2025-05-08T15:33:22-05:00 2024-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-07-01 237072762 MERCY FOUNDATION MERC 9168512700 3400 DATA DR 3RD FLOOR RANCHO CORDOVA CA 95670 KEVIN DUGGAN PRESIDENT AND CEO MERCY FOUNDATION 9168512700 2025-05-08 1 1 AMANDA H WILLIAMS P01281212 9166466464 2025-05-08 2023 2025-03-06 01:10:19Z KEVIN DUGGAN 3400 DATA DR 3RD FLOOR RANCHO CORDOVA CA 95670 13623111 0 X WWW.MERCYFOUNDATIONSACRAMENTO.ORG X 1954 CA RAISING PHILANTHROPIC SUPPORT FOR THE MINISTRIES OF THE SISTERS OF MERCY AND DIGNITY HEALTH SACRAMENTO SERVICE AREA. 21 20 0 50 0 0 6550237 7951939 0 0 675848 1634352 0 0 7226085 9586291 7498262 9032793 0 0 420123 431104 22900 39815 1568551 2012700 1892906 9953985 11396618 -2727900 -1810327 55719307 55860604 2653713 2623017 53065594 53237587 X INSPIRED BY THE MISSION OF THE SISTERS OF MERCY TO CONNECT THOSE WITH RESOURCES TO THOSE IN NEED, MERCY FOUNDATION RAISES PHILANTHROPIC SUPPORT AND COMMUNITY AWARENESS TO ENHANCE THE LIVES OF PEOPLE IN THE COMMUNITIES WE SERVE. MERCY FOUNDATION FOCUSES ON HEALTHCARE, EDUCATION, HOUSING, AND CARE FOR THE POOR AND ELDERLY. 0 0 9198346 9032793 MANY MINISTRIES, ONE MISSIONMERCY FOUNDATION RAISES FUNDS ON BEHALF OF THE FOLLOWING MINISTRIES SUPPORTED BY THE SISTERS OF MERCY WITHIN THE SACRAMENTO REGION, WITH ONE MISSION: TO ENHANCE THE LIVES OF PEOPLE IN THE COMMUNITY.HEALTH CARE (PARTIAL LIST)DIGNITY HEALTH CANCER INSTITUTE OF GREATER SACRAMENTODIGNITY HEALTH HEART AND VASCULAR INSTITUTE OF GREATER SACRAMENTODIGNITY HEALTH NEUROLOGICAL INSTITUTE OF NORTHERN CALIFORNIAMERCY GENERAL HOSPITALMERCY HOSPITAL OF FOLSOMMERCY SAN JUAN MEDICAL CENTERMETHODIST HOSPITAL OF SACRAMENTOMERCY MEDICAL GROUPMERCY HOSPICEMS ACHIEVEMENT CENTER EDUCATIONEDUCATIONCRISTO REY HIGH SCHOOL SACRAMENTOHOUSINGMERCY HOUSING CALIFORNIA OTHER MINISTRIESOTHER MINISTRIESBRUCEVILLE TERRACECARE FOR THE POOR AND ELDERLYMERCY CENTER AUBURNMERCY MCMAHON TERRACEMERCY PEDALERSSACRAMENTO LOAVES & FISHESMERCY FOUNDATION RECEIVES AN OPERATING GRANT FROM DIGNITY HEALTH ENABLING ONE HUNDRED PERCENT OF A DONOR'S CONTRIBUTION TO GO DIRECTLY TO THE PROGRAM/MINISTRY OF THEIR CHOICE.FOR MORE INFORMATION ON HOW YOU CAN PARTNER WITH MERCY FOUNDATION TO FURTHER THE MISSION OF THE SISTERS OF MERCY AND HAVE A POSITIVE IMPACT ON THOSE IN NEED IN OUR COMMUNITY, VISIT OUR WEBSITE AT WWW.SUPPORTMECYFOUNDATION.ORG OR CALL 916-851-2700.MERCY PEDALERSMERCY FOUNDATION HAS PROVIDED CONTINUED FUNDING TO MERCY PEDALERS, A VOLUNTEER ORGANIZATION WHOSE MEMBERS REACH OUT TO MEN AND WOMEN EXPERIENCING HOMELESSNESS TO OFFER DRINKS, NUTRITIOUS SNACKS, HYGIENE ITEMS, AND CONNECTIONS TO VITAL SUPPORT SERVICES. WITH A SENSE OF DIGNITY, RESPECT AND LOVE, VOLUNTEERS PEDAL THROUGH THE STREETS OF SACRAMENTO AND START CONVERSATIONS WITH MEMBERS OF OUR COMMUNITY WHO OFTEN FEEL INVISIBLE, AND, WITH HUMANITY AND COMPASSION, INTRODUCE AVAILABLE SERVICES TO PEOPLE WHO MAY BE RELUCTANT TO SEEK HELP ON THEIR OWN. THE MEDICAL SAFE HAVEN AT DIGNITY HEALTH METHODIST HOSPITAL OF SACRAMENTOMERCY FOUNDATION IS PROUD TO SUPPORT THE MEDICAL SAFE HAVEN, WHICH HELPS VICTIMS NAVIGATE OUT OF TRAFFICKING AND FIND A PATH TO HEALING AND RECOVERY AND BECOME SURVIVORS. THIS VITAL HEALTH CARE MINISTRY SAVES AND IMPROVES THE LIVES OF HUNDREDS WOMEN, MEN AND CHILDREN EACH YEAR. GENEROUS DONATIONS HELP PROVIDE A CARING MEDICAL STAFF AND SUPPORT TEAM WHO PROVIDE COMPREHENSIVE MEDICAL AND BEHAVIORAL HEALTH CARE, INCLUDING PATIENT CARE VISITS, TRANSPORTATION, MEDICATIONS, LAB WORK AND MORE. THIS IMPORTANT PROGRAM HELPS SOME OF THE MOST VULNERABLE WOMEN AND CHILDREN IN OUR COMMUNITY AND BEYOND.SISTERS OF MERCY CATHOLIC SCHOOLS ENDOWMENTMANY SACRAMENTO AREA FAMILIES DREAM OF PROVIDING A CATHOLIC EDUCATION FOR THEIR CHILDREN, BUT FOR SOME, DESPITE HARD WORK AND ECONOMIC GAINS, THE ABILITY TO PAY FOR THE COST OF THE EDUCATION IS BEYOND THEIR REACH. TO HELP SECURE A BRIGHT FUTURE FOR CHILDREN OF DESERVING SACRAMENTO FAMILIES WHO DESIRE-BUT CANNOT FULLY AFFORD-TO ENROLL IN CATHOLIC SCHOOLS, THE CATHOLIC SCHOOLS ENDOWMENT INITIATIVE WILL SUPPORT TUITION ASSISTANCE FOR FAMILIES, STAFF FAITH FORMATION, AND STUDENT FAITH FORMATION. THESE FUNDS WILL ENSURE FUTURE GENERATIONS OF UNDERSERVED FAMILIES WILL BE ABLE TO EDUCATE THEIR DESERVING CHILDREN IN THE CATHOLIC TRADITION AND CONTINUE TO REMIND THE COMMUNITY OF THE LEGACY OF THE SISTERS OF MERCY AND THEIR CONTRIBUTIONS TO CATHOLIC EDUCATION. 9198346 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X TRISHA PENA 9168512708 3400 DATA DRIVE RANCHO CORDOVA CA 95670 THOMAS JOHNSON CHAIR 1.00 X X 0 0 0 ALAN SHATZEL DO IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 SR EILEEN ENRIGHT RSM VICE CHAIR 1.00 X X 0 0 0 BRENDA DAVIS SECRETARY 1.00 X X 0 0 0 MICHAEL GENOVESE TREASURER 1.00 X X 0 0 0 KHURAN ARIK MD MEMBER 1.00 X 0 0 0 TERENCE STREET MEMBER 1.00 X 0 0 0 LARRY GARCIA MEMBER 1.00 X 0 0 0 GIL ALBIANI MEMBER 1.00 X 0 0 0 NATHAN ESCH MEMBER 1.00 X 0 0 0 NINA ILIFF MEMBER 1.00 X 0 0 0 DANNY GEMMA MEMBER 1.00 X 0 0 0 CECILIA ROMO MEMBER 1.00 X 0 0 0 SISTER KATHERINE DOYLE RSM MEMBER 1.00 X 0 0 0 SISTER BRIDGET MCCARTHY RSM MEMBER 1.00 X 0 0 0 MARK READ MEMBER 1.00 X 0 0 0 LOKESH SIKARIA MEMBER 1.00 X 0 0 0 PAULA HIGASHI MEMBER 1.00 X 0 0 0 CHRIS LEMON MEMBER 1.00 X 0 0 0 MICHAEL KORPIEL MEMBER 1.00 X 0 0 0 KHURAN ARIK MD MEMBER 1.00 X 0 0 0 KEVIN DUGGAN PRESIDENT AND CEO MERCY FOUNDATION 40.00 X 347695 0 76581 JOHN MCINTYRE CHIEF DEVELOPMENT OFFICER 40.00 X 176289 0 43438 TRISHA PENA DIRECTOR OF FINANCE 40.00 X 116952 0 52105 CATHERINE SMITH MANAGER OF OPERATIONS 40.00 X 124931 0 49189 765867 0 221313 4 0 1 0 0 2534661 1000000 4417278 195112 7951939 530364 530364 5140808 4036820 1103988 1103988 1103988 9586291 0 0 1634352 8996793 8996793 36000 36000 431104 37759 88104 305241 48300 33810 14490 39815 39815 186966 186966 96810 61481 35329 2725 681 2044 47378 23689 23689 18278 3656 14622 8497 8497 1399 1399 REIMB PERSONNEL EXPENSE 1254586 90873 196294 967419 SHARED EXPENSES (DIGNIT 224895 36921 22072 165902 DUES & SUBSCRIPTIONS 2789 2789 TRAINING 283 283 11396618 9198346 629721 1568551 163818 164642 3678729 786341 11750875 13245500 0 54063 54063 0 0 35984194 37582572 4141691 4081549 55719307 55860604 60714 179458 2592999 2443559 2653713 2623017 X 4233356 4302605 48832238 48934982 53065594 53237587 55719307 55860604 X -1810327 2227698 -245378 X X 0 1 X 1 0 X 15561703 9560884 11622609 6550237 7951939 51247372 15561703 9560884 11622609 6550237 7951939 51247372 2223788 49023584 560206 357076 542588 635771 530364 2626005 53873377 0.91000 X SCHEDULE A PART I THE FOUNDATION WAS GRANTED RECLASSIFICATION AS A PUBLIC CHARITY DESCRIBED IN IRC SECTIONS 509(A)(1) AND 170(B)(L)(A)(VI) BASED UPON A RECLASSIFICATION LETTER FROM THE IRS DATED FEBRUARY 5, 2025. SCHEDULE A PART I LINE 7 FOR FISCAL YEAR ENDING 6/30/24 IS CHECKED TO REFLECT THIS CHANGE. SCHEDULE A PART II THE FOUNDATION WAS GRANTED RECLASSIFICATION AS A PUBLIC CHARITY DESCRIBED IN IRC SECTIONS 509(A)(1) AND 170(B)(L)(A)(VI) BASED UPON A RECLASSIFICATION LETTER FROM THE IRS DATED FEBRUARY 5, 2025. SCHEDULE A PART II FOR FISCAL YEAR ENDING 6/30/24 HAS BEEN PREPARED TO REFLECT THIS CHANGE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 380203 701516 1926180 1 1 11324392 1089520 2123227 1943227 12593912 10456390 868002 653554 653554 11324392 9522946 933445 685609 685609 10456391 9477370 45576 4210863 4210863 9522946 8425696 1051674 1154228 1154228 9477370 0.00000 1.00000 0.00000 0 0 54063 54063 0 0 ASSETS IN CHARITABLE REMAINDER TRUST 4081549 4081549 LIABILITIES IN CHARITABLE REMAINDER TRUST 2443559 2443559 11474543 2227698 9708 -245378 1992028 9482515 103776 103776 9586291 11302550 9708 9708 11292842 103776 103776 11396618 PART V, LINE 4: THE INTENDED USE OF MERCY FOUNDATION'S ENDOWMENT FUNDS IS TO PRESERVE AND ENHANCE THE VALUE OF THE ENTRUSTED FUNDS AND TO USE THE INTEREST INCOME PER DONOR INTENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CRT ASSET 34,519. UNCOLLECTIBLE PLEDGES -279,897. X X X X X 1 GIVING COLLOBORATIVE 53 MORGAN AVENUE EAST HAVEN CT 06512 FUNDRAISING 0 0 39815 0 39815 CA 1 DIGNITY HEALTH 3400 DATA DRIVE RANCHO CORDOVA CA 95670 941196203 501(C)(3) 7524855 0 SUPPORT HOSPITAL PROGRAMS SISTERS OF MERCY 535 SACRAMENTO STREET AUBURN CA 95603 942532630 501(C)(3) 1471938 0 SUPPORT WORKS OF SISTERS 2 0 TUITION ASSISTANCE 10 36000 PART I, LINE 2: GRANTS: MERCY FOUNDATION HAS BEEN ESTABLISHED BY THE SISTERS OF MERCY TO ENCOURAGE AND DEVELOP FINANCIAL SUPPORT FOR THE SISTERS OF MERCY AND IS RESPONSIBLE FOR RAISING PHILANTHROPIC SUPPORT AND COMMUNITY AWARENESS FOR THE MINISTRIES OF THE SISTERS OF MERCY IN THE AREAS OF HEALTHCARE, EDUCATION, AFFORDABLE HOUSING, AND CARE FOR THE POOR AND THE ELDERLY THROUGHOUT THE GREATER SACRAMENTO REGION. 100 PERCENT OF ALL DONATIONS GO DIRECTLY TO THE PROGRAM OF THE DONOR'S CHOICE. THIS IS MADE POSSIBLE BY AN OPERATING GRANT TO MERCY FOUNDATION BY DIGNITY HEALTH. TUITION ASSISTANCE PAYMENTS ARE MADE TO INDIVIDUALS IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE ORGANIZATION'S GOVERNING BOARD DESIGNED TO ENSURE THAT INDIVIDUALS RECEIVING TUITION ASSISTANCE ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFIED RECIPIENTS. X 0 0 0 0 0 0 0 0 0 KEVIN DUGGAN PRESIDENT AND CEO MERCY FOUNDATION 290256 0 52897 0 4542 0 41658 0 34923 0 424276 0 0 0 JOHN MCINTYRE CHIEF DEVELOPMENT OFFICER 124946 0 15683 0 35660 0 19967 0 23471 0 219727 0 0 0 CATHERINE SMITH MANAGER OF OPERATIONS 112989 0 9820 0 2122 0 15443 0 33746 0 174120 0 0 0 TRISHA PENA DIRECTOR OF FINANCE 106778 0 9229 0 945 0 14907 0 37198 0 169057 0 0 0 PART I, LINE 3 ALL EMPLOYEES ARE PAID DIRECTLY THROUGH DIGNITY HEALTH, BUT WORK EXCLUSIVELY FOR MERCY FOUNDATION. THE FOUNDATION REIMBURSES DIGNITY HEALTH FOR THESE PAYROLL COSTS. THE PRESIDENT'S SALARY AND PERFORMANCE EVALUATION IS PERFORMED BY THE BOARD OF DIRECTORS, BUT ULTIMATELY DETERMINED BY DIGNITY HEALTH. ALL OTHER EMPLOYEES HAVE THEIR COMPENSATION SET BY MANAGEMENT WITH THE APPROVAL OF DIGNITY HEALTH'S HR DEPARTMENT. X 5 195112 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): MERCY FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS FOR EACH TYPE OF NON-CASH CONTRIBUTION. FORM 990, PART VI, SECTION A, LINE 2 A MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS IS EMPLOYED BY, AND HOLDS OWNERSHIP IN, A FIRM THAT MANAGES CERTAIN INVESTMENTS AND CHARITABLE TRUST ACCOUNTS OF THE FOUNDATION. TOTAL MANAGED FUNDS WERE $5,750,878 AND MANAGEMENT FEES EARNED BY THE INVESTMENT FIRMS FOR THOSE SERVICES TOTALED $12,005 FOR THE FISCAL YEAR ENDED JUNE 30, 2024. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS CONSIST OF FIVE INDIVIDUALS (THREE ARE MEMBERS OF AND APPOINTED BY THE SISTERS OF MERCY AND TWO ARE APPOINTED BY DIGNITY HEALTH). FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATE MEMBERS MAY APPOINT AND REMOVE EACH MEMBER OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATE MEMBERS OF THE FOUNDATION HAVE RESERVED RIGHTS. THEIR RESERVED RIGHTS ARE AS FOLLOWS: I. APPROVE THE MISSION, PHILOSOPHY, LONG-RANGE GOALS, STRATEGIC PLANS AND MAJOR STANDARDS OF THE FOUNDATION. II. APPOINT AND REMOVE EACH MEMBER OF THE BOARD OF TRUSTEES. III. DETERMINE THE NUMBER OF MEMBERS OF THE BOARD OF TRUSTEES. IV. APPROVE THE APPOINTMENT OF THE CHAIR AND SECRETARY OF THE FOUNDATION. V. APPOINT AND/OR REMOVE THE FOUNDATION PRESIDENT. VI. APPROVE THE CAPITAL AND OPERATING BUDGETS OF THE FOUNDATION. VII. RECEIVE THE ANNUAL AUDITORS' REPORT AS TO THE FOUNDATION. VIII. APPROVE THE SELECTION OF THE AUDITORS AND GENERAL LEGAL COUNSEL FOR THE FOUNDATION. IX. APPROVE ANY MERGER, CONSOLIDATION OR DISSOLUTION OF THE FOUNDATION. X. APPROVE THE ESTABLISHMENT OF ANY NEW CONSTITUENT FOUNDATION OR ANY SUBSIDIARY CORPORATION OR OPERATING CORPORATION OF THE FOUNDATION. XI. APPROVE ANY BORROWING OF MONEY OR INCURRING OF INDEBTEDNESS BY THE FOUNDATION. XII. APPROVE THE PURCHASE OF REAL ESTATE ASSETS OR ANY INTEREST THEREIN. XIII. APPROVE THE EXPENDITURES OR TRANSFERS OF ASSETS TO A PERSON OR ORGANIZATION OUTSIDE CHW AND/OR THE MERCY COMMUNITY WHERE SUCH EXPENDITURES OR TRANSFER EXCEEDS 10% OF THE ASSETS OF THE FOUNDATION'S BALANCE SHEET, OTHER THAN TRANSFERS TO A BENEFICIARY PURSUANT TO A DESIGNATED "RESTRICTED" GIFT. FORM 990, PART VI, SECTION B, LINE 11B THE MERCY FOUNDATION FINANCE COMMITTEE WILL REVIEW THE 990 BEFORE SUBMISSION. THEN THE 990 WILL BE MADE AVAILABLE TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR A NEW CONFLICT OF INTEREST STATEMENT IS SIGNED BY EACH OF THE BOARD OF TRUSTEES. THIS PROCESS IS MONITORED BY STAFF. AREAS WHERE A CONFLICT MAY ARISE ARE IN ACTIVITIES SUCH AS SUPPLIES OF GOODS AND SERVICES, ENTITIES WITH WHICH MERCY IS DEALING OR PLANS TO DEAL IN CONNECTION WITH THE LEASE, PURCHASE, SALE OR GIFT OF REAL OR PERSONAL PROPERTY, OTHER FOUNDATIONS, HOSPITALS, HOME HEALTH, DONORS OR OTHERS GIVING SUPPORT TO MERCY, PATIENTS, RESIDENTS AND OTHERS RECEIVING CARE AND SERVICES, THIRD PARTY PAYERS OF HOSPITAL OR OTHER HEALTH CARE BENEFITS, BANKS OR OTHER LENDING OR SAVINGS OR TRUST INSTITUTIONS, INSURANCE COMPANIES, INVESTMENT COMPANIES, OR FINANCIAL PLANNING INSTITUTIONS AND OTHER ENTITIES WHICH MAY AFFECT THE OPERATION OF MERCY FOUNDATION. THE NATURE OF CONFLICTING INTEREST THAT MIGHT REASONABLY BE PERCEIVED BY OTHERS TO AFFECT THE JUDGEMENT OR CONDUCT OF THE INDIVIDUAL, SUCH AS, BUT NOT LIMITED TO: OWNING STOCK OR OTHER PROPRIETARY INTERESTS, HOLDING DEBT OR DEBT SECURITIES, HOLDING OFFICE, SERVING ON THE BOARD OF DIRECTORS, PARTICIPATING IN MANAGEMENT OR BEING OTHERWISE EMPLOYED OR FORMERLY EMPLOYED, RECEIVING REMUNERATIONS FOR SERVICES WITH RESPECT TO INDIVIDUAL TRANSACTIONS, RECEIVING GIFTS OR UNSECURED LOANS, OBTAINING OR HOLDING AN INTEREST IN REAL ESTATE, SECURITIES OR OTHER PROPERTY WHICH MERCY IS CONSIDERING BUYING, LEASING OR SELLING OR DISCLOSING OR USING INFORMATION RELATING TO MERCY'S BUSINESS OR OPERATIONS FOR THE PERSONAL PROFIT OR ADVANTAGES OF THE INDIVIDUAL. THE FOLLOWING CONFLICTS OF INTEREST ARE APPARENT AND ABSOLUTELY PROHIBITED: LOANS, GIFTS, GRATUITIES AND ENTERTAINMENT AND INFORMATION OBTAINED THROUGH ASSOCIATION WITH MERCY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY AND PERFORMANCE EVALUATION IS PERFORMED EACH YEAR BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BY DIGNITY HEALTH. THIS PROCESS IS UNDERTAKEN ANNUALLY. OTHER KEY EMPLOYEES ARE DETERMINED BY MANAGEMENT AND SALARY IS APPROVED BY HR. FORM 990, PART VI, SECTION C, LINE 19 MERCY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CRT ASSET 34,519. UNCOLLECTIBLE PLEDGES -279,897. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OVER THE FINANCIAL STATEMENT AUDIT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SISTERS OF MERCY OF THE AMERICAS 8380 COLESVILLE ROAD 300 SILVER SPRING MD 20910 262400800 CHARITABLE ACTIVITIES MD 501(C)(3) LINE 1 N/A 0 DIGNITY HEALTH 3400 DATA DRIVE RANCHO CORDOVA CA 95670 941196203 CHARITABLE ACTIVITIES CA 501(C)(3) LINE 3 N/A 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0