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MERCY FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MERCY FOUNDATION (EIN 23-7072762)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202211369349316116
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T18:08:10-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680037990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12880 GATEWAY OAKS DR STE 100AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237072762EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERCY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERCBusinessNameControlTxt
Phone9168512700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13400 DATA DR 3RD FLOORAddressLine1Txt
CityRANCHO CORDOVACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95670ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN DUGGANPersonNm
Person TitlePRESIDENT AND CEO MERCY FOUNDATIONPersonTitleTxt
Phone9168512700PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKEVINPersonFirstNm
Person LastDUGGANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA H WILLIAMSPreparerPersonNm
PTINP01281212PTIN
Phone9166466464PhoneNum
Preparation2022-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN DUGGANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13400 DATA DR 3RD FLOORAddressLine1Txt
CityRANCHO CORDOVACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95670ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,721,235GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MERCYFOUNDATIONSACRAMENTO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionRAISING PHILANTHROPIC SUPPORT FOR THE MINISTRIES OF THE SISTERS OF MERCY AND DIGNITY HEALTH SACRAMENTO SERVICE AREA.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$15,561,703PYContributionsGrantsAmt
CY Contributions Grants$9,560,884CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$535,446PYInvestmentIncomeAmt
CY Investment Income$1,905,166CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$16,097,149PYTotalRevenueAmt
CY Total Revenue$11,466,050CYTotalRevenueAmt
PY Grants And Similar Paid$6,859,099PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,813,940CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$425,877PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$386,853CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$41,573PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$38,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,662,893CYTotalFundraisingExpenseAmt
PY Other Expenses$2,056,228PYOtherExpensesAmt
CY Other Expenses$1,954,343CYOtherExpensesAmt
PY Total Expenses$9,382,777PYTotalExpensesAmt
CY Total Expenses$9,193,136CYTotalExpensesAmt
PY Revenues Less Expenses$6,714,372PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,272,914CYRevenuesLessExpensesAmt
Total Assets BOY$50,028,409TotalAssetsBOYAmt
Total Assets EOY$58,980,931TotalAssetsEOYAmt
Total Liabilities BOY$3,518,844TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,072,201TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$46,509,565NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,908,730NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionINSPIRED 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,968,718ExpenseAmt
Grant$6,813,940GrantAmt
DescMANY MINISTRIES, ONE MISSION MERCY 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 SACRAMENTO* DIGNITY HEALTH HEART AND VASCULAR INSTITUTE OF GREATER SACRAMENTO* DIGNITY HEALTH NEUROLOGICAL INSTITUTE OF NORTHERN CALIFORNIA* MERCY GENERAL HOSPITAL* MERCY HOSPITAL OF FOLSOM* MERCY SAN JUAN MEDICAL CENTER* METHODIST HOSPITAL OF SACRAMENTO* MERCY MEDICAL GROUP* MERCY HOSPICE* MS ACHIEVEMENT CENTER EDUCATIONEDUCATION* CRISTO REY HIGH SCHOOL SACRAMENTO HOUSINGHOUSING* MERCY HOUSING CALIFORNIA OTHER MINISTRIES OTHER MINSTRIES* BRUCEVILLE TERRACE * CARE FOR THE POOR AND ELDERLY* MERCY CENTER AUBURN* MERCY MCMAHON TERRACE* MERCY PEDALERS* SACRAMENTO 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.NEONATAL INTENSIVE CARE UNIT (NICU) EXPANSION AT MERCY SAN JUAN MEDICAL CENTERTHROUGH THE GENEROSITY OF MANY DONORS, MERCY FOUNDATION RAISED FUNDS TO HELP DIGNITY HEALTH EXPAND AND UPDATE THE NICU AT MERCY SAN JUAN MEDICAL CENTER, NAMED "THE ROBERT S. AND STAR PEPPER NEONATAL INTENSIVE CARE UNIT" IN RECOGNITION OF THE LEAD DONORS TO THE CAMPAIGN. THE EXPANDED FACILITY IS 15 TIMES THE SIZE OF THE FORMER FACILITY AND HAS CAPACITY TO CARE FOR 14 ADDITIONAL NEWBORNSALLOWING THE NICU TEAM TO CARE FOR EVEN MORE OF THE MOST VULNERABLE BABIES IN OUR COMMUNITY.MERCY MCMAHON TERRACE DINING ROOM AND KITCHEN RENOVATIONMERCY FOUNDATION RAISED PHILANTHROPIC SUPPORT TO COMPLETE A RENOVATED AND EXPANDED KITCHEN AND DINING ROOM AT MERCY MCMAHON TERRACE, WHICH HAS BEEN HOME TO THOUSANDS OF SACRAMENTO AREA SENIORS OVER MORE THAN THREE DECADES. TO ENSURE THE NEEDS OF CURRENT AND FUTURE RESIDENTS WILL BE MET, THE EXPANSION AND RENOVATION KITCHEN WILL ACCOMMODATE HIGHER NUMBERS OF RESIDENTS WHO DINE AT HOME, FACILITATE MORE FLEXIBLE DINING HOURS, AND OFFER A WIDER ARRAY OF MEAL OPTIONS FOR MEMBERS OF THIS LOVING COMMUNITY. MERCY PEDALERSMERCY FOUNDATION HAS PROVIDED CONTINUED FUNDING TO MERCY PEDALERS, WHICH HELPS MEN, WOMEN AND FAMILIES EXPERIENCING HOMELESSNESS AND OFFERS HOPE FOR A BRIGHTER FUTURE. WITH ITS 100-STRONG VOLUNTEER TEAM, PEDALERS BICYCLE DAILY THROUGH DOWNTOWN SACRAMENTO TO OFFER REFRESHMENT, FOOD, HYGIENE ITEMS, AND START CONVERSATIONS WITH MEMBERS OF OUR COMMUNITY WHO OFTEN FEEL INVISIBLE. WITH THEIR DEDICATION AND STEADFAST CARE, MERCY PEDALERS BUILDS RELATIONSHIPS WITH MEN AND WOMEN LIVING ON THE STREETS, EARNS THEIR TRUST, AND HELPS THEM ON THEIR PATH TO STABLE HOUSING.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.SUPPORTMERCYFOUNDATION.ORG OR CALL 916-851-2700.Desc
Total Program Service Expenses$6,968,718TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRISHA PENABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9168512708PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13400 DATA DRIVEAddressLine1Txt
CityRANCHO CORDOVACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95670ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
THOMAS JOHNSON
CHAIR1.00Yes (X)Yes (X)$0$0$0
ALAN SHATZEL DO
IMMEDIATE PAST CHAIR1.00Yes (X)Yes (X)$0$0$0
SR EILEEN ENRIGHT RSM
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
BRENDA DAVIS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
MICHAEL GENOVESE
TREASURER1.00Yes (X)Yes (X)$0$0$0
SR GABRIELLE MARIE JONES RSM
SISTERS OF MERCY WEST1.00Yes (X)$0$0$0
TERENCE STREET
MEMBER1.00Yes (X)$0$0$0
GIL ALBIANI
MEMBER1.00Yes (X)$0$0$0
EDMUNDO COSTANZO
MEMBER1.00Yes (X)$0$0$0
COSTANZO DIPERNA MD
MEMBER1.00Yes (X)$0$0$0
NINA ILIFF
MEMBER1.00Yes (X)$0$0$0
GARRY P MAISEL
MEMBER1.00Yes (X)$0$0$0
JANAK MEHTANI MD
MEMBER1.00Yes (X)$0$0$0
MARK READ
MEMBER1.00Yes (X)$0$0$0
JOHN STEVENSON MD
MEMBER1.00Yes (X)$0$0$0
PAULA HIGASHI
MEMBER1.00Yes (X)$0$0$0
CHRIS LEMON
MEMBER1.00Yes (X)$0$0$0
PAIGE MCCALL
MEMBER1.00Yes (X)$0$0$0
LINDA UBALDI
MEMBER1.00Yes (X)$0$0$0
KEVIN DUGGAN
PRESIDENT AND CEO MERCY FOUNDATION40.00Yes (X)$342,906$0$66,338
LAURIE HARTING
CEO DIGNITY-SACRAMENTO40.00Yes (X)$0$1,633,630$816,436
JOHN MCINTYRE
CHIEF DEVELOPMENT OFFICER40.00$197,410$0$56,311Yes (X)
TRISHA PENA
DIRECTOR OF FINANCE40.00$108,472$0$47,989Yes (X)
CATHERINE SMITH
MANAGER OF OPERATIONS40.00$113,971$0$45,076Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$762,759TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,633,630TotReportableCompRltdOrgAmt
Total Other Compensation$1,032,150TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$2,187,835RelatedOrganizationsAmt
Government Grants$176,574GovernmentGrantsAmt
All Other Contributions$7,196,475AllOtherContributionsAmt
Noncash Contributions$2,674,590NoncashContributionsAmt
Total Contributions$9,560,884TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$357,076TotalRevenueColumnAmt
Exclusion$357,076ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,803,275SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,255,185SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,548,090SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,548,090TotalRevenueColumnAmt
Exclusion$1,548,090ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,466,050TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,905,166ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,781,940TotalAmt
Program Services$6,781,940ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$32,000TotalAmt
Program Services$32,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$386,853TotalAmt
Program Services$40,620ProgramServicesAmt
Management And General$69,634ManagementAndGeneralAmt
Fundraising$276,599FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,506TotalAmt
Management And General$29,054ManagementAndGeneralAmt
Fundraising$12,452FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$38,000TotalAmt
Fundraising$38,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$94,882TotalAmt
Management And General$94,882ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$126,895TotalAmt
Management And General$74,203ManagementAndGeneralAmt
Fundraising$52,692FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,775TotalAmt
Management And General$444ManagementAndGeneralAmt
Fundraising$1,331FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$61,286TotalAmt
Management And General$30,643ManagementAndGeneralAmt
Fundraising$30,643FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$48,906TotalAmt
Management And General$9,781ManagementAndGeneralAmt
Fundraising$39,125FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$672TotalAmt
Management And General$672ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REIMB PERSONNEL EXPENSE$1,234,553$79,539$219,586$935,428
SHARED EXPENSES (DIGNIT$210,876$34,619$20,696$155,561
BAD DEBT EXPENSE$121,062$121,062
DUES & SUBSCRIPTIONS$11,104$11,104

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$826TotalAmt
Management And General$826ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,193,136TotalAmt
Program Services$6,968,718ProgramServicesAmt
Management And General$561,525ManagementAndGeneralAmt
Fundraising$1,662,893FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$154,792BOYAmt
EOY$174,790EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,958,325BOYAmt
EOY$3,747,866EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,841,558BOYAmt
EOY$14,003,845EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$154,720BOYAmt
EOY$194,827EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$54,063LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$54,063LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,729,545BOYAmt
EOY$35,086,093EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$67,464BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,122,005BOYAmt
EOY$5,773,510EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$50,028,409BOYAmt
EOY$58,980,931EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$43,710BOYAmt
EOY$102,708EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,475,134BOYAmt
EOY$3,969,493EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,518,844BOYAmt
EOY$4,072,201EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,242,066BOYAmt
EOY$7,168,657EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,267,499BOYAmt
EOY$47,740,073EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$46,509,565BOYAmt
EOY$54,908,730EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,028,409BOYAmt
EOY$58,980,931EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,272,914ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,947,329NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$178,922OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
SISTERS OF MERCY OF THE AMERICAS
2624008007Yes (1)$1,483,225$0
DIGNITY HEALTH
9411962037Yes (1)$5,298,715$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$6,781,940SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A PART IV, SECTION B, LINE 1:FormAndLineReferenceDesc
ExplanationFIVE OF MERCY FOUNDATION'S BOARD OF DIRECTORS ARE DETERMINED BY MEMBERS OF THE TWO SUPPORTED ORGANIZATIONS, SISTERS OF MERCY, AND DIGNITY HEALTH. THESE MEMBERS OF THE BOARD OF DIRECTORS CONSIST OF FIVE INDIVIDUALS, THREE OF WHICH ARE MEMBERS OF AND APPOINTED BY THE SISTERS OF MERCY, AND TWO OF WHICH ARE APPOINTED BY DIGNITY HEALTH. THE CORPORATE MEMBERS MAY APPOINT AND REMOVE EACH MEMBER OF THE BOARD OF TRUSTEES.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held5DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$656,175DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,125,868DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,687,880DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,477,370BeginningYearBalanceAmt
Contributions$45,576ContributionsAmt
Investment Earnings Or Losses$4,210,863InvestmentEarningsOrLossesAmt
Other Expenditures$4,210,863OtherExpendituresAmt
End Year Balance$9,522,946EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,425,696BeginningYearBalanceAmt
Contributions$1,051,674ContributionsAmt
Investment Earnings Or Losses$1,154,228InvestmentEarningsOrLossesAmt
Other Expenditures$1,154,228OtherExpendituresAmt
End Year Balance$9,477,370EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,776,568BeginningYearBalanceAmt
Contributions$1,649,128ContributionsAmt
Investment Earnings Or Losses$843,047InvestmentEarningsOrLossesAmt
Other Expenditures$843,047OtherExpendituresAmt
End Year Balance$8,425,696EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,612,288BeginningYearBalanceAmt
Contributions$84,280ContributionsAmt
Investment Earnings Or Losses$1,764,246InvestmentEarningsOrLossesAmt
Other Expenditures$684,246OtherExpendituresAmt
End Year Balance$6,776,568EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,612,288BeginningYearBalanceAmt
Investment Earnings Or Losses$677,549InvestmentEarningsOrLossesAmt
Other Expenditures$677,549OtherExpendituresAmt
End Year Balance$5,612,288EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$54,063OtherCostOrOtherBasisAmt
Depreciation$54,063DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescASSETS IN CHARITABLE REMAINDER TRUSTDesc
Book Value$5,773,510BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,773,510TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITIES IN CHARITABLE REMAINDER TRUSTDesc
Amt$3,969,493Amt
FieldValueIRS element (for citing)
Total Liability$3,969,493TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$17,535,337TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,947,329NetUnrealizedGainsInvstAmt
Other Revenue$178,922OtherRevenueAmt
Revenue Not Reported$6,126,251RevenueNotReportedAmt
Revenue Subtotal$11,409,086RevenueSubtotalAmt
Investment Expenses Not Incld$56,964InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$56,964RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,466,050TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,136,172TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,136,172ExpensesSubtotalAmt
Investment Expenses Not Incld2$56,964InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$56,964ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,193,136TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 178,922.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1GIVING COLLOBORATIVEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 MORGAN AVENUEAddressLine1Txt
CityEAST HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06512ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$38,000RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$38,000TotalRetainedByContractorsAmt
Licensed StatesCALicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
DIGNITY HEALTH
3400 DATA DRIVERANCHO CORDOVACA95670941196203501(C)(3)$5,298,715SUPPORT HOSPITAL PROGRAMS
SISTERS OF MERCY
535 SACRAMENTO STREETAUBURNCA95603942532630501(C)(3)$1,483,225SUPPORT WORKS OF SISTERS
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeTUITION ASSISTANCEGrantTypeTxt
Recipient9RecipientCnt
Cash Grant$32,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS: 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

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LAURIE HARTING
CEO DIGNITY-SACRAMENTO$0$657,209$0$550,020$0$426,401$0$768,672$0$47,764$0$2,450,066$0$0
KEVIN DUGGAN
PRESIDENT AND CEO MERCY FOUNDATION$246,555$0$64,952$0$31,399$0$30,872$0$35,466$0$409,244$0$0$0
JOHN MCINTYRE
CHIEF DEVELOPMENT OFFICER$169,090$0$24,938$0$3,382$0$23,174$0$33,137$0$253,721$0$0$0
CATHERINE SMITH
MANAGER OF OPERATIONS$103,703$0$8,902$0$1,366$0$11,958$0$33,118$0$159,047$0$0$0
TRISHA PENA
DIRECTOR OF FINANCE$95,543$0$12,472$0$457$0$12,724$0$35,265$0$156,461$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4BPAYMENTS PURSUANT TO THE PLAN ARRANGEMENTS OCCURRED DURING 2020 INCLUDE LAURIE HARTING, $303,750.
FORM 990 SCHEDULE J PART I LINE 4BCERTAIN LISTED PERSONS EMPLOYED BY DIGNITY HEALTH PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN, A NONQUALIFIED SUPPLEMENTAL BENEFIT PLAN LIMITED TO PARTICIPANTS IN THE DIGNITY HEALTH RETIREMENT PLAN WHOSE BENEFITS ARE AFFECTED BY THE LIMITATIONS IMPOSED BY SECTIONS 401(A)(17) AND 415 OF THE INTERNAL REVENUE CODE. BENEFIT SERVICE UNDER THIS PLAN WAS FROZEN AS OF JANUARY 1, 2008. NO PAYMENTS PURSUANT TO THE PLAN ARRANGEMENT OCCURRED DURING 2020. CERTAIN LISTED PERSONS EMPLOYED BY DIGNITY HEALTH ARE ELIGIBLE TO PARTICIPATE IN NON-QUALIFIED 457(F) PLANS THAT ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, AS REQUIRED BY THE IRS. THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR EXECUTIVES HIRED PRIOR TO JUNE 30, 2006. THE BENEFIT IS INTENDED TO BRIDGE THE DIFFERENCE, IF ANY, BETWEEN THE BENEFIT PROVIDED UNDER THE DIGNITY HEALTH EXCESS BENEFIT PLAN HAD BENEFIT SERVICE NOT BEEN FROZEN AT JANUARY 1, 2008, AND THE BENEFITS PROVIDED FROM ALL OTHER QUALIFIED AND NON-QUALIFIED PLANS. BENEFITS VEST UNDER THIS 457(F) PLAN AT THE LATER OF THE DATE THE PARTICIPANT ATTAINS AGE 62 OR IS CREDITED WITH 15 YEARS OF SERVICE. THE 2010 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR CERTAIN OFFICERS AND KEY EMPLOYEES, PRIMARILY THOSE WHO ARE NOT ELIGIBLE TO PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN OR THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN DESCRIBED ABOVE. THIS BENEFIT PROVIDES AN ANNUAL ACCRUAL OF 10% OF TOTAL COMPENSATION AND IS PAYABLE ANNUALLY ON JULY 1 ONCE VESTED, WHICH IS AGE 62 WITH 5 YEARS OF SERVICE. THE PLAN ALSO ALLOWS FOR SPECIAL AWARDS. PAYMENTS PURSUANT TO THE PLAN ARRANGEMENTS OCCURRED DURING 2020 INCLUDE L. HARTING, $303,750.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$1,995,618NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescIN-KIND GIFTS AND MATERIALSDesc
Contribution5ContributionCnt
Noncash Contributions Rpt F990$678,972NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationMERCY 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2A MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS IS EMPLOYED BY, AND HOLDS OWNERSHIP IN, FIRMS THAT MANAGE CERTAIN INVESTMENTS AND CHARITABLE TRUST ACCOUNTS OF THE FOUNDATION. TOTAL MANAGED FUNDS WERE $7,664,399 AND MANAGEMENT FEES EARNED BY THE INVESTMENT FIRMS FOR THOSE SERVICES TOTALED $4,358 FOR THE YEAR ENDED JUNE 30, 2021.
FORM 990, PART VI, SECTION A, LINE 6THE 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 7ATHE CORPORATE MEMBERS MAY APPOINT AND REMOVE EACH MEMBER OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7BTHE 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 11BTHE 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 12CEACH 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 15THE 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 19MERCY 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 178,922.
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
SISTERS OF MERCY OF THE AMERICAS
8380 COLESVILLE ROAD 300SILVER SPRINGMD20910262400800CHARITABLE ACTIVITIESMD501(C)(3)LINE 1N/A0
DIGNITY HEALTH
3400 DATA DRIVERANCHO CORDOVACA95670941196203CHARITABLE ACTIVITIESCA501(C)(3)LINE 3N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SISTERS OF MERCY OF THE AMERICAS
B$1,483,225ACTUAL AMOUNT
DIGNITY HEALTH
B$5,298,715ACTUAL AMOUNT
DIGNITY HEALTH
C$2,187,835ACTUAL AMOUNT
DIGNITY HEALTH
R$37,918ACTUAL AMOUNT