2019-05-14T19:33:05-05:00 2018-06-30 680397834 DH SCOTT & COMPANY 900 MARKET ST REDDING CA 960010530 990 2017-07-01 943136799 MERCY FOUNDATION NORTH MERC 5302473424 2625 EDITH AVENUE SUITE E REDDING CA 96001 MAGGIE REDMON PRESIDENT & CEO 5302473424 2019-05-14 true KEITH F HUNTING CPA P00735073 5302434300 2019-05-14 71.94.47.30 2019-05-14 19:33:05 CD P F1A0B9B752684FDBF0D5B71F706BAE27FDCCEE1A 48F860AC819F605BBE2BC7DD109E84C99FCFCA37 2017 2019-02-21 02:37:17Z MAGGIE REDMON 2625 EDITH AVENUE SUITE E REDDING CA 96001 3079081 false X HTTP://WWW.SUPPORTMERCYNORTH.ORG X 1990 CA RAISING PHILANTHROPIC SUPPORT AND COMMUNITY AWARENESS FOR THE MINISTRIES OF THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC. 28 27 0 0 2786429 1346339 0 242137 101983 12611 7225 3041177 1455547 1239366 1727119 0 0 0 0 1131465 23086 2370831 1750205 670346 -294658 9046260 9097309 85807 29655 8960453 9067654 X 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, SHASTA SENIOR NUTRITION PROGRAMS, AND GOLDEN UMBRELLA. 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 false false 1483116 1483116 DIGNITY HEALTH GRANT - ENGAGED IN RAISING FUNDS AND CARRYING ON ACTIVITIES ON BEHALF OF THE CONGREGATION OF THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY, INC. - GRANTS TO DIGNITY HEALTH FOR MEDICAL EQUIPMENT AND PROVISION OF MEDICAL CARE. 203541 203541 SHASTA SENIOR NUTRITION PROJECT - 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. 40462 40462 GOLDEN UMBRELLA GRANT - PROVIDING SERVICES THAT PROMOTE INDEPENDENT LIVING TO SENIORS AND DISABLED ADULTS. 1727119 true true false false false false false false false true true true false false true true true false false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 28 27 true false false false true true true true true false false true true true true true true true true false CA X X MERCY FOUNDATION NORTH 5302473424 2625 EDITH AVENUE SUITE E REDDING CA 96001 SISTER PAT MANOLI RSM MEMBER X 0 0 0 G TODD SMITH MEMBER X 0 0 0 KEVIN CHARTER MEMBER X 0 0 0 JOHN C CLARK MD MEMBER X 0 0 0 KRISTI DAVIS OD MEMBER X 0 0 0 DAVE DENNIS OD MEMBER X 0 0 0 MARIE DOTSONPSYDLP MEMBER X 0 0 0 TRACY EDWARDS MEMBER X 0 0 0 CHERYL FORBES MEMBER X 0 0 0 RICHARD THOMAS RICK GOYNE MEMBER X 0 0 0 LEONARD MOTY MEMBER X 0 0 0 PATRICK MOTY MEMBER X 0 0 0 SR BRENDA O'KEEFFE RSM MEMBER X 0 0 0 KENNETH PLATOU MEMBER X 0 0 0 SANDY POPE MEMBER X 0 0 0 JASON SWANN MEMBER X 0 0 0 JESSIE SHIELDS MEMBER X 0 0 0 PATRICK FOWLER MD MEMBER X 0 0 0 JORDAN WRIGHT MEMBER X 0 0 0 RODGER PAGE MEMBER X 0 0 0 MARK KOENIG MEMBER X 0 0 0 DAVID CIVALIER MD MEMBER X 0 0 0 ROSS DOMKE MEMBER X 0 0 0 MAGGIE REDMON PRESIDENT & 40.00 X 0 221460 47035 ERIK POOLE CHAIRMAN X 0 0 0 SANDY DOLE VICE CHAIRMA X 0 0 0 KIMBERLY MIRANDA CFO/TREASURE X 0 0 0 JIM CROSS SECRETARY X 0 0 0 221460 47035 false true false 89094 1257245 21042 1346339 73941 73941 1638553 1610511 28042 28042 28042 5160 89094 13023 -7863 VALUE CHANGE SPLIT INT AGREE 15088 15088 15088 1455547 15088 101983 1727119 1727119 MANAGEMENT & GENERAL 23086 23086 1750205 1727119 23086 0 49187 46183 1373749 1172350 1644845 1587925 205000 205000 205000 5773479 6085851 9046260 9097309 48194 37613 29655 85807 29655 X 731084 755201 5065016 5148100 3164353 3164353 8960453 9067654 9046260 9097309 -294658 401859 X false true X true false X X 2 DIGNITY HEALTH DIGNITY HEALTH 941196203 3 true 1483115 0 SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY 262400800 1 true 203541 0 2 1686656 0 true false false false false false false false false false false false false false false true false 3164353 3164353 3164353 3164353 3164353 3164353 3164353 3164353 3164353 3164353 false false 205000 205000 205000 MANAGED FUNDS & INSURANCE 6085851 F 6085851 ANNUITY PAYABLE 29655 29655 X 2994584 401859 1137178 1539037 1455547 1455547 2887383 1137178 1137178 1750205 1750205 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 COMPANY HAS EVALUATED ITS UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES. MANAGEMENT DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. FESTIVAL OF TRE 71035 65875 5160 5402 DINNER WITH HEA 21042 21042 6664 92077 86917 5160 12066 12066 -6906 false DIGNITY HEALTH 185 BERRY STREET SAN FRANCISCO CA 94107 941196203 501C3 1483116 MED. EQUIP. & CARE SHASTA SENIOR NUTRITION PROGRA 100 MERCY OAKS DRIVE REDDING CA 96003 942650429 501C3 203541 SRS.& DISABLED-MEALS GOLDEN UMBRELLA 200 MERCY OAKS DRIVE REDDING CA 96003 237115371 501C3 40462 SVCS FOR SRS & DISAB SCHEDULE I, PAGE 1, PART I, LINE 2 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. false false false false false false false false false MAGGIE REDMON PRESIDENT & CEO 158256 62373 831 24474 22561 268495 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, SHASTA SENIOR NUTRITION PROGRAMS, AND GOLDEN UMBRELLA. 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 FIVE ORGANIZATIONS REFERENCED ABOVE. FORM 990, PAGE 6, PART VI, LINE 2 LEONARD MOTY PATRICK MOTY BROTHERS RICO DOTSON, M.D. MARIE DOTSON, PSY. D.L.P. HUSBAND AND WIFE 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. 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 false true true false false false false false false false false false true false false false false false false DIGNITY HEALTH B 1483116 CASH PAID DIGNITY HEALTH C 1163543 CASH PAID DIGNITY HEALTH M 1120620 COST OF DONATED SERVICES