Nonprofit · EIN 23-2829864
MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA
Tax-exempt · NEWTOWN SQ, PA 19073
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $0 | $15,557,219 | -$15,557,219 | $13,841,678 | $0 | $13,841,678 |
| June 30, 2024 | 990 | $0 | $1,538 | -$1,538 | $29,398,897 | $0 | $29,398,897 |
| June 30, 2023 | 990 | $118,216 | $2,301 | $115,915 | $29,400,434 | $0 | $29,400,434 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $15,554,594
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $15,557,219
Balance sheet and other
- Total assets, start of year
- $29,398,897
- Total assets, end of year
- $13,841,678
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,841,678
- Publicly traded securities
- $9,689,175
- Net assets without donor restrictions
- $13,841,678
- Gross receipts
- $0
- Employees
- 0
- Volunteers
- 16
- Year formed
- 1995
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIE WASHINGTON | DIR; TRINITY SVP CHIEF MKTG & COMM Trustee or director | 1 | $0 | $1,514,784 | $309,704 |
| JAMES WOODWARD | DIR, PRES & CEO MIDATLANTIC THR 1/25 Trustee or director, Officer | 1 | $0 | $1,434,602 | $73,562 |
| CATHERINE MIKUS | SECRETARY; GENERAL COUNSEL Officer | 1 | $0 | $548,027 | $55,996 |
| KIMBERLY CUMMINGS | TREASURER AND CFO THRU 6/25 Officer | 1 | $0 | $397,789 | $48,273 |
| ANTHONY FANELLI | FORMER OFFICER Former | 0 | $0 | $275,397 | $8,433 |
| ANDRE BOYD | DIR; PRES & CEO MIDATLANTIC AS OF 1/25 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINCENT GORDON | DIR;CHAIR THR 12/24;V CHAIR AT 1/25 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AJAY GUPTA | DIRECTOR; CHAIR AS OF 1/25 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHAILA KAPUR | DIRECTOR; VICE CHAIR THROUGH 12/24 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TALYANA BROMBERG | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 | $0 | $0 |
| MARK BRUCKER | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA BUCKLEY RSM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE CALOPE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTINA DEIGNAN | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 | $0 | $0 |
| HIRAL FONTANILLA MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIANNE GRACE | DIRECTOR Trustee or director | 1 | $0 |
| JULIA KEEGAN OSF | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 |
| REBECCA KERCHNER | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 |
| SANDRA KWEDER MD | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| CARMEN LARSEN | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| ROBIN MADDEN MD | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| JAMES MONIHAN MD | DIRECTOR Trustee or director | 1 | $0 |
| ELSBETH MULVANEY CSC | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| LARRY WARREN | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
| JACQUELINE WATSON DO | DIRECTOR AS OF 1/25 Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIE WASHINGTON | DIR; TRINITY SVP CHIEF MKTG & COMM Trustee or director | 1 | $0 | $1,252,664 | $264,929 |
| JAMES WOODWARD | DIR; PRES & CEO MID-ATLANTIC REGION Trustee or director, Officer | 1 | $0 | $1,413,188 | $65,861 |
| ANTHONY FANELLI | FORMER OFFICER Former | 0 | $0 | $402,328 | $269,440 |
| CATHERINE MIKUS | SECRETARY; GENERAL COUNSEL Officer | 1 | $0 | $599,805 | $58,688 |
| KIMBERLY CUMMINGS | TREASURER AND CFO Officer | 1 | $0 | $413,621 | $50,851 |
| REBECCA KERCHNER | DIRECTOR; CHAIR THROUGH 12/23 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINCE GORDON | DIR; V CHAIR TH 12/23; CHAIR AT 1/24 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHAILA KAPUR | DIRECTOR; VICE CHAIR AS OF 1/24 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TALYANA BROMBERG J D | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK BRUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA BUCKLEY RSM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE CALOPE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTINA DEIGNAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HIRAL FONTANILLA MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARIANNE GRACE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIA KEEGAN OSF | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES MONIHAN MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES WOODWARD | DIR; PRES & CEO MID-ATLANTIC REGION Trustee or director, Officer | 0.2 | $0 | $1,374,727 | $74,073 |
| JULIE WASHINGTON | DIR; TRINITY SVP CHIEF MKTG & COMM Trustee or director | 0.2 | $0 | $921,730 | $220,833 |
| CATHERINE MIKUS | SECRETARY; GENERAL COUNSEL Officer | 0.2 | $0 | $485,120 | $58,053 |
| ANTHONY FANELLI | INTERIM CFO THR 12/22 VP REG FINANCE Officer | 0.2 | $0 | $401,015 | $43,837 |
| KIMBERLY CUMMINGS | TREASURER AND INTERIM CFO AS OF 1/23 Officer | 0.2 | $0 | $361,047 | $48,949 |
| MARYANNE SPALLUCCI | FORMER OFFICER Former | 0 | $0 | $106,565 | $2,281 |
| REBECCA KERCHNER | DIRECTOR; CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| VINCE GORDON | DIRECTOR; VICE CHAIR AS OF 7/22 Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| TALYANA BROMBERG J D | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MARK BRUCKER | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| BARBARA BUCKLEY RSM | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MICHELLE CALOPE | DIRECTOR AS OF 1/23 Trustee or director | 0.2 | $0 | $0 | $0 |
| MARTINA DEIGNAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JOSEPH DESANTIS | DIRECTOR THROUGH 12/22 Trustee or director | 0.2 | $0 | $0 | $0 |
| KATHRYN DOUGHERTY OSF | DIRECTOR THROUGH 12/22 Trustee or director | 0.2 | $0 | $0 | $0 |
| HIRAL FONTANILLA MD | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MARIANNE GRACE | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| SHAILA KAPUR | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JULIA KEEGAN OSF | DIRECTOR AS OF 1/23 Trustee or director | 0.2 | $0 | $0 | $0 |
| JAMES MONIHAN MD | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3805 WEST CHESTER PIKE STE 100, NEWTOWN SQ, PA 19073-2329
- In care of
- % MHS
- Principal officer (990 for 2024)
- JAMES WOODWARD, 3805 WEST CHESTER PIKE SUITE 100, NEWTOWN SQUARE, PA 19073
- Signed the 990
- JULIE KEESE, REG VP OF FINANCE & CFO
- Phone
- (610) 567-6000
- Website
- WWW.TRINITYHEALTHMA.ORG
Mission
WE, MERCY HEALTH SYSTEM AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. IN FULFILLING OUR MISSION, WE HAVE A SPECIAL CONCERN FOR PERSONS WHO ARE POOR AND DISADVANTAGED.MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA (MERCY HEALTH FOUNDATION) IS A MEMBER OF TRINITY HEALTH OF THE MID-ATLANTIC REGION (TRINITY HEALTH OF THE MID-ATLANTIC) AND TRINITY HEALTH.
Program accomplishments
- MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA RECEIVES, MAINTAINS, AND DISTRIBUTES FUNDS EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL, AND FUNCTIONAL ACTIVITIES OF TRINITY HEALTH OF THE MID-ATLANTIC REGION AND ALL RELATED TAX-EXEMPT ORGANIZATIONS.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: GIVING.TRINITYHEALTHMA.ORGExpenses $15,557,219 · grants $15,554,594
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2829864
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Health care (E99Z)
- Assets (IRS master file)
- $13,841,678
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $0 | $15,557,219 | $13,841,678 | IRS |
| 990 | June 2024 | $0 | $1,538 | $29,398,897 | IRS |
| 990 | June 2023 | $118,216 | $2,301 | $29,400,434 | XML |
| 990 | June 2022 | $0 | $102,121 | $40,494,735 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2829864).
Questions about MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA
- What is the EIN of MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA?
- The employer identification number (EIN) of MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA is 23-2829864.
- Is MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA?
- The 990 for the year ended June 30, 2025 names JAMES WOODWARD.
- Who are the officers and directors of MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA?
- The 990 for the year ended June 30, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $0, expenses of $15,557,219 and total assets of $13,841,678 at year end.
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