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Nonprofiteer
← MERCY HEALTH FOUNDATION LINCOLN

Form 990 for tax year 2023

Filed by MERCY HEALTH FOUNDATION LINCOLN.

Totals

Total revenue
$97,367
Total expenses
$28,033
Contributions and grants received
$88,430
Grants paid
$8,309
Program service revenue
$0
Investment income
$10,825
Other revenue
-$1,888
Total assets, end of year
$240,878
Total liabilities, end of year
$12,301
Net assets or fund balances, end of year
$228,577
Program services expenses (Part IX)
$8,309
Management and general expenses
$11,738
Fundraising expenses
$7,986
Program service expenses (Part III)
$8,309

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

    $12,551

  • 1d · Related organizations

    $18,907

  • 1f · All other contributions, gifts and grants

    $56,972

  • 3 · Investment income

    total $10,825 · excluded $10,825

  • 8a · Fundraising events: gross income

    $4,575

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

    $12,551

  • 8b · Fundraising events: direct expenses

    $6,463

  • 8c · Net income from fundraising events

    total -$1,888 · excluded -$1,888

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,309 · program services $8,309

  • 7 · Other salaries and wages

    total $12,851 · management and general $6,811 · fundraising $6,040

  • 9 · Other employee benefits

    total $3,003 · management and general $1,592 · fundraising $1,411

  • 13 · Office expenses

    total $1,139 · management and general $604 · fundraising $535

  • 24a · Other expenses: ALLOCATED FOUNDATION EX

    total $1,294 · management and general $1,294

  • 24e · All other expenses

    total $1,437 · management and general $1,437

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $30,558 · end of year $102,941

  • 3 · Pledges and grants receivable

    beginning of year $4,750 · end of year $4,750

  • 9 · Prepaid expenses and deferred charges

    beginning of year $815

  • 12 · Investments: other securities

    beginning of year $131,497 · end of year $133,187

  • 17 · Accounts payable and accrued expenses

    beginning of year $318 · end of year $54

  • 19 · Deferred revenue

    beginning of year $5,650 · end of year $5,000

  • 25 · Other liabilities

    beginning of year $2,412 · end of year $7,247

  • 27 · Net assets without donor restrictions

    beginning of year $28,643 · end of year $95,640

  • 28 · Net assets with donor restrictions

    beginning of year $130,597 · end of year $132,937

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 LINCOLN IS A NOT-FOR-PROFIT CORPORATION CREATED TO ENHANCE, THROUGH PHILANTHROPY, THE QUALITY OF CARE AND SERVICES PROVIDED BY MERCY HOSPITAL LINCOLN IN MISSOURI. THIS OBJECTIVE IS ACCOMPLISHED BY RAISING REVENUE FROM A VARIETY OF SOURCES INCLUDING DONATIONS. THE GOAL OF THE FOUNDATION IS TO SEEK, ACQUIRE, ACCEPT, HOLD, INVEST, RE-INVEST, AND ADMINISTER ANY GIFTS, BEQUESTS, DEVISES, BENEFITS OF TRUST, AND PROPERTY TO USE AND DISBURSE INCOME AND PRINCIPAL THEREOF FOR THE BENEFIT OF MERCY HOSPITAL LINCOLN.

    Expenses $8,309 · Grants $8,309

As filed on the 2023 return.

Listed in Part VII

  • Burkemper Sarah

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Angel Carla

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cottle John

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Daw Myron

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hewitt Greg

    MANAGER COMMUNITY RELATIONS & BOARD MEMBER

    Total calculated
    $84,789
    From this org
    $0
    From related orgs
    $68,674
    Other
    $16,115
    Hours/week
    1 + 39 related

  • Hopkins Casey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Meyer Martin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rash Rev Seth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ridings Hannah

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rothermich Anthony

    VP, OPERATIONS & BOARD MEMBER

    Total calculated
    $375,621
    From this org
    $0
    From related orgs
    $320,049
    Other
    $55,572
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,194 related
    Bonus
    $0 + $47,751 related
    Other
    $0 + $35,104 related
    Deferred
    $0 + $35,606 related
    Nontaxable benefits
    $0 + $19,966 related
    Filer's total
    $0 + $375,621 related

  • St Pierre Justin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Winchester Cheri

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Thorn Mark A

    EXECUTIVE DIRECTOR FINANCE

    Total calculated
    $237,934
    From this org
    $0
    From related orgs
    $222,524
    Other
    $15,410
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,648 related
    Bonus
    $0 + $30,859 related
    Other
    $0 + $31,017 related
    Deferred
    $0 + $7,861 related
    Nontaxable benefits
    $0 + $7,549 related
    Filer's total
    $0 + $237,934 related

  • Matejka Cheryl L

    FORMER OFFICER

    Total calculated
    $1,733,437
    From this org
    $0
    From related orgs
    $1,593,070
    Other
    $140,367
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $710,092 related
    Bonus
    $0 + $828,245 related
    Other
    $0 + $54,733 related
    Deferred
    $0 + $125,167 related
    Nontaxable benefits
    $0 + $15,200 related
    Filer's total
    $0 + $1,733,437 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 LINCOLN RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
FORM 990, SCHEDULE J, PART II
THE AMOUNT REPORTED FOR CHERYL MATEJKA IN COLUMN (F) IS EITHER INCLUDED IN B(I) BASE COMPENSATION, B(II) AS BONUS AND INCENTIVE COMPENSATION, OR B(III) AS OTHER REPORTABLE COMPENSATION. THIS AMOUNT IS A PAYOUT OF THE EXECUTIVE RETENTION PLAN AND WAS 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.

  • 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

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 HEALTH CENTER CONDOMINIUMS 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

  • UHL CORP INC

    C · HOLDING COMPANY · MO

    Directly controlled by MERCY HOSPITALS EAST COMMUNITIES

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202541339349302774

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