Mercyhealth Development Foundation Inc

Rockford, IL
Tax-exempt since Jan. 1984
EIN: 36-3197918

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.17M (2023)

Expenses

$1.36M (2023)

Total Assets

$43.3M (2023)

Total Liabilities

$576k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Revenue

$2,169,295

Expenses

$1,359,979

Net Income

$809,316

Net Assets

$42,761,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,728,766	79.7%
Program Services	$0
Investment Income	$84,546	3.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$92,360
Sales of Assets	$428,116	19.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$166,054	12.2%

Assets/Debt
Total Assets	$43,337,005
Total Liabilities	$575,709
Net Assets	$42,761,296

Compensation

Key Employees and Officers	Compensation	Related	Other
Javon R Bea (President/Ceo (See Schedule J, Pages 49 50))	$0	$11,130,143	$430,877
Patrick O Keefe (Chairperson)	$0	$0	$0
Candy Thompson (Director)	$0	$0	$0
Deb Fortune (Director)	$0	$0	$0
Dr Maryanne Miller (Director)	$0	$0	$0
Eric Thornburg (Director)	$0	$0	$0
Kathy Weber (Director)	$0	$0	$0
Marc Barbeau (Director)	$0	$0	$0
Mark L Goelzer Md (Director/Physician)	$0	$504,123	$29,529
Mitchell Sheley (Director)	$0	$0	$0
Kimberly Scaccia (Vp Revenue Cycle)	$0	$499,300	$64,924
Todd Anderson (Vice President/Cfo)	$0	$828,491	$76,813
James Davis (Former Vice President)	$0	$213,871	$34,294

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990

Filed on May 15, 2024

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Fiscal Year Ending June
2022

Revenue

$2,113,503

Expenses

$1,182,422

Net Income

$931,081

Net Assets

$38,906,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,640,987	77.6%
Program Services	$0
Investment Income	$84,093	4.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$96,426
Sales of Assets	$484,838	22.9%
Net Inventory Sales	$0
Other Revenue	$11	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$159,923	13.5%

Assets/Debt
Total Assets	$40,047,311
Total Liabilities	$1,141,093
Net Assets	$38,906,218

Compensation

Key Employees and Officers	Compensation	Related	Other
Javon R Bea (President & Ceo (See Pages 46 49))	$0	$11,908,792	$619,061
Mark L Goelzer Md (Director/Physician)	$0	$444,609	$28,511
Patrick O'keefe (Chairperson)	$0	$0	$0
Marc L Barbeau (Director)	$0	$0	$0
Chris Clapper (Director)	$0	$0	$0
Deb Fortune (Director (As Of 01/2022))	$0	$0	$0
Eric Thornberg (Director)	$0	$0	$0
Jere Johnson (Director)	$0	$0	$0
Kathy L Weber (Director)	$0	$0	$0
Maryanne Miller Md (Director (As Of 01/2022))	$0	$0	$0
Mitchell Sheley Md (Director (As Of 01/2022))	$0	$0	$0
Twila Schock (Director)	$0	$0	$0
Lisa Rudy (Director (Through 06/2022))	$0	$0	$0
Todd Anderson (Vice President/Cfo)	$0	$767,925	$45,782
Kimberly Scaccia (Vp Revenue Cycle)	$0	$432,755	$52,988
Shannon Dunphy Alexander (Sr Executive Director)	$0	$319,804	$16,364

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990

Filed on May 15, 2023

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Fiscal Year Ending June
2021

Revenue

$1,902,270

Expenses

$765,697

Net Income

$1,136,573

Net Assets

$45,065,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,291,423	67.9%
Program Services	$0
Investment Income	$43,297	2.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$22,586
Sales of Assets	$590,136	31.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$199,475	26.1%

Assets/Debt
Total Assets	$46,926,350
Total Liabilities	$1,860,355
Net Assets	$45,065,995

Compensation

Key Employees and Officers	Compensation	Related	Other
Javon R Bea (President & Ceo (See Pages 43 46))	$0	$5,057,986	$7,074,160
Mark L Goelzer Md (Director/Physician)	$0	$501,965	$29,148
Patrick O'keefe (Chairperson)	$0	$0	$0
W Walter Boothe (Vice Chair)	$0	$0	$0
Marc L Barbeau (Director)	$0	$0	$0
Jason Bredenkamp Md (Director (Term 01/2021))	$0	$0	$0
Chris Clapper (Director)	$0	$0	$0
Jere Johnson (Director)	$0	$0	$0
Lisa Rudy (Director)	$0	$0	$0
Twila Schock (Director)	$0	$0	$0
Eric Thornberg (Director)	$0	$0	$0
Kathy Weber (Director)	$0	$0	$0
Todd Anderson (Vice President/Cfo (As Of 05/2020))	$0	$542,858	$18,158
Shannon Dunphy Alexander (Sr Executive Director)	$0	$313,241	$15,917
Kimberly Scaccia (Vp Revenue Cycle (As Of 03/2020))	$0	$299,091	$21,962

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990

Filed on May 16, 2022

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Fiscal Year Ending June
2020

Revenue

$2,059,366

Expenses

$2,051,724

Net Income

$7,642

Net Assets

$36,177,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,964,895	95.4%
Program Services	$0
Investment Income	$47,880	2.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$66,601
Sales of Assets	$112,907	5.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$143,603	7.0%

Assets/Debt
Total Assets	$37,967,208
Total Liabilities	$1,790,191
Net Assets	$36,177,017

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Revenue

$3,537,470

Expenses

$1,558,227

Net Income

$1,979,243

Net Assets

$35,939,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,740,019	49.2%
Program Services	$0
Investment Income	$140,622	4.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$432,930
Sales of Assets	$2,062,815	58.3%
Net Inventory Sales	$0
Other Revenue	$102	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$231,167	14.8%

Assets/Debt
Total Assets	$37,480,518
Total Liabilities	$1,540,597
Net Assets	$35,939,921

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Revenue

$2,707,177

Expenses

$1,912,032

Net Income

$795,145

Net Assets

$34,151,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,501,080	55.4%
Program Services	$0
Investment Income	$310,765	11.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$17,884
Sales of Assets	$891,514	32.9%
Net Inventory Sales	$0
Other Revenue	$1,094	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$187,805	9.8%

Assets/Debt
Total Assets	$35,542,820
Total Liabilities	$1,391,178
Net Assets	$34,151,642

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Revenue

$2,287,354

Expenses

$1,726,389

Net Income

$560,965

Net Assets

$33,066,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,534,307	67.1%
Program Services	$0
Investment Income	$270,076	11.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$28,255	1.2%
Sales of Assets	$443,506	19.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$41,668	2.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$293,619	17.0%

Assets/Debt
Total Assets	$34,180,970
Total Liabilities	$1,114,371
Net Assets	$33,066,599

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$6,457,906

Expenses

$2,390,147

Net Income

$4,067,759

Net Assets

$28,495,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,445,322	22.4%
Program Services	$0
Investment Income	$1,555,989	24.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$11,879
Sales of Assets	$3,462,602	53.6%
Net Inventory Sales	$0
Other Revenue	$72	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$60,165	2.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$198,773	8.3%

Assets/Debt
Total Assets	$29,430,919
Total Liabilities	$935,711
Net Assets	$28,495,208

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$1,604,774

Expenses

$1,077,193

Net Income

$527,581

Net Assets

$130,891,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$581,172	36.2%
Program Services	$0
Investment Income	$859,232	53.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$18,085
Sales of Assets	$173,011	10.8%
Net Inventory Sales	$0
Other Revenue	$23	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$44,732	4.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$104,533	9.7%

Assets/Debt
Total Assets	$131,947,660
Total Liabilities	$1,056,187
Net Assets	$130,891,473

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$10,022,942

Expenses

$9,236,083

Net Income

$786,859

Net Assets

$128,025,981

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,407,464	14.0%
Program Services	$0
Investment Income	$2,337,985	23.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$9,844
Sales of Assets	$6,277,418	62.6%
Net Inventory Sales	$0
Other Revenue	$79	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$63,088	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$207,800	2.2%

Assets/Debt
Total Assets	$128,901,028
Total Liabilities	$875,047
Net Assets	$128,025,981

Compensation

Key Employees and Officers	Compensation	Related	Other
Helen Brooks (Executive Director)	$22,771	$204,935	$31,752
Vicki Woodhouse (Secretary (1/1/14 5/29/14))	$22,361	$0	$1,960
Sharon Mattis (Secretary (9/17/14 12/31/14))	$12,550	$0	$272
Gary E Kaatz (President & Ceo)	$0	$1,046,965	$63,100
John J Morrissey (Chairman)	$0	$0	$0
Julie Bosma (Vice Chair)	$0	$0	$0
Marc L Barbeau (Director)	$0	$0	$0
W Walter Boothe (Director)	$0	$0	$0
Libby Clark (Director)	$0	$0	$0
Eleanor F Doar (Director (Partial Year))	$0	$0	$0
Scott Ferry (Director)	$0	$0	$0
Linda Heckert (Director)	$0	$0	$0
Phillip Ad Higgins (Director)	$0	$423,887	$45,819
John J Holevas (Director)	$0	$0	$0
Scott K Laue (Director)	$0	$0	$0
Jay Maddox (Director)	$0	$0	$0
Patrick O'keefe (Director)	$0	$0	$0
Milton G Schmitt (Director)	$0	$0	$0
Jeff R Smith Md (Director)	$0	$372,057	$27,970
Dennis T Uehara (Director)	$0	$534,513	$44,010
Bruce D Vandegrift (Director)	$0	$0	$0
Connie Vitali (Director)	$0	$0	$0
Kathy Weber (Director)	$0	$0	$0
Henry M Seybold (Cfo & Treasurer)	$0	$474,282	$33,136

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990

Filed on Nov. 12, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$9,038,515

Expenses

$2,062,229

Net Income

$6,976,286

Net Assets

$131,305,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,333,954	25.8%
Program Services	$0
Investment Income	$1,855,717	20.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$13,513
Sales of Assets	$4,850,566	53.7%
Net Inventory Sales	$0
Other Revenue	$71	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$145,927	7.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$141,378	6.9%

Assets/Debt
Total Assets	$132,002,135
Total Liabilities	$696,307
Net Assets	$131,305,828

Compensation

Key Employees and Officers	Compensation	Related	Other
Michelle Gorham (Director)	$84,168	$0	$14,194
Vicki Woodhouse (Secretary)	$44,299	$0	$3,265
Gary E Kaatz (President & Ceo)	$0	$1,022,487	$54,975
John J Morrissey (Chairman)	$0	$0	$0
Julie Bosma (Vice Chair)	$0	$0	$0
Bruce D Vandegrift (Director)	$0	$0	$0
Dennis T Uehara (Director)	$0	$517,998	$42,292
Eleanor F Doar (Director)	$0	$0	$0
Jay Maddox (Director)	$0	$0	$0
Jeff R Smith Md (Director)	$0	$481,744	$21,910
John J Holevas (Director)	$0	$0	$0
Kathy Weber (Director)	$0	$0	$0
Libby Clark (Director)	$0	$0	$0
Linda Heckert (Director)	$0	$0	$0
Marc L Barbeau (Director)	$0	$0	$0
Mark D Zarnke (Director)	$0	$161,125	$0
Milton G Schmitt (Director)	$0	$0	$0
Phillip Ad Higgins (Director)	$0	$495,639	$48,086
Scott K Laue (Director)	$0	$0	$0
W Walter Boothe (Director)	$0	$0	$0
Henry M Seybold (Cfo)	$0	$495,528	$28,346

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990

Filed on Oct. 30, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$8,004,209

Expenses

$2,547,777

Net Income

$5,456,432

Net Assets

$114,783,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,316,718	16.5%
Program Services	$0
Investment Income	$1,377,075	17.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$9,190
Sales of Assets	$5,307,318	66.3%
Net Inventory Sales	$0
Other Revenue	$68	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$220,273	8.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$194,206	7.6%

Assets/Debt
Total Assets	$115,803,465
Total Liabilities	$1,019,657
Net Assets	$114,783,808

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,524,638

Expenses

$2,717,466

Net Income

$807,172

Net Assets

$104,929,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,524,646	43.3%
Program Services	$0
Investment Income	$1,868,376	53.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$18,608
Sales of Assets	$150,148	4.3%
Net Inventory Sales	$0
Other Revenue	$76	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$337,460	12.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$143,493	5.3%

Assets/Debt
Total Assets	$106,074,709
Total Liabilities	$1,145,594
Net Assets	$104,929,115

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Mercyhealth Development Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.17M (2023)

Expenses $1.36M (2023)

Total Assets $43.3M (2023)

Total Liabilities $576k (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

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Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending June 2021

Extracted Financial Data

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Compensation

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Fiscal Year Ending June 2020

Extracted Financial Data

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Fiscal Year Ending June 2019

Extracted Financial Data

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Fiscal Year Ending June 2018

Extracted Financial Data

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Fiscal Year Ending June 2017

Extracted Financial Data

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Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

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Fiscal Year Ending Dec. 2010

Revenue

$2.17M (2023)

Expenses

$1.36M (2023)

Total Assets

$43.3M (2023)

Total Liabilities

$576k (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001