MERCY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MERCY FOUNDATION (EIN 23-7072762)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-08
- IRS object ID
- 202521289349303377
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T15:33:22-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237072762 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 9168512700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 DATA DR 3RD FLOOR | AddressLine1Txt |
| City | RANCHO CORDOVA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN DUGGAN | PersonNm |
| Person Title | PRESIDENT AND CEO MERCY FOUNDATION | PersonTitleTxt |
| Phone | 9168512700 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA H WILLIAMS | PreparerPersonNm |
| PTIN | P01281212 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN DUGGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 DATA DR 3RD FLOOR | AddressLine1Txt |
| City | RANCHO CORDOVA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,623,111 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MERCYFOUNDATIONSACRAMENTO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | RAISING PHILANTHROPIC SUPPORT FOR THE MINISTRIES OF THE SISTERS OF MERCY AND DIGNITY HEALTH SACRAMENTO SERVICE AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,550,237 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,951,939 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $675,848 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,634,352 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,226,085 | PYTotalRevenueAmt |
| CY Total Revenue | $9,586,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,498,262 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,032,793 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $420,123 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $431,104 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $22,900 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $39,815 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,568,551 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,012,700 | PYOtherExpensesAmt |
| CY Other Expenses | $1,892,906 | CYOtherExpensesAmt |
| PY Total Expenses | $9,953,985 | PYTotalExpensesAmt |
| CY Total Expenses | $11,396,618 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,727,900 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,810,327 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,719,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,860,604 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,653,713 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,623,017 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,065,594 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,237,587 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INSPIRED BY THE MISSION OF THE SISTERS OF MERCY TO CONNECT THOSE WITH RESOURCES TO THOSE IN NEED, MERCY FOUNDATION RAISES PHILANTHROPIC SUPPORT AND COMMUNITY AWARENESS TO ENHANCE THE LIVES OF PEOPLE IN THE COMMUNITIES WE SERVE. MERCY FOUNDATION FOCUSES ON HEALTHCARE, EDUCATION, HOUSING, AND CARE FOR THE POOR AND ELDERLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,198,346 | ExpenseAmt |
| Grant | $9,032,793 | GrantAmt |
| Desc | MANY MINISTRIES, ONE MISSIONMERCY FOUNDATION RAISES FUNDS ON BEHALF OF THE FOLLOWING MINISTRIES SUPPORTED BY THE SISTERS OF MERCY WITHIN THE SACRAMENTO REGION, WITH ONE MISSION: TO ENHANCE THE LIVES OF PEOPLE IN THE COMMUNITY.HEALTH CARE (PARTIAL LIST)DIGNITY HEALTH CANCER INSTITUTE OF GREATER SACRAMENTODIGNITY HEALTH HEART AND VASCULAR INSTITUTE OF GREATER SACRAMENTODIGNITY HEALTH NEUROLOGICAL INSTITUTE OF NORTHERN CALIFORNIAMERCY GENERAL HOSPITALMERCY HOSPITAL OF FOLSOMMERCY SAN JUAN MEDICAL CENTERMETHODIST HOSPITAL OF SACRAMENTOMERCY MEDICAL GROUPMERCY HOSPICEMS ACHIEVEMENT CENTER EDUCATIONEDUCATIONCRISTO REY HIGH SCHOOL SACRAMENTOHOUSINGMERCY HOUSING CALIFORNIA OTHER MINISTRIESOTHER MINISTRIESBRUCEVILLE TERRACECARE FOR THE POOR AND ELDERLYMERCY CENTER AUBURNMERCY MCMAHON TERRACEMERCY PEDALERSSACRAMENTO LOAVES & FISHESMERCY FOUNDATION RECEIVES AN OPERATING GRANT FROM DIGNITY HEALTH ENABLING ONE HUNDRED PERCENT OF A DONOR'S CONTRIBUTION TO GO DIRECTLY TO THE PROGRAM/MINISTRY OF THEIR CHOICE.FOR MORE INFORMATION ON HOW YOU CAN PARTNER WITH MERCY FOUNDATION TO FURTHER THE MISSION OF THE SISTERS OF MERCY AND HAVE A POSITIVE IMPACT ON THOSE IN NEED IN OUR COMMUNITY, VISIT OUR WEBSITE AT WWW.SUPPORTMECYFOUNDATION.ORG OR CALL 916-851-2700.MERCY PEDALERSMERCY FOUNDATION HAS PROVIDED CONTINUED FUNDING TO MERCY PEDALERS, A VOLUNTEER ORGANIZATION WHOSE MEMBERS REACH OUT TO MEN AND WOMEN EXPERIENCING HOMELESSNESS TO OFFER DRINKS, NUTRITIOUS SNACKS, HYGIENE ITEMS, AND CONNECTIONS TO VITAL SUPPORT SERVICES. WITH A SENSE OF DIGNITY, RESPECT AND LOVE, VOLUNTEERS PEDAL THROUGH THE STREETS OF SACRAMENTO AND START CONVERSATIONS WITH MEMBERS OF OUR COMMUNITY WHO OFTEN FEEL INVISIBLE, AND, WITH HUMANITY AND COMPASSION, INTRODUCE AVAILABLE SERVICES TO PEOPLE WHO MAY BE RELUCTANT TO SEEK HELP ON THEIR OWN. THE MEDICAL SAFE HAVEN AT DIGNITY HEALTH METHODIST HOSPITAL OF SACRAMENTOMERCY FOUNDATION IS PROUD TO SUPPORT THE MEDICAL SAFE HAVEN, WHICH HELPS VICTIMS NAVIGATE OUT OF TRAFFICKING AND FIND A PATH TO HEALING AND RECOVERY AND BECOME SURVIVORS. THIS VITAL HEALTH CARE MINISTRY SAVES AND IMPROVES THE LIVES OF HUNDREDS WOMEN, MEN AND CHILDREN EACH YEAR. GENEROUS DONATIONS HELP PROVIDE A CARING MEDICAL STAFF AND SUPPORT TEAM WHO PROVIDE COMPREHENSIVE MEDICAL AND BEHAVIORAL HEALTH CARE, INCLUDING PATIENT CARE VISITS, TRANSPORTATION, MEDICATIONS, LAB WORK AND MORE. THIS IMPORTANT PROGRAM HELPS SOME OF THE MOST VULNERABLE WOMEN AND CHILDREN IN OUR COMMUNITY AND BEYOND.SISTERS OF MERCY CATHOLIC SCHOOLS ENDOWMENTMANY SACRAMENTO AREA FAMILIES DREAM OF PROVIDING A CATHOLIC EDUCATION FOR THEIR CHILDREN, BUT FOR SOME, DESPITE HARD WORK AND ECONOMIC GAINS, THE ABILITY TO PAY FOR THE COST OF THE EDUCATION IS BEYOND THEIR REACH. TO HELP SECURE A BRIGHT FUTURE FOR CHILDREN OF DESERVING SACRAMENTO FAMILIES WHO DESIRE-BUT CANNOT FULLY AFFORD-TO ENROLL IN CATHOLIC SCHOOLS, THE CATHOLIC SCHOOLS ENDOWMENT INITIATIVE WILL SUPPORT TUITION ASSISTANCE FOR FAMILIES, STAFF FAITH FORMATION, AND STUDENT FAITH FORMATION. THESE FUNDS WILL ENSURE FUTURE GENERATIONS OF UNDERSERVED FAMILIES WILL BE ABLE TO EDUCATE THEIR DESERVING CHILDREN IN THE CATHOLIC TRADITION AND CONTINUE TO REMIND THE COMMUNITY OF THE LEGACY OF THE SISTERS OF MERCY AND THEIR CONTRIBUTIONS TO CATHOLIC EDUCATION. | Desc |
| Total Program Service Expenses | $9,198,346 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRISHA PENA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9168512708 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 DATA DRIVE | AddressLine1Txt |
| City | RANCHO CORDOVA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| THOMAS JOHNSON | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN SHATZEL DO | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SR EILEEN ENRIGHT RSM | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRENDA DAVIS | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GENOVESE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KHURAN ARIK MD | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERENCE STREET | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY GARCIA | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GIL ALBIANI | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN ESCH | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NINA ILIFF | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANNY GEMMA | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CECILIA ROMO | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER KATHERINE DOYLE RSM | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER BRIDGET MCCARTHY RSM | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK READ | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOKESH SIKARIA | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA HIGASHI | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS LEMON | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KORPIEL | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KHURAN ARIK MD | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN DUGGAN | |||||||
| PRESIDENT AND CEO MERCY FOUNDATION | 40.00 | Yes (X) | $347,695 | $0 | $76,581 | ||
| JOHN MCINTYRE | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $176,289 | $0 | $43,438 | Yes (X) | ||
| TRISHA PENA | |||||||
| DIRECTOR OF FINANCE | 40.00 | $116,952 | $0 | $52,105 | Yes (X) | ||
| CATHERINE SMITH | |||||||
| MANAGER OF OPERATIONS | 40.00 | $124,931 | $0 | $49,189 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $765,867 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $221,313 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,534,661 | RelatedOrganizationsAmt |
| Government Grants | $1,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $4,417,278 | AllOtherContributionsAmt |
| Noncash Contributions | $195,112 | NoncashContributionsAmt |
| Total Contributions | $7,951,939 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $530,364 | TotalRevenueColumnAmt |
| Exclusion | $530,364 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,140,808 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,036,820 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,103,988 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,103,988 | TotalRevenueColumnAmt |
| Exclusion | $1,103,988 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,586,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,634,352 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,996,793 | TotalAmt |
| Program Services | $8,996,793 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Program Services | $36,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,104 | TotalAmt |
| Program Services | $37,759 | ProgramServicesAmt |
| Management And General | $88,104 | ManagementAndGeneralAmt |
| Fundraising | $305,241 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,300 | TotalAmt |
| Management And General | $33,810 | ManagementAndGeneralAmt |
| Fundraising | $14,490 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,815 | TotalAmt |
| Fundraising | $39,815 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,966 | TotalAmt |
| Management And General | $186,966 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,810 | TotalAmt |
| Management And General | $61,481 | ManagementAndGeneralAmt |
| Fundraising | $35,329 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,725 | TotalAmt |
| Management And General | $681 | ManagementAndGeneralAmt |
| Fundraising | $2,044 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,378 | TotalAmt |
| Management And General | $23,689 | ManagementAndGeneralAmt |
| Fundraising | $23,689 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,278 | TotalAmt |
| Management And General | $3,656 | ManagementAndGeneralAmt |
| Fundraising | $14,622 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,497 | TotalAmt |
| Management And General | $8,497 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,399 | TotalAmt |
| Management And General | $1,399 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REIMB PERSONNEL EXPENSE | $1,254,586 | $90,873 | $196,294 | $967,419 |
| SHARED EXPENSES (DIGNIT | $224,895 | $36,921 | $22,072 | $165,902 |
| DUES & SUBSCRIPTIONS | $2,789 | $2,789 | ||
| TRAINING | $283 | $283 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,396,618 | TotalAmt |
| Program Services | $9,198,346 | ProgramServicesAmt |
| Management And General | $629,721 | ManagementAndGeneralAmt |
| Fundraising | $1,568,551 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,818 | BOYAmt |
| EOY | $164,642 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,678,729 | BOYAmt |
| EOY | $786,341 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,750,875 | BOYAmt |
| EOY | $13,245,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,063 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,063 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,984,194 | BOYAmt |
| EOY | $37,582,572 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,141,691 | BOYAmt |
| EOY | $4,081,549 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,719,307 | BOYAmt |
| EOY | $55,860,604 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,714 | BOYAmt |
| EOY | $179,458 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,592,999 | BOYAmt |
| EOY | $2,443,559 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,653,713 | BOYAmt |
| EOY | $2,623,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,233,356 | BOYAmt |
| EOY | $4,302,605 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,832,238 | BOYAmt |
| EOY | $48,934,982 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,065,594 | BOYAmt |
| EOY | $53,237,587 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,719,307 | BOYAmt |
| EOY | $55,860,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,810,327 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,227,698 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$245,378 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,561,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,560,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,622,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,550,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,951,939 | CurrentTaxYearAmt |
| Total | $51,247,372 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,561,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,560,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,622,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,550,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,951,939 | CurrentTaxYearAmt |
| Total | $51,247,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,223,788 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,023,584 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $560,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $357,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $542,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $635,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $530,364 | CurrentTaxYearAmt |
| Total | $2,626,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,873,377 | TotalSupportAmt |
| Public Support CY170 | 0.91000 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A PART I | THE FOUNDATION WAS GRANTED RECLASSIFICATION AS A PUBLIC CHARITY DESCRIBED IN IRC SECTIONS 509(A)(1) AND 170(B)(L)(A)(VI) BASED UPON A RECLASSIFICATION LETTER FROM THE IRS DATED FEBRUARY 5, 2025. SCHEDULE A PART I LINE 7 FOR FISCAL YEAR ENDING 6/30/24 IS CHECKED TO REFLECT THIS CHANGE. |
| SCHEDULE A PART II | THE FOUNDATION WAS GRANTED RECLASSIFICATION AS A PUBLIC CHARITY DESCRIBED IN IRC SECTIONS 509(A)(1) AND 170(B)(L)(A)(VI) BASED UPON A RECLASSIFICATION LETTER FROM THE IRS DATED FEBRUARY 5, 2025. SCHEDULE A PART II FOR FISCAL YEAR ENDING 6/30/24 HAS BEEN PREPARED TO REFLECT THIS CHANGE. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $380,203 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $701,516 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,926,180 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,324,392 | BeginningYearBalanceAmt |
| Contributions | $1,089,520 | ContributionsAmt |
| Investment Earnings Or Losses | $2,123,227 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,943,227 | OtherExpendituresAmt |
| End Year Balance | $12,593,912 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,456,390 | BeginningYearBalanceAmt |
| Contributions | $868,002 | ContributionsAmt |
| Investment Earnings Or Losses | $653,554 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $653,554 | OtherExpendituresAmt |
| End Year Balance | $11,324,392 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,522,946 | BeginningYearBalanceAmt |
| Contributions | $933,445 | ContributionsAmt |
| Investment Earnings Or Losses | $685,609 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $685,609 | OtherExpendituresAmt |
| End Year Balance | $10,456,391 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,477,370 | BeginningYearBalanceAmt |
| Contributions | $45,576 | ContributionsAmt |
| Investment Earnings Or Losses | $4,210,863 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,210,863 | OtherExpendituresAmt |
| End Year Balance | $9,522,946 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,425,696 | BeginningYearBalanceAmt |
| Contributions | $1,051,674 | ContributionsAmt |
| Investment Earnings Or Losses | $1,154,228 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,154,228 | OtherExpendituresAmt |
| End Year Balance | $9,477,370 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,063 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,063 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS IN CHARITABLE REMAINDER TRUST | Desc |
| Book Value | $4,081,549 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,081,549 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES IN CHARITABLE REMAINDER TRUST | Desc |
| Amt | $2,443,559 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,443,559 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,474,543 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,227,698 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $9,708 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$245,378 | OtherRevenueAmt |
| Revenue Not Reported | $1,992,028 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,482,515 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $103,776 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $103,776 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,586,291 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,302,550 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $9,708 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $9,708 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,292,842 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $103,776 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $103,776 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,396,618 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF MERCY FOUNDATION'S ENDOWMENT FUNDS IS TO PRESERVE AND ENHANCE THE VALUE OF THE ENTRUSTED FUNDS AND TO USE THE INTEREST INCOME PER DONOR INTENT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CRT ASSET 34,519. UNCOLLECTIBLE PLEDGES -279,897. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVING COLLOBORATIVE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 MORGAN AVENUE | AddressLine1Txt |
| City | EAST HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $39,815 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $39,815 | TotalRetainedByContractorsAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DIGNITY HEALTH | ||||||||
| 3400 DATA DRIVE | RANCHO CORDOVA | CA | 95670 | 941196203 | 501(C)(3) | $7,524,855 | $0 | SUPPORT HOSPITAL PROGRAMS |
| SISTERS OF MERCY | ||||||||
| 535 SACRAMENTO STREET | AUBURN | CA | 95603 | 942532630 | 501(C)(3) | $1,471,938 | $0 | SUPPORT WORKS OF SISTERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $36,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS: MERCY FOUNDATION HAS BEEN ESTABLISHED BY THE SISTERS OF MERCY TO ENCOURAGE AND DEVELOP FINANCIAL SUPPORT FOR THE SISTERS OF MERCY AND IS RESPONSIBLE FOR RAISING PHILANTHROPIC SUPPORT AND COMMUNITY AWARENESS FOR THE MINISTRIES OF THE SISTERS OF MERCY IN THE AREAS OF HEALTHCARE, EDUCATION, AFFORDABLE HOUSING, AND CARE FOR THE POOR AND THE ELDERLY THROUGHOUT THE GREATER SACRAMENTO REGION. 100 PERCENT OF ALL DONATIONS GO DIRECTLY TO THE PROGRAM OF THE DONOR'S CHOICE. THIS IS MADE POSSIBLE BY AN OPERATING GRANT TO MERCY FOUNDATION BY DIGNITY HEALTH. TUITION ASSISTANCE PAYMENTS ARE MADE TO INDIVIDUALS IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE ORGANIZATION'S GOVERNING BOARD DESIGNED TO ENSURE THAT INDIVIDUALS RECEIVING TUITION ASSISTANCE ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFIED RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN DUGGAN | ||||||||||||||
| PRESIDENT AND CEO MERCY FOUNDATION | $290,256 | $0 | $52,897 | $0 | $4,542 | $0 | $41,658 | $0 | $34,923 | $0 | $424,276 | $0 | $0 | $0 |
| JOHN MCINTYRE | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $124,946 | $0 | $15,683 | $0 | $35,660 | $0 | $19,967 | $0 | $23,471 | $0 | $219,727 | $0 | $0 | $0 |
| CATHERINE SMITH | ||||||||||||||
| MANAGER OF OPERATIONS | $112,989 | $0 | $9,820 | $0 | $2,122 | $0 | $15,443 | $0 | $33,746 | $0 | $174,120 | $0 | $0 | $0 |
| TRISHA PENA | ||||||||||||||
| DIRECTOR OF FINANCE | $106,778 | $0 | $9,229 | $0 | $945 | $0 | $14,907 | $0 | $37,198 | $0 | $169,057 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ALL EMPLOYEES ARE PAID DIRECTLY THROUGH DIGNITY HEALTH, BUT WORK EXCLUSIVELY FOR MERCY FOUNDATION. THE FOUNDATION REIMBURSES DIGNITY HEALTH FOR THESE PAYROLL COSTS. THE PRESIDENT'S SALARY AND PERFORMANCE EVALUATION IS PERFORMED BY THE BOARD OF DIRECTORS, BUT ULTIMATELY DETERMINED BY DIGNITY HEALTH. ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION SET BY MANAGEMENT WITH THE APPROVAL OF DIGNITY HEALTH'S HR DEPARTMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $195,112 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | MERCY FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS FOR EACH TYPE OF NON-CASH CONTRIBUTION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | A MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS IS EMPLOYED BY, AND HOLDS OWNERSHIP IN, A FIRM THAT MANAGES CERTAIN INVESTMENTS AND CHARITABLE TRUST ACCOUNTS OF THE FOUNDATION. TOTAL MANAGED FUNDS WERE $5,750,878 AND MANAGEMENT FEES EARNED BY THE INVESTMENT FIRMS FOR THOSE SERVICES TOTALED $12,005 FOR THE FISCAL YEAR ENDED JUNE 30, 2024. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS CONSIST OF FIVE INDIVIDUALS (THREE ARE MEMBERS OF AND APPOINTED BY THE SISTERS OF MERCY AND TWO ARE APPOINTED BY DIGNITY HEALTH). |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CORPORATE MEMBERS MAY APPOINT AND REMOVE EACH MEMBER OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CORPORATE MEMBERS OF THE FOUNDATION HAVE RESERVED RIGHTS. THEIR RESERVED RIGHTS ARE AS FOLLOWS: I. APPROVE THE MISSION, PHILOSOPHY, LONG-RANGE GOALS, STRATEGIC PLANS AND MAJOR STANDARDS OF THE FOUNDATION. II. APPOINT AND REMOVE EACH MEMBER OF THE BOARD OF TRUSTEES. III. DETERMINE THE NUMBER OF MEMBERS OF THE BOARD OF TRUSTEES. IV. APPROVE THE APPOINTMENT OF THE CHAIR AND SECRETARY OF THE FOUNDATION. V. APPOINT AND/OR REMOVE THE FOUNDATION PRESIDENT. VI. APPROVE THE CAPITAL AND OPERATING BUDGETS OF THE FOUNDATION. VII. RECEIVE THE ANNUAL AUDITORS' REPORT AS TO THE FOUNDATION. VIII. APPROVE THE SELECTION OF THE AUDITORS AND GENERAL LEGAL COUNSEL FOR THE FOUNDATION. IX. APPROVE ANY MERGER, CONSOLIDATION OR DISSOLUTION OF THE FOUNDATION. X. APPROVE THE ESTABLISHMENT OF ANY NEW CONSTITUENT FOUNDATION OR ANY SUBSIDIARY CORPORATION OR OPERATING CORPORATION OF THE FOUNDATION. XI. APPROVE ANY BORROWING OF MONEY OR INCURRING OF INDEBTEDNESS BY THE FOUNDATION. XII. APPROVE THE PURCHASE OF REAL ESTATE ASSETS OR ANY INTEREST THEREIN. XIII. APPROVE THE EXPENDITURES OR TRANSFERS OF ASSETS TO A PERSON OR ORGANIZATION OUTSIDE CHW AND/OR THE MERCY COMMUNITY WHERE SUCH EXPENDITURES OR TRANSFER EXCEEDS 10% OF THE ASSETS OF THE FOUNDATION'S BALANCE SHEET, OTHER THAN TRANSFERS TO A BENEFICIARY PURSUANT TO A DESIGNATED "RESTRICTED" GIFT. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE MERCY FOUNDATION FINANCE COMMITTEE WILL REVIEW THE 990 BEFORE SUBMISSION. THEN THE 990 WILL BE MADE AVAILABLE TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR A NEW CONFLICT OF INTEREST STATEMENT IS SIGNED BY EACH OF THE BOARD OF TRUSTEES. THIS PROCESS IS MONITORED BY STAFF. AREAS WHERE A CONFLICT MAY ARISE ARE IN ACTIVITIES SUCH AS SUPPLIES OF GOODS AND SERVICES, ENTITIES WITH WHICH MERCY IS DEALING OR PLANS TO DEAL IN CONNECTION WITH THE LEASE, PURCHASE, SALE OR GIFT OF REAL OR PERSONAL PROPERTY, OTHER FOUNDATIONS, HOSPITALS, HOME HEALTH, DONORS OR OTHERS GIVING SUPPORT TO MERCY, PATIENTS, RESIDENTS AND OTHERS RECEIVING CARE AND SERVICES, THIRD PARTY PAYERS OF HOSPITAL OR OTHER HEALTH CARE BENEFITS, BANKS OR OTHER LENDING OR SAVINGS OR TRUST INSTITUTIONS, INSURANCE COMPANIES, INVESTMENT COMPANIES, OR FINANCIAL PLANNING INSTITUTIONS AND OTHER ENTITIES WHICH MAY AFFECT THE OPERATION OF MERCY FOUNDATION. THE NATURE OF CONFLICTING INTEREST THAT MIGHT REASONABLY BE PERCEIVED BY OTHERS TO AFFECT THE JUDGEMENT OR CONDUCT OF THE INDIVIDUAL, SUCH AS, BUT NOT LIMITED TO: OWNING STOCK OR OTHER PROPRIETARY INTERESTS, HOLDING DEBT OR DEBT SECURITIES, HOLDING OFFICE, SERVING ON THE BOARD OF DIRECTORS, PARTICIPATING IN MANAGEMENT OR BEING OTHERWISE EMPLOYED OR FORMERLY EMPLOYED, RECEIVING REMUNERATIONS FOR SERVICES WITH RESPECT TO INDIVIDUAL TRANSACTIONS, RECEIVING GIFTS OR UNSECURED LOANS, OBTAINING OR HOLDING AN INTEREST IN REAL ESTATE, SECURITIES OR OTHER PROPERTY WHICH MERCY IS CONSIDERING BUYING, LEASING OR SELLING OR DISCLOSING OR USING INFORMATION RELATING TO MERCY'S BUSINESS OR OPERATIONS FOR THE PERSONAL PROFIT OR ADVANTAGES OF THE INDIVIDUAL. THE FOLLOWING CONFLICTS OF INTEREST ARE APPARENT AND ABSOLUTELY PROHIBITED: LOANS, GIFTS, GRATUITIES AND ENTERTAINMENT AND INFORMATION OBTAINED THROUGH ASSOCIATION WITH MERCY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S SALARY AND PERFORMANCE EVALUATION IS PERFORMED EACH YEAR BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BY DIGNITY HEALTH. THIS PROCESS IS UNDERTAKEN ANNUALLY. OTHER KEY EMPLOYEES ARE DETERMINED BY MANAGEMENT AND SALARY IS APPROVED BY HR. |
| FORM 990, PART VI, SECTION C, LINE 19 | MERCY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CRT ASSET 34,519. UNCOLLECTIBLE PLEDGES -279,897. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OVER THE FINANCIAL STATEMENT AUDIT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS OF MERCY OF THE AMERICAS | ||||||||||
| 8380 COLESVILLE ROAD 300 | SILVER SPRING | MD | 20910 | 262400800 | CHARITABLE ACTIVITIES | MD | 501(C)(3) | LINE 1 | N/A | 0 |
| DIGNITY HEALTH | ||||||||||
| 3400 DATA DRIVE | RANCHO CORDOVA | CA | 95670 | 941196203 | CHARITABLE ACTIVITIES | CA | 501(C)(3) | LINE 3 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |