Nonprofit · EIN 77-0035928
MERCY MEDICAL CENTER MERCED FOUNDATION
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,966,126 | $2,226,915 | -$260,789 | $2,373,007 | $106,539 | $2,266,468 |
| June 30, 2024 | 990 | $1,987,758 | $2,597,737 | -$609,979 | $2,552,558 | $81,897 | $2,470,661 |
| June 30, 2023 | 990 | $1,425,915 | $1,751,064 | -$325,149 | $2,971,106 | $10,877 | $2,960,229 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,870,456
- of which government grants
- $2,790
- Program service revenue
- $0
- Investment income
- $102,983
- Net gain from sales of assets
- $74,128
- Net income from fundraising events
- -$8,167
- Net income from gaming
- $854
- Other revenue
- -$7,313
Expenses
- Grants and similar amounts paid
- $1,497,409
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $12,397
- Program services (functional)
- $1,497,409
- Management and general (functional)
- $332,128
- Fundraising (functional)
- $397,378
Balance sheet and other
- Total assets, start of year
- $2,552,558
- Total assets, end of year
- $2,373,007
- Total liabilities, end of year
- $106,539
- Net assets, end of year
- $2,266,468
- Publicly traded securities
- $585,271
- Net assets without donor restrictions
- $160,782
- Net assets with donor restrictions
- $2,105,686
- Gross receipts
- $3,863,475
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1984
- State of legal domicile
- CA
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 |
|---|---|---|---|---|---|
| DALE JOHNS | EX-OFFICIO BOARD MEMBER Trustee or director | 1 | $0 | $645,682 | $86,002 |
| SCOTT A BANKS | CFO Officer | 1 | $0 | $336,861 | $78,423 |
| KAROLYN M MOSHER | CHIEF PHILANTHROPY OFFICER Officer | 50 | $0 | $235,350 | $55,097 |
| JESSICA ESCOBAR | BOARD MEMBER (STARTED 7/1/24) Trustee or director | 1 | $0 | $185,683 | $39,557 |
| DAVID DUNHAM | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT MCLAUGHLIN | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KAAREN MORGNER | CHAIR (THRU 6/30/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BILLIE RAZZARI | VICE-CHAIR (THRU 6/30/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN SMITH | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINTON THENGVALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ZOE ANAMAN MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| YING RICK HER | BOARD MEMBER (STARTED 7/1/24) Trustee or director | 1 | $0 | $0 | $0 |
| PAULA HEUPEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CONCHITA SWIGGART | BOARD MEMBER (THRU 6/30/25) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DALE JOHNS | BOARD MEMBER Trustee or director | 1 | $0 | $720,425 | $83,843 |
| DAVID YEAGER | FORMER OFFICER (INTERIM CFO) Former | 1 | $0 | $554,636 | $50,032 |
| SCOTT A BANKS | CFO Officer | 1 | $0 | $323,083 | $72,891 |
| RICHARD MORELAND | BOARD MEMBER (THRU 9/15/23) Trustee or director | 1 | $0 | $267,331 | $31,314 |
| KAROLYN M MOSHER | CHIEF PHILANTHROPY OFFICER Officer | 50 | $0 | $198,806 | $45,145 |
| BEATRIZ RAMIREZ | BOARD MEMBER Trustee or director | 1 | $0 | $145,035 | $55,041 |
| ZOE ANAMAN MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAULA HEUPEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PRIYA LAKIREDDY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CONCHITA SWIGGART | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVID DUNHAM | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAN HOLMES | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RONITA MARGAIN | SECRETARY (THRU 1/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT MCLAUGHLIN | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KAAREN MORGNER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BILLIE RAZZARI | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN SMITH | TREASURER (THRU 2/2023); SECRETARY ( AS OF 2/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID YEAGER | FORMER OFFICER(INTRM CFO END 12/2000) Former | 1 | $0 | $581,090 | $61,730 |
| RICHARD MORELAND | BOARD MEMBER Trustee or director | 1 | $0 | $303,762 | $41,752 |
| SCOTT A BANKS | CFO Officer | 1 | $0 | $269,514 | $66,894 |
| KAROLYN M MOSHER | CHIEF PHILANTHROPY OFFICER Officer | 50 | $0 | $216,328 | $45,108 |
| BEATRIZ RAMIREZ | BOARD MEMBER Trustee or director | 1 | $0 | $130,590 | $53,748 |
| DALE JOHNS | BOARD MEMBER Trustee or director | 1 | $0 | $139,102 | $15,079 |
| ZOE ANAMAN MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVID DUNHAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PRIYA LAKIREDDY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RONITA MARGAIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KRISTYNN SULLIVAN-BOYAJIAN | BOARD MEMBER (THRU 5/2023) Trustee or director | 1 | $0 | $0 | $0 |
| CONCHITA SWIGGART | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAN HOLMES | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARLA KELLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT MCLAUGHLIN | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KAAREN MORGNER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BILLIE RAZZARI | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN SMITH | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAULA HEUPEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- In care of
- % LARA CARTOSCELLI
- Principal officer (990 for 2024)
- SCOTT BANKS, 2740 M STREET, MERCED, CA 95340
- Signed the 990
- SCOTT BANKS, VP CFO
- Phone
- (209) 384-6734
- Website
- WWW.SUPPORTMERCYMERCED.ORG
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORTING SERVICES FOR DIGNITY HEALTH (DBA: MERCY MEDICAL CENTER MERCED). THE FINANCIAL SUPPORT PROVIDED BY THE FOUNDATION CONTRIBUTES TO THE HOSPITAL'S MISSION BY MAKING 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
- THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH, DBA MERCY MEDICAL CENTER MERCED (HOSPITAL). AS A SUPPORTING ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF, OR TO CARRY OUT THE PURPOSES OF THE HOSPITAL WHICH INCLUDE MAKING PAYMENTS DIRECTLY TO THE HOSPITAL.Expenses $1,497,409 · grants $1,497,409
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
- 77-0035928
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $2,373,007
- Income (IRS master file)
- $3,863,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,966,126 | $2,226,915 | $2,373,007 | IRS |
| 990 | June 2024 | $1,987,758 | $2,597,737 | $2,552,558 | IRS |
| 990 | June 2023 | $1,425,915 | $1,751,064 | $2,971,106 | XML |
| 990 | June 2022 | $2,308,143 | $1,294,258 | $3,271,178 | 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 77-0035928).
Questions about MERCY MEDICAL CENTER MERCED FOUNDATION
- What is the EIN of MERCY MEDICAL CENTER MERCED FOUNDATION?
- The employer identification number (EIN) of MERCY MEDICAL CENTER MERCED FOUNDATION is 77-0035928.
- Is MERCY MEDICAL CENTER MERCED FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to MERCY MEDICAL CENTER MERCED FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does MERCY MEDICAL CENTER MERCED 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 MEDICAL CENTER MERCED 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 MEDICAL CENTER MERCED 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 MEDICAL CENTER MERCED FOUNDATION?
- The 990 for the year ended June 30, 2025 names SCOTT BANKS.
- Who are the officers and directors of MERCY MEDICAL CENTER MERCED FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does MERCY MEDICAL CENTER MERCED FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,966,126, expenses of $2,226,915 and total assets of $2,373,007 at year end.
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