Nonprofit · EIN 38-2719605
MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION
Tax-exempt · LIVONIA, MI 48153
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,915,618 | $17,636,939 | $278,679 | $44,241,626 | $5,998,779 | $38,242,847 |
| June 30, 2024 | 990 | $16,387,946 | $16,259,769 | $128,177 | $43,866,418 | $5,906,478 | $37,959,940 |
| June 30, 2023 | 990 | $15,630,390 | $15,853,555 | -$223,165 | $44,005,872 | $6,112,392 | $37,893,480 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,731
- Program service revenue
- $17,268,363
- Investment income
- -$4,723
- Net gain from sales of assets
- -$4,723
- Other revenue
- $646,247
Expenses
- Grants and similar amounts paid
- $150
- Other salaries and wages
- $8,263,656
- Salaries, compensation and benefits (total)
- $10,171,372
- Professional fundraising fees
- $0
- Occupancy
- $1,096,421
- Travel
- $4,126
- Depreciation
- $850,574
- Program services (functional)
- $15,826,608
- Management and general (functional)
- $1,810,331
Balance sheet and other
- Total assets, start of year
- $43,866,418
- Total assets, end of year
- $44,241,626
- Total liabilities, end of year
- $5,998,779
- Net assets, end of year
- $38,242,847
- Land, buildings and equipment
- $8,768,616
- Net assets without donor restrictions
- $38,182,188
- Net assets with donor restrictions
- $60,659
- Gross receipts
- $17,920,341
- Employees
- 0
- Volunteers
- 16
- Year formed
- 1987
- State of legal domicile
- MI
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 |
|---|---|---|---|---|---|
| BENJAMIN CARTER | DIR; CHAIR AT 1/25; TRIN EVP & COO Trustee or director, Officer | 1 | $0 | $3,436,400 | $52,582 |
| DANIEL ISACKSEN | DIRECTOR AT 1/25; TRINITY EVP, CFO Trustee or director | 1 | $0 | $2,378,767 | $448,380 |
| DANIEL ROTH MD | DIR AT 1/25; TRIN CHIEF CLIN OFFCR Trustee or director | 1 | $0 | $2,439,599 | $55,387 |
| RAY ANDERSON | DIR AT 1/25; TRIN CHF STRATEGY OFFCR Trustee or director | 1 | $0 | $1,326,967 | $285,343 |
| CORINNE FRANCIS | DIRECTOR AT 1/25; TRINITY EVP, CIMO Trustee or director | 1 | $0 | $965,679 | $212,082 |
| DANIEL DRAKE | DIRECTOR, PRESIDENT & CEO AS OF 7/24 Trustee or director, Officer | 1 | $0 | $960,989 | $49,465 |
| JOSHUA MOORE | DIR AT 1/25;SEC 7/24-12/24;TRIN SVP Trustee or director, Officer | 1 | $0 | $716,724 | $170,186 |
| MARCUS BOWENS | TREASURER; CFO, CONTINUING CARE Officer | 1 | $0 | $615,131 | $111,392 |
| MANDI MURRAY | FORMER OFFCR; TRIN VP MANAGING CNSL Former | 0 | $0 | $579,582 | $53,249 |
| JACLYN HARRIS | DIRECTOR, PRESIDENT & CEO THR 7/24 Trustee or director, Officer | 1 | $0 | $497,348 | $16,313 |
| DAVID DEFRAIN | VICE PRESIDENT OF FINANCE Officer | 1 | $0 | $345,014 | $46,323 |
| CHRISTINE SEPPALA | SEC AT 1/25:TRIN ASSOCIATE COUNSEL Officer | 1 | $0 | $235,711 | $45,923 |
| LEEANN PENNINGTON | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $0 | $155,063 | $42,300 |
| JANICE HAMILTON-CRAWFORD | FORMER OFFICER Former | 0 | $0 | $141,092 | $0 |
| KERI KATER | DIRECTOR OF SALES Highest-paid employee | 40 | $0 | $122,417 | $12,234 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR HENKEL | DIRECTOR & CHAIR THROUGH 12/24 Trustee or director, Officer | 0.1 | $0 |
| ANNA MARIE TAG RSM | DIRECTOR & VICE CHAIR THROUGH 12/24 Trustee or director, Officer | 0.1 | $0 |
| JOANNE HANDY | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
| WILLIAM MINNIX | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
| LEJON POOLE | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
| ANTONIA VILLARRUEL | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
| DEWAYNE WELLS | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BENJAMIN CARTER | DIRECTOR; TRINITY HLTH EVP & COO Trustee or director | 1 | $0 | $2,918,972 | $80,718 |
| MARCUS BOWENS | DIR & INT PRES THR 7/23;TREAS;CFO CC Officer | 1 | $0 | $566,208 | $83,832 |
| MANDI MURRAY | SECRETARY; TRIN VP MANAGING COUNSEL Officer | 1 | $0 | $511,054 | $125,041 |
| JANICE HAMILTON-CRAWFORD | FORMER OFFICER Former | 0 | $0 | $401,067 | $10,383 |
| DAVID DEFRAIN | VICE PRESIDENT OF FINANCE Officer | 1 | $0 | $276,123 | $46,593 |
| JACLYN HARRIS | DIRECTOR; PRESIDENT & CEO AS OF 7/23 Trustee or director, Officer | 1 | $0 | $292,077 | $16,197 |
| MARK MCPHERSON | FOMER OFF;PRES & CEO THAT THR 8/23 Former | 0 | $0 | $272,991 | $23,948 |
| LEEANN PENNINGTON | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $0 | $153,189 | $38,060 |
| MELISSA ALLEN | DIRECTOR OF SALES Highest-paid employee | 40 | $0 | $121,324 | $33,129 |
| STEVE KASTNER | FORMER OFFICER Former | 0 | $0 | $146,541 | $0 |
| CHRISTINA MAHAN | DIRECTOR OF NURSING Highest-paid employee | 40 | $0 | $110,386 | $15,002 |
| ARTHUR HENKEL | DIRECTOR; CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANN MARIE TAG RSM | DIRECTOR; VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JOANNE HANDY | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| BEVERLY JONES | DIRECTOR THROUGH 8/23 Trustee or director | 0.1 | $0 | $0 | $0 |
| WILLIAM MINNIX | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| LEJON POOLE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MARJORIE TAPIA RSM | DIRECTOR THROUGH 7/23 Trustee or director | 0.1 | $0 | $0 | $0 |
| ANTONIA VILLARRUEL | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| DEWAYNE WELLS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BENJAMIN CARTER | DIR AT 8/22;TRINITY HLTH EVP, COO Trustee or director | 1 | $0 | $2,758,940 | $98,795 |
| JOHN CAPASSO | DIR & TRINITY EVP CONT CARE THR 8/22 Trustee or director | 1 | $0 | $1,172,736 | $1,077,862 |
| MARK MCPHERSON | FORMER OFFICER; THAH PRESIDENT & CEO Former | 0 | $0 | $560,132 | $152,988 |
| JANICE HAMILTON-CRAWFORD | DIRECTOR, PRESIDENT, CEO THR 1/23 Trustee or director, Officer | 1 | $0 | $535,194 | $117,679 |
| MANDI MURRAY | SECRETARY; TRIN VP MANAGING COUNSEL Officer | 1 | $0 | $443,402 | $94,537 |
| STEVE KASTNER | FORMER OFFICER Former | 0 | $0 | $449,838 | $43,967 |
| MARCUS BOWENS | TREAS;CFO CC;INT PRES/CEO TCCS Officer | 1 | $0 | $362,651 | $28,724 |
| PHILIP SMART | FORMER OFFICER Former | 0 | $0 | $244,563 | $11,912 |
| MELISSA ALLEN | DIRECTOR OF SALES Highest-paid employee | 40 | $0 | $129,655 | $33,501 |
| ELISABETH DELANEY | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $0 | $112,057 | $21,131 |
| JENNIFER BARKIEWICZ | QUALIFED MEDICATION ASSISTANT Highest-paid employee | 40 | $0 | $101,822 | $19,435 |
| CHRISTINA MAHAN | DIRECTOR OF NURSING Highest-paid employee | 40 | $0 | $105,204 | $14,609 |
| ARTHUR HENKEL | DIRECTOR; CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ANN MARIE TAG RSM | DIRECTOR; VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JOANNE HANDY | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| BEVERLY JONES | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| WILLIAM MINNIX | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| LEJON POOLE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MARJORIE TAPIA RSM | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ANTONIA VILLARRUEL | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| DEWAYNE WELLS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 530009, LIVONIA, MI 48153-0009
- Principal officer (990 for 2024)
- DANIEL DRAKE, 20555 VICTOR PARKWAY, LIVONIA, MI 48152
- Signed the 990
- MARCUS BOWENS, TREASURER & CFO CONT CARE
- Phone
- (734) 542-8300
Mission
WE, TRINITY SENIOR LIVING COMMUNITIES AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE IN OUR COMMUNITIES.MERCY SERVICES FOR THE AGING IS A MEMBER OF THE TRINITY SENIOR LIVING COMMUNITIES AND TRINITY HEALTH.
Program accomplishments
- MERCY SERVICES FOR THE AGING (AKA BELLBROOK) IS LOCATED IN ROCHESTER HILLS, MI. THE FACILITY IS A FULL-SERVICE CONTINUING CARE RETIREMENT COMMUNITY FEATURING 116 INDEPENDENT LIVING UNITS, 84 ASSISTED LIVING UNITS, AND 36 BEDS FOR LONG-TERM NURSING CARE / SHORT-TERM REHABILITATION CARE. RESIDENT-CENTERED NEIGHBORHOODS EMPHASIZE LIFE-ENRICHING ACTIVITIES AND TOGETHERNESS. RESIDENTS ENJOY A VARIETY OF EVENTS AND OUTINGS, NUTRITIOUS MEALS AND CONVENIENT SERVICES.FOR ADDITIONAL INFORMATION ON FACILITIES AND SERVICES, PLEASE VISIT OUR WEBSITE AT:WWW.TRINITYHEALTHSENIORCOMMUNITIES.ORG/BELLBROOK-ROCHESTER-HILLSExpenses $15,826,608 · grants $150 · revenue $17,440,292
What it must file and when
IRS records say it files Not required (church). Churches are not required to file. 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
- 38-2719605
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Not required (church)
- Category (NTEE)
- Housing and shelter (L220)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $44,241,626
- Income (IRS master file)
- $17,920,341
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,915,618 | $17,636,939 | $44,241,626 | IRS |
| 990 | June 2024 | $16,387,946 | $16,259,769 | $43,866,418 | IRS |
| 990 | June 2023 | $15,630,390 | $15,853,555 | $44,005,872 | XML |
| 990 | June 2022 | $15,892,524 | $14,888,085 | $44,325,618 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 38-2719605).
Questions about MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION
- What is the EIN of MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION?
- The employer identification number (EIN) of MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION is 38-2719605.
- Is MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION file?
- Form Not required (church). Churches are not required to file.
- When is the next return of MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION 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 SERVICES FOR AGING NONPROFIT HOUSING CORPORATION 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 SERVICES FOR AGING NONPROFIT HOUSING CORPORATION?
- The 990 for the year ended June 30, 2025 names DANIEL DRAKE.
- Who are the officers and directors of MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION?
- The 990 for the year ended June 30, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does MERCY SERVICES FOR AGING NONPROFIT HOUSING CORPORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,915,618, expenses of $17,636,939 and total assets of $44,241,626 at year end.
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