MERCY FOUNDATION NORTH: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MERCY FOUNDATION NORTH (EIN 94-3136799)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201631349349303018
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T11:03:11-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | PersonTitleTxt |
| Phone | 5302473424 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH F HUNTING CPA | PreparerPersonNm |
| PTIN | P00735073 | PTIN |
| Phone | 5302434300 | PhoneNum |
| Preparation | 2016-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | 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 AVE | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,386,187 | 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 | MERCY FOUNDATION NORTH RAISES, MANAGES AND DISTRIBUTES PHILANTHROPIC SUPPORT TO BENEFIT THE SPONSORED AND SUPPORTED WORKS OF THE SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY 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, MAJ | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,951,553 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,418,863 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $455,712 | PYInvestmentIncomeAmt |
| CY Investment Income | $262,397 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,483 | PYOtherRevenueAmt |
| CY Other Revenue | -$33,810 | CYOtherRevenueAmt |
| PY Total Revenue | $2,416,748 | PYTotalRevenueAmt |
| CY Total Revenue | $2,647,450 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,710,594 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,096,074 | 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 | $636,814 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $890,607 | PYOtherExpensesAmt |
| CY Other Expenses | $1,140,431 | CYOtherExpensesAmt |
| PY Total Expenses | $2,601,201 | PYTotalExpensesAmt |
| CY Total Expenses | $3,236,505 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$184,453 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$589,055 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,277,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,464,729 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $235,718 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,021 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,041,667 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,406,708 | 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 OF THE AMERICAS WEST MIDWEST COMMUNITY 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, MAJ | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,955,432 | ExpenseAmt |
| Grant | $1,955,432 | GrantAmt |
| Desc | 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 - 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 | $93,344 | ExpenseAmt |
| Grant | $93,344 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,298 | ExpenseAmt |
| Grant | $47,298 | GrantAmt |
| Desc | GOLDEN UMBRELLA GRANT - PROVIDING SERVICES THAT PROMOTE INDEPENDENT LIVING TO SENIORS AND DISABLED ADULTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,096,074 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | 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 (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| SISTER PAT MANOLI RSM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KORTH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 40.00 | |
| KEVIN CHARTER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C CLARK MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM CROSS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTI DAVIS OD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE DENNIS OD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE DOTSONPSYDLP | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RIICO DOTSON MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY EDWARDS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL FORBES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD THOMAS RICK GOYNE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY LEES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD MOTY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK MOTY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR BRENDA O'KEEFE RSM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH PLATOU | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK POOLE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY POPE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHUCK RYAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSIE SHIELDS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| G TODD SMITH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT WEAVER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAGGIE REDMON | |||||||
| PRESIDENT | 40.00 | $0 | $186,556 | $37,588 | Yes (X) | ||
| RICK HILL | |||||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIK POOLE | |||||||
| VICE CHAIRMA | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KIMBERLY MIRANDA | |||||||
| CFO/TREASURE | 1.00 | $0 | $0 | $0 | 40.00 | Yes (X) | |
| SANDY DOLE | |||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $186,556 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,588 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $147,936 | FundraisingAmt |
| Government Grants | $1,491 | GovernmentGrantsAmt |
| All Other Contributions | $2,269,436 | AllOtherContributionsAmt |
| Total Contributions | $2,418,863 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,421 | TotalRevenueColumnAmt |
| Exclusion | $88,421 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,878,903 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,704,927 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $173,976 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,976 | TotalRevenueColumnAmt |
| Exclusion | $173,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $147,936 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,810 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,810 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,647,450 | TotalRevenueColumnAmt |
| Exclusion | $262,397 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,096,074 | TotalAmt |
| Program Services | $2,096,074 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MANAGEMENT & GENERAL | $955,195 | $421,816 | $533,379 |
| CHANGE IN VALUE-SPLIT INT | $185,236 | $81,801 | $103,435 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,236,505 | TotalAmt |
| Program Services | $2,096,074 | ProgramServicesAmt |
| Management And General | $503,617 | ManagementAndGeneralAmt |
| Fundraising | $636,814 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,154 | BOYAmt |
| EOY | $58,231 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,203,915 | BOYAmt |
| EOY | $710,848 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,490,382 | BOYAmt |
| EOY | $1,590,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $205,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,000 | BOYAmt |
| EOY | $205,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,294,934 | BOYAmt |
| EOY | $5,900,389 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,277,385 | BOYAmt |
| EOY | $8,464,729 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,521 | BOYAmt |
| EOY | $14,255 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,197 | BOYAmt |
| EOY | $43,766 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,718 | BOYAmt |
| EOY | $58,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,359 | BOYAmt |
| EOY | $926,597 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,557,955 | BOYAmt |
| EOY | $4,315,758 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,164,353 | BOYAmt |
| EOY | $3,164,353 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,041,667 | BOYAmt |
| EOY | $8,406,708 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,277,385 | BOYAmt |
| EOY | $8,464,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$589,055 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$45,904 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,744,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,192,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,483,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,951,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,415,217 | CurrentTaxYearAmt |
| Total | $10,787,245 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,744,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,192,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,483,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,951,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,415,217 | CurrentTaxYearAmt |
| Total | $10,787,245 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,316,564 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,470,681 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,421 | CurrentTaxYearAmt |
| Total | $601,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,388,853 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,995,269 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 |
| Investment Earnings Or Losses | $146,099 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $146,099 | OtherExpendituresAmt |
| 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 | $205,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $205,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $205,000 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGED FUNDS & INSURANCE | Desc |
| Book Value | $5,900,389 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,900,389 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYABLE | Desc |
| Amt | $43,766 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,766 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,416,310 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$45,904 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$185,236 | OtherRevenueAmt |
| Revenue Not Reported | -$231,140 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,647,450 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,647,450 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,051,269 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$185,236 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$185,236 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,236,505 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,236,505 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. ACCORDINGLY, MANAGEMENT BELEIVES THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST -185,236 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST -185,236 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FESTIVALOFTREES | Event1Nm |
| Gross Receipts Event1 | $69,202 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $69,202 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $3,000 | OtherDirectExpensesEvent1Amt |
| Event2 | SWINGINTOSPRING | Event2Nm |
| Gross Receipts Event2 | $22,111 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,111 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $8,011 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $52,977 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $52,977 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $22,799 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $144,290 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $144,290 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $33,810 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $33,810 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$33,810 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| DIGNITY HEALTH | |||||||
| 185 BERRY STREET | SAN FRANCISCO | CA | 94107 | 941196203 | 501C3 | $1,955,432 | MED. EQUIP. & CARE |
| SHASTA SENIOR NUTRITION PROGRA | |||||||
| 100 MERCY OAKS DRIVE | REDDING | CA | 96003 | 942650429 | 501C3 | $93,344 | SRS.& DISABLED-MEALS |
| GOLDEN UMBRELLA | |||||||
| 200 MERCY OAKS DRIVE | REDDING | CA | 96003 | 237115371 | 501C3 | $47,298 | SVCS FOR SRS & DISAB |
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 | TitleTxt |
| Compensation Based On Rltd Orgs | $143,027 | CompensationBasedOnRltdOrgsAmt |
| Bonus Related Organizations | $43,039 | BonusRelatedOrganizationsAmt |
| Other Compensation Rltd Orgs | $490 | OtherCompensationRltdOrgsAmt |
| Deferred Comp Rltd Orgs | $16,219 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $21,369 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $224,144 | TotalCompensationRltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 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 OF THE AMERICAS WEST MIDWEST COMMUNITY 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 11B | GOVERNING BODY MEMBERS RECEIVE COPY OF FORM 990 DRAFT FOR REVIEW AND COMMENT IN ELECTRONIC FORM PRIOR TO FILING OF INFORMATION RETURN. |
| 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 VALUE OF SPLIT INTEREST -185,236 CHANGE IN VALUE OF SPLIT INTEREST 185,236 |