Civic Intelligence

Saint Marys Foundation

990 • Fiscal year 2017 • EIN 38-1779602

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

200 Jefferson Ave SEGrand Rapids, MI 49503

(616) 685-6342

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.11x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

16th percentile

-9.8%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$1,501,933

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 61.6% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

67th percentile

9.9%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

0.3%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$20,083,652

Up $1,812,464 (+9.9%) from 2016

Net Assets

Up

$19,825,510

Up $1,607,441 (+8.8%) from 2016

Liabilities

Up

$258,142

Up $205,023 (+386%) from 2016

Revenue

Up

$2,437,427

Up $8,207 (+0.3%) from 2016

Expenses

Up

$2,676,054

Up $986,979 (+58%) from 2016

Net Income

Down

-$238,627

Down $978,772 (-132%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $15,251,073Liabilities 2010: $4,170,428Net Assets 2010: $11,080,6452010Assets 2011: $16,516,586Liabilities 2011: $3,491,442Net Assets 2011: $13,025,1442011Assets 2012: $17,420,610Liabilities 2012: $1,043,141Net Assets 2012: $16,377,4692012Assets 2013: $18,093,117Liabilities 2013: $984,505Net Assets 2013: $17,108,6122013Assets 2014: $19,611,331Liabilities 2014: $462,894Net Assets 2014: $19,148,4372014Assets 2015: $18,011,805Liabilities 2015: $196,905Net Assets 2015: $17,814,9002015Assets 2016: $18,271,188Liabilities 2016: $53,119Net Assets 2016: $18,218,0692016Assets 2017: $20,083,652Liabilities 2017: $258,142Net Assets 2017: $19,825,5102017Assets 2018: $23,340,899Liabilities 2018: $1,538,480Net Assets 2018: $21,802,4192018Assets 2019: $23,477,306Liabilities 2019: $492,677Net Assets 2019: $22,984,6292019Assets 2020: $24,103,964Liabilities 2020: $339,997Net Assets 2020: $23,763,9672020Assets 2021: $30,383,083Liabilities 2021: $382,057Net Assets 2021: $30,001,0262021Assets 2022: $27,328,147Liabilities 2022: $339,171Net Assets 2022: $26,988,9762022Assets 2023: $29,106,750Liabilities 2023: $843,391Net Assets 2023: $28,263,3592023Assets 2024: $32,445,700Liabilities 2024: $923,395Net Assets 2024: $31,522,3052024

Highlighted filing

2017

Assets$20,083,652
Liabilities$258,142
Net Assets$19,825,510

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,215,7912010Revenue 2011: $2,098,177Expenses 2011: $1,003,333Net Income 2011: $1,094,8442011Revenue 2012: $5,879,643Expenses 2012: $2,103,943Net Income 2012: $3,775,7002012Revenue 2013: $1,906,266Expenses 2013: $1,554,519Net Income 2013: $351,7472013Revenue 2014: $2,108,553Expenses 2014: $1,627,110Net Income 2014: $481,4432014Revenue 2015: $2,169,136Expenses 2015: $3,208,695Net Income 2015: -$1,039,5592015Revenue 2016: $2,429,220Expenses 2016: $1,689,075Net Income 2016: $740,1452016Revenue 2017: $2,437,427Expenses 2017: $2,676,054Net Income 2017: -$238,6272017Revenue 2018: $4,848,973Expenses 2018: $2,415,012Net Income 2018: $2,433,9612018Revenue 2019: $3,478,725Expenses 2019: $2,720,157Net Income 2019: $758,5682019Revenue 2020: $2,958,822Expenses 2020: $2,221,812Net Income 2020: $737,0102020Revenue 2021: $4,607,541Expenses 2021: $2,499,048Net Income 2021: $2,108,4932021Revenue 2022: $3,566,575Expenses 2022: $2,253,786Net Income 2022: $1,312,7892022Revenue 2023: $2,777,968Expenses 2023: $2,802,747Net Income 2023: -$24,7792023Revenue 2024: $6,183,638Expenses 2024: $4,930,643Net Income 2024: $1,252,9952024

Highlighted filing

2017

Revenue$2,437,427
Expenses$2,676,054
Net Income-$238,627
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$2,743,565
Mission and Program Overview

Mission

We, saint mary's foundation and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities.saint mary's foundation is a member of trinity health-michigan and trinity health.

To provide support for the programs of mercy health saint mary's

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,281,487$10,480,161▲ $1,198,674
Investments Other Securities$8,256,306$8,640,227▲ $383,921
Cash and Non-Interest-Bearing Accounts$206,827$695,933▲ $489,106
Pledges and Grants Receivable$504,262$225,389▼ $278,873
Accounts Receivable$22,265$40,529▲ $18,264
Total Assets$18,271,188$20,083,652▲ $1,812,464
Other Assets Total$41$1,413▲ $1,372
Liabilities
Other Liabilities$53,119$258,142▲ $205,023
Total Liabilities$53,119$258,142▲ $205,023
Net Assets / Fund Balance
Unrestricted Net Assets$9,603,485$11,044,057▲ $1,440,572
Temporarily Rstr Net Assets$6,795,380$6,911,688▲ $116,308
Permanently Rstr Net Assets$1,819,204$1,869,765▲ $50,561
Total Net Assets Fund Balance$18,218,069$19,825,510▲ $1,607,441
Total Liabilities and Net Assets / Fund Balance$18,271,188$20,083,652▲ $1,812,464

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,838,346--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,819,204$33,883▲ $215,137$198,459$1,869,765
2016$1,711,711$77,017▼ $26,497$-56,973$1,819,204
2015$1,293,080$65,135▲ $32,614$-320,882$1,711,711
2014$1,209,653$111,569-$28,142$1,293,080
2013$1,118,842$108,385-$17,574$1,209,653
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Kelli SmithSenior Special Gifts OfficerFT$125,799$125,799

Board Members and Trustees

NameTitle
Rachel MrazTRUSTEE; CHAIR
Craig DatemaTRUSTEE; VICE CHAIR
Michelle RabideauExecutive Director
Diane GriffinTrustee
Donna BettenTrustee
Elizabeth WilliamsTrustee
Harold E Bowman MdTrustee
Jeff TownerTrustee
Jennifer CrowleyTrustee
Kathleen SchieflerTrustee
Katie KarczewskiTrustee
Kurt LacksTrustee
Latricia TriceTrustee
Scott BreslinTrustee
Tammy BaileyTrustee
Veverly AustinTrustee
Gil PadulaTrustee Through 1/17
Adriana Tanner MdTRUSTEE; AH/SMMG PHYSICIAN
Jurgen Luders MdTRUSTEE; AH/SMMG PHYSICIAN
Bob WoodhouseTRUSTEE; AT LARGE OFFICER
Debra BaileyTRUSTEE; AT LARGE OFFICER
Karen CusterTRUSTEE; AT LARGE OFFICER
Bill MannsTRUSTEE; CEO MERCY HLTH ST. MARY'S
Bruce Shabahang MdTRUSTEE; CHIEF OF STF MH ST MARY'S
Teresa LalondeTRUSTEE; Director RADIOLOGY MH ST MARY
Kim ClarkeTRUSTEE; SECRETARY
Jeff DixonTRUSTEE; TREASURER
Dan GreenTRUSTEE; VP FIN MERCY HEALTH ST MARY
Revenue and Support

Revenue Composition

Contributions and Grants
$2,182,425
Program Service Revenue
$0
Investment Income
$471,089
Other Revenue
$-216,087
All Other Contributions
$854,289
Change in Net Assets
$-238,627

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$23,269Donor Provided Value
Other Non Cash Contri Table5$7,137Donor Provided Value
Other Non Cash Contri Table6$6,090Donor Provided Value
Other Non Cash Contri Table9$5,748Donor Provided Value
Books and Publications-$5,279Donor Provided Value
Food Inventory19$4,570Donor Provided Value
Other Non Cash Contri Table23$3,992Donor Provided Value
Other Non Cash Contri Table14$3,640Donor Provided Value
Other Non Cash Contri Table5$3,449Donor Provided Value
Other Non Cash Contri Table1$3,288Donor Provided Value
Other Non Cash Contri Table3$3,150Donor Provided Value
Works of Art2$2,208Donor Provided Value
Other Non Cash Contri Table7$1,183Donor Provided Value
Other Non Cash Contri Table3$1,160Donor Provided Value
Other Non Cash Contri Table4$808Donor Provided Value
Other Non Cash Contri Table5$498Donor Provided Value
Total Noncash Contributions106$75,469-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,859,157
Salaries, Compensation, and Employee Benefits$558,143
Total Fundraising Expense$421,068
Other Expenses$258,754
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,859,157--$1,859,157
Other Salaries and Wages--$280,471$280,471
Current Officers, Directors, Trustees, and Key Employees-$175,642-$175,642
Fees for Services Other-$34,894$81,419$116,313
Other Employee Benefits-$29,584$40,855$70,439
Payroll Taxes-$13,268$18,323$31,591
Fees for Service Investment Mgmnt Fees-$27,558-$27,558
Travel-$12,775-$12,775
Office Expenses-$7,861-$7,861
Insurance-$558-$558
Other Expenses-$147-$147
Total Functional Expenses$1,859,157$395,829$421,068$2,676,054
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
TRINITY HEALTH - MICHIGAN DBA MERCY HEALTH SAINT MARY'SGrand Rapids, MI501(c)3General Support$1,859,157
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$282,966
Fundraising Gross Income$50,026
Gaming Gross Income$40,025
Gaming Direct Expenses$23,172
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$132,227$22,200$17,367$4,833
Up on the Roof$172,423$22,180$43,886$-21,706
Total Events$647,389$50,026$282,966$-232,940
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Accounts Payable$258,142
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The sole member of saint mary's foundation is trinity health - michigan. See line 7 for additional information.

Form 990, Part VI, Section A, Line 7A

Trinity health - michigan is the sole member of saint mary's foundation. Trinity health - michigan has the right to appoint all persons to the board of trustees of saint mary's foundation.

Form 990, Part VI, Section A, Line 7B

As sole member, trinity health - michigan must approve certain decisions of the governing body, including the strategic plan, annual capital plan, and annual operating budget. Trinity health - michigan must also approve significant changes such as a merger, dissolution, sale of assets in excess of certain limits, and modifications to governing documents.

Form 990, Part VI, Section B, Line 11B

Prior to filing, the form 990 for saint mary's foundation is reviewed by management. Each member of the board receives a copy of the return in its final form before it is filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Saint mary's foundation has adopted trinity health's governance policy no. 1, which sets forth the organization's conflict of interest policy and processes. It applies to all "interested persons" of saint mary's foundation, which includes trustees, principal officers, key employees, and members of committees with board-delegated powers. Interested persons are expected to discharge their duties in a manner the person reasonably believes to be in the best interests of saint mary's foundation and to avoid situations involving a conflict of interest. On an annual basis, interested persons are required to complete a conflict of interest disclosure statement and to affirm their receipt of the conflict of interest policy, compliance with its requirements, and agree to notify the organization of changes impacting their annual disclosure in accordance with the policy. The annual disclosures are provided to internal legal counsel and the integrity and compliance officer, from which legal counsel prepares a report for the board chair and ceo. A summary of potential conflicts is reviewed with the board of trustees of saint mary's foundation (or a delegated committee of the board) on a yearly basis. Interested persons are required to make full disclosure to saint mary's foundation of any financial or business interests that might result in or have the appearance of a conflict of interest. The board of trustees of saint mary's foundation (or a delegated committee of the board) is responsible for the review of transactions to determine whether an actual conflict of interest exists. In the event of an actual conflict, the board (or a delegated committee of the board) will either avoid the conflict or appropriately scrutinize the transaction to ensure it is in the best interests of saint mary's foundation. Interested persons are required to recuse themselves from discussion and voting on matters involving a conflict of interest. The policy further addresses the proper documentation of the proceedings and potential disciplinary and corrective action for violations of the policy. The policy is available to the public upon request.

Form 990, Part VI, Section B, Line 15

Question 15a is answered "no" because the executive director's compensation is established and paid by trinity health-michigan, the foundation's parent, using the methodology described in schedule j, part iii. Question 15b is answered "no" because the compensation for certain officers and key management officials of saint mary's foundation is established and paid by trinity health, a related organization. In establishing ceo and cfo compensation, trinity health follows a process and policy that is intended to mirror the irc section 4958 guidelines for obtaining a "rebuttable presumption of reasonableness" with regard to compensation and benefits. As part of that process, the compensation and benefits of the ceo and cfo of saint mary's foundation are reviewed at least annually by the trinity health board or the trinity health human resources and compensation committee (hrcc) of the board, authorized to act on behalf of the board with respect to certain compensation matters. As part of its review process, the hrcc retains an independent firm experienced in compensation and benefit matters for not-for-profit health care organizations to advise it in the determinations it makes on the reasonableness of proposed compensation and benefits arrangements.

Form 990, Part VI, Section C, Line 19

Saint mary's foundation is a subsidiary organization in the trinity health system. Trinity health makes certain of its key documents available to the public on its website, www.trinity-health.org, in the "about us" section. In this section, the consolidated audited financial statements are publicly available. Saint mary's foundation's governing documents and conflict of interest policy are available upon request.

Filing and Contact Details

Filer

Filer Name
SAINT MARY'S FOUNDATION
EIN
38-1779602
Phone
6166856342
Address
200 JEFFERSON AVE SE, GRAND RAPIDS, MI 49503

Signing Officer

Name
Rachel Mraz
Title
Chair
Phone
6166856342
Signed
2018-05-14

Organization Details

Principal Officer
Rachel Mraz
Formed
1964
Legal Domicile
Mi
Voting Board Members
26
Independent Board Members
20
Employees
0
Volunteers
60
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Other transactions 370,879.

FORM 990, PART XII, LINE 2:

Saint mary's foundation's financial statements were included in the fy17 consolidated financial statements of trinity health, which were audited by an independent public accounting firm.

Financial Statement Notes

PART V, LINE 4:

The organization's endowment funds are to be used for the following purposes: hospital operations support, medical program support, medical staff education, and various other programs.

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IRS990/Desc0SINCE 1964, SAINT MARY'S FOUNDATION ("FOUNDATION"), LOCATED IN GRAND RAPIDS, MI, HAS SERVED AS THE FUNDRAISING ARM OF MERCY HEALTH SAINT MARY'S, AN UNINCORPORATED DIVISION OF TRINITY HEALTH-MICHIGAN. THE ACTIVITIES OF THE FOUNDATION INCLUDE PROVIDING FINANCIAL RESOURCES THROUGH VOLUNTEERS SERVICES AND FUNDRAISING ACTIVITIES, AND PROMOTING HEALTH EDUCATION. THE FOUNDATION RAISED $1,457,772 IN FISCAL YEAR 2017 FROM INDIVIDUALS, CORPORATIONS, PRIVATE FOUNDATIONS, AND THE FEDERAL AND STATE GOVERNMENT WITH ASSISTANCE FROM DEDICATED VOLUNTEERS AND GENEROUS FRIENDS. THE FOUNDATION GAVE $1,859,157 TO MERCY HEALTH SAINT MARY'S THIS YEAR. DURING FISCAL YEAR 2017, THE FOUNDATION ORGANIZED SEVERAL FUNDRAISING EVENTS INCLUDING THE ANNUAL GALA, UP ON THE ROOF, SHOPPE SOIREE, RUNWAY ON THE RAPIDS, AND NANA'S RUN. FUNDS RAISED SUPPORTED CLINICAL EXCELLENCE, MEDICAL AND NURSING EDUCATION, CAMPUS ENHANCEMENTS, AND COMMUNITY OUTREACH AND PATIENT SUPPORT. THESE CONTRIBUTIONS HELP MERCY HEALTH SAINT MARY'S MEET THE VAST MEDICAL, DENTAL AND SOCIAL SERVICE NEEDS OF THE UNINSURED AND UNDERINSURED COMMUNITY AND TO RESPOND TO THE UNMET NEEDS OF OLDER PERSONS IN THE COMMUNITY.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: HTTP://WWW.MERCYHEALTHSAINTMARYS.COM/ABOUT-THE-SAINT-MARYS-FOUNDATION
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt435940
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1626802
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1734868
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1835834
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2130379
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2212372
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2724841
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2822025
IRS990/Form990PartVIISectionAGrp/PersonNm0RACHEL MRAZ
IRS990/Form990PartVIISectionAGrp/PersonNm1CRAIG DATEMA
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF DIXON
IRS990/Form990PartVIISectionAGrp/PersonNm3KIM CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm5VEVERLY AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm6DEBRA BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm7TAMMY BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm8DONNA BETTEN
IRS990/Form990PartVIISectionAGrp/PersonNm9HAROLD E BOWMAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT BRESLIN
IRS990/Form990PartVIISectionAGrp/PersonNm11JENNIFER CROWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12KAREN CUSTER
IRS990/Form990PartVIISectionAGrp/PersonNm13DIANE GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm14KATIE KARCZEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm15KURT LACKS
IRS990/Form990PartVIISectionAGrp/PersonNm16TERESA LALONDE
IRS990/Form990PartVIISectionAGrp/PersonNm17JURGEN LUDERS MD
IRS990/Form990PartVIISectionAGrp/PersonNm18BILL MANNS
IRS990/Form990PartVIISectionAGrp/PersonNm19GIL PADULA
IRS990/Form990PartVIISectionAGrp/PersonNm20KATHLEEN SCHIEFLER
IRS990/Form990PartVIISectionAGrp/PersonNm21BRUCE SHABAHANG MD
IRS990/Form990PartVIISectionAGrp/PersonNm22ADRIANA TANNER MD
IRS990/Form990PartVIISectionAGrp/PersonNm23JEFF TOWNER
IRS990/Form990PartVIISectionAGrp/PersonNm24LATRICIA TRICE
IRS990/Form990PartVIISectionAGrp/PersonNm25ELIZABETH WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm26BOB WOODHOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm27MICHELLE RABIDEAU
IRS990/Form990PartVIISectionAGrp/PersonNm28KELLI SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4292276
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16123240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt171467065
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18659815
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21771249
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22291684
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27150801
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt28103774
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE; CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE; VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE; TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE; SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE; VP FIN MERCY HEALTH ST MARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE; AT LARGE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE; AT LARGE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE; DIR RADIOLOGY MH ST MARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE; AH/SMMG PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE; CEO MERCY HLTH ST. MARY'S
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE THROUGH 1/17
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE; CHIEF OF STF MH ST MARY'S
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE; AH/SMMG PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE; AT LARGE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt27EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28SENIOR SPECIAL GIFTS OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0597363
IRS990/FundraisingDirectExpensesAmt0282966
IRS990/FundraisingGrossIncomeAmt050026
IRS990/GainOrLossGrp/SecuritiesAmt0221226
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt023172
IRS990/GamingGrossIncomeAmt040025
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt01859157
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01859157
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01859157
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0221226
IRS990/GrossReceiptsAmt02743565
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0558
IRS990/InsuranceGrp/TotalAmt0558
IRS990/InvestmentIncomeGrp/ExclusionAmt0249863
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0249863
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08256306
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08640227
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09281487
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010480161
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt03
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE, SAINT MARY'S FOUNDATION AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.SAINT MARY'S FOUNDATION IS A MEMBER OF TRINITY HEALTH-MICHIGAN AND TRINITY HEALTH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018218069
IRS990/NetAssetsOrFundBalancesEOYAmt019825510
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0221226
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0221226
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-232940
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-232940
IRS990/NetIncomeFromGamingGrp/ExclusionAmt016853
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt016853
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01475189
IRS990/NoncashContributionsAmt075469
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07861
IRS990/OfficeExpensesGrp/TotalAmt07861
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041
IRS990/OtherAssetsTotalGrp/EOYAmt01413
IRS990/OtherChangesInNetAssetsAmt0370879
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt040855
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029584
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070439
IRS990/OtherExpensesGrp/Desc0OTHER MISC. EXPENSES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS AND DUES
IRS990/OtherExpensesGrp/Desc3OTHER SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt077499
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114974
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21069
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3147
IRS990/OtherExpensesGrp/TotalAmt077499
IRS990/OtherExpensesGrp/TotalAmt114974
IRS990/OtherExpensesGrp/TotalAmt21069
IRS990/OtherExpensesGrp/TotalAmt3147

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$0.92$31.5$6.18$4.93$1.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.84$28.3$2.78$2.80$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$0.34$27.0$3.57$2.25$1.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$0.38$30.0$4.61$2.50$2.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$0.34$23.8$2.96$2.22$0.74
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.49$23.0$3.48$2.72$0.76
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$1.54$21.8$4.85$2.42$2.43
2017Detailed filing. Detailed filing data is available for this year.$20.1$0.26$19.8$2.44$2.68$0.24
2016Detailed filing. Detailed filing data is available for this year.$18.3$0.05$18.2$2.43$1.69$0.74
2015Detailed filing. Detailed filing data is available for this year.$18.0$0.20$17.8$2.17$3.21$1.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$0.46$19.1$2.11$1.63$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$0.98$17.1$1.91$1.55$0.35
2012Summary only. Only limited summary data is available for this year.$17.4$1.04$16.4$5.88$2.10$3.78
2011Summary only. Only limited summary data is available for this year.$16.5$3.49$13.0$2.10$1.00$1.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$4.17$11.1$1.22