Mercy Foundation North: FY2023 Nonprofit Profile & Form 990 (EIN 94-3136799)

Revenue by fiscal year
FY2020	$2.7M
FY2021	$2.9M
FY2022	$6.1M
FY2023	$4.3M
FY2024	$4.4M
FY2025	$5.5M

Expenses by fiscal year
FY2020	$2.6M
FY2021	$2.6M
FY2022	$2.4M
FY2023	$1.2M
FY2024	$2.7M
FY2025	$5.2M

Net assets by fiscal year
FY2020	$8.8M
FY2021	$9.9M
FY2022	$13.0M
FY2023	$15.9M
FY2024	$18.2M
FY2025	$18.9M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1996.

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

Where the money goes

98 cents of each dollar spent went to programs.

98%

Program services 98% · $1.2M Management & general 2% · $22K

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

32 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII

Maggie Redmon

Former Presi

$0Pt VII · Sec A

Michelle Martin Streeby

Dir. of Phil

$0Pt VII · Sec A

Alisa Johnson

Dir. of Phil

$0Pt VII · Sec A

Susan Cresto Baker

Member

$0Pt VII · Sec A

Zach Bay

Member

$0Pt VII · Sec A

Joe Bowers

Member

$0Pt VII · Sec A

Marjorie Carneiro

Member

$0Pt VII · Sec A

Penny Costa

Member

$0Pt VII · Sec A

See Mercy Foundation North executive salaries →

Questions the 990 asks

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

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Raises money and awareness for the Sisters of Mercy's ministries.

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2 programs · $1.2M · in their own filed words · FY2022

01

Dignity Health Grant

Engage in raising funds and carrying on activities on behalf of the congregation of the sisters of mercy of the americas west midwest community, inc., provide grants to dignity health for medical equipment and provision of medical care.

$1.1Mprogram expense

02

Connected Living

Assist seniors and disabled individuals to independence by providing meals, transportation, and recreational activities to enhance their dignity and encourage continued involvement in the community, provide services that promote independent living to seniors and disabled adults.

$115Kprogram 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 · FY2024

Dignity HealthFY2024$1.6M

Vince J and Jane a Flynn Family FoundationFY2024$140K

Shasta Regional Community FoundationFY2024$86K

Ben B Cheney Foundation INCFY2024$75K

Sandberg Goldberg Bernthal Family Charitable FoundationFY2024$40K

The McConnell FoundationFY2024$39K

American Cancer Society INCFY2024$30K

Breast Cancer Prevention PartnersFY2024$10K

Total grants receivedfrom 13 funders$2.1M

See all 13 funders →

Grants paid · 17 grants · $14.8M · 2019–2024

Dignity HealthAZ · FY2024$3,206,904

Sisters of Mercy of the Americas West Midwest Community INCNE · FY2024$317,016

Dignity Health Connected LivingAZ · FY2024$96,324

Dignity HealthAZ · FY2023$1,852,880

Dignity Health Connected LivingAZ · FY2023$478,167

Sisters of Mercy of the Americas West Midwest Community INCNE · FY2023$280,002

Dignity HealthAZ · FY2022$878,216

Sisters of Mercy of the Americas West Midwest Community INCNE · FY2022$204,982

Dignity Health Connected LivingAZ · FY2022$115,419

Dignity HealthAZ · FY2021$1,612,195

Sisters of Mercy of the Americas West Midwest Community INCNE · FY2021$670,978

Dignity Health Connected LivingAZ · FY2021$63,284

Dignity HealthAZ · FY2020$1,922,778

Dignity Health Connected LivingAZ · FY2020$338,092

Sisters of Mercy of the Americas West Midwest Community INCNE · FY2020$269,787

Dignity HealthAZ · FY2019$2,251,055

Dignity Health Connected LivingAZ · FY2019$275,785

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$4.3M

Ln 12

Gifts and grantsLn 1h$4.0M

Investment incomeLn 3$254K

Other incomeLn 4–11$5K

Money outPt IX

$1.2M

Ln 25

Programscol B$1.2M

Managementcol C$22K

Owns and owesPt X

$15.9M

net assets · Ln 32

Cash and savingsLn 1–2$3.9M

Total assetsLn 16$15.9M

LiabilitiesLn 26$12K

PeoplePt VI, VII

32

listed · VII A

PaidVII A0

Voting boardVI 1a29

IndependentVI 1b29

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$4.0M

Government grantsLn 1e$90K

Noncash giftsLn 1g$29K

Fundraising eventsLn 1c$7K

Investment incomeLn 3$254K

Other incomeLn 4–11$5K

Gains on assetsLn 7$126K

Total revenueLn 12$4.3M

Assets in detailPt X, end of year

CashLn 1$9K

SavingsLn 2$3.8M

Cash and savings togetherLn 1–2$3.9M

InvestmentsLn 11–13$9.5M

Land, buildings, equipmentLn 10c$150K

Total assetsLn 16$15.9M

LiabilitiesLn 26$12K

Net assetsLn 32$15.9M

OperationsPt I, VI

EmployeesI 50

VolunteersI 61

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3More from this return

Abroad and in kindSch F, M

Noncash gifts receivedSch M Pt I$29K

EndowmentSch D · Pt V

Line	FY23	FY22	FY21	FY20	FY19
End of yearLn 1g	$3.2M	$3.2M	$3.2M	$3.2M	$3.2M

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$1.5M	$3.9M
InvestmentsLn 11–13	$9.6M	$9.5M
Land, buildings, equipmentLn 10c	$413K	$150K
Total assetsLn 16	$13.1M	$15.9M
LiabilitiesLn 26	$113K	$12K
Net assetsLn 32	$13.0M	$15.9M

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$1.2M	$1.2M
Investment management feesLn 11f	$22K		$22K
Total functional expensesLn 25	$1.2M	$1.2M	$22K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Apr 22, 2026	$5.5M	$5.2M	$306K	$18.9M	990 PDF
FY2024Filed with the IRS May 6, 2025	$4.4M	$2.7M	$1.7M	$18.2M	990 PDF
FY2023 ViewingFiled with the IRS Apr 29, 2024	$4.3M	$1.2M	$3.0M	$15.9M	990 PDF
FY2022Filed with the IRS May 1, 2023	$6.1M	$2.4M	$3.7M	$13.0M	990 PDF
FY2021Filed with the IRS Apr 29, 2022	$2.9M	$2.6M	$334K	$9.9M	990 PDF
FY2020Filed with the IRS May 12, 2021	$2.7M	$2.6M	$185K	$8.8M	990 PDF

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 $4,255,809 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $5,664,464$3,997,026

I-9 Program service revenue$0

I-10 Investment incomePrior year $459,461$254,083

I-11 Other revenuePrior year −$26,955$4,700

I-12 Total revenuePrior year $6,096,970$4,255,809

I-13 Grants and similar amounts paidPrior year $2,346,457$1,198,617

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $17,843$22,305

I-18 Total expensesPrior year $2,364,300$1,220,922

I-19 Revenue less expensesPrior year $3,732,670$3,034,887

Part VI · Governance 29 of 29 board members independent, no flags

VI-1a Voting members of the governing body29

VI-1b Independent voting members29

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $4,255,809 across 9 lines filed

VIII-1c Fundraising events$7,200

VIII-1e Government grants$90,000

VIII-1f All other contributions, gifts and grants$3,899,826

VIII-1g Noncash contributions (included above)$29,030

VIII-1h Total contributions, gifts and grants$3,997,026

VIII-3 Investment incomeExcluded from tax $127,844$127,844

VIII-7 Net gain or loss on sales of assetsExcluded from tax $126,239$126,239

VIII-8 Net income from fundraising events$4,700

VIII-12 Total revenueExcluded from tax $254,083$4,255,809

Part IX · Statement of functional expenses $1,220,922 across 2 lines filed

IX-1 Grants to domestic organizationsPrograms $1,198,617$1,198,617

IX-11f Investment management feesManagement $22,305$22,305

IX-25 Total functional expensesPrograms $1,198,617 · Management $22,305 · Fundraising $0$1,220,922

Part X · Balance sheet $15,878,208 assets, 12 lines filed

X-1 Cash, non-interest-bearingStart of year $32,437$9,406

X-2 Savings and temporary cash investmentsStart of year $1,467,205$3,841,181

X-3 Pledges and grants receivableStart of year $1,640,785$2,384,123

X-10c Land, buildings and equipment, netStart of year $413,028$150,000

X-12 Other securitiesStart of year $9,560,839$9,493,498

X-16 Total assetsStart of year $13,114,294$15,878,208

X-25 Other liabilitiesStart of year $112,928$11,816

X-26 Total liabilitiesStart of year $112,928$11,816

X-27 Net assets without donor restrictionsStart of year $1,270,406$1,248,616

X-28 Net assets with donor restrictionsStart of year $11,730,960$14,617,776

X-32 Total net assets or fund balancesStart of year $13,001,366$15,866,392

X-33 Total liabilities and net assetsStart of year $13,114,294$15,878,208

Part XI · Reconciliation of net assets $15,866,392 net assets at year end

XI-1 Total revenue$4,255,809

XI-2 Total expenses$1,220,922

XI-3 Revenue less expenses$3,034,887

XI-4 Net assets at start of year$13,001,366

XI-5 Net unrealized gains (losses) on investments−$143,826

XI-9 Other changes in net assets−$26,035

XI-10 Net assets at end of year$15,866,392

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

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Mercy Foundation North FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Mercy Foundation North

Dignity Health Grant

Connected Living

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV