MERCY FOUNDATION NORTH: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MERCY FOUNDATION NORTH (EIN 94-3136799)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-29
- IRS object ID
- 202201199349301775
- Schema version
- 2020v4.0
- 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 | 2022-04-29T13:21:07-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680397834 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DH SCOTT & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MARKET ST | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 960010530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943136799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCY FOUNDATION NORTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 5302473424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 EDITH AVENUE SUITE E | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGIE REDMON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5302473424 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAGGIE | PersonFirstNm |
| Person Last | REDMON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH F HUNTING CPA | PreparerPersonNm |
| PTIN | P00735073 | PTIN |
| Phone | 5302434300 | PhoneNum |
| Preparation | 2022-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAGGIE REDMON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 EDITH AVENUE SUITE E | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,981,671 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.SUPPORTMERCYNORTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | RAISING PHILANTHROPIC SUPPORT AND COMMUNITY AWARENESS FOR THE MINISTRIES OF THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,502,943 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,939,648 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $312,300 | PYInvestmentIncomeAmt |
| CY Investment Income | $951,787 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$77,248 | PYOtherRevenueAmt |
| CY Other Revenue | $3,278 | CYOtherRevenueAmt |
| PY Total Revenue | $2,737,995 | PYTotalRevenueAmt |
| CY Total Revenue | $2,894,713 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,532,967 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,542,379 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,961 | PYOtherExpensesAmt |
| CY Other Expenses | $17,936 | CYOtherExpensesAmt |
| PY Total Expenses | $2,552,928 | PYTotalExpensesAmt |
| CY Total Expenses | $2,560,315 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $185,067 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $334,398 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,816,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,933,591 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,902 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,800,281 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,918,689 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MERCY FOUNDATION NORTH RAISES, MANAGES AND DISTRIBUTES PHILANTHROPIC SUPPORT TO BENEFIT THE SPONSORED AND SUPPORTED WORKS OF THE SISTERS OF MERCY WEST MIDWEST COMMUNITY, INC. IN THE COUNTIES OF SHASTA, TEHAMA AND SISKIYOU, IN NORTHERN CALIFORNIA. THIS PHILANTHROPIC SUPPORT PRIMARILY BENEFITS PROGRAMS AND SERVICES OF THE FOLLOWING HOSPITALS/ORGANIZATIONS OF DIGNITY HEALTH, A CALIFORNIA PUBLIC BENEFIT CORPORATION: MERCY MEDICAL CENTER REDDING,ST. ELIZABETH COMMUNITY HOSPITAL, MERCY MEDICAL CENTER MT. SHASTA, AND DIGNITY HEALTH CONNECTED LIVING. SUPPORTED PROGRAMS BENEFIT THE POOR, SICK, UNEDUCATED, ELDERLY AND/OR DISTRESSED, INCLUDING HEALTHCARE, EDUCATION, SOCIAL SERVICES, ELDERLY AND/OR ASSISTANCE TO THE DISADVANTAGED AND OR/DISTRESSED. THE FOUNDATION MANAGES A FUND DEVELOPMENT PROGRAM THAT IS MULTIFACETED. THE MAIN OFFICE IS LOCATED IN REDDING, CA. OUTLYING OFFICES ARE LOCATED IN RED BLUFF, CA AND MT. SHASTA, CA. THE FOUNDATION IMPLEMENTS ANNUAL GIVING, MAJOR GIVING AND PLANNED GIVING | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,204,287 | ExpenseAmt |
| Grant | $2,204,287 | GrantAmt |
| Desc | DIGNITY HEALTH GRANT - ENGAGE IN RAISING FUNDS AND CARRYING ON ACTIVITIES ON BEHALF OF THE CONGREGATION OF THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC., PROVIDE GRANTS TO DIGNITY HEALTH FOR MEDICAL EQUIPMENT AND PROVISION OF MEDICAL CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $338,092 | ExpenseAmt |
| Grant | $338,092 | GrantAmt |
| Desc | CONNECTED LIVING - ASSIST SENIORS AND DISABLED INDIVIDUALS TO INDEPENDENCE BY PROVIDING MEALS, TRANSPORTATION, AND RECREATIONAL ACTIVITIES TO ENHANCE THEIR DIGNITY AND ENCOURAGE CONTINUED INVOLVEMENT IN THE COMMUNITY, PROVIDE SERVICES THAT PROMOTE INDEPENDENT LIVING TO SENIORS AND DISABLED ADULTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,542,379 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | MERCY FOUNDATION NORTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5302473424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 EDITH AVENUE SUITE E | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MAGGIE REDMON | ||||||
| PRESIDENT & | 40.00 | Yes (X) | Yes (X) | $0 | $270,938 | $54,494 |
| MARJORIE CARNEIRO | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| PENNY COSTA | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOE D'ANGINA | ||||||
| CFO/TREASURE | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE DAVIS | ||||||
| VICE CHAIR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| SANDY DOLE | ||||||
| MEMBER | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROSS DOMKE | ||||||
| CHAIR/MEMBER | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARIE DOTSONPSYDLP | ||||||
| SECRETARY | 0.25 | Yes (X) | $0 | $0 | $0 | |
| TRACY EDWARDS | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| THOMAS RICHARD RICK GOYNE | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| RICK HILL | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| MARK KOENIG | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOHN C CLARK MD | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| PATRICK FOWLER MD | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| DAVID CIVALIER MD | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| DAVE DENNIS OD | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| RODGER PAGE | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| ERIK POOLE | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| SANDY POPE | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| SISTER PAT MANOLI RSM | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| SR BRENDA O'KEEFFE RSM | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JESSIE SHIELDS | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| G TODD SMITH | ||||||
| PRESIDENT, M | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JASON SWANN | ||||||
| MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $270,938 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,494 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $11,722 | FundraisingAmt |
| Government Grants | $3,500 | GovernmentGrantsAmt |
| All Other Contributions | $1,924,426 | AllOtherContributionsAmt |
| Noncash Contributions | $35,461 | NoncashContributionsAmt |
| Total Contributions | $1,939,648 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,759 | TotalRevenueColumnAmt |
| Exclusion | $81,759 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,858,039 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,988,011 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $870,028 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $870,028 | TotalRevenueColumnAmt |
| Exclusion | $870,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $102,225 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $11,722 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $98,947 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,278 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,894,713 | TotalRevenueColumnAmt |
| Exclusion | $951,787 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,542,379 | TotalAmt |
| Program Services | $2,542,379 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,936 | TotalAmt |
| Management And General | $17,936 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,560,315 | TotalAmt |
| Program Services | $2,542,379 | ProgramServicesAmt |
| Management And General | $17,936 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,277 | BOYAmt |
| EOY | $31,599 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,966 | BOYAmt |
| EOY | $1,387,739 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,295 | BOYAmt |
| EOY | $971,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $230,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,000 | BOYAmt |
| EOY | $230,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,050,010 | BOYAmt |
| EOY | $7,312,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,816,548 | BOYAmt |
| EOY | $9,933,591 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,267 | BOYAmt |
| EOY | $14,902 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,267 | BOYAmt |
| EOY | $14,902 | 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 | $870,486 | BOYAmt |
| EOY | $955,327 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,929,795 | BOYAmt |
| EOY | $8,963,362 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,800,281 | BOYAmt |
| EOY | $9,918,689 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,816,548 | BOYAmt |
| EOY | $9,933,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $334,398 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $716,298 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $67,712 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| Business Name Line2SupportedOrganizationName/BusinessNameLine2Txt | EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|---|
| DIGNITY HEALTH | |||||
| DIGNITY HEALTH | 941196203 | 3 | Yes (true) | $1,924,880 | $0 |
| SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY | |||||
| SUSTERS OF MERCY OF THE AMERICAS MIDWEST COMMUNITY | 262400800 | 1 | Yes (true) | $269,787 | $0 |
| DIGNITY HEALTH CONNECTED LIVING | |||||
| DIGNITY HEALTH CONNECTED LIVING | 237115371 | 7 | Yes (true) | $338,092 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,532,759 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,164,353 | BeginningYearBalanceAmt |
| End Year Balance | $3,164,353 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,164,353 | BeginningYearBalanceAmt |
| End Year Balance | $3,164,353 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,164,353 | BeginningYearBalanceAmt |
| End Year Balance | $3,164,353 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,164,353 | BeginningYearBalanceAmt |
| End Year Balance | $3,164,353 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,164,353 | BeginningYearBalanceAmt |
| End Year Balance | $3,164,353 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $230,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $230,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $230,000 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGED FUNDS & INSURANCE | Desc |
| Book Value | $7,312,386 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,312,386 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYABLE | Desc |
| Amt | $14,902 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,902 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,751,753 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $716,298 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,090,966 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $67,712 | OtherRevenueAmt |
| Revenue Not Reported | $1,874,976 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,876,777 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,936 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $17,936 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,894,713 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,633,345 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,090,966 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,090,966 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,542,379 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,936 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $17,936 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,560,315 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO GENERATE INCOME TO BE DISTRIBUTED TO THE SPECIFIC PROGRAMS OR NEEDS AS DETERMINED BY THE DONORS. IN THE ABSENCE OF DONOR INTENTION, THE ORGANIZATION WILL USE THE ENDOWMENT INCOME TO FURTHER THE WORKS OF THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY. |
| SCHEDULE D, PAGE 3, PART X | GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT OF THE NON PROFIT HAS EVALUATED THE UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES. MANAGEMENT DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN SPLIT-INTEREST AGRMT 67,712 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FESTIVAL OF TRE | Event1Nm |
| Gross Receipts Event1 | $113,947 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,722 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $102,225 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $98,947 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $113,947 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $11,722 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $102,225 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $98,947 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $98,947 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $3,278 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| DIGNITY HEALTH | ||||||||||
| 22 | SAN FRANCISCO | CA | 94107 | 941196203 | 501C3 | $1,922,778 | $11,722 | COST | VARIOUS | MED EQUIP & CARE |
| DIGNITY HEALTH CONNECTED LIVING | ||||||||||
| 200 MERCY OAKS DR BLDG 1 | REDDING | CA | 96003 | 237115371 | 501C3 | $338,092 | COST | VARIOUS | SNRS & DISBLED SVCS | |
| SISTER OF MERCY | ||||||||||
| 8380 COLESVILLE ROAD 300 | SILVER SPRINGS | MD | 20910 | 262400800 | 501C3 | $269,787 | COST | VARIOUS | CHARITABLE | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | INVOICES REQUESTING PAYMENT ARE REVIEWED BY STAFF AND CHECKED FOR ALLOWABILITY AND AUTHORIZATION WITH THE SIGNED GRANT AGREEMENT PRIOR TO PAYMENT. THE FOUNDATION MAKES SURE THE GRANTEE HAS NOT EXHAUSTED THE GRANT. IN THE EVENT THAT EXPENSES PAID EXCEED THE GRANT TOTAL, THE FOUNDATION REFUSES THE BILL AND NOTIFIES THE GRANTEE THAT THE GRANT HAS BEEN FULLY EXPENDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGIE REDMON | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Compensation Based On Rltd Orgs | $176,956 | CompensationBasedOnRltdOrgsAmt |
| Bonus Related Organizations | $64,400 | BonusRelatedOrganizationsAmt |
| Other Compensation Rltd Orgs | $29,582 | OtherCompensationRltdOrgsAmt |
| Deferred Comp Rltd Orgs | $29,378 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $25,116 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $325,432 | TotalCompensationRltdOrgsAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,297 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD & WINE | 3 | $19,464 | PURCHASE PRICE |
| Yes (X) | GIFTS/SUPPLIES | 1 | $500 | PURCHASE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION IS REPORTING IN PART I THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | MERCY FOUNDATION NORTH RAISES, MANAGES AND DISTRIBUTES PHILANTHROPIC SUPPORT TO BENEFIT THE SPONSORED AND SUPPORTED WORKS OF THE SISTERS OF MERCY WEST MIDWEST COMMUNITY, INC. IN THE COUNTIES OF SHASTA, TEHAMA AND SISKIYOU, IN NORTHERN CALIFORNIA. THIS PHILANTHROPIC SUPPORT PRIMARILY BENEFITS PROGRAMS AND SERVICES OF THE FOLLOWING HOSPITALS/ORGANIZATIONS OF DIGNITY HEALTH, A CALIFORNIA PUBLIC BENEFIT CORPORATION: MERCY MEDICAL CENTER REDDING,ST. ELIZABETH COMMUNITY HOSPITAL, MERCY MEDICAL CENTER MT. SHASTA, AND DIGNITY HEALTH CONNECTED LIVING. SUPPORTED PROGRAMS BENEFIT THE POOR, SICK, UNEDUCATED, ELDERLY AND/OR DISTRESSED, INCLUDING HEALTHCARE, EDUCATION, SOCIAL SERVICES, ELDERLY AND/OR ASSISTANCE TO THE DISADVANTAGED AND OR/DISTRESSED. THE FOUNDATION MANAGES A FUND DEVELOPMENT PROGRAM THAT IS MULTIFACETED. THE MAIN OFFICE IS LOCATED IN REDDING, CA. OUTLYING OFFICES ARE LOCATED IN RED BLUFF, CA AND MT. SHASTA, CA. THE FOUNDATION IMPLEMENTS ANNUAL GIVING, MAJOR GIVING AND PLANNED GIVING ACTIVITIES. THE FOUNDATION IS COMPRISED OF A BOARD OF TRUSTEES WHO ARE REPRESENTATIVES OF SHASTA, SISKIYOU AND/OR TEHAMA COUNTIES, IN NORTHERN CALIFORNIA. COMMITTEES OF THE BOARD INCLUDE AN EXECUTIVE COMMITTEE, AUDIT COMMITTEE, FINANCE COMMITTEE, NOMINATING COMMITTEE, PLANNED GIVING COMMITTEE, SHASTA COUNTY DEVELOPMENT COUNCIL, SISKIYOU COUNTY DEVELOPMENT COUNCIL, TEHAMA COUNTY DEVELOPMENT COUNCIL. THE PRESIDENT, FOUR STAFF MEMBERS AND A CONTRACTED PLANNED GIVING SPECIALIST PROVIDE SUPPORT TO THE OPERATIONS OF MERCY FOUNDATION NORTH. STAFF AND BOARD/COMMITTEE MEMBERS WORK TO RAISE FINANCIAL SUPPORT TO BENEFIT THE PROJECTS (CAPITAL, PROGRAMS AND OPERATIONS) OF THE ORGANIZATIONS LISTED. THE FOUNDATION ENGAGES IN KEY CAPITAL CAMPAIGNS TO GARNER SIGNIFICANT SUPPORT FOR THESE ORGANIZATIONS. THE FOUNDATION STRIVES TO BE DONOR CENTERED IN ITS APPROACH. GIFTS COME FROM ONE-ON-ONE CONTACT WITH DONORS, MAIL, GRANTS, PLANNED GIFTS (BEQUESTS, CHARITABLE GIFT ANNUITIES, LIFE ESTATES, CHARITABLE REMAINDER TRUSTS), ON-LINE GIFTS, OTHER ORGANIZATIONS, AND BUSINESSES. THE FOUNDATION MAINTAINS CLOSE CONTACT WITH LEADERSHIP, STAFF, VOLUNTEERS AND/OR PHYSICIANS AT THE FOUR ORGANIZATIONS REFERENCED ABOVE. |
| FORM 990, PAGE 2, PART III, LINE 4D | SEE SCHEDULE O |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE MEMBERS CONSIST OF FIVE INDIVIDUALS (THREE ARE APPOINTED BY THE SISTERS OF MERCY AND TWO ARE APPOINTED BY DIGNITY HEALTH). |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE CORPORATE MEMBERS MAY APPOINT AND REMOVE EACH MEMBER OF THE BOARD OF TRUSTEES. |
| FORM 990, PAGE 6, PART VI, 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, STRAGEGIC 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 TO THE FOUNDATION VIII. APPROVE THE SELECTION OF THE AUDITORS AND GENERAL LEGAL COUNSEL FOR THE FOUNDATION IX. APPROVE ANY AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION AND BYLAWS OF THE FOUNDATION X. APPROVE ANY MERGER, CONSOLIDATION OR DISSOLUTION OF THE FOUNDATION XI. APPROVE THE ESTABLISHMENT OF ANY NEW CONSTITUENT FOUNDATION OR ANY SUBSIDIARY CORPORATION OR OPERATING CORPORATION OF THE FOUNDATION XII. APPROVE ANY BORROWING OF MONEY OR INCURRING OF INDEBTEDNESS BY THE FOUNDATION XIII. APPROVE THE PURCHASE OF REAL ESTATE ASSETS OR ANY INTEREST THEREIN XIV. APPROVE THE EXPENDITURES OR TRANSFERS OF ASSETS TO A PERSON OR ORGANIZAITON OUTSIDE DIGNITY HEALTH AND/OR THE MERCY COMMUNITY WHERE SUCH EXPENDITURES OR TRANSFERS 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, PAGE 6, PART VI, LINE 11B | THE MERCY FOUNDATION AUDIT COMMITTEE WILL REVIEW THE 990 BEFORE SUBMISSION. THEN THE 990 WILL BE MADE AVAILABLE TO THE BOARD UPON REQUEST. |
| FORM 990, PAGE 6, PART VI, LINE 12C | TO ENSURE COMPLIANCE WITH THIS POLICY,INDIVIDUALS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. ALL OTHER EMPLOYEES ARE REQUIRED TO DISCLOSE TO THEIR IMMEDIATE SUPERVISORS, OR TO THE DIGNITY HEALTH COMPLIANCE OFFICER, ANY REAL OR POTENTIAL CONFLICTS OF INTEREST PRIOR TO MAKING ANY DECISION OR TAKING ANY ACTION THAT IS OR MAY BE AFFECTED BY THE CONFLICT. SUPERVISORS MAY CONSULT WITH THE DIGNITY HEALTH COMPLIANCE OFFICER FOR ASSISTANCE IN RESOLVING SUCH CONFLICTS. MERCY FOUNDATION NORTH BOARD MEMBERS ALL COMPLETE AN ANNUAL "CONFLICT OF INTEREST" DISCLOSURE FORM. RESPONSES ARE REVIEWED BY THE PRESIDENT AND BOARD CHAIR AND ACTED UPON APPROPRIATELY. THE DIGNITY HEALTH LEGAL COUNSEL REVIEWS THE BOARD CONFLICT OF INTEREST FORM ON A PERIODIC BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PRESIDENT IS AN EMPLOYEE OF DIGNITY HEALTH AND HAS A DIRECT REPORTING RELATIONSHIP TO THE PRESIDENT OF DIGNITY HEALTH. THE COMPENSATION REVIEW PROCESS IS COORDINATED BY THE PRESDIENT OF DIGNITY HEALTH IN CONSULTATION WITH THE DIGNITY HEALTH DIRECTOR OF HR. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PRESIDENT IS AN EMPLOYEE OF DIGNITY HEALTH AND HAS A DIRECT REPORTING RELATIONSHIP TO THE PRESIDENT OF DIGNITY HEALTH. THE COMPENSATION REVIEW PROCESS IS COORDINATED BY THE PRESIDENT OF DIGNITY HEALTH IN CONSULTATION WITH THE DIGNITY HEALTH DIRECTOR OF HR. |
| FORM 990, PAGE 6, PART VI, LINE 19 | COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE AT ANY TIME. |
| FORM 990, PART XI, LINE 9 | CHANGE IN SPLIT-INTEREST AGRMT 67,712 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS OF MERCY OF THE AMERICAS | |||||||||||
| 8380 COLESVILLE RD 300 | SILVER SPRINGS | MD | 20910 | 262400800 | CHARITABLE | MD | 501C3 | 1 | NA | false | |
| DIGNITY HEALTH | |||||||||||
| 185 BERRY STREET | SAN FRANCISCO | CA | 94107 | 941196203 | CHARITABLE | CA | 501C3 | 3 | NA | false | |
| DIGNITY HEALTH CONNECTED LIVING | |||||||||||
| 200 MERCY OAKS DR BLDG 1 | REDDING | CA | 96003 | 237115371 | CHARITABLE | CA | 501C3 | 7 | false | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DIGNITY HEALTH | ||
| B | $1,382,627 | CASH AND SUPPLIES PAID |
| DIGNITY HEALTH | ||
| M | $733,078 | COST OF DONATED SERVICES |