Skip to content
Nonprofiteer
← MERCY HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by MERCY HEALTH FOUNDATION.

Totals

Total revenue
$61,626
Total expenses
$121,096
Contributions and grants received
$61,391
Grants paid
$43,972
Program service revenue
$0
Investment income
$235
Other revenue
$0
Total assets, end of year
$869,467
Total liabilities, end of year
$8,216
Net assets or fund balances, end of year
$861,251
Program services expenses (Part IX)
$43,972
Management and general expenses
$43,287
Fundraising expenses
$33,837
Program service expenses (Part III)
$43,972

Program services were 36.3% 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.

  • 1f · All other contributions, gifts and grants

    $61,391

  • 3 · Investment income

    total $235 · excluded $235

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $43,972 · program services $43,972

  • 7 · Other salaries and wages

    total $57,230 · management and general $30,332 · fundraising $26,898

  • 9 · Other employee benefits

    total $13,410 · management and general $7,107 · fundraising $6,303

  • 11g · Fees: other

    total $42 · management and general $42

  • 13 · Office expenses

    total $345 · management and general $183 · fundraising $162

  • 17 · Travel

    total $1,008 · management and general $534 · fundraising $474

  • 24e · All other expenses

    total $5,089 · management and general $5,089

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $219 · end of year $28,070

  • 11 · Investments: publicly traded securities

    beginning of year $884,530 · end of year $837,710

  • 15 · Other assets

    beginning of year $8,578 · end of year $3,687

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,747 · end of year $8,216

  • 27 · Net assets without donor restrictions

    beginning of year $205,865 · end of year $225,327

  • 28 · Net assets with donor restrictions

    beginning of year $679,715 · end of year $635,924

Mission and programs · 2022

Mission

AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE.

  • THE MERCY HEALTH FOUNDATION HELPS LIVE MERCY'S MISSION TO PROVIDE CARE TO EVERYONE WHO NEEDS IT BY SUPPORTING CHARITY CARE AND COMMUNITY OUTREACH SERVICES. THE FOUNDATION ALSO IS FOCUSED ON FUNDING MERCY'S CENTER FOR INNOVATIVE CARE, WHICH WILL EXPAND MERCY'S REACH BEYOND THE WALLS OF DOCTORS' OFFICES, HOSPITAL CAMPUSES, AND OTHER TRADITIONAL CARE FACILITIES. DONATIONS SUPPORT 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 $43,972 · Grants $43,972

As filed on the 2022 return.

Listed in Part VII

  • Mercer Cynthia

    EVP, CAO & PRESIDENT

    Total calculated
    $1,507,223
    From this org
    $0
    From related orgs
    $1,383,481
    Other
    $123,742
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,570 related
    Bonus
    $0 + $610,089 related
    Other
    $0 + $49,822 related
    Deferred
    $0 + $115,648 related
    Nontaxable benefits
    $0 + $8,094 related
    Filer's total
    $0 + $1,507,223 related

  • Pratt David

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sock Shannon

    EVP, CSO, COO & TREASURER

    Total calculated
    $2,743,691
    From this org
    $0
    From related orgs
    $2,434,363
    Other
    $309,328
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,214,563 related
    Bonus
    $0 + $1,037,515 related
    Other
    $0 + $182,285 related
    Deferred
    $0 + $293,598 related
    Nontaxable benefits
    $0 + $15,730 related
    Filer's total
    $0 + $2,743,691 related

  • Wheeler Philip

    SVP, GENERAL COUNSEL & SECRETARY

    Total calculated
    $1,278,796
    From this org
    $0
    From related orgs
    $1,256,638
    Other
    $22,158
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,660 related
    Bonus
    $0 + $524,778 related
    Other
    $0 + $8,200 related
    Deferred
    $0 + $10,828 related
    Nontaxable benefits
    $0 + $11,330 related
    Filer's total
    $0 + $1,278,796 related

  • Barber James

    PRESIDENT, FOUNDATION

    Total calculated
    $455,596
    From this org
    $0
    From related orgs
    $433,356
    Other
    $22,240
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $371,187 related
    Bonus
    $0 + $43,950 related
    Other
    $0 + $18,219 related
    Deferred
    $0 + $14,314 related
    Nontaxable benefits
    $0 + $7,926 related
    Filer's total
    $0 + $455,596 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

  • 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)

FORM 990, SCHEDULE J, PART I, QUESTION 3
MERCY HEALTH FOUNDATION 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 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 - $154,043
FORM 990, SCHEDULE J, PART II
THE AMOUNTS REPORTED FOR SHANNON SOCK AND PHILIP WHEELER 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

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.

  • FORT SMITH EMERGENCY MEDICAL SERVICES

    EMERGENCY MEDICAL SERVICES · AR

    Directly controlled by MERCY HOSPITAL FORT SMITH

  • 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

  • MARYVILLE CANCER CENTER LLC

    OUTPATIENT CENTER · IL

    Directly controlled by MERCY HEALTH EAST COMMUNITIES

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 COMMERCIAL SERVICES INC

    C · CORP PARENT OF VCC TAXABLE COMMERCIALIZ SVCS · MO

    Directly controlled by MERCY HEALTH

  • MERCY HEALTH CENTER CONDOMINIUM 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

  • ST ANTHONY'S PHYSICIAN ORGANIZATION OF ILLINOIS

    C · HEALTH CARE · MO

    Directly controlled by MERCY HOSPITAL SOUTH

Provenance

Return type
form_990
Tax year
2022
Filed
1 May 2024
IRS schema version
2022v5.0
Source object
202431229349302173

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

The source document this was parsed from is served over the API, which is where bulk and document access live.