MERCY HEALTH FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MERCY HEALTH FOUNDATION INC (EIN 52-2173656)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201421339349304807
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T15:25:10-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN RUTHERFORD KNIGHT PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 500 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208171800 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522173656 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mercy Health Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JOHN TOPPER | InCareOfName |
| Name Control | MERC | NameControl |
| Phone | 4103329313 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 St Paul Place | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUSTIN DEIBEL | Name |
| Title | CFO | Title |
| Phone | 4103329313 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TINA C ECKLOFF | Name |
| Phone | 3018281008 | Phone |
| Date Prepared | 2014-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS MULLEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 ST PAUL PLACE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8741348 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | n/a | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | To coordinate and strengthen the fundraising function for Mercy Medical Center, Inc. and Stella Maris, Inc. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 170 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12224602 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8297375 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 44999 | InvestmentIncomePriorYear |
| Investment Income Current Year | 189610 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -58914 | OtherRevenuePriorYear |
| Other Revenue Current Year | -158050 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12210687 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8328935 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7717250 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7888805 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1811526 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1483520 | OtherExpensePriorYear |
| Other Expenses Current Year | 1811526 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9200770 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9700331 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3009917 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1371396 | RevenuesLessExpensesCY |
| Total Assets BOY | 31468482 | TotalAssetsBOY |
| Total Assets EOY | 29959786 | TotalAssetsEOY |
| Total Liabilities BOY | 1615700 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2255962 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29852782 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27703824 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO COORDINATE AND STRENGTHEN THE FUNDRAISING FUNCTION FOR MERCY MEDICAL CENTER, INC. AND STELLA MARIS, INC. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6598549 | Expense |
| Grants | 6598549 | Grants |
| Revenue | 0 | Revenue |
| Description | Enlist philanthropic support to support the strategic initiative approved by the Board of Trustees of Mercy Health Services. To serve the healthcare needs of the Baltimore community, and advance the mission and values of the Sisters of Mercy through Mercy Medical Center, an urban community teaching hospital founded in 1874. Raised nearly $7,776,706 in capital and endowment support from individuals, corporations, and foundations to support the construction of a replacement hospital and other projects. Enlist philanthropic support to support the capital operating and endowment needs of Mercy Medical Center as approved by the Board of Trustees of Mercy Health Services, giving special attention to opportunities that enhance patient safety an clinical excellence, support research and education, and provide care for the poor and disadvantaged. Raised over $2 million in operating support from individuals, corporations, and foundations to support 16,318 inpatient admissions; 2,952 observation cases, 3,157 births; 71,359 patient days of service; 67,341 emergency department visits; 21,308 surgical cases, and more. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1290256 | Expense |
| Grants | 1290256 | Grants |
| Revenue | 0 | Revenue |
| Description | Enlist philanthropic support to support the capital, operating and endowment needs of Stella Maris as approved by the Board of Trustees of Mercy Health Services, giving special attention to the opportunities that enhance resident life, safety and clinical excellence, support education, and provide care for the poor and disadvantaged. To serve the healthcare needs of the Baltimore community and advance the mission and values of the Sisters of Mercy through Stella Maris which has offered services and programs for the elderly, the sick and the dying since 1953. Raised over $1 million in operating and capital support from individuals, corporations, and foundations to support 118,371 patient days of service in the nursing home; 5,041 patient days of service in hospice, and 90,082 home care visits. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7888805 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN TOPPER | NamePerson |
| Telephone Number | 4103329313 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 ST PAUL PLACE | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| SISTER HELEN AMOS RSM | |||||||
| CHAIR | 10.0 | 30.0 | X | X | 0 | 0 | 0 |
| MICHAEL BATZA JR | |||||||
| VICE CHAIR | 0.5 | 0.5 | X | X | 0 | 0 | 0 |
| THOMAS MULLEN | |||||||
| PRESIDENT CEO ex officio | 2.0 | 38.0 | X | X | 0 | 2066702 | 32250 |
| John R Cavanaugh | |||||||
| member | 0.5 | 0.0 | X | 0 | 0 | 0 | |
| JOHN TOPPER | |||||||
| TREASURER | 1.5 | 38.5 | X | X | 0 | 516591 | 30650 |
| NICHOLAS KOAS | |||||||
| SECRETARY | 40.0 | 0.0 | X | X | 0 | 473397 | 17105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3056690 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 80005 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 8374 | FederatedCampaigns |
| Fundraising Events | 721548 | FundraisingEvents |
| All Other Contributions | 7567453 | AllOtherContributions |
| Noncash Contributions | 2296920 | NoncashContributions |
| Total Contributions | 8297375 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 189610 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $189,610 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 254363 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 721548 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 412413 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -158050 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$158,050 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8328935 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $31,560 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7888805 | Total |
| Program Services | 7888805 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132474 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 132474 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547289 | Total |
| Fundraising | 547289 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1354 | Total |
| Fundraising | 1354 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2294 | Total |
| Fundraising | 2294 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6753 | Total |
| Fundraising | 6753 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1106 | Total |
| Fundraising | 1106 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329 | Total |
| Fundraising | 329 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| CONTRACT LABOR | 1046023 | 1046023 |
| OTHER | 43298 | 43298 |
| REPAIR AND MAINTENANCE | 30606 | 30606 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9700331 | Total |
| Program Services | 7888805 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1811526 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1768181 | BOY |
| EOY | 2153211 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18065472 | BOY |
| EOY | 15081879 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 68797 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 68797 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11634500 | BOY |
| EOY | 12724696 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31468482 | BOY |
| EOY | 29959786 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26672 | BOY |
| EOY | 19022 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1589028 | BOY |
| EOY | 2236940 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1615700 | BOY |
| EOY | 2255962 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884440 | BOY |
| EOY | 884437 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26913349 | BOY |
| EOY | 24764394 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2054993 | BOY |
| EOY | 2054993 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29852782 | BOY |
| EOY | 27703824 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31468482 | BOY |
| EOY | 29959786 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1371396 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 135705 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -913267 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7845828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7589551 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7955955 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11637167 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8297375 | CurrentTaxYear |
| Total | 43325876 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7845828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7589551 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7955955 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11637167 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8297375 | CurrentTaxYear |
| Total | 43325876 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 12803814 | AmountsSubstContributorsTotal |
| Public Support Total170 | 30522062 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18015 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 110282 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 280238 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44999 | CurrentTaxYearMinus1Year |
| Current Tax Year | 189610 | CurrentTaxYear |
| Total | 643144 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43969020 | TotalSupport |
| Public Support Pertcentage170 | 0.69417 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69340 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2054993 | BeginningOfYearBalance |
| End Of Year Balance | 2054993 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2054993 | BeginningOfYearBalance |
| End Of Year Balance | 2054993 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2054993 | BeginningOfYearBalance |
| End Of Year Balance | 2054993 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2096636 | BeginningOfYearBalance |
| Other Expenditures | 41643 | OtherExpenditures |
| End Of Year Balance | 2054993 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2076626 | BeginningOfYearBalance |
| Contributions | 20010 | Contributions |
| End Of Year Balance | 2096636 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68797 | OtherCostOrOtherBasis |
| Depreciation | 68797 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOARD DESIGNATED INVESTMENTS | Description |
| Book Value | 12724696 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12724696 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES | $183,746 |
| DUE TO RELATED ENTITIES | $2,053,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2236940 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | The purpose of the endowment is to support the healthcare ministry of the Sisters of Mercy at Mercy Medical Center and Stella Maris. |
| FIN 48 DISCLOSURE | SCHEDULE D, PART X, LINE 2 | MHS, MMC, SMI, MFC, SPPS, MHF AND MSS ARE NOT-FOR-PROFIT ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ARE THEREFORE NOT SUBJECT TO FEDERAL INCOME TAX UNDER CURRENT INCOME TAX REGULATIONS. MHS SUBSIDIARIES OTHERWISE EXEMPT FROM FEDERAL AND STATE TAXATION ARE NONETHELESS SUBJECT TO TAXATION AT CORPORATE TAX AT BOTH THE FEDERAL AND STATE LEVEL ON THEIR UNRELATED BUSINESS INCOME. CURRENT ACCOUNTING STANDARDS DEFINE THE THRESHOLD FOR RECOGNIZING UNCERTAIN INCOME TAX RETURN POSITIONS IN THE FINANCIAL STATEMENTS AS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS, AND ALSO PROVIDE GUIDANCE ON THE MEASUREMENT, CLASSIFICATION, AND DISCLOSURE OF TAX RETURN POSITIONS IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THERE IS NO IMPACT ON MHS'S ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS RELATED TO UNCERTAIN INCOME TAX POSITIONS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Mercy Live! | NameOfEvent1 |
| Gross Receipts Event1 | 446713 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 353233 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 93480 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 32026 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 110754 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 10000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 140368 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Heat It to Beat | NameOfEvent2 |
| Gross Receipts Event2 | 185007 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 152285 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 32722 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 775 | RentFacilityCostsEvent2 |
| Entertainment Event2 | 175 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 23286 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 344191 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 216030 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 128161 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 1892 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 300 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 8900 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 58533 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 1500 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 23904 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 975911 | GrossReceiptsTotal |
| Charitable Contributions Total | 721548 | CharitableContributionsTotal |
| Gross Revenue Total Events | 254363 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1892 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 300 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 41701 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 169287 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 11675 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 187558 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 412413 | DirectExpenseSummaryEvents |
| Net Income Summary | -158050 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| MERCY MEDICAL CENTER | |||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | 520591658 | 501(c)(3) | 6598549 | TO SUPPORT CONSTRUCTION OF REPLACEMENT HOSPITAL AND OTHER PROJECTS. |
| STELLA MARIS | |||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | 521419602 | 501(c)(3) | 1290256 | TO SUPPORT PATIENT SERVICES AT THE NURSING HOME, HOSPICE AND HOME CARE VISITS. |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | THE FOUNDATION PROVIDED GRANTS TO MERCY MEDICAL CENTER AND STELLA MARIS, RELATED ORGANIZATIONS OF THE FOUNDATION WITH THE SAME CORPORATE MEMBER (MERCY HEALTH SERVICES) AS THE FOUNDATION, TO SUPPORT THOSE ORGANIZATIONS WITH REGARDS TO UNDERTAKING ACTIVITIES IN FURTHERANCE OF THEIR TAX-EXEMPT PURPOSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS MULLEN | ||||||||||||||
| PRESIDENT CEO ex officio | 0 | 799139 | 0 | 165375 | 0 | 1102188 | 0 | 10250 | 0 | 22000 | 0 | 2098952 | 0 | 925000 |
| JOHN TOPPER | ||||||||||||||
| TREASURER | 0 | 400591 | 0 | 56000 | 0 | 60000 | 0 | 10250 | 0 | 20400 | 0 | 547241 | 0 | 0 |
| NICHOLAS KOAS | ||||||||||||||
| SECRETARY | 0 | 303879 | 0 | 18743 | 0 | 150775 | 0 | 8105 | 0 | 9000 | 0 | 490502 | 0 | 124000 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CEO'S COMPENSATION | SCHEDULE J, LINE 1 - 3 | THE ORGANIZATION RELIED ON A RELATED ORGANIZATION AND THAT RELATED ORGANIZATION USED THE FOLLOWING METHODS TO ESTABLISH THE TOP MANAGEMENT OFFICIAL COMPENSATION: 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) COMPENSATION SURVEY OR STUDY 4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| NONQUALIFIED RETIRMENT PLAN | SCHEDULE J, PART I, LINE 4B | A related organization maintained a nonqualified plan of deferred compensation for management and certain employees. The Plan was maintained for a significant number of years, during which time the participating individuals made numerous deferrals of their compensation into the Plan. The Plan only permitted deferrals to be made by such individuals (that is, no contributions were made by the organization). Due to changes in tax laws, the Plan was terminated and participating employees are being paid and taxed on distributions from the Plan. Schedule J reports the amounts distributed, which amounts were reflected as deferred compensation in prior tax years. The following individuals received distributions from the Plan during the tax year: Thomas Mullen $925,000 Nicholas Koas $124,000 |
| OTHER REPORTABLE COMPENSATION | SCHEDULE J, PART II, COLUMN B(III) | THE COMPENSATION COMMITTEE OF THE BOARD OF the ORGANIZATION MAINTAINS A TENURE-BASED PLAN THAT VESTS AFTER 10 YEARS OF SERVICE AND THAT PAYS ELIGIBLE EXECUTIVES BETWEEN 10% AND 15% OF BASE PAY. THIS PLAN IS INTENDED TO SUPPLEMENT THE EXECUTIVE'S RETIREMENT BENEFITS GIVEN LAWS THAT RESTRICT THE ABILITY OF THE HOSPITAL TO PROVIDE TO EXECUTIVES, AND THE EXECUTIVES TO SAVE, TAX-QUALIFIED BENEFITS ON THE SAME TERMS AS NON-EXECUTIVE EMPLOYEES. THE COMPENSATION COMMITTEE ALSO MADE PAYMENTS DURING THE YEAR TO EXECUTIVES IN RESPECT OF SERVICES IN THE PRIOR THREE YEARS DURING THE PENDENCY OF CERTAIN SIGNIFICANT ORGANIZATIONAL INITIATIVES (E.G., BUILDING PROGRAMS, CAPITAL CAMPAIGNS, ETC.). THE COMMITTEE HAD INTENDED TO MAKE THESE PAYMENTS IF THE INITIATIVES WERE SUCCESSFUL; AND UPON SUCCESSFUL COMPLETION OF THESE INITIATIVES, THESE PAYMENTS WERE MADE. AS WITH ALL EXECUTIVE COMPENSATION PROGRAMS (and as described in greater detail in Schedule O "Compensation Determination"), THE COMPENSATION COMMITTEE RECEIVED GUIDANCE FROM PROFESSIONAL COMPENSATION CONSULTANTS THAT THESE ARRANGEMENTS IN THEMSELVES, AND TOTAL COMPENSATION for executives participating in the arrangements, WERE reasonable and IN ACCORDANCE WITH MARKET NORMS. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2204916 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Misc retail items | 160 | 40309 | FAIR MARKET VALUE |
| X | Gift cards/certificates | 96 | 7223 | FACE/RECEIPT VALUE |
| X | TICKETS AND TRAVEL | 32 | 44472 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REVIEWING PROCESS | PART VI, SECTION B, LINE 11B | Mercy Health Services, Inc. ("MHS"), the sole parent of the Corporation, has a policy which requires the Corporation's 990 to be made available for review by the MHS Board and/or the MHS Board Executive Committee prior to its filing. At its March 2014 meeting, MHS Board Executive Committee members received a copy of the Corporation's draft form 990. The MHS CFO provided a power point presentation regarding the draft and there was an opportunity for questions and discussion. Following further revision of the draft 990 and prior to its filing, it was made available in final form to all members of the MHS Board and the Corporation's Board for their review. Any additional comments/questions from board members are responded to prior to filing the form 990. |
| DOCUMENT AVAILABILITY | PART VI, SECTION C, LINE 19 | The governing documents of the organization, its conflicts of interest policy, and its financial statements are available from the organization upon request. |
| MONITORING CONFLICTS | PART VI, SECTION B, LINE 12C | MHS has a written conflict of interest policy that covers MHS and all of its direct and indirect subsidiaries. The individuals covered under the policy include all trustees, directors, officers (including all senior and executive vice presidents) and members of any committee with board-delegated powers. Under the policy, each such person is required to complete an annual disclosure form regarding business relationships that he or she, or any family member, has with any organization that does business with MHS or its subsidiaries and relationships between and among officers, trustees and directors. The completed disclosure forms are reviewed by the MHS Board Chair and the MHS CEO or a designee. In addition to the annual disclosure, any person who is covered by the conflict of interest policy has an ongoing obligation to disclose the existence of any actual or potential conflict to the board or the board committee in which the matter arises. Following the disclosure, the person may make a presentation, but must then leave the meeting and the other members of the board or committee shall determine whether a conflict exists. Under the policy, a conflict of interest exists when an individual's own personal interest would, or may, interfere with his or her impartiality regarding the matter. If a conflict exists, the person may not be present during deliberations on the matter or vote on it. The board or committee, after conducting such additional due diligence as it determines is appropriate, shall make a decision on the matter based upon whether the particular proposal is fair, reasonable and in the best interest of the organization. |
| PART VI, LINE 1B | Mercy Health Services, Inc. ("MHS"), a 501(c)(3) corporation, is the sole member of Mercy Health Foundation, Inc. ("MHF"). MHS is governed by a 27-person Board of Trustees ("MHS Board"), of whom 24 are independent board members. The Board of Directors of MHF is currently made of 6 directors. The President of MHS and the Chairperson of the MHS Board serve as ex officio directors of MHF. Non-ex-officio directors are elected at the annual meeting of the MHS Board. Any MHF director may be removed at any time with or without cause by MHS. Three of the MHF directors are independent. | |
| PART VI, LINE 6 | MHS is the sole member of MHF. | |
| PART VI, LINE 7A | The President of MHS and the Chairperson of the MHS Board serve as ex officio voting members of the Board of Directors of MHF. The MHS Board elects all of the other members of the Board of MHF. All of the MHF Board members serve at the pleasure of the MHS Board and are subject to removal by the MHS Board at any time with or without cause. | |
| PART VI, LINE 7B | The MHS Board exercises authority over MHF through its right to appoint and remove MHF Board members. In addition, MHS, as the member, is responsible for the following actions: a) to appoint members to MHF's Board of Directors; b) to review and approve or disapprove the strategic plan, annual budget and the annual operating goals and objectives of MHF as recommended to MHS by MHF's Board of Directors; c) to evaluate the performance of MHF's Board of Directors, officers, and operating management; d) to remove Board members of MHF in its discretion at any time; e) to approve the mission and vision that govern MHF's operations; and f) to make investment decision concerning MHF's assets, through the MHS Finance-Investment Committee. Ultimately, the Corporation is controlled by MHS's 27-person community board, which includes 24 independent directors as noted above. | |
| COMPENSATION POLICY | PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD HAS ADOPTED A COMPENSATION POLICY (THE "POLICY") FOR COVERED INDIVIDUALS. PURSUANT TO THE POLICY, A COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS OF THE BOARD OF THE ORGANIZATION'S PARENT CORPORATION (MERCY HEALTH SERVICES, INC.) WAS ESTABLISHED TO REVIEW THE COMPENSATION OF ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION. THE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE ORGANIZATION DOES NOT COMPENSATE IN EXCESS OF MARKET NORMS. |
| RECONCILIATION OF NET ASSETS | PART XI, LINE 9 | CONTRIBUTION PLEDGES 1,229,916 RESTRICTED CONTRIBUTION 6,227,608 ASSETS RELEASED FROM RESTRICTION (7,888,806) DIRECT AP CHARGES TO FOUNDATION ASSETS (487,761) NET ASSETS TRANSFERRED FROM MMC 5,775 ROUNDING 1 ----------- TOTAL (913,267) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| MERCY MEDICAL CENTER | ||||||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | 520591658 | HOSPITAL | MD | 501(c)(3) | 170B1A(III) | MHS | true |
| STELLA MARIS | ||||||||||
| 2300 DULANEY VALLEY RD | TIMONIUM | MD | 21093 | 521419602 | NURSING FACIL | MD | 501(c)(3) | 509(A)(2) | MHS | true |
| MERCY HEALTH SERVICES INC | ||||||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | 522173382 | SUPPORT | MD | 501(c)(3) | 509(A)(3) | NA | false |
| ST PAUL PLACE SPECIALISTS | ||||||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | 521495113 | SPECIALTY CAR | MD | 501(c)(3) | 170B1A(III) | MHS | true |
| MARYLAND FAMILY CARE INC | ||||||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | 522046586 | MEDICAL SERVI | MD | 501(c)(3) | 170B1A(III) | MHS | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VASCULAR SPECIALTY SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 341 N CALVERT STREET SUITE 200 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521995474 | EIN |
| Primary Activity | MEDICAL PRACT | PrimaryActivity |
| Legal Domicile State | MD | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Percentage Ownership | 0.00000 | PercentageOwnership |
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MERCY MEDICAL CENTER | ||
| o | 947197 | FMV |
| MERCY MEDICAL CENTER | ||
| r | 1149676 | FMV |
| MERCY MEDICAL CENTER | ||
| q | 1293897 | FMV |
| Stella Marris | ||
| q | 147627 | FMV |
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