To provide support to dignity health hospitals in Bakersfield ca.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $6.2M a year · 68% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
129 mo
of spending, in cash
Looks good: 129.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.0M
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 24 voting members
Looks good: 21 of 24 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$27.0M
+343% vs prior year
Spent
$2.6M
To programs
73%
Net assets
$44.0M
By yearFY2020–FY2025
Revenue
$27.0M
FY2021▲ +343%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.1M
FY2021$27.0M
FY2022$2.9M
FY2023$8.3M
FY2024$4.8M
FY2025$5.3M
Expenses
$2.6M
FY2021▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.3M
FY2021$2.6M
FY2022$2.7M
FY2023$2.4M
FY2024$3.1M
FY2025$4.1M
Net assets
$44.0M
FY2021▲ +144%
Tap a bar for its year
Net assets by fiscal year
FY2020$18.1M
FY2021$44.0M
FY2022$43.3M
FY2023$49.1M
FY2024$51.7M
FY2025$53.4M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $1.9M Management & general 15% · $391K Fundraising 12% · $304K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

29 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Foundation President
$0Pt VII · Sec A
Former Interim CFO
$0Pt VII · Sec A
CFO (thru 8/21/20)
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A
CFO (started 12/2/20)
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Mercy Foundation Bakersfield executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises funds and provides financial support to Dignity Health hospitals in Bakersfield, California, to improve local healthcare services and advance social justice.

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Provided by the organization

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1 program · $1.9M · in their own filed words · FY2020
01

The foundation is an irc sec 509(a)(3) supporting organization to dignity health. As a supporting organization, the foundation operates exclusively for the benefit of, or to carry out the purposes of dignity health.

$1.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$12K
Grants paid · 12 grants · $12.0M · 2019–2024
Dignity HealthAZ · FY2024$3,192,693
Bakersfield Memorial HospitalAZ · FY2024$111,983
Dignity HealthAZ · FY2023$1,953,974
Dignity HealthAZ · FY2022$1,480,690
Bakersfield Memorial HospitalAZ · FY2022$140,723
Dignity HealthAZ · FY2021$1,787,834
Bakersfield Memorial HospitalAZ · FY2021$153,061
Dignity HealthAZ · FY2020$1,729,010
Bakersfield Memorial HospitalAZ · FY2020$143,451
Dignity HealthAZ · FY2019$1,024,592
Bakersfield Memorial HospitalAZ · FY2019$246,061

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$27.0M
Ln 12
Investment incomeLn 3$22.9M
Gifts and grantsLn 1h$3.7M
Other incomeLn 4–11$307K
Money outPt IX
$2.6M
Ln 25
Programscol B$1.9M
Managementcol C$391K
Fundraisingcol D$304K
Owns and owesPt X
$44.0M
net assets · Ln 32
Cash and savingsLn 1–2$27.9M
Total assetsLn 16$45.0M
LiabilitiesLn 26$1.0M
PeoplePt VI, VII
29
listed · VII A
PaidVII A0
Voting boardVI 1a24
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.7M
Government grantsLn 1e$19K
Noncash giftsLn 1g$62K
Fundraising eventsLn 1c$39K
Investment incomeLn 3$22.9M
Other incomeLn 4–11$307K
Gains on assetsLn 7$22.6M
Total revenueLn 12$27.0M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$27.9M
Cash and savings togetherLn 1–2$27.9M
InvestmentsLn 11–13$10.9M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$206K
Total assetsLn 16$45.0M
LiabilitiesLn 26$1.0M
Net assetsLn 32$44.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 629
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.6M$27.9M
InvestmentsLn 11–13$8.8M$10.9M
Land, buildings, equipmentLn 10c$3.8M$0
Total assetsLn 16$18.7M$45.0M
LiabilitiesLn 26$602K$1.0M
Net assetsLn 32$18.1M$44.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.9M$1.9M
Investment management feesLn 11f$41K$41K
Other fees for servicesLn 11g$545K$270K$275K
Advertising and promotionLn 12$3K$3K$8
Office expensesLn 13$38K$23K$14K
TravelLn 17$973$963$10
Depreciation, depletion and amortizationLn 22$20K$20K
Other expenses (24a–d)Ln 24$48K$33K$14K
Total functional expensesLn 25$2.6M$1.9M$391K$304K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $5.3M$4.1M$1.2M$53.4M 990 PDF
FY2024 $4.8M$3.1M$1.7M$51.7M 990 PDF
FY2023 $8.3M$2.4M$6.0M$49.1M 990 PDF
FY2022 $2.9M$2.7M$158K$43.3M 990 PDF
FY2021 Viewing $27.0M$2.6M$24.4M$44.0M 990 PDF
FY2020 $6.1M$2.3M$3.7M$18.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $26,992,194 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,296,978$3,738,164
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $512,709$22,946,654
I-11 Other revenuePrior year $276,654$307,376
I-12 Total revenuePrior year $6,086,341$26,992,194
I-13 Grants and similar amounts paidPrior year $1,420,042$1,897,967
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $924,403$694,984
I-18 Total expensesPrior year $2,344,445$2,592,951
I-19 Revenue less expensesPrior year $3,741,896$24,399,243
Part VI · Governance 21 of 24 board members independent, 2 to look at
VI-1a Voting members of the governing body24
VI-1b Independent voting members21
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $26,992,194 across 11 lines filed
Lines not itemized here account for $8,861 of total revenue; see the IRS return.
VIII-1c Fundraising events$39,350
VIII-1d Related organizations$705,718
VIII-1e Government grants$18,720
VIII-1f All other contributions, gifts and grants$2,974,376
VIII-1g Noncash contributions (included above)$61,683
VIII-1h Total contributions, gifts and grants$3,738,164
VIII-3 Investment incomeExcluded from tax $298,578$298,578
VIII-6 Net rental income or lossExcluded from tax $269,358$269,358
VIII-7 Net gain or loss on sales of assetsExcluded from tax $22,648,076$22,648,076
VIII-8 Net income from fundraising eventsExcluded from tax $29,157$29,157
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $23,254,030$26,992,194
Part IX · Statement of functional expenses $2,592,951 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $1,897,967$1,897,967
IX-11f Investment management feesManagement $40,859$40,859
IX-11g Other fees for servicesManagement $269,823 · Fundraising $275,343$545,166
IX-12 Advertising and promotionManagement $2,773 · Fundraising $8$2,781
IX-13 Office expensesManagement $23,214 · Fundraising $14,328$37,542
IX-17 TravelManagement $963 · Fundraising $10$973
IX-22 Depreciation, depletion and amortizationManagement $20,053$20,053
IX-24 Other expenses (24a–d)Management $33,335 · Fundraising $14,275$47,610
IX-25 Total functional expensesPrograms $1,897,967 · Management $391,020 · Fundraising $303,964$2,592,951
Part X · Balance sheet $45,034,284 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $0$0
X-2 Savings and temporary cash investmentsStart of year $1,575,919$27,949,379
X-3 Pledges and grants receivableStart of year $4,348,906$5,928,945
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $3,835,684$0
X-11 Publicly traded securitiesStart of year $3,717,880$8,058,624
X-12 Other securitiesStart of year $5,044,618$2,891,095
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $136,418$206,241
X-16 Total assetsStart of year $18,659,425$45,034,284
X-17 Accounts payable and accrued expensesStart of year $2,750$2,750
X-18 Grants payableStart of year $454,570$931,763
X-19 Deferred revenueStart of year $118,828$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payable$0
X-25 Other liabilitiesStart of year $25,368$72,312
X-26 Total liabilitiesStart of year $601,516$1,006,825
X-27 Net assets without donor restrictionsStart of year $11,251,990$35,860,140
X-28 Net assets with donor restrictionsStart of year $6,805,919$8,167,319
X-32 Total net assets or fund balancesStart of year $18,057,909$44,027,459
X-33 Total liabilities and net assetsStart of year $18,659,425$45,034,284
Part XI · Reconciliation of net assets $44,027,459 net assets at year end
XI-1 Total revenue$26,992,194
XI-2 Total expenses$2,592,951
XI-3 Revenue less expenses$24,399,243
XI-4 Net assets at start of year$18,057,909
XI-5 Net unrealized gains (losses) on investments$1,565,155
XI-6 Donated services and use of facilities$5,152
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$44,027,459

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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