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← DUBUQUE MERCY HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by DUBUQUE MERCY HEALTH FOUNDATION.

Totals

Total revenue
$1,719,931
Total expenses
$1,865,338
Contributions and grants received
$1,437,936
Grants paid
$1,450,210
Program services expenses (Part IX)
$1,602,356
Management and general expenses
$77,468
Fundraising expenses
$185,514
Program service expenses (Part III)
$1,602,356

Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KAY TAKES

    DIR; PRESIDENT EASTERN IOWA REGION

    Total calculated
    $696,535
    From this org
    $0
    From related orgs
    $633,884
    Other
    $62,651
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,893 related
    Bonus
    $0 + $106,375 related
    Other
    $0 + $88,616 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $39,776 related
    Filer's total
    $0 + $696,535 related

  • KIM DUWE

    VP FINANCE EASTERN IOWA REGION

    Total calculated
    $326,603
    From this org
    $0
    From related orgs
    $278,632
    Other
    $47,971
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,180 related
    Bonus
    $0 + $34,161 related
    Other
    $0 + $5,291 related
    Deferred
    $0 + $12,838 related
    Nontaxable benefits
    $0 + $35,133 related
    Filer's total
    $0 + $326,603 related

  • DAVID MOORE

    DIR & EXEC DIR AT 8/22; DEV. OFFICER

    Total calculated
    $122,336
    From this org
    $0
    From related orgs
    $89,268
    Other
    $33,068
    Hours/week
    30 + 10 related

  • TODD GEISLER

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • NICOLE GANTZ

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • NICK HEIAR

    DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DEB MUELLER

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ALEX DIXON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES HERRIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STACEY HINES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ZACH KEELING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NIKKI KIEFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE MORONEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM RAUEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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
DUBUQUE MERCY HEALTH FOUNDATION (THE FOUNDATION) IS A SUBSIDIARY OF MERCYONE DUBUQUE MEDICAL CENTER, A DIVISION OF MERCY HEALTH SERVICES - IOWA (MHS-IA). THE FOUNDATION'S EXECUTIVE DIRECTOR IS PAID DIRECTLY BY MHS-IA. MHS-IA USED THE FOLLOWING METHOD TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR: -COMPENSATION SURVEY OR STUDY
PART I, LINE 4B
THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2022 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KAY TAKES - $73,462

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.

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202441319349301944

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