2015-05-14T09:10:43-05:00 2014-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 500 MIDLAND COURT PO BOX 8130 JANESVILLE WI 535478130 990 2013-07-01 391679859 MERCY ALLIANCE INC MERC 6087566000 PO BOX 5003 - 1000 MINERAL POINT JANESVILLE WI 535475003 JAVON BEA CEO 6087566000 2015-05-05 1 BRADLEY S MCGUIRE CPA P00643763 6087525835 2015-05-05 X 2013 2016-03-07 17:11:31Z JAVON BEA PO BOX 5003 - 1000 MINERAL POINT JANESVILLE WI 535475003 70370086 0 X N/A X 1992 WI MERCY ALLIANCE, INC. IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, SPECIFICALLY TO MEET THE COMMUNITY'S NEEDS FOR HOSPITAL AND MEDICAL SERVICES FOR THE CARE AND TREATMENT OF SICK OR INJURED PERSONS, TO PROMOTE WELLNESS IN THE COMMUNITY, AND ENGAGE IN MEDICAL AND SCIENTIFIC RESEARCH, DEVELOPMENT, AND EDUCATIONAL ACTIVITIES IN FURTHERANCE OF ITS OBJECTIVES. 7 5 0 0 0 0 0 0 0 0 18677628 21390584 0 0 18677628 21390584 0 0 0 0 2094904 2385174 0 0 0 10262733 9972836 12357637 12358010 6319991 9032574 567797497 613502420 219029115 213009812 348768382 400492608 X MERCY ALLIANCE, INC. IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, SPECIFICALLY TO MEET THE COMMUNITY'S NEEDS FOR HOSPITAL AND MEDICAL SERVICES FOR THE CARE AND TREATMENT OF SICK OR INJURED PERSONS, TO PROMOTE WELLNESS IN THE COMMUNITY, AND ENGAGE IN MEDICAL AND SCIENTIFIC RESEARCH, DEVELOPMENT, AND EDUCATIONAL ACTIVITIES IN FURTHERANCE OF ITS OBJECTIVES. 0 0 0 0 0 NONE 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X SHANNON DUNPHY-ALEXANDER 6087566642 1000 MINERAL POINT JANESVILLE WI 535475003 THOMAS R POOL VICE CHAIRPERSON & DIRECTO 1.00 X X 0 15000 0 LARRY SQUIRE SECRETARY/TREAS & DIRECTOR 1.00 X X 0 0 0 ROWLAND J MCCLELLAN DIRECTOR 1.00 X 0 0 0 DAVE SYVERSON DIRECTOR 1.00 X 0 15000 0 KATHERINE SCHACK DIRECTOR 1.00 X 0 10726 0 MARK L GOELZER MD DIRECTOR 1.00 X 0 433237 28418 JAVON R BEA PRESIDENT & DIRECTOR 1.00 X X 0 5220365 36645 JOHN COOK VICE-PRESIDENT 1.00 X 0 378933 37682 JOSEPH NEMETH FORMER OFFICER 0.00 X 0 212999 25731 0 6286260 128476 0 1 1 0 0 13994819 13994819 56375267 48979502 7395765 7395765 7395765 21390584 0 0 21390584 2373044 2373044 12130 12130 46000 46000 123877 123877 50821 50821 9670729 9670729 OTHER INVESTMENT EXPENS 66784 66784 MISCELLANEOUS 14625 14625 12358010 0 12358010 0 426734 485222 344523350 394155262 222847413 218861936 567797497 613502420 216797443 212183390 2231672 826422 219029115 213009812 X 348768382 400492608 348768382 400492608 567797497 613502420 X 9032574 42691652 X 0 1 X 1 0 X X 0 0 0 MERCY HEALTH SYSTEM CORPORATION 390816848 3 1 0 1 0 MERCY ASSISTED CARE INC 391035110 9 1 0 1 0 HARVARD MEMORIAL HOSPITAL INC 311551871 3 1 0 1 0 3 0 0 202757910 C INVESTMENTS IN NOTES, BONDS, & SECURITIES 191397352 F 394155262 ACCRUED INTEREST 91749 DUE FROM RELATED PARTY 218759212 BOND FUNDS 10975 218861936 INTEREST PAYABLE 826422 826422 0 0 0 0 0 0 0 0 0 MARK L GOELZER MD DIRECTOR 0 428028 0 0 0 5209 0 15576 0 12842 0 461655 0 0 JAVON R BEA PRESIDENT & DIRECTOR 0 1005629 0 883870 0 3330866 0 16851 0 19794 0 5257010 0 0 JOHN COOK VICE-PRESIDENT 0 258028 0 115445 0 5460 0 16851 0 20831 0 416615 0 0 JOSEPH NEMETH FORMER OFFICER 0 140908 0 63877 0 8214 0 13602 0 12129 0 238730 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 97710BWD0 2010-06-09 48445000 REFINANCE OF '03/'07 BONDS, CAPITAL EXPENDITURE, RENOVATION AND CONSTRUCTION 0 0 0 B WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 97710BV41 2012-05-24 169475000 REFINANCE OF '99/'05/'09 BONDS, CAPITAL EXPENDITURE, RENOVATION & CONSTRUCT 0 0 0 A 8320000 49203186 4847442 682820 2012 1 0 1 1 B 180504676 245176 1746855 36963292 2013 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 FORM 990, PART VI, SECTION B, LINE 11 NO REVIEW WAS OR WILL BE CONDUCTED FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO REPORT ALL CONFLICTS OF INTEREST. THE COMPLIANCE OFFICER IS RESPONSIBLE FOR INVESTIGATING ALL CONFLICTS AND REPORTING TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: REVENUES/GAINS IN EXCESS OF EXPENSES - SUBSIDIARIES 17,025,598. UNREALIZED GAIN - MERCY ALLIANCE, INC. 25,666,054. MERCY HEALTH SYSTEM CORPORATION 1000 MINERAL POINT JANESVILLE WI 535475003 390816848 MEDICAL HEALTHCARE WI 501(C)(3) 3 MERCY ALLIANCE INC 0 MERCY FOUNDATION INC 1000 MINERAL POINT JANESVILLE WI 535475003 237275336 TO SUPPORT MERCY HEALTH SYSTEM & THE HOUSE OF MERCY WI 501(C)(3) 11A MERCY HEALTH SYSTEM CORPORATION 0 MERCY HEALTH SYSTEM ASSOCIATION OF VOLUNTEERS 1000 MINERAL POINT JANESVILLE WI 535475003 390912682 TO SUPPORT MERCY HEALTH SYSTEM CORPORATION WI 501(C)(3) 11C MERCY HEALTH SYSTEM CORPORATION 0 MERCY ASSISTED CARE INC 901 MINERAL POINT JANESVILLE WI 535475003 391035110 HOME HEALTH CARE & SERVICES WI 501(C)(3) 9 MERCY ALLIANCE INC 0 MERCY HARVARD HOSPITAL INC 901 GRANT STREET HARVARD IL 60033 311551871 MEDICAL HEALTHCARE IL 501(C)(3) 3 MERCY ALLIANCE INC 0 HARVARD MEMORIAL HOSPITAL FOUNDATION 901 GRANT STREET HARVARD IL 60033 364308662 TO SUPPORT MERCY HARVARD HOSPITAL, INC. 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