2026-05-11T09:31:39-05:00 2025-06-30 990 2024-07-01 742912461 CASA DE MISERICORDIA CASA 3145796100 PO BOX 6184 LAREDO TX 78042 SR ROSEMARY WELSH RSM EXECUTIVE DIRECTOR 3145796100 2026-05-11 1 2024 2025-03-06 01:10:19Z SR ROSEMARY WELSH RSM PO BOX 6184 LAREDO TX 78042 2111749 0 0928 X WWW.MERCY.NET X 1999 TX AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE. 30 30 0 180 0 0 1945865 2013657 0 0 6809 2449 66114 65505 2018788 2081611 193062 180712 0 0 1422273 1485427 0 0 4278 520169 527950 2135504 2194089 -116716 -112478 5336990 5397256 499962 529083 4837028 4868173 X AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE. 0 0 1411192 180712 SHELTER PROGRAMTHE PURPOSE OF CASA DE MISERICORDIA (CASA) DOMESTIC VIOLENCE PROGRAM IS TO PROVIDE A SAFE AND SECURE ENVIRONMENT IN WHICH VICTIMS OF DOMESTIC VIOLENCE CAN ACCESS THE BEST OF SERVICES TO MAKE INFORMED DECISIONS ABOUT THEIR FUTURE. CASA DE MISERICORDIA OFFERS 24 HOUR-A-DAY FULL-SERVICE SHELTER AND 24 HOUR-A-DAY CRISIS TELEPHONE HOTLINES. CASA PROVIDES SAFETY PLANNING; ADVOCACY, INCLUDING LEGAL AND CHILD, AND INTERVENTION SERVICES; CASE MANAGEMENT; COUNSELING AND SUPPORT GROUPS; INFORMATION AND REFERRAL SERVICES; AND TRANSPORTATION. CASA ALSO PROVIDES CHILD CENTERED ACTIVITIES INCLUDING SAFETY PLANNING; COUNSELING; CASE MANAGEMENT; EDUCATIONAL, RECREATIONAL, AND SOCIAL GROUPS; AND PRIMARY PREVENTION CURRICULUM AND ACTIVITIES.IN FISCAL YEAR 2025, CASA PROVIDED RESIDENTIAL SERVICES 264 ADULTS AND 341 CHILDREN FOR A TOTAL OF 6,460 SHELTER DAYS. THE SHELTER PROGRAM ALSO PROVIDED COUNSELING SERVICES TO 385 ADULTS AND 4 CHILDREN. CASA HOSTED 102 SUPPORT AND THERAPY GROUPS IN WHICH 242 ADULTS AND 8 CHILDREN PARTICIPATED. DURING THE SAME PERIOD, CASA PROVIDED 13 COURT ACCOMPANIMENTS AND PROVIDED TRANSPORTATION SERVICES TO 421 INDIVIDUALS. ALL OF THESE SERVICES ARE IMPORTANT IN THAT THEY NOT ONLY PROVIDE SAFETY AND SECURITY FOR VICTIMS OF DOMESTIC VIOLENCE BUT ALSO BECAUSE THEY BREAK DOWN BARRIERS FOR VICTIMS AND HELP THEM DEVELOP COPING SKILLS, SELF-ESTEEM, KNOWLEDGE OF COMMUNITY RESOURCES AND SUPPORT NETWORKS. 479010 EDUCATION CENTER PROGRAMTHE EDUCATION CENTER PROVIDES EDUCATIONAL AND LIFE SKILLS CLASSES AIMED AT HELPING VICTIMS OF DOMESTIC VIOLENCE BECOME SELF-SUFFICIENT. CASA WORKS WITH THE MEXICAN CONSULATE AND INDIVIDUALS FROM THE COMMUNITY TO PROVIDE INSTRUCTORS AND MATERIALS FOR EACH CLASS. IN FISCAL YEAR 2025, CASA PROVIDED BEAUTY, ENGLISH AS A SECOND LANGUAGE (ESL), SEWING, HEALTH AND WELLNESS, AND JOB AND LIFE SKILLS CLASSES. THROUGH THE EDUCATIONAL AND LIFE SKILLS CLASSES, SURVIVORS OF DOMESTIC VIOLENCE ARE ABLE TO GAIN THE SKILLS NEEDED TO ESTABLISH OR SUPPLEMENT AN INCOME NEEDED TO ATTAIN FINANCIAL INDEPENDENCE. BEAUTY CLASS HAD A TOTAL OF 67 ATTENDANCES, ESL RECORDED 121 ATTENDANCES, SEWING CLASS RECORDED 66 ATTENDANCES, ARTS AND CRAFTS CLASS RECORDED 114 ATTENDANCES, MUSIC CLASS RECORDED 165 ATTENDANCES, HEALTH AND WELLNESS CLASSES RECORDED 44 ATTENDANCES, CITIZENSHIP CLASSES REPORTED 9 ATTENDANCES, PRIMARIA/SECUNDARIA CLASS 22 ATTENDANCES AND COMPUTER CLASS 66 ATTENDANCES.THROUGH THE EDUCATION CENTER, CASA PROVIDES MANY OPPORTUNITIES FOR COMMUNITY EDUCATION. THE EDUCATION CENTER PROVIDES DOMESTIC VIOLENCE AND TEEN DATING VIOLENCE PRESENTATIONS AND AWARENESS ACTIVITIES BOTH IN THE CENTER AND OUT IN THE COMMUNITY. CASA HAS PROVIDED THESE PRESENTATIONS TO DIFFERENT BUSINESSES, SCHOOLS, SOCIAL SERVICE AND GOVERNMENT AGENCIES, AND SOCIAL, COMMUNITY AND EDUCATIONAL ORGANIZATIONS. THESE PRESENTATIONS AND ACTIVITIES HELP THE COMMUNITY UNDERSTAND DOMESTIC VIOLENCE, ITS EFFECTS, AND HOW THE COMMUNITY CAN SUPPORT AND RESPOND TO THE NEEDS OF VICTIMS OF DOMESTIC VIOLENCE. IN FISCAL YEAR 2025, CASA PROVIDED 91 COMMUNITY PRESENTATIONS WITH ATTENDANCES TOTALING 6,754, 35 TELEVISION INTERVIEWS AND/OR PUBLIC SERVICE ANNOUNCEMENTS, 3 RADIO INTERVIEWS, AND 12 NEWSPAPER INTERVIEWS/ARTICLES.CASA IS COMMITTED TO WORKING WITH COMMUNITY COLLABORATORS. CASA IS ONE OF THE FOUNDING MEMBERS OF THE WEBB COUNTY DOMESTIC VIOLENCE COALITION, A GRASSROOTS ORGANIZATION COMPOSED OF APPROXIMATELY 35 COMMUNITY ORGANIZATIONS THAT MEETS MONTHLY TO DISCUSS HOW BEST THE COMMUNITY CAN ADDRESS DOMESTIC VIOLENCE. THE COALITION ALSO FACILITATES AN ANNUAL CONFERENCE THAT BRINGS TOGETHER LAW ENFORCEMENT, ADVOCACY, EDUCATION, HEALTH, AND OTHER COMMUNITY PROFESSIONALS. 1890202 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 37 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ALMA NELLY URIBE 9567129590 1000 MIER ST LAREDO TX 78040 X BENAVIDES MARIA DEL ROSARIO BOARD MEMBER 1.00 0.00 X 0 0 0 FISH CAITLIN BOARD MEMBER 1.00 0.00 X 0 0 0 FLORES MARIA DEL CARMEN BOARD MEMBER 1.00 0.00 X 0 0 0 GARZA ROLANDO BOARD MEMBER 1.00 0.00 X 0 0 0 GONZALEZ JOSEFINA BOARD MEMBER 1.00 0.00 X 0 0 0 GONZALEZ RICARDO BOARD MEMBER 1.00 0.00 X 0 0 0 GUTIERREZ ANNIE BOARD MEMBER 1.00 0.00 X 0 0 0 LAMBRETON ROSA BOARD MEMBER 1.00 0.00 X 0 0 0 LONA LORENA BOARD MEMBER 1.00 0.00 X 0 0 0 MEDELLIN HAZEL BOARD MEMBER 1.00 0.00 X 0 0 0 MEDINA MARINA BOARD MEMBER 1.00 0.00 X 0 0 0 MONTEMAYOR LUCY BOARD MEMBER 1.00 0.00 X 0 0 0 OBREGAN AMAURY BOARD MEMBER 1.00 0.00 X 0 0 0 PERALES MELISSA BOARD MEMBER 1.00 0.00 X 0 0 0 RAMIREZ ANITA BOARD MEMBER 1.00 0.00 X 0 0 0 RANGEL MARISELA BOARD MEMBER 1.00 0.00 X 0 0 0 RODRIGUEZ CELINA BOARD MEMBER 1.00 0.00 X 0 0 0 SANCHEZ TRACY BOARD MEMBER 1.00 0.00 X 0 0 0 SERVIN MARLENNE BOARD MEMBER 1.00 0.00 X 0 0 0 VILLASENOR MARIA BOARD MEMBER 1.00 0.00 X 0 0 0 VITELA MARIA T BOARD MEMBER 1.00 0.00 X 0 0 0 WIRSCHING ANNA BOARD MEMBER 1.00 0.00 X 0 0 0 ACEVEDO LAURA BOARD MEMBER 1.00 0.00 X 0 0 0 GARCIA KELLEY BOARD MEMBER 1.00 0.00 X 0 0 0 HINOJOSA SUSANA BOARD MEMBER 1.00 0.00 X 0 0 0 KNOSEL LORENA BOARD MEMBER 1.00 0.00 X 0 0 0 MACDONALD ANN BOARD MEMBER 1.00 0.00 X 0 0 0 MERCADO ANNA BOARD MEMBER 1.00 0.00 X 0 0 0 PADRON ANGELICA BOARD MEMBER 1.00 0.00 X 0 0 0 ZEPEDA JUANITA BOARD MEMBER 1.00 0.00 X 0 0 0 WELSH RSM SR ROSEMARY EXECUTIVE DIRECTOR 39.00 1.00 X 0 0 0 CASSO ELIZABETH PRESIDENT 1.00 39.00 X 0 185267 22505 0 185267 22505 0 0 1 0 NAVA GROUP LLC 606 BERKLEY RD LAREDO TX 78045 CONSTRUCTION SERVICES 160126 1 52250 31220 54366 1100865 774956 2013657 2449 2449 59307 31220 20053 39254 39254 36336 10085 26251 26251 2081611 0 0 67954 180712 180712 1161600 1004386 155150 2064 46023 39902 6075 46 196522 170385 25941 196 81282 70472 10729 81 13500 13500 89435 89435 20686 14789 5698 199 44332 37565 5774 993 8661 8661 1668 1668 86890 76589 9980 321 11547 11547 OTHER SUPPLIES 124323 116076 8078 169 REPAIRS & MAINTENANCE 75410 49407 25797 206 SPECIAL EVENTS 36059 36059 DRUGS & MEDICAL EXPENSE 880 880 14559 3545 11011 3 2194089 1890202 299609 4278 456769 492310 405301 301400 7956 5808 3021924 1447570 1587203 1574354 2879761 3023384 5336990 5397256 340301 374373 159661 154710 499962 529083 X 4694164 4740715 142864 127458 4837028 4868173 5336990 5397256 -112478 143623 0 X X 0 1 X 1 1 1 X 1606493 1689391 1936474 1945865 2013657 9191880 1606493 1689391 1936474 1945865 2013657 9191880 351840 8840040 2838 6809 2449 12096 7 7 9203983 496620 0.96050 0.93180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 7. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 407795 407795 2214406 1136344 1078062 340087 300963 39124 59636 10263 49373 1574354 2230321 143623 5087 148710 2081611 0 2081611 2199176 5087 5087 2194089 0 2194089 FORM 990, SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE PRIMARILY ALL OF THE HEALTH SYSTEM ENTITIES ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS CHARITABLE ORGANIZATIONS QUALIFYING UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), BY VIRTUE OF IRS DETERMINATION LETTERS OR INCLUSION IN THE OFFICIAL CATHOLIC DIRECTORY. THE HEALTH SYSTEM COMPLETED AN ANALYSIS OF ITS TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED ON THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2025 OR 2024. MEET THE AUTHOR 90527 31220 59307 20053 90527 31220 59307 20053 20053 39254 36336 10085 1 1.00000 36336 10085 10085 26251 TX 0 NOT REQUIRED UNDER TEXAS LAW. NON PROFIT ORGNIZATIONS CAN CONDUCT FOUR RAFFLES PER YEAR. 0 1 0 1.00000 ELIZABETH CASSO PO BOX 6184 LAREDO TX 78042 0 ELIZABETH CASSO 1000 COORDINATING RAFFLES X 0 1 ASSISANCE TO SHELTER RESIDENTS 1439 180712 PART I, LINE 2: DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS CASA DE MISERICORDIA GIVES ASSISTANCE TO VICTIMS OF DOMESTIC VIOLENCE FOR RENT, UTILITY PAYMENTS, COURT FILING FEES AND ANY OTHER ASSISTANCE DEEMED NECESSARY TO PROVIDE FOR THE SAFETY AND SECURITY OF THE VICTIM AND HER CHILDREN. POLICY: CASA DE MISERICORDIA MAY ASSIST A RESIDENT/NON-RESIDENT CLIENT ONCE A YEAR IF THE FUNDS ARE AVAILABLE. THE DETERMINATION TO ASSIST THE INDIVIDUAL IS MADE ON A CASE-BY-CASE BASIS AND ONLY AFTER IT IS RECOMMENDED BY EITHER THE COUNSELOR, SHELTER ADMINISTRATOR OR SHELTER MANAGER AND APPROVED BY THE EXECUTIVE DIRECTOR, SHELTER ADMINISTRATOR, COUNSELOR AND SHELTER MANAGER. UNDER CERTAIN CIRCUMSTANCES THE SHELTER MAY FINANCIALLY ASSIST A RESIDENT/NON-RESIDENT CLIENT MORE THAN ONCE A YEAR IF THE ASSISTANCE IS NECESSARY FOR THE CLIENT TO LIVE IN AND/OR MAINTAIN A VIOLENCE FREE HOME. THIS POLICY WILL BE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. PROCEDURE: RESIDENT/NON-RESIDENT CLIENT REQUESTS ASSISTANCE AND COUNSELOR, SHELTER ADMINISTRATOR AND SHELTER MANAGER IDENTIFY THAT THE NEED TRULY EXISTS AND THAT ALL OTHER RESOURCES HAVE BEEN EXHAUSTED. SHELTER STAFF COMPLETES ASSISTANCE REQUEST FORM AND RETURNS TO EXECUTIVE DIRECTOR OR SHELTER ADMINISTRATOR FOR APPROVAL. IF ASSISTANCE IS APPROVED, A COMPANY CHECK WILL BE ISSUED TO THE VENDOR OR LANDLORD. ONLY UNDER RARE AND EXTENUATING CIRCUMSTANCES WILL CASH BE ISSUED. IN THE CASE OF RENT ASSISTANCE, A RENT VOUCHER FORM MUST BE COMPLETED PRIOR TO DISPERSAL OF FUNDS. PAID RECEIPT MUST BE RETURNED TO THE SHELTER ADMINISTRATOR WITHIN 24 HOURS. ALL PAPERWORK WILL BE FILED APPROPRIATELY. THE USE OF GRANT FUNDS IS NOT MONITORED AFTER GRANTS ARE GIVEN. 0 0 0 0 0 0 0 0 0 CASSO ELIZABETH PRESIDENT 0 131354 0 28894 0 25019 0 15714 0 6791 0 207772 0 0 PART I, LINE 3 CASA DE MISERICORDIA RELIES ON A RELATED ORGANIZATION; REFER TO SCHEDULE O, PART VI, QUESTION 15A AND 15B FOR THE PROCESS THE RELATED ORGANIZATION FOLLOWS. FORM 990, PART V, QUESTION 2A W-3 FILING MOST EMPLOYEES ARE PAID BY A RELATED ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. AS SUCH, REQUIRED PAYROLL FILING (INCLUDING W-2 AND W-3'S) IS REPORTED UNDER THE RELATED ORGANIZATION, MHM SUPPORT SERVICES, EIN 20-2553101. FORM 990, PART VI, SECTION A, LINE 6 THE FILING ORGANIZATION HAS A SOLE CORPORATE MEMBER, MERCY MINISTRIES OF LAREDO. FORM 990, PART VI, SECTION A, LINE 7A MERCY MINISTRIES OF LAREDO (THE SOLE CORPORATE MEMBER) HAS THE AUTHORITY TO: - TO EXERCISE THE RESERVED POWERS AND FULFILL THE RESPONSIBILITIES OF THE CORPORATE MEMBER AS SPECIFIED IN THE ARTICLES OF INCORPORATION AND THESE BY-LAWS, AS AMENDED - TO INITIATE AND TAKE FINAL ACTION ON BEHALF OF THE CORPORATION WITH REGARD TO ALL MATTERS SET FORTH IN BY-LAWS FORM 990, PART VI, SECTION A, LINE 7B MERCY MINISTRIES OF LAREDO (THE SOLE CORPORATE MEMBER) HAS RESERVED SOLELY THE FOLLOWING CORPORATE POWERS AND RESPONSIBILITIES: - RATIFICATION OF THE ADOPTION OF AND ANY REVISIONS TO THE MISSION, VISION, AND OPERATING VALUES PURSUANT TO WHICH THE CORPORATION WILL OPERATE; - RATIFICATION OF THE ADOPTION OF AND ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION AND THESE BY-LAWS AS AMENDED; - RATIFICATION OF DECISIONS OF THE BOARD OF DIRECTORS OF THE CORPORATION; - RATIFICATION OF THE ANNUAL BUDGET OF THE CORPORATION; - TO WORK WITH THE BOARD OF DIRECTORS ON ANY MERGERS, DISSOLVEMENT, OR ABANDONMENT OF THE CORPORATION; - TO GRANT THE EXECUTIVE DIRECTOR OF THE CORPORATION EX-OFFICIO STATUS ON THE BOARD OF DIRECTORS OF THE CORPORATE MEMBER WITH THE EXPLICIT AUTHORITY TO DESIGNATE A REPRESENTATIVE IN THE ABSENCE OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 THE FORM 990 IS PREPARED BY MERCY HEALTH'S TAX DEPARTMENT, USING INFORMATION PROVIDED BY THE FILING ORGANIZATION. A DRAFT FORM 990 IS REVIEWED BY THE FILING ORGANIZATION'S FINANCE TEAM, INCLUDING THE PRESIDENT AND THE CHIEF FINANCIAL OFFICER. THE DRAFT FORM 990 IS ALSO REVIEWED BY MERCY HEALTH'S TAX DEPARTMENT, TO ENSURE ACCURACY AND CONSISTENCY WITH OTHER RELATED ORGANIZATIONS' FORMS 990. AFTER QUESTIONS ARISING FROM THE VARIOUS REVIEWS ARE ADDRESSED AND INCORPORATED INTO THE FORM 990, A REVISED DRAFT IS PROVIDED TO THE FILING ORGANIZATION'S LEADERSHIP TEAM, INCLUDING THE CFO AND CEO, FOR REVIEW. ONCE REVIEWED AND APPROVED BY THE FILING ORGANIZATION'S LEADERSHIP TEAM, THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW; IT IS THEN SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, KEY EMPLOYEES AND OTHER DISQUALIFIED PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY AND DID SO IN THE NORMAL COURSE FOR THE YEAR ENDED JUNE 30, 2025. THIS PROCESS IS ADMINISTERED AT THE MERCY HEALTH LEVEL BY MERCY'S CORPORATE COMPLIANCE DEPARTMENT. THE CONFLICTS AND THEIR RESPECTIVE RESOLUTIONS ARE SHARED AT THE MERCY LEVEL WITH A TEAM INCLUDING MERCY'S SENIOR VICE PRESIDENT OF FINANCIAL OPERATIONS & PLANNING, CHIEF COMPLIANCE OFFICER AND OTHER MEMBERS OF FINANCE, LEGAL AND HR. THE QUESTIONNAIRES ARE THEN REVIEWED WITH LEADERSHIP AT THE LOCAL LEVEL AND POTENTIAL CONFLICTS DISCUSSED AND RESOLVED. SUMMARY RESULTS ARE REVIEWED WITH MERCY'S STEWARDSHIP COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY EMPLOYEES FOR THE TOP MANAGEMENT OFFICIALS, THOSE CLASSIFIED AS OFFICERS (AND THUS DISQUALIFIED PERSONS) AND KEY EMPLOYEES, THE ORGANIZATION RELIES UPON MERCY HEALTH, WHICH USES THE FOLLOWING TO ESTABLISH THE COMPENSATION: EXTERNAL MARKET SALARY SURVEYS, EXTERNAL MARKET SALARY STUDIES, AND ENGAGEMENT OF AN INDEPENDENT COMPENSATION CONSULTANT. FOR CERTAIN EXECUTIVES AND PHYSICIANS THE COMPENSATION IS REVIEWED/APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF MERCY HEALTH. FOR ALL OTHER CAREGIVERS COMPENSATION IS REVIEWED/APPROVED BY THE TOTAL REWARDS OVERSIGHT COMMITTEE. COMPENSATION REVIEWS ARE COMPLETED ON AN ANNUAL BASIS AND REVIEW WAS COMPLETED DURING THE REPORTING YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST BUT ARE NOT PUBLISHED PUBLICLY. FORM 990, PART VII, SECTION A SR. ROSEMARY WELSH, RSM, DOES NOT TAKE COMPENSATION FOR HER ROLE AS EXECUTIVE DIRECTOR. HER COMPENSATION IS PAID DIRECTLY TO THE RELIGIOUS ORDER, AS SHE HAS TAKEN A VOW OF POVERTY. FORM 990, PART VII, SECTION B IT IS POSSIBLE THAT A PORTION OF THE AMOUNTS REPORTED FOR NAVA GROUP LLC WERE RELATED TO MATERIALS IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE. FORM 990, PART XII, QUESTION 2C AUDIT OF FINANCIAL STATEMENTS IN ADDITION TO THE SEPARATE AUDIT AND BEING INCLUDED IN THE CONSOLIDATED MERCY MINISTRIES OF LAREDO ANNUAL FINANCIAL STATEMENT AUDIT, THE FILING ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED IN MERCY HEALTH AND SUBSIDIARIES ANNUAL FINANCIAL STATEMENT AUDIT. MERCY HEALTH AND SUBSIDIARIES RECEIVED AN UNQUALIFIED OPINION FROM THE EXTERNAL AUDITORS FOR FISCAL 2025 (THE TAX YEAR CURRENTLY BEING REPORTED). HOWEVER, NO SEPARATE AUDIT OPINION WAS ISSUED ON THE FINANCIAL STATEMENTS OF THE FILING ORGANIZATION. THE ULTIMATE RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE EXTERNAL AUDITOR LIES WITH THE STEWARDSHIP COMMITTEE OF THE MERCY HEALTH BOARD OF DIRECTORS. AUDIT RESULTS ARE COMMUNICATED TO THIS COMMITTEE. FORM 990, PART XII, QUESTION 3A AND 3B SINGLE AUDIT ACT AND 2 CFR 200 AUDIT MERCY HEALTH UNDERGOES A CONSOLIDATED 2 CFR 200 AUDIT EVERY YEAR AND THIS AUDIT WAS COMPLETED FOR THE FISCAL YEAR ENDING JUNE 30, 2025 BY MARCH 31, 2026. EACH ENTITY THAT RECEIVES FEDERAL FUNDS DURING THE YEAR IS INCLUDED ON THE SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS (SEFA) AND IS ALSO INCLUDED IN THE POPULATION INCLUDED IN THE AUDIT. IF THE FILING ENTITY RECEIVED FEDERAL FUNDS DURING THE YEAR ENDED JUNE 30, 2025, IT WILL BE INCLUDED ON THE MERCY HEALTH CONSOLIDATED SEFA, AND THEREFORE, ALSO INCLUDED IN THE POPULATION INCLUDED IN THE AUDIT. MCAULEY PORTFOLIO MANAGEMENT COMPANY 15740 SOUTH OUTER 40 RD CHESTERFIELD MO 63017 261708048 PORTFOLIO MANAGEMENT. MO 501(C)(3) LINE 12B, II MERCY HEALTH 1 MERCY ACO CLINICAL SERVICES INC 15740 SOUTH OUTER 40 RD CHESTERFIELD MO 63017 464504901 VIRTUAL CARE CENTER MO 501(C)(3) LINE 3 MERCY HEALTH 1 MERCY CLINIC EAST COMMUNITIES 15740 SOUTH OUTER 40 RD CHESTERFIELD MO 63017 431771217 PHYSICIAN GROUP MO 501(C)(3) LINE 10 MERCY HEALTH EAST COMMUNITIES 1 MERCY CLINIC FORT SMITH COMMUNITIES 7301 ROGERS AVENUE FORT SMITH AR 72903 261318597 PHYSICIAN CLINIC AR 501(C)(3) LINE 3 MERCY HEALTH FORT SMITH COMMUNITIES 1 MERCY CLINIC OKLAHOMA COMMUNITIES INC 4300 W MEMORIAL ROAD OKLAHOMA CITY OK 73120 270473057 PHYSICIAN GROUP OK 501(C)(3) LINE 3 MERCY HEALTH OKLAHOMA COMMUNITIES INC 1 MERCY CLINIC SPRINGFIELD COMMUNITIES 1965 S FREMONT SUITE 200 SPRINGFIELD MO 65804 431560263 PHYSICIAN GROUP MO 501(C)(3) LINE 3 MERCY HEALTH SPRINGFIELD COMMUNITIES 1 MERCY FAMILY CENTER 110 VETERANS BLVD METAIRIE LA 70005 721069468 FAMILY COUNSELING SERVICE LA 501(C)(3) LINE 7 MERCY HEALTH 1 MERCY HEALTH 15740 SOUTH OUTER 40 RD 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MEMORIAL ROAD OKLAHOMA CITY OK 73120 454732301 FOUNDATION OK 501(C)(3) LINE 12A, I MERCY HEALTH OKLAHOMA COMMUNITIES INC 1 MERCY HEALTH FOUNDATION OKLAHOMA CITY 4300 W MEMORIAL ROAD OKLAHOMA CITY OK 73120 463184231 FOUNDATION OK 501(C)(3) LINE 12A, I MERCY HOSPITAL OKLAHOMA CITY INC 1 MERCY HEALTH FOUNDATION SPRINGFIELD 1235 E CHEROKEE STREET SPRINGFIELD MO 65804 320195818 FOUNDATION MO 501(C)(3) LINE 12B, II MERCY HEALTH SPRINGFIELD COMMUNITIES 1 MERCY HEALTH FOUNDATION ST FRANCIS 100 W US HIGHWAY 60 MOUNTAIN VIEW MO 65548 431873914 FOUNDATION MO 501(C)(3) LINE 12A, I MERCY ST FRANCIS HOSPITAL 1 MERCY HEALTH FOUNDATION ST LOUIS 615 SOUTH NEW BALLAS ROAD ST LOUIS MO 63141 562410020 FOUNDATION MO 501(C)(3) LINE 12B, II MERCY HEALTH EAST COMMUNITIES 1 MERCY HEALTH FOUNDATION WASHINGTON 901 E FIFTH STREET WASHINGTON MO 63090 562410022 FOUNDATION MO 501(C)(3) LINE 12B, II MERCY HEALTH EAST COMMUNITIES 1 MERCY HEALTH NORTHWEST ARKANSAS COMMUNITIES 2710 RIFE MEDICAL LANE ROGERS AR 72758 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AR 501(C)(3) LINE 3 MERCY HEALTH NW ARK COMMUNITIES 1 MERCY HOSPITAL BOONEVILLE 880 WEST MAIN STREET BOONEVILLE AR 72927 463851119 HOSPITAL AR 501(C)(3) LINE 3 MERCY HOSPITAL FORT SMITH 1 MERCY HOSPITAL CARTHAGE 3125 DR RUSSELL SMITH WAY CARTHAGE MO 64836 453808607 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH SW MOKS COMMUNITIES 1 MERCY HOSPITAL CASSVILLE 94 MAIN STREET CASSVILLE MO 65625 431936699 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH SPRINGFIELD COMMUNITIES 1 MERCY HOSPITAL COLUMBUS 220 PENNSYLVANIA AVENUE COLUMBUS KS 66725 270842031 HOSPITAL KS 501(C)(3) LINE 3 MERCY HEALTH SW MOKS COMMUNITIES 1 MERCY HOSPITAL EL RENO INC 2115 PARKVIEW DRIVE EL RENO OK 73036 272716065 HOSPITAL OK 501(C)(3) LINE 3 MERCY HOSPITAL OKLAHOMA CITY INC 1 MERCY HOSPITAL FORT SMITH 7301 ROGERS AVENUE FORT SMITH AR 72903 710240352 HOSPITAL AR 501(C)(3) LINE 3 MERCY HEALTH FORT SMITH COMMUNITIES 1 MERCY HOSPITAL HEALDTON INC 3462 HOSPITAL RD HEALDTON OK 73438 263173902 HOSPITAL OK 501(C)(3) LINE 3 MERCY HOSPITAL ARDMORE INC 1 MERCY HOSPITAL JEFFERSON 1400 HIGHWAY 61 SOUTH FESTUS MO 63028 430687077 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH EAST COMMUNITIES 1 MERCY HOSPITAL JOPLIN 100 MERCY WAY JOPLIN MO 64804 270814858 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH SW MOKS COMMUNITIES 1 MERCY HOSPITAL KINGFISHER INC 1000 KINGFISHER REGIONAL HOSPITAL C KINGFISHER OK 73750 463433074 HOSPITAL OK 501(C)(3) LINE 3 MERCY HOSPITAL OKLAHOMA CITY INC 1 MERCY HOSPITAL LEBANON 100 HOSPITAL DRIVE LEBANON MO 65536 431767432 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH SPRINGFIELD COMMUNITIES 1 MERCY HOSPITAL LINCOLN 1000 EAST CHERRY STREET TROY MO 63379 472219204 HOSPITAL MO 501(C)(3) LINE 3 MERCY HOSPITALS EAST COMMUNITIES 1 MERCY HOSPITAL LOGAN COUNTY INC 200 SOUTH ACADEMY GUTHRIE OK 73044 452998842 HOSPITAL OK 501(C)(3) LINE 3 MERCY HOSPITAL OKLAHOMA CITY INC 1 MERCY HOSPITAL OKLAHOMA CITY INC 4300 W MEMORIAL ROAD OKLAHOMA CITY OK 73120 730579285 HOSPITAL OK 501(C)(3) LINE 3 MERCY HEALTH OKLAHOMA COMMUNITIES INC 1 MERCY HOSPITAL OZARK 801 W RIVER STREET OZARK AR 72949 710689680 HOSPITAL AR 501(C)(3) LINE 3 MERCY HOSPITAL FORT SMITH 1 MERCY HOSPITAL PARIS 500 E ACADEMY PARIS AR 72855 710655753 HOSPITAL AR 501(C)(3) LINE 3 MERCY HOSPITAL FORT SMITH 1 MERCY HOSPITAL ROGERS 2710 RIFE MEDICAL LANE ROGERS AR 72758 710294390 HOSPITAL AR 501(C)(3) LINE 3 MERCY HEALTH NW ARK COMMUNITIES 1 MERCY HOSPITAL SPRINGFIELD 1235 E CHEROKEE STREET SPRINGFIELD MO 65804 440552485 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH SPRINGFIELD COMMUNITIES 1 MERCY HOSPITAL TISHOMINGO INC 1000 SOUTH BYRD TISHOMINGO OK 73460 274433830 HOSPITAL OK 501(C)(3) LINE 3 MERCY HOSPITAL ADA INC 1 MERCY HOSPITAL WALDRON 1341 W 6TH STREET WALDRON AR 72958 710557895 HOSPITAL AR 501(C)(3) LINE 3 MERCY HOSPITAL FORT SMITH 1 MERCY HOSPITAL WATONGA INC 500 CLARENCE NASH BLVD WATONGA OK 73772 455199762 HOSPITAL OK 501(C)(3) LINE 3 MERCY HOSPITAL OKLAHOMA CITY INC 1 MERCY HOSPITALS EAST COMMUNITIES 615 S NEW BALLAS ROAD ST LOUIS MO 63141 430653493 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH EAST COMMUNITIES 1 MERCY KANSAS COMMUNITIES INC 401 WOODLAND HILLS BLVD FT SCOTT KS 66701 480956045 HOSPITAL KS 501(C)(3) LINE 3 MERCY HEALTH SW MOKS COMMUNITIES 1 MERCY MINISTRIES OF LAREDO 2500 ZACATECAS ST LAREDO TX 78046 200198462 OUTREACH TX 501(C)(3) LINE 7 MERCY HEALTH 1 MERCY RESEARCH 524 NORTH BOONEVILLE AVENUE SPRINGFIELD MO 65802 870796305 RESEARCH MO 501(C)(3) LINE 4 MERCY HEALTH 1 MERCY ST FRANCIS HOSPITAL 100 W US HIGHWAY 60 MOUNTAIN VIEW MO 65548 440607149 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH SPRINGFIELD COMMUNITIES 1 MHM SUPPORT SERVICES 15740 SOUTH OUTER 40 RD CHESTERFIELD MO 63017 202553101 CENTRALIZED HEALTH SYSTEM FUNCTIONS MO 501(C)(3) LINE 12A, I MERCY HEALTH 1 MISSION CLINICAL SERVICES 216 MCAULEY COURT HOT SPRINGS AR 71913 134239691 CHILD ADVOCACY CENTER AR 501(C)(3) LINE 3 MERCY HEALTH 1 MERCY HEALTH FOUNDATION SOUTH 10010 KENNERLY ROAD ST LOUIS MO 63128 261516789 FUNDRAISING MO 501(C)(3) LINE 12A, I MERCY HOSPITAL SOUTH 1 MERCY HOSPITAL SOUTH 10010 KENNERLY ROAD ST LOUIS MO 63128 430980256 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH EAST COMMUNITIES 1 ST ANTHONY'S PHYSICIAN ORGANIZATION 10010 KENNERLY ROAD ST LOUIS MO 63128 431784536 HEALTH CARE MO 501(C)(3) LINE 3 MERCY HOSPITAL SOUTH 1 MERCY SPECIALTY HOSPITAL SOUTHEAST KANSAS 1619 W 7TH STREET GALENA KS 66739 843730625 HOSPITAL KS 501(C)(3) LINE 3 MERCY HEALTH SW MOKS COMMUNITIES 1 MERCY HOSPITAL PERRY 434 N WEST STREET PERRYVILLE MO 63775 923065473 HOSPITAL MO 501(C)(3) LINE 3 MERCY HEALTH EAST COMMUNITIES 1 SOUTHEAST HOSPITAL DBA MERCY HOSPITAL SOUTHEAST 1701 LACEY STREET CAPE GIRARDEAU MO 63701 430654874 HOSPITAL MO 501(C)(3) LINE 3 SOUTHEASTHEALTH SYSTEM 1 SOUTHEAST HEALTH CENTER OF RIPLEY COUNTY 1701 LACEY STREET CAPE GIRARDEAU MO 63701 273868479 HOSPITAL MO 501(C)(3) LINE 3 SOUTHEAST HOSPITAL 1 SOUTHEASTHEALTH SYSTEM 1701 LACEY STREET CAPE GIRARDEAU MO 63701 474890906 HEALTH SYSTEM MO 501(C)(3) LINE 12C, III-FI MERCY HEALTH 1 SOUTHEAST MISSOURI HOSPITAL FOUNDATION 1849 BROADWAY CAPE GIRARDEAU MO 63701 431122759 FOUNDATION MO 501(C)(3) LINE 7 SOUTHEAST HOSPITAL 1 MERCY HOSPITAL PITTSBURG INC 1 MT CARMEL WAY PITTSBURG KS 66762 991489524 HOSPITAL KS 501(C)(3) LINE 3 MERCY HEALTH SW MOKS COMMUNITIES 1 PLAZA SURGERY SERVICES COMPANY LLC 12700 SOUTHFORK ROAD ST LOUIS MO 63128 204709312 INACTIVE MO MERCY HOSPITAL SOUTH 0 0 ST EDWARD MERCY MC M-P OFFICE BLDG 7301 ROGERS AVENUE FORT SMITH AR 72903 710554050 OFFICE BUILDING AR MERCY HOSPITAL FORT SMITH 0 0 PLATINUM CPS HOLDINGS LLC 15740 SOUTH OUTER 40 RD CHESTERFIELD MO 63017 842493007 HOLDING COMPANY MO MERCY MANAGED CARE CORP MERCY HEALTH 0 0 FRONTENAC PROPERTIES INC 15740 SOUTH OUTER 40 RD CHESTERFIELD MO 63017 521914421 HOLDING COMPANY DE MERCY HEALTH C 0 MERCY HEALTH CENTER CONDOMINIUMS INC 4300 W MEMORIAL RD OKLAHOMA CITY OK 73120 680640970 REAL ESTATE OK MERCY HOSPITAL OKLAHOMA CITY INC C 0 MERCY MANAGED CARE CORPORATION 15740 SOUTH OUTER 40 RD CHESTERFIELD MO 63017 731441665 HOLDING COMPANY OK MERCY HEALTH C 0 UHL CORP INC 15740 SOUTH OUTER 40 RD CHESTERFIELD MO 63017 742499535 HOLDING COMPANY MO MERCY HOSPITALS EAST COMMUNITIES C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 MHM SUPPORT SERVICES Q 3222837 FMV FORM 990, SCHEDULE R, PART II MERCY HOSPITALS EAST COMMUNITIES MERCY HOSPITALS EAST COMMUNITIES CONSISTS OF MERCY HOSPITAL ST. LOUIS, EIN 43-0653493, AND MERCY HOSPITAL WASHINGTON, EIN 43-1066883. FORM 990, SCHEDULE R, PART V LAWSON ERP SOFTWARE IS THE PRIMARY ACCOUNTING SOFTWARE USED BY MERCY HEALTH SYSTEM, INC. AND SUBSIDIARIES. THE MAJORITY OF THE INTERCOMPANY/RELATED ORGANIZATION TRANSACTIONS ARE PROCESSED THROUGH LAWSON VIA INTERCOMPANY JOURNAL ENTRIES. WITH THE CURRENT DESIGN OF THE ERP SYSTEM, THERE ARE VARIOUS LIMITATIONS ON THE RELATED ORGANIZATION INFORMATION THAT CAN BE EXTRACTED FROM LAWSON. DUE TO THESE LIMITATIONS, MOST OF THE RELATED ORGANIZATION ACTIVITY FOR THE FILING ORGANIZATION HAS BEEN CLASSIFIED ON SCHEDULE R, PART V, IN LINES P AND Q.