To provide support to dignity health hospitals in Bakersfield ca.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
3 mo
of spending, in cash
Plus $39.0M in investments, Pt X · Ln 11–13
Fine: 2.9 months of spending in cash; 1 to 3.
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
$455K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 25 voting members
Looks good: 21 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.3M
+188% vs prior year
Spent
$2.4M
To programs
69%
Net assets
$49.1M
By yearFY2020–FY2025
Revenue
$8.3M
FY2023▲ +188%
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
$2.4M
FY2023▼ -14%
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
$49.1M
FY2023▲ +13%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 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

69 cents of each dollar spent went to programs.

Program services 69% · $1.6M Management & general 16% · $388K Fundraising 15% · $351K

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

Something off? Claim to add context

Who runs it and what they're paid

27 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Former Officer (interim Cfo)
$0Pt VII · Sec A
Board Member/Interim Foundation President
$0Pt VII · Sec A
Board Member/Foundation President
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member/Executive Director
$0Pt VII · Sec A
Former Officer (foundation President)
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Mercy Foundation Bakersfield executive salaries →

On this list? Claim this org

Something off? Claim to add context

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.

Questions for Mercy Foundation Bakersfield

Tap to ask. Mercy Foundation Bakersfield sees how many people are interested.

Your first name shows with your question. Mercy Foundation Bakersfield answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $1.6M · in their own filed words · FY2022
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.

$1.6Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$8.3M
Ln 12
Gifts and grantsLn 1h$7.6M
Investment incomeLn 3$719K
Money outPt IX
$2.4M
Ln 25
Programscol B$1.6M
Managementcol C$388K
Fundraisingcol D$351K
Owns and owesPt X
$49.1M
net assets · Ln 32
Cash and savingsLn 1–2$573K
Total assetsLn 16$49.6M
LiabilitiesLn 26$455K
PeoplePt VI, VII
27
listed · VII A
PaidVII A0
Voting boardVI 1a25
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.6M
Government grantsLn 1e$10K
Noncash giftsLn 1g$5.5M
Fundraising eventsLn 1c$68K
Investment incomeLn 3$719K
Gains on assetsLn 7$144K
Total revenueLn 12$8.3M
Assets in detailPt X, end of year
SavingsLn 2$573K
Cash and savings togetherLn 1–2$573K
InvestmentsLn 11–13$39.0M
Land, buildings, equipmentLn 10c$5.5M
Other assetsLn 15$230K
Total assetsLn 16$49.6M
LiabilitiesLn 26$455K
Net assetsLn 32$49.1M
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 FY23End FY23
Cash and savingsLn 1–2$28.1M$573K
InvestmentsLn 11–13$11.7M$39.0M
Land, buildings, equipmentLn 10c$0$5.5M
Total assetsLn 16$44.5M$49.6M
LiabilitiesLn 26$1.2M$455K
Net assetsLn 32$43.3M$49.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.6M$1.6M
Investment management feesLn 11f$23K$23K
Other fees for servicesLn 11g$623K$312K$312K
Advertising and promotionLn 12$3K$3K$48
Office expensesLn 13$60K$34K$26K
TravelLn 17$2K$2K
Other expenses (24a–d)Ln 24$27K$13K$14K
All other expensesLn 24e$240$240
Total functional expensesLn 25$2.4M$1.6M$388K$351K

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 Viewing $8.3M$2.4M$6.0M$49.1M 990 PDF
FY2022 $2.9M$2.7M$158K$43.3M 990 PDF
FY2021 $27.0M$2.6M$24.4M$44.0M 990 PDF
FY2020 $6.1M$2.3M$3.7M$18.1M 990 PDF

More to add? Claim this org

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 FY2023 990 (6 parts)
Part I · Summary $8,333,120 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,171,923$7,637,883
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $737,539$718,536
I-11 Other revenuePrior year −$13,352−$23,299
I-12 Total revenuePrior year $2,896,110$8,333,120
I-13 Grants and similar amounts paidPrior year $1,962,801$1,621,414
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 $775,264$739,209
I-18 Total expensesPrior year $2,738,065$2,360,623
I-19 Revenue less expensesPrior year $158,045$5,972,497
Part VI · Governance 21 of 25 board members independent, 2 to look at
VI-1a Voting members of the governing body25
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 $8,333,120 across 10 lines filed
Lines not itemized here account for $7,580 of total revenue; see the IRS return.
VIII-1c Fundraising events$68,400
VIII-1d Related organizations$772,382
VIII-1e Government grants$10,000
VIII-1f All other contributions, gifts and grants$6,787,101
VIII-1g Noncash contributions (included above)$5,503,600
VIII-1h Total contributions, gifts and grants$7,637,883
VIII-3 Investment incomeExcluded from tax $574,606$574,606
VIII-7 Net gain or loss on sales of assetsExcluded from tax $143,930$143,930
VIII-8 Net income from fundraising eventsExcluded from tax −$30,879−$30,879
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $695,237$8,333,120
Part IX · Statement of functional expenses $2,360,623 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $1,621,414$1,621,414
IX-11f Investment management feesManagement $23,305$23,305
IX-11g Other fees for servicesManagement $311,651 · Fundraising $311,513$623,164
IX-12 Advertising and promotionManagement $3,434 · Fundraising $48$3,482
IX-13 Office expensesManagement $34,414 · Fundraising $25,691$60,105
IX-17 TravelManagement $2,215$2,215
IX-24 Other expenses (24a–d)Management $13,184 · Fundraising $13,514$26,698
IX-24e All other expensesManagement $240$240
IX-25 Total functional expensesPrograms $1,621,414 · Management $388,443 · Fundraising $350,766$2,360,623
Part X · Balance sheet $49,598,623 assets, 15 lines filed
X-2 Savings and temporary cash investmentsStart of year $28,120,191$573,114
X-3 Pledges and grants receivableStart of year $4,554,489$4,310,547
X-10c Land, buildings and equipment, netStart of year $0$5,500,000
X-11 Publicly traded securitiesStart of year $3,984,172$14,913,374
X-12 Other securitiesStart of year $7,723,175$24,071,499
X-15 Other assetsStart of year $162,178$230,089
X-16 Total assetsStart of year $44,544,205$49,598,623
X-17 Accounts payable and accrued expensesStart of year $2,750$53,018
X-18 Grants payableStart of year $1,232,285$382,216
X-25 Other liabilitiesStart of year $10,145$19,788
X-26 Total liabilitiesStart of year $1,245,180$455,022
X-27 Net assets without donor restrictionsStart of year $35,554,651$41,867,414
X-28 Net assets with donor restrictionsStart of year $7,744,374$7,276,187
X-32 Total net assets or fund balancesStart of year $43,299,025$49,143,601
X-33 Total liabilities and net assetsStart of year $44,544,205$49,598,623
Part XI · Reconciliation of net assets $49,143,601 net assets at year end
XI-1 Total revenue$8,333,120
XI-2 Total expenses$2,360,623
XI-3 Revenue less expenses$5,972,497
XI-4 Net assets at start of year$43,299,025
XI-5 Net unrealized gains (losses) on investments$145,186
XI-9 Other changes in net assets−$273,107
XI-10 Net assets at end of year$49,143,601

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.