Nonprofit · EIN 36-3197918
MERCYHEALTH DEVELOPMENT FOUNDATION INC
Tax-exempt · ROCKFORD, IL 61114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,701,109 | $6,058,810 | $2,642,299 | $60,484,315 | $5,688,068 | $54,796,247 |
| June 30, 2024 | 990 | $8,916,066 | $2,079,379 | $6,836,687 | $50,745,703 | $2,906,101 | $47,839,602 |
| June 30, 2023 | 990 | $2,169,295 | $1,359,979 | $809,316 | $43,337,005 | $575,709 | $42,761,296 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,838,470
- Program service revenue
- $0
- Investment income
- $1,618,601
- Net gain from sales of assets
- $741,732
- Net income from fundraising events
- $222,638
- Net income from gaming
- $21,055
- Other revenue
- $244,038
Expenses
- Grants and similar amounts paid
- $5,901,886
- Other salaries and wages
- $112,425
- Salaries, compensation and benefits (total)
- $119,254
- Professional fundraising fees
- $0
- Travel
- $3,781
- Program services (functional)
- $5,963,909
- Management and general (functional)
- $74,757
- Fundraising (functional)
- $20,144
Balance sheet and other
- Total assets, start of year
- $50,745,703
- Total assets, end of year
- $60,484,315
- Total liabilities, end of year
- $5,688,068
- Net assets, end of year
- $54,796,247
- Publicly traded securities
- $40,359,866
- Net assets without donor restrictions
- $26,925,477
- Net assets with donor restrictions
- $27,870,770
- Gross receipts
- $14,529,370
- Employees
- 0
- Volunteers
- 44
- Year formed
- 1982
- State of legal domicile
- IL
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 |
|---|---|---|---|---|---|
| JAVON R BEA | PRESIDENT/CEO (SEE PAGES 41-42) Trustee or director, Officer | 1 | $0 | $11,640,824 | $4,695,329 |
| TODD ANDERSON | VP/CFO (TERM 01/2025) Officer | 1 | $0 | $935,469 | $77,630 |
| MARK L GOELZER MD | DIRECTOR/PHYSICIAN Trustee or director | 1 | $0 | $500,316 | $38,924 |
| LADD UDY | VICE-PRESIDENT Officer | 1 | $0 | $301,345 | $48,090 |
| PATRICK O'KEEFE | CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 | $0 |
| ASHLIE MYERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CANDY THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DR MARYANNE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIC THORNBURG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GRETA ALFANO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM WOLFE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARC BARBEAU | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAVON R BEA | PRESIDENT/CEO (SEE PAGES 41-46) Trustee or director, Officer | 1 | $0 | $16,001,686 | $6,756,093 |
| TODD ANDERSON | VP/CFO (TERM 01/2025) Officer | 1 | $0 | $890,535 | $87,531 |
| KIMBERLY SCACCIA | VP-REVENUE CYCLE Officer | 1 | $0 | $545,085 | $60,588 |
| MARK L GOELZER MD | DIRECTOR/PHYSICIAN Trustee or director | 1 | $0 | $481,051 | $33,521 |
| PATRICK O'KEEFE | CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 | $0 |
| CANDY THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DEB FORTUNE | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| DR MARYANNE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIC THORNBURG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHY WEBER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARC BARBEAU | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MITCHELL SHELEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ASHLIE MYERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM WOLFE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Javon R Bea | President/CEO (SEE SCHEDULE J, pages 49-50) Trustee or director, Officer | 1 | $0 | $11,130,143 | $430,877 |
| Todd Anderson | VICE PRESIDENT/CFO Officer | 1 | $0 | $828,491 | $76,813 |
| Kimberly Scaccia | VP - Revenue Cycle Officer | 1 | $0 | $499,300 | $64,924 |
| Mark L Goelzer MD | Director/Physician Trustee or director | 1 | $0 | $504,123 | $29,529 |
| James Davis | former VICE-PRESIDENT Former | 0 | $0 | $213,871 | $34,294 |
| Patrick OKeefe | CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 | $0 |
| Candy Thompson | director Trustee or director | 2 | $0 | $0 | $0 |
| Deb Fortune | director Trustee or director | 3 | $0 | $0 | $0 |
| Dr Maryanne Miller | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| Eric Thornburg | director Trustee or director | 1 | $0 | $0 | $0 |
| Kathy Weber | director Trustee or director | 1 | $0 | $0 | $0 |
| Marc Barbeau | director Trustee or director | 1 | $0 | $0 | $0 |
| Mitchell Sheley | director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8201 E RIVERSIDE BLVD, ROCKFORD, IL 61114-2300
- Principal officer (990 for 2024)
- JAVON BEA, 8201 E RIVERSIDE BLVD, ROCKFORD, IL 61114
- Signed the 990
- JAVON BEA, PRESIDENT/CEO
- Phone
- (815) 971-5000
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
MERCYHEALTH'S MISSION IS TO PROVIDE EXCEPTIONAL HEALTH CARE SERVICES WITH A PASSION FOR MAKING LIVES BETTER, GUIDED BY A VISION OF EXCELLENCE IN PATIENT CARE, SERVICE, PARTNERSHIP, AND COST-EFFECTIVENESS. CORE VALUES INCLUDE HOLISTIC HEALING, PRIORITIZING PATIENTS, TREATING EACH OTHER LIKE FAMILY, AND STRIVING FOR EXCELLENCE. THE FOUNDATION SUPPORTS THIS MISSION BY LEVERAGING PHILANTHROPIC RESOURCES TO STRENGTHEN PROGRAMS AND SERVICES ACROSS THE HEALTH SYSTEM.
Program accomplishments
- IN FY2025, ENDOWMENTS AND RESTRICTED FUNDS ENABLED CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT FOR EMPLOYEES THROUGHOUT THE HEALTH SYSTEM, INCLUDING SPECIALIZED TRAINING FOR PARTNERS AND PHYSICIANS AND SCHOLARSHIP OPPORTUNITIES FOR STUDENTS. RESTRICTED GIFTS ALSO FUNDED ESSENTIAL PATIENT SUPPORT, INCLUDING ASSISTANCE FOR INDIGENT INDIVIDUALS, TRANSPORTATION FOR CANCER PATIENTS UNDERGOING TREATMENT, CARE AND COMFORT ITEMS FOR HOSPICE PATIENTS AND CRITICAL EQUIPMENT FOR NEONATAL INTENSIVE CARE UNITS (NICUS).DONATIONS FROM THE AUXILIARY SUPPORTED INITIATIVES SUCH AS: - RONALD MCDONALD CARE MOBILE - NURSING SCHOLARSHIPS FOR UNDERREPRESENTED STUDENTS - PET THERAPY PROGRAMS - RADIOLOGY SCHOOL ASSISTANCEExpenses $5,194,894 · grants $5,194,894
- THROUGH CHARITABLE CONTRIBUTIONS, THE FOUNDATION CONTINUED TO FUND THE RONALD MCDONALD CARE MOBILE, OPERATED BY MERCYHEALTH CLINICIANS, PROVIDING FREE MEDICAL CARE TO UNINSURED AND UNDERINSURED CHILDREN AT MORE THAN 12 SITES ACROSS NORTHERN ILLINOIS. SERVICES INCLUDED VACCINATIONS, LEAD AND BLOOD SCREENINGS, MEDICAL EVALUATIONS, AND TREATMENT TO PREVENT EMERGENCY ROOM VISITS.THE ANNUAL CHARITY BALL AND OTHER FUNDRAISERS THROUGH THE YEAR BENEFITED THE HOUSE OF MERCY, A HOMELESS SHELTER IN JANESVILLE. IN FY2025, THE HOUSE OF MERCY PROVIDED 8,412 SHELTER NIGHTS, SERVING 201 INDIVIDUALS (139 ADULTS AND 62 CHILDREN).Expenses $598,308 · grants $598,308
- THE PARTNER CRISIS FUND CONTINUED TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES EXPERIENCING SEVERE HARDSHIPS SUCH AS NATURAL DISASTERS, SERIOUS ILLNESS, OR FAMILY LOSS. THE FOUNDATION ALSO FUNDED PATIENT CARE EXAMS, THERAPIES, CLASSES, AND EQUIPMENT, AS WELL AS RENT AND TRANSPORTATION ASSISTANCE FOR INDIGENT FAMILIES. ADDITIONAL SUPPORT WAS PROVIDED TO MERCYHEALTH AT HOME FOR ELDERLY AND HOMEBOUND PATIENTS, AND TO THE AUTISM SUPPORT PROGRAM, WHICH ASSISTED 27 INDIVIDUALS IN FY2025.Expenses $81,084 · grants $81,084
- Expenses $89,623 · grants $27,600
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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
- 36-3197918
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $60,484,315
- Income (IRS master file)
- $14,529,370
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,701,109 | $6,058,810 | $60,484,315 | IRS |
| 990 | June 2024 | $8,916,066 | $2,079,379 | $50,745,703 | IRS |
| 990 | June 2023 | $2,169,295 | $1,359,979 | $43,337,005 | XML |
| 990 | June 2022 | $2,113,503 | $1,182,422 | $40,047,311 | IRS |
| 990 | June 2021 | – | – | – | 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 36-3197918).
Questions about MERCYHEALTH DEVELOPMENT FOUNDATION INC
- What is the EIN of MERCYHEALTH DEVELOPMENT FOUNDATION INC?
- The employer identification number (EIN) of MERCYHEALTH DEVELOPMENT FOUNDATION INC is 36-3197918.
- Is MERCYHEALTH DEVELOPMENT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to MERCYHEALTH DEVELOPMENT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MERCYHEALTH DEVELOPMENT FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MERCYHEALTH DEVELOPMENT FOUNDATION INC 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 MERCYHEALTH DEVELOPMENT FOUNDATION INC 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 MERCYHEALTH DEVELOPMENT FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JAVON BEA.
- Who are the officers and directors of MERCYHEALTH DEVELOPMENT FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does MERCYHEALTH DEVELOPMENT FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,701,109, expenses of $6,058,810 and total assets of $60,484,315 at year end.
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- THE KJELLSTROM FAMILY FOUNDATION EIN 20-6368876 · last filed 990-PF for 2025
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All nonprofits in ROCKFORD · Illinois · Philanthropy, voluntarism and grantmaking foundations