Nonprofit · EIN 42-1461064
MERCY HEALTH CARE FOUNDATION
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $345,075 | $169,147 | $175,928 | $3,134,182 | $0 | $3,134,182 |
| June 30, 2024 | 990 | $401,479 | $538,531 | -$137,052 | $2,950,624 | $396,177 | $2,554,447 |
| June 30, 2023 | 990 | $210,723 | $24,243 | $186,480 | $3,094,084 | $0 | $3,094,084 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $86,975
- Program service revenue
- $0
- Investment income
- $258,345
- Net gain from sales of assets
- $255,284
- Net income from fundraising events
- -$245
- Other revenue
- -$245
Expenses
- Grants and similar amounts paid
- $121,503
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $168,927
- Management and general (functional)
- $220
Balance sheet and other
- Total assets, start of year
- $2,950,624
- Total assets, end of year
- $3,134,182
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,134,182
- Publicly traded securities
- $2,759,307
- Net assets without donor restrictions
- $2,987,129
- Net assets with donor restrictions
- $147,053
- Gross receipts
- $347,674
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1996
- State of legal domicile
- IA
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 |
|---|---|---|---|---|---|
| TIM SCHNACK | MARKET CFO Officer | 1 | $0 | $319,497 | $48,789 |
| NICK O'TOOL | FORMER INTERIM CFO, CHI HEALTH Former | 1 | $0 | $293,806 | $52,737 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 1 | $0 | $283,492 | $48,133 |
| ALICIA REED | CHI MERCY CORNING PRESIDENT Officer | 1 | $0 | $148,550 | $46,800 |
| BETSY AKIN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROL CLINE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MONA DOUGLAS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAN LEONARD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANN NIELSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JONI HOUCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SANDI LAMMERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BURTON HEATON | DIRECTOR (TERMED 03/25) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EVERT KUIPER | EX-OFF BM/FORMER PRESIDENT & CEO CHI HEALTH Former | 0 | $0 | $2,787,233 | $48,534 |
| JEANETTE WOJTALEWICZ | FORMER CFO, CHI HEALTH Former | 0 | $0 | $1,344,835 | $12,367 |
| TIM SCHNACK | MARKET CFO Officer | 1 | $0 | $369,715 | $48,053 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 1 | $0 | $358,469 | $47,867 |
| NICK O'TOOL | INTERIM CFO, CHI HEALTH Officer | 1 | $0 | $349,020 | $50,949 |
| ALICIA REED | CHI MERCY CORNING PRESIDENT Trustee or director, Officer | 1 | $0 | $216,101 | $45,443 |
| BETSY AKIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DOUG BROWN | VICE PRESIDENT (PARTIAL YEAR) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LUANN BROWN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROL CLINE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MONA DOUGLAS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAULA FEHRING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| COLLEEN LARIMER | SECRETARY (PARTIAL YEAR) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAN LEONARD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANN NIELSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANE RYCHNOVSKY | PRESIDENT (PARTIAL YEAR) Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EVERT KUIPER | PRESIDENT & CEO CHI HEALTH Officer | 1 | $0 | $1,274,593 | $29,391 |
| JEANETTE WOJTALEWICZ | CFO, CHI HEALTH (PARTIAL YEAR) Officer | 1 | $0 | $1,168,841 | $54,280 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 1 | $0 | $300,958 | $43,430 |
| NICK OTOOL | INTERIM CFO, CHI HEALTH Officer | 1 | $0 | $257,678 | $47,032 |
| BETSY AKIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DOUG BROWN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LUANN BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROL CLINE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MONA DOUGLAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAULA FEHRING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| COLLEEN LARIMER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAN LEONARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANN NIELSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANE RYCHNOVSKY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- Principal officer (990 for 2024)
- KATHY BERTOLINI, 7261 MERCY ROAD, OMAHA, NE 68124
- Signed the 990
- TIM SCHNACK, MARKET CFO
- Phone
- (402) 343-4323
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.
Program accomplishments
- MERCY HEATLH CARE FOUNDATION AIDS ALEGENT HEALTH-MERCY HOSPITAL, CORNING, IOWA BY THE SOLICITATION OF GIFTS, DEVICES AND BEQUESTS EXCLUSIVELY FOR THE USE AND BENEFIT OF THE HOSPITAL'S PROGRAMS AND SERVICES. THE HOSPITAL PROVIDES PREVENTIVE AND CLINICAL HEALTHCARE SERVICES ON A NON-DISCRIMINATORY BASIS AND IN AN ENVIRONMENT WHICH IS RESPONSIVE TO THE UNIQUE NEEDS OF ITS PATIENTS.Expenses $168,927 · grants $121,503
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
- 42-1461064
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $3,134,182
- Income (IRS master file)
- $347,674
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $345,075 | $169,147 | $3,134,182 | IRS |
| 990 | June 2024 | $401,479 | $538,531 | $2,950,624 | IRS |
| 990 | June 2023 | $210,723 | $24,243 | $3,094,084 | XML |
| 990 | June 2022 | -$272,167 | $262,061 | $2,908,312 | 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 42-1461064).
Questions about MERCY HEALTH CARE FOUNDATION
- What is the EIN of MERCY HEALTH CARE FOUNDATION?
- The employer identification number (EIN) of MERCY HEALTH CARE FOUNDATION is 42-1461064.
- Is MERCY HEALTH CARE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MERCY HEALTH CARE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MERCY HEALTH CARE FOUNDATION 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 MERCY HEALTH CARE FOUNDATION 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 CARE FOUNDATION 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 CARE FOUNDATION?
- The 990 for the year ended June 30, 2025 names KATHY BERTOLINI.
- Who are the officers and directors of MERCY HEALTH CARE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does MERCY HEALTH CARE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $345,075, expenses of $169,147 and total assets of $3,134,182 at year end.
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