2026-08-03T16:18:00-05:00 2025-09-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 220 DULUTH MN 55812 990 2024-10-01 411992053 MOTHER OF MERCY FOUNDATION MOTH 3208452195 PO BOX 676 230 CHURCH AVENUE ALBANY MN 563070676 KEVIN RYMANOWSKI SENIOR VP FINANCE/CFO 3208452195 2026-07-31 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-07-31 2024 2025-03-06 01:10:19Z KEVIN RYMANOWSKI PO BOX 676 230 CHURCH AVENUE ALBANY MN 563070676 408471 0 X WWW.BENEDICTINELIVING.ORG/ALBANY-MN/FOUNDATION-CA X 2009 MN TO PROVIDE FUND-RAISING ACTIVITIES FOR THE BENEFIT OF MOTHER OF MERCY AND THEIR RESIDENTS AND TENANTS. 5 5 0 0 0 0 139989 406137 0 0 3922 1134 10053 -5139 153964 402132 9496 39910 0 0 111377 126166 0 0 144215 27562 22040 148435 188116 5529 214016 1747904 1262809 2394 8284 1745510 1254525 TO PROVIDE FUND-RAISING ACTIVITIES FOR THE BENEFIT OF MOTHER OF MERCY AND THEIR RESIDENTS AND TENANTS. 0 0 40879 39910 0 THE FOUNDATION THROUGH PERIODIC "ASK" LETTERS/ PERSONAL SOLICITATIONS TO POTENTIAL CONTRIBUTORS RECEIVED OVER $496,800 IN BREAKFAST, WINE & DINE, BUTTERFLY RELEASE AND OTHER GENERAL UNRESTRICTED CONTRIBUTIONS DURING THE YEAR. THE FOUNDATION THROUGH PERIODIC PERSONAL/GROUP CONTACT/SOLICITATIONS TO POTENTIAL CONTRIBUTORS RECEIVED OVER IN $10,670 RESTRICTED CONTRIBUTIONS DURING THE YEAR. THE FOUNDATION THROUGH ITS GRANT WRITING PROPOSALS GENERATED $0 IN RESTRICTED GRANT RECEIPTS DIRECTLY TO MOTHER OF MERCY FOR WHICH THE FOUNDATION'S MISSION IS TO SUPPORT. 40879 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X PROVIDER CAS 6124741727 12755 HWY 55 STE R150 PLYMOUTH MN 55441 RANDY ROTHSTEIN CHAIR 0.30 0.90 X X 0 0 0 PAUL TOMCZIK VICE CHAIR 0.30 X X 0 0 0 NEIL FORTIER TREASURER 0.30 X X 0 0 0 MARIA HUGHES SECRETARY 0.30 X X 0 0 0 EARL FELLING DIRECTOR 0.30 X 0 0 0 SHEILA MITCHELL DIRECTOR (THRU 04/25) 0.30 X 0 0 0 RENEE ANDERSON FOUNDATION EXECUTIVE DIRECTOR 40.00 X 0 82243 33922 ROBIN MORRIN MOM ADMINISTRATOR/CEO 1.00 40.00 X 0 125974 0 0 208217 33922 0 0 0 0 0 35279 370858 306000 406137 1134 1134 1200 35279 6339 -5139 -5139 402132 0 0 -4005 39910 39910 97646 97646 28520 28520 6836 6836 900 900 220 220 2587 2587 3000 3000 2535 2535 235 235 969 969 DIETARY 22 22 4736 4736 188116 40879 3022 144215 578989 991604 100000 0 0 684 32176 29329 3816 2847 1065099 267674 1747904 1262809 2394 8284 2394 8284 X 1645510 948525 100000 306000 1745510 1254525 1747904 1262809 X 214016 44999 -750000 X 0 1 X 1 0 X X 1 MOTHER OF MERCY 416051127 10 1 38893 0 1 38893 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10661 10127 534 16800 14487 2313 4715 4715 0 2847 DUE FROM RELATED PARTY 226115 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 41559 267674 WINE & DINE 30282 29082 1200 1618 250 3831 BUTTERFLY RELEASE 6097 6097 490 1 100 100 150 36479 35279 1200 1768 250 4321 6339 -5139 1 MOTHER OF MERCY PO BOX 676 230 CHURCH AVE ALBANY MN 56317 416051127 501(C)(3) 38893 0 PURCHASE A COURTESY SHUTTLE VAN & REDO 1ST FLOOR NH CEILING 1 0 PART I, LINE 2: THE ORGANIZATION ONLY PROVIDES FUNDS TO THEIR CONTROLLING ORGANIZATION, MOTHER OF MERCY. THE ORGANIZATION TRACKS THE AMOUNT AND USE OF FUNDS. X 1 306000 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IN COLUMN B OF SCHEDULE M, PART I REPRESENTS THE NUMBER OF TRANSACTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION IS MOTHER OF MERCY (MOM). FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, MOM, HAS THE POWER TO APPOINT DIRECTORS TO THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, MOM, HAS THE POWER TO AMEND THE ARTICLES OF INCORPORATION OR TO ADOPT, AMEND, OR REPEAL THE BYLAWS OF THE FOUNDATION. THEY ALSO HAVE THE POWER TO APPROVE THE FOUNDATION'S ANNUAL OPERATING AND CAPITAL BUDGETS AND ANY DEBTS TO BE INCURRED. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PRESENTED TO THE RESOURCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS APPLIED WHEN THE ORGANIZATION IS IN THE PROCESS OF ENTERING INTO A TRANSACTION OR CONTRACT. ANNUALLY A CONFLICT OF INTEREST STATEMENT IS FILLED OUT BY THE BOARD MEMBERS, IT IS REVIEWED WHEN THESE TRANSACTIONS OCCUR. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON SHALL HAVE A DUTY TO DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL RELATED MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL RELATED MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD, OFFICER OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT EXISTS. AFTER INTEREST IS DETERMINED, THE INTERESTED PERSON HAS THE OPPORTUNITY TO MAKE A SHORT PRESENTATION AT THE BOARD MEETING. THE BOARD WILL APPOINT A DISINTERESTED PERSON OR GROUP TO EXPLORE ALTERNATIVES TO AVOID ANY CONFLICT. IF THERE IS NO OPTION FOR AVOIDING CONFLICT, THE BOARD SHALL DETERMINE BY MAJORITY VOTE IF THE TRANSACTION SHOULD BE ENTERED INTO. THE INTERESTED PERSON SHALL BE REMOVED FROM THE VOTING PROCESS. THE ORGANIZATION ALSO HAS A POLICY FOR EMPLOYEES. THE CONFLICT OF INTEREST POLICY IS INITIALLY MONITORED BY THE DIRECTOR OF LICENSURES AND TRAINING DURING AN EMPLOYEE'S ORIENTATION. THE COMPLIANCE OFFICER THEN ANNUALLY MONITORS THE POLICY DURING THE ANNUAL BENEFITS STAFF MEETING. IF A CONFLICT OF INTEREST ARISES, IT IS INVESTIGATED BY THE COMPLIANCE OFFICER, AND IF DEEMED A CONFLICT, THE EMPLOYEE MUST CEASE/DIVEST OF THAT CONFLICT OR BE TERMINATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO REVIEW UPON REQUEST. OUR RECEPTION DESK CAN PROVIDE COPIES OF THE DOCUMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: RELATED PARTNER EQUITY TRANSFER -750,000. MOTHER OF MERCY BOX 676 230 CHURCH AVE ALBANY MN 563070676 416051127 SKILLED NURSING FACILITY MN 501(C)(3) LINE 10 N/A 0 MERCY MANOR II 332 GOLF VIEW DRIVE ALBANY MN 563070676 202155820 HUD SUBSIDIZED LOW INCOME ELDERLY HOUSING MN 501(C)(3) LINE 10 MOTHER OF MERCY 1 MERCY MANOR 334 GOLF VIEW DRIVE ALBANY MN 563078316 411805317 HUD SUBSIDIZED LOW INCOME ELDERLY HOUSING MN 501(C)(3) LINE 10 MOTHER OF MERCY 1 0 1 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 MOTHER OF MERCY B 38893 ACTUAL COST