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← DUBUQUE MERCY HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by DUBUQUE MERCY HEALTH FOUNDATION.

Totals

Total revenue
$1,637,896
Total expenses
$766,414
Contributions and grants received
$1,396,026
Grants paid
$390,396
Program service revenue
$0
Investment income
$267,748
Other revenue
-$25,878
Total assets, end of year
$8,422,426
Total liabilities, end of year
$24,217
Net assets or fund balances, end of year
$8,398,209
Program services expenses (Part IX)
$530,059
Management and general expenses
$62,707
Fundraising expenses
$173,648
Program service expenses (Part III)
$530,059

Program services were 69.2% 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
    $754,312
    From this org
    $0
    From related orgs
    $691,689
    Other
    $62,623
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,221 related
    Bonus
    $0 + $159,918 related
    Other
    $0 + $85,550 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $37,873 related
    Filer's total
    $0 + $754,312 related

  • KIM DUWE

    REGIONAL VP FINANCE THROUGH 12/23

    Total calculated
    $356,914
    From this org
    $0
    From related orgs
    $304,199
    Other
    $52,715
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,699 related
    Bonus
    $0 + $51,472 related
    Other
    $0 + $5,028 related
    Deferred
    $0 + $18,708 related
    Nontaxable benefits
    $0 + $34,007 related
    Filer's total
    $0 + $356,914 related

  • DAVID MOORE

    DIRECTOR; EXECUTIVE DIRECTOR

    Total calculated
    $137,626
    From this org
    $0
    From related orgs
    $103,995
    Other
    $33,631
    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 THROUGH 1/24

    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, 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)

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 2023. 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 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2023 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KAY TAKES - $70,410

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
8 May 2025
IRS schema version
2023v6.0
Source object
202501289349303350

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