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Nonprofiteer
← MERCY HEALTH NETWORK INC

Form 990 for tax year 2024

Filed by MERCY HEALTH NETWORK INC.

Totals

Total revenue
$34,572,359
Total expenses
$37,640,291
Contributions and grants received
$1,200
Grants paid
$4,735
Program service revenue
$33,557,389
Investment income
$172,601
Other revenue
$841,169
Total assets, end of year
$443,438,732
Total liabilities, end of year
$437,862,975
Net assets or fund balances, end of year
$5,575,757
Program services expenses (Part IX)
$29,777,212
Management and general expenses
$7,863,079
Fundraising expenses
$0
Program service expenses (Part III)
$29,777,212

Program services were 79.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LINDA ROSS

    DIR/CHAIR; TRINITY CHIEF LEGAL OFCR

    Total calculated
    $2,013,680
    From this org
    $0
    From related orgs
    $1,964,988
    Other
    $48,692
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $948,701 related
    Bonus
    $0 + $696,601 related
    Other
    $0 + $319,686 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $28,267 related
    Filer's total
    $0 + $2,013,680 related

  • ROBERT RITZ

    DIRECTOR; PRESIDENT AND CEO

    Total calculated
    $2,471,013
    From this org
    $0
    From related orgs
    $2,416,873
    Other
    $54,140
    Hours/week
    48 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,322,575 related
    Bonus
    $0 + $725,980 related
    Other
    $0 + $368,318 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $33,715 related
    Filer's total
    $0 + $2,471,013 related

  • RAY ANDERSON PHD

    DIR, TRINITY EVP CHIEF STRATEGY OFCR

    Total calculated
    $1,612,310
    From this org
    $0
    From related orgs
    $1,326,967
    Other
    $285,343
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $815,058 related
    Bonus
    $0 + $450,700 related
    Other
    $0 + $61,209 related
    Deferred
    $0 + $243,638 related
    Nontaxable benefits
    $0 + $41,705 related
    Filer's total
    $0 + $1,612,310 related

  • BENJAMIN CARTER

    DIRECTOR; TRINITY HEALTH EVP COO

    Total calculated
    $3,488,982
    From this org
    $0
    From related orgs
    $3,436,400
    Other
    $52,582
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,629,468 related
    Bonus
    $0 + $1,299,675 related
    Other
    $0 + $507,257 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $32,157 related
    Filer's total
    $0 + $3,488,982 related

  • DANIEL ISACKSEN JR

    DIRECTOR; TRINITY HEALTH EVP CFO

    Total calculated
    $2,827,147
    From this org
    $0
    From related orgs
    $2,378,767
    Other
    $448,380
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,240,002 related
    Bonus
    $0 + $948,151 related
    Other
    $0 + $190,614 related
    Deferred
    $0 + $418,436 related
    Nontaxable benefits
    $0 + $29,944 related
    Filer's total
    $0 + $2,827,147 related

  • DANIEL ROTH MD

    DIR; TRINITY EVP CHIEF CLINICAL OFCR

    Total calculated
    $2,494,986
    From this org
    $0
    From related orgs
    $2,439,599
    Other
    $55,387
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,237,983 related
    Bonus
    $0 + $909,450 related
    Other
    $0 + $292,166 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $34,962 related
    Filer's total
    $0 + $2,494,986 related

  • HEATHER CAMPBELL

    SECRETARY; CHIEF LEGAL OFFICER

    Total calculated
    $641,828
    From this org
    $0
    From related orgs
    $584,069
    Other
    $57,759
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $430,194 related
    Bonus
    $0 + $142,505 related
    Other
    $0 + $11,370 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $37,334 related
    Filer's total
    $0 + $641,828 related

  • TERRI DONOVAN PAID BY MGMT CO

    INTERIM VICE PRESIDENT FINANCE

    Total calculated
    $0
    Hours/week
    40 + 10 related

  • HIJINIO CARREON DO

    EVP, CHIEF CLINICAL OFFICER

    Total calculated
    $1,182,624
    From this org
    $0
    From related orgs
    $1,091,878
    Other
    $90,746
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $736,938 related
    Bonus
    $0 + $255,762 related
    Other
    $0 + $99,178 related
    Deferred
    $0 + $52,491 related
    Nontaxable benefits
    $0 + $38,255 related
    Filer's total
    $0 + $1,182,624 related

  • JENNIFER OLSON DO

    PRESIDENT MEDICAL GROUP

    Total calculated
    $747,245
    From this org
    $0
    From related orgs
    $627,014
    Other
    $120,231
    Hours/week
    37 + 13 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,862 related
    Bonus
    $0 + $156,985 related
    Other
    $0 + $10,167 related
    Deferred
    $0 + $101,923 related
    Nontaxable benefits
    $0 + $18,308 related
    Filer's total
    $0 + $747,245 related

  • KURT ANDERSEN MD

    PRESIDENT CENTRAL IOWA DIVISION

    Total calculated
    $1,931,294
    From this org
    $0
    From related orgs
    $1,685,852
    Other
    $245,442
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $901,892 related
    Bonus
    $0 + $760,907 related
    Other
    $0 + $23,053 related
    Deferred
    $0 + $205,951 related
    Nontaxable benefits
    $0 + $39,491 related
    Filer's total
    $0 + $1,931,294 related

  • JORDAN VOIGT

    PRESIDENT EASTERN IOWA DIVISION

    Total calculated
    $1,328,793
    From this org
    $0
    From related orgs
    $1,202,799
    Other
    $125,994
    Hours/week
    15 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $596,910 related
    Bonus
    $0 + $513,292 related
    Other
    $0 + $92,597 related
    Deferred
    $0 + $87,204 related
    Nontaxable benefits
    $0 + $38,790 related
    Filer's total
    $0 + $1,328,793 related

  • JESSE TISCHER

    CHIEF TRANSFORMATION AND INTEG OFFCR

    Total calculated
    $709,469
    From this org
    $0
    From related orgs
    $601,996
    Other
    $107,473
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $459,825 related
    Bonus
    $0 + $93,516 related
    Other
    $0 + $48,655 related
    Deferred
    $0 + $77,987 related
    Nontaxable benefits
    $0 + $29,486 related
    Filer's total
    $0 + $709,469 related

  • THOMAS CLARK

    PRESIDENT WESTERN IOWA

    Total calculated
    $1,003,150
    From this org
    $0
    From related orgs
    $848,031
    Other
    $155,119
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $524,981 related
    Bonus
    $0 + $303,686 related
    Other
    $0 + $19,364 related
    Deferred
    $0 + $121,486 related
    Nontaxable benefits
    $0 + $33,633 related
    Filer's total
    $0 + $1,003,150 related

  • MICHAEL TRACHTA

    VP, RURAL HOSPITALS AND REGIONAL OPS

    Total calculated
    $610,504
    From this org
    $0
    From related orgs
    $555,239
    Other
    $55,265
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,508 related
    Bonus
    $0 + $141,890 related
    Other
    $0 + $9,841 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $34,840 related
    Filer's total
    $0 + $610,504 related

  • LILLIAN DITTRICK

    PRES,POPULATION HEALTH SVCS THR 4/25

    Total calculated
    $527,300
    From this org
    $0
    From related orgs
    $473,082
    Other
    $54,218
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $363,946 related
    Bonus
    $0 + $102,093 related
    Other
    $0 + $7,043 related
    Deferred
    $0 + $24,393 related
    Nontaxable benefits
    $0 + $29,825 related
    Filer's total
    $0 + $527,300 related

  • JACKIE LUECHT

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $510,250
    From this org
    $0
    From related orgs
    $452,302
    Other
    $57,948
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $326,728 related
    Bonus
    $0 + $116,166 related
    Other
    $0 + $9,408 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $37,523 related
    Filer's total
    $0 + $510,250 related

  • JODIE ROETTGER

    FORMER OFFICER

    Total calculated
    $459,251
    From this org
    $0
    From related orgs
    $428,790
    Other
    $30,461
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $8,323 related
    Bonus
    $0 + $50,800 related
    Other
    $0 + $369,667 related
    Deferred
    $0 + $18,398 related
    Nontaxable benefits
    $0 + $12,063 related
    Filer's total
    $0 + $459,251 related

  • MICHAEL WEGNER

    FORMER KEY EMPLOYEE

    Total calculated
    $1,653,467
    From this org
    $0
    From related orgs
    $1,198,272
    Other
    $455,195
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $16,232 related
    Bonus
    $0 + $202,370 related
    Other
    $0 + $979,670 related
    Deferred
    $0 + $452,451 related
    Nontaxable benefits
    $0 + $2,744 related
    Filer's total
    $0 + $1,653,467 related

  • NATHAN HULSE

    FORMER HIGHEST COMPENSATED

    Total calculated
    $458,208
    From this org
    $0
    From related orgs
    $455,605
    Other
    $2,603
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $47,899 related
    Other
    $0 + $407,706 related
    Deferred
    $0 + $1,916 related
    Nontaxable benefits
    $0 + $687 related
    Filer's total
    $0 + $458,208 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 NETWORK IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MERCY HEALTH NETWORK'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MERCY HEALTH NETWORK'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2024. THESE AMOUNTS ARE INCLUDED IN COLUMN (B)(III) OF SCHEDULE J, PART II: NATHAN HULSE - $402,734 JODIE ROETTGER - $357,966 MICHAEL WEGNER - $827,852 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/24: JODIE ROETTGER - $14,262 (PAID IN 2025) MICHAEL WEGNER - $441,521 (PAID IN 2025) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. 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 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: HIJINIO CARREON, DO - $89,610 BENJAMIN CARTER - $439,031 DANIEL ISACKSEN, JR. - $168,654 ROBERT RITZ - $324,571 LINDA ROSS - $245,175 DANIEL ROTH, MD - $265,941 MICHAEL WEGNER - $147,715 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2024 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: KURT ANDERSEN, MD - $185,526 RAY ANDERSON, PHD - $223,213 HIJINIO CARREON, DO - $35,816 THOMAS CLARK - $101,061 DANIEL ISACKSEN, JR. - $398,011 JENNIFER OLSON, DO - $81,498 JESSE TISCHER - $65,283 JORDAN VOIGT - $71,756 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($345,000 FOR 2024). THE FOLLOWING PAYOUTS FOR 2024 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: HEATHER CAMPBELL - $8,301 LILLIAN DITTRICK - $0 NATHAN HULSE - $4,972 JACKIE LUECHT - $2,695 JODIE ROETTGER - $4,801 MICHAEL TRACHTA - $6,377

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

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
2024
Filed
12 May 2026
IRS schema version
2024v5.5
Source object
202601329349301605

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