,866

  • 8c · Net income from fundraising events

    total -$140,366 · excluded -$140,366

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $623,173 · program services $623,173

  • 2 · Grants to domestic individuals

    total $28,065 · program services $28,065

  • 7 · Other salaries and wages

    total $885,216 · management and general $486,869 · fundraising $398,347

  • 9 · Other employee benefits

    total $206,853 · management and general $113,769 · fundraising $93,084

  • 11c · Fees: accounting

    total $1,056 · management and general $1,056

  • 11g · Fees: other

    total $2,293 · management and general $1,261 · fundraising $1,032

  • 12 · Advertising and promotion

    total $517 · fundraising $517

  • 13 · Office expenses

    total $65,795 · management and general $36,187 · fundraising $29,608

  • 16 · Occupancy

    total $85,409 · management and general $46,975 · fundraising $38,434

  • 17 · Travel

    total $1,535 · management and general $844 · fundraising $691

  • 19 · Conferences, conventions and meetings

    total $741 · management and general $408 · fundraising $333

  • 24a · Other expenses: ALLOCATED FOUNDATION EX

    total $87,597 · management and general $87,597

  • 24b · Other expenses: BAD DEBT

    total -$318 · management and general -$318

  • 24e · All other expenses

    total $212,370 · management and general $212,370

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $953,492 · end of year $487,759

  • 3 · Pledges and grants receivable

    beginning of year $16,274,061 · end of year $8,258,142

  • 12 · Investments: other securities

    beginning of year $18,666,524 · end of year $18,829,415

  • 15 · Other assets

    beginning of year $19,132,796 · end of year $33,009,143

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,244 · end of year $6,042

  • 19 · Deferred revenue

    beginning of year $123,653

  • 25 · Other liabilities

    beginning of year $194,197 · end of year $13,107

  • 27 · Net assets without donor restrictions

    beginning of year $3,102,012 · end of year $4,664,356

  • 28 · Net assets with donor restrictions

    beginning of year $51,569,767 · end of year $55,900,954

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 OKLAHOMA CITY 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 $651,238 · Grants $651,238

As filed on the 2023 return.

Listed in Part VII

  • BOWMAN LORI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BROWN KATHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BUENDIA GINA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAMPBELL MD JESSE

    REGIONAL PHYSICIAN EXECUTIVE & BOARD MEMBER

    Total calculated
    $1,058,386
    From this org
    $0
    From related orgs
    $941,425
    Other
    $116,961
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $584,921 related
    Bonus
    $0 + $278,435 related
    Other
    $0 + $78,069 related
    Deferred
    $0 + $97,551 related
    Nontaxable benefits
    $0 + $19,410 related
    Filer's total
    $0 + $1,058,386 related

  • CARDENAS JOE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • COOPER TERRI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CUMMINS LORI

    VP DEVELOPMENT AND BOARD MEMBER

    Total calculated
    $310,892
    From this org
    $0
    From related orgs
    $287,016
    Other
    $23,876
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,189 related
    Bonus
    $0 + $56,966 related
    Other
    $0 + $24,861 related
    Deferred
    $0 + $5,118 related
    Nontaxable benefits
    $0 + $18,758 related
    Filer's total
    $0 + $310,892 related

  • DAVENPORT PATTY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DELL'OSSO NICOLE

    BOARD MEMBER & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DOBBINS NICOLE

    BOARD MEMBER & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DRAKE SUSAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DUNCAN ROBERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FRALEY BRUCE

    BOARD MEMBER & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • FULLER BENNETT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GEBHART JIM

    COMMUNITY PRESIDENT HOSPITAL & BM

    Total calculated
    $1,497,639
    From this org
    $0
    From related orgs
    $1,379,078
    Other
    $118,561
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,077 related
    Bonus
    $0 + $750,537 related
    Other
    $0 + $56,464 related
    Deferred
    $0 + $104,725 related
    Nontaxable benefits
    $0 + $13,836 related
    Filer's total
    $0 + $1,497,639 related

  • IKARD CAROLINE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAYROE GAMBLE JANE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEICHTER CATHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MOORE MD IMARI

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $407,641
    From this org
    $0
    From related orgs
    $390,261
    Other
    $17,380
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,314 related
    Bonus
    $0 + $38,696 related
    Other
    $0 + $29,251 related
    Deferred
    $0 + $10,160 related
    Nontaxable benefits
    $0 + $7,220 related
    Filer's total
    $0 + $407,641 related

  • RECORDS MARISA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • ROTEN REBECCA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SANDERS MIKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WOOD STEVEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HAHNE CHRISTOPHER

    CFO & TREASURER

    Total calculated
    $354,537
    From this org
    $0
    From related orgs
    $325,854
    Other
    $28,683
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,044 related
    Bonus
    $0 + $68,153 related
    Other
    $0 + $37,657 related
    Deferred
    $0 + $9,615 related
    Nontaxable benefits
    $0 + $19,068 related
    Filer's total
    $0 + $354,537 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 OKLAHOMA CITY 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 II
THE AMOUNT REPORTED FOR JIM GEBHART IN COLUMN (F) IS EITHER INCLUDED IN B(I) AS BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THIS AMOUNT IS 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

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
9 May 2025
IRS schema version
2023v6.0
Source object
202511299349300336

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