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Nonprofiteer
← MERCY HEALTH FOUNDATION SPRINGFIELD

Form 990 for tax year 2023

Filed by MERCY HEALTH FOUNDATION SPRINGFIELD.

Totals

Total revenue
$2,872,487
Total expenses
$1,844,940
Contributions and grants received
$2,828,059
Grants paid
$1,105,376
Program service revenue
$0
Investment income
$72,786
Other revenue
-$28,358
Total assets, end of year
$38,754,437
Total liabilities, end of year
$231,674
Net assets or fund balances, end of year
$38,522,763
Program services expenses (Part IX)
$1,105,376
Management and general expenses
$445,320
Fundraising expenses
$294,244
Program service expenses (Part III)
$1,105,376

Program services were 59.9% 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

    $480,336

  • 1d · Related organizations

    $1,062,448

  • 1f · All other contributions, gifts and grants

    $1,285,275

  • 1g · Noncash contributions included above

    $124,010

  • 3 · Investment income

    total $72,786 · excluded $72,786

  • 8a · Fundraising events: gross income

    $136,048

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

    $480,336

  • 8b · Fundraising events: direct expenses

    $164,406

  • 8c · Net income from fundraising events

    total -$28,358 · excluded -$28,358

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,054,337 · program services $1,054,337

  • 2 · Grants to domestic individuals

    total $51,039 · program services $51,039

  • 7 · Other salaries and wages

    total $495,435 · management and general $272,489 · fundraising $222,946

  • 9 · Other employee benefits

    total $115,771 · management and general $63,674 · fundraising $52,097

  • 12 · Advertising and promotion

    total $13,081 · fundraising $13,081

  • 13 · Office expenses

    total $13,244 · management and general $7,284 · fundraising $5,960

  • 17 · Travel

    total $204 · management and general $112 · fundraising $92

  • 19 · Conferences, conventions and meetings

    total $151 · management and general $83 · fundraising $68

  • 24a · Other expenses: ALLOCATED FOUNDATION EX

    total $47,757 · management and general $47,757

  • 24b · Other expenses: BOARD EXPENSES

    total $2,973 · management and general $2,973

  • 24c · Other expenses: DUES & LICENSES

    total $1,174 · management and general $1,174

  • 24d · Other expenses: BAD DEBT

    total -$5,338 · management and general -$5,338

  • 24e · All other expenses

    total $55,112 · management and general $55,112

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $120,739 · end of year $226,252

  • 3 · Pledges and grants receivable

    beginning of year $809,013 · end of year $1,041,764

  • 9 · Prepaid expenses and deferred charges

    beginning of year $44,509 · end of year $48,645

  • 11 · Investments: publicly traded securities

    beginning of year $32,914,805 · end of year $36,241,750

  • 13 · Investments: program-related

    beginning of year $475,000 · end of year $475,000

  • 15 · Other assets

    end of year $721,026

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,599 · end of year $8,414

  • 19 · Deferred revenue

    beginning of year $162,090 · end of year $223,260

  • 25 · Other liabilities

    beginning of year $56,441

  • 27 · Net assets without donor restrictions

    beginning of year $1,892,131 · end of year $3,324,094

  • 28 · Net assets with donor restrictions

    beginning of year $32,243,805 · end of year $35,198,669

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 SPRINGFIELD HELPED LIVE MERCY'S MISSION TO PROVIDE CARE TO EVERYONE WHO NEEDED IT BY SUPPORTING CHARITY CARE AND COMMUNITY OUTREACH SERVICES. DONATIONS SUPPORTED 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 $1,105,376 · Grants $1,105,376

As filed on the 2023 return.

Listed in Part VII

  • Gassel Steve

    PRESIDENT & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Argueta David

    PRESIDENT, MERCY SPRINGFIELD COMMUNITIES & BM

    Total calculated
    $1,320,105
    From this org
    $0
    From related orgs
    $1,210,517
    Other
    $109,588
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $563,963 related
    Bonus
    $0 + $597,747 related
    Other
    $0 + $48,807 related
    Deferred
    $0 + $90,226 related
    Nontaxable benefits
    $0 + $19,362 related
    Filer's total
    $0 + $1,320,105 related

  • Cliburn Gretchen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cobb Dan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Hennessey III William

    VP-MISSION AND BOARD MEMBER

    Total calculated
    $376,050
    From this org
    $0
    From related orgs
    $323,269
    Other
    $52,781
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,827 related
    Bonus
    $0 + $44,344 related
    Other
    $0 + $84,098 related
    Deferred
    $0 + $38,056 related
    Nontaxable benefits
    $0 + $14,725 related
    Filer's total
    $0 + $376,050 related

  • Horton Greg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Juarez MD Mayrol

    CHIEF MEDICAL OFFICER & BOARD MEMBER

    Total calculated
    $877,190
    From this org
    $0
    From related orgs
    $847,875
    Other
    $29,315
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $666,725 related
    Bonus
    $0 + $99,721 related
    Other
    $0 + $81,429 related
    Deferred
    $0 + $9,887 related
    Nontaxable benefits
    $0 + $19,428 related
    Filer's total
    $0 + $877,190 related

  • Martin Lacy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Meewes Rick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Parsons Linda

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Parvathaneni MD Sunthosh

    PHYSICIAN & BOARD MEMBER

    Total calculated
    $1,066,306
    From this org
    $0
    From related orgs
    $1,049,422
    Other
    $16,884
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $930,149 related
    Bonus
    $0 + $73,733 related
    Other
    $0 + $45,540 related
    Deferred
    $0 + $9,913 related
    Nontaxable benefits
    $0 + $6,971 related
    Filer's total
    $0 + $1,066,306 related

  • Powell Gary

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shipman Shanne

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Myers Johnathon

    PRESIDENT, MERCY SPRINGFIELD COMMUNITIES & BM

    Total calculated
    $601,064
    From this org
    $0
    From related orgs
    $535,451
    Other
    $65,613
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,186 related
    Bonus
    $0 + $106,843 related
    Other
    $0 + $48,422 related
    Deferred
    $0 + $46,080 related
    Nontaxable benefits
    $0 + $19,533 related
    Filer's total
    $0 + $601,064 related

  • Alldredge Alyea

    EXECUTIVE DIRECTOR

    Total calculated
    $145,539
    From this org
    $0
    From related orgs
    $125,207
    Other
    $20,332
    Hours/week
    5 + 55 related

  • Roberts William J

    CFO & TREASURER

    Total calculated
    $430,181
    From this org
    $0
    From related orgs
    $406,175
    Other
    $24,006
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,675 related
    Bonus
    $0 + $57,369 related
    Other
    $0 + $63,131 related
    Deferred
    $0 + $3,920 related
    Nontaxable benefits
    $0 + $20,086 related
    Filer's total
    $0 + $430,181 related

  • Barber James

    PRESIDENT, FOUNDATION

    Total calculated
    $575,713
    From this org
    $0
    From related orgs
    $560,332
    Other
    $15,381
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,107 related
    Bonus
    $0 + $101,388 related
    Other
    $0 + $76,837 related
    Deferred
    $0 + $7,385 related
    Nontaxable benefits
    $0 + $7,996 related
    Filer's total
    $0 + $575,713 related

  • McCoy Craig

    FORMER KEY EMPLOYEE

    Total calculated
    $377,416
    From this org
    $0
    From related orgs
    $376,685
    Other
    $731
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $376,685 related
    Deferred
    $0 + $731 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $377,416 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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment

Answered no

  • 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 1A
HOUSING BENEFITS ARE PROVIDED THROUGH A RELOCATION PROGRAM IN ACCORDANCE WITH COMPANY POLICY. SUCH BENEFITS ARE SUBJECT TO TAX TO THE EMPLOYEE. PAYMENT BY THE COMPANY OF COSTS FOR TEMPORARY HOUSING BY EMPLOYEES FOR THE CONVENIENCE OF THE COMPANY IS MADE IN ACCORDANCE WITH THE CO-WORKER TRAVEL AND OTHER EXPENSE POLICY AND PROCEDURES. AS A REIMBURSABLE EXPENSE, THIS TYPE OF LODGING IS NOT TAXABLE TO THE EMPLOYEE. TWO LISTED INDIVIDUALS (BOARD MEMBERS) RECEIVED THIS BENEFIT DURING THE YEAR.
PART I, LINE 3
MERCY HEALTH FOUNDATION SPRINGFIELD RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTIONS 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS.
PART I, LINE 4A
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAY FROM A RELATED ORGANIZATION DURING CALENDAR YEAR 2023: CRAIG MCCOY - $376,685
FORM 990, SCHEDULE J, PART II
THE AMOUNT REPORTED FOR DAVID ARGUETA 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
15 May 2025
IRS schema version
2023v6.0
Source object
202521359349303087

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