Mercyfirst in Syosset, New York (NY)

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Mercyfirst
Employer Identification Number (EIN)111635089
Name of OrganizationMercyfirst
In Care of NameCarla Defrancisco
Address525 Convent Rd, Syosset, NY 11791-3868
ActivitiesChurch, synagogue, etc
SubsectionCharitable Organization, Educational Organization
Ruling Date03/1946
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$20,401,762
Amount of Income$44,600,670
Form 990 Revenue Amount$44,480,258
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Foster Care


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Amount of income in 2013: $44,600,670
This organization: 

 $44,600,670
Other organizations performing similar types of work: 

 $2,133,612

Assets in 2013: $20,401,762
This organization: 

 $20,401,762
Other organizations performing similar types of work: 

 $1,152,049

Expenses in 2013: $44,825,549
This organization: 

 $44,825,549
Other organizations performing similar types of work: 

 $2,268,330

Income to expenses ratio in 2013: 1.0
Mercyfirst: 

 1.0
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2006: 84.2%
Mercyfirst: 

 84.2%
Other organizations performing similar types of work: 

 85.3%

Number of employees in 2013: 669
Mercyfirst: 

 669
Other organizations performing similar types of work: 

 47

Employees paid over $100,000 in 2013: 1.9%
Mercyfirst: 

 1.9%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 1.6%
Mercyfirst: 

 1.6%
Other organizations performing similar types of work: 

 89.7%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109611497
The number of Forms W-2G11
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return695669
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$1,367,421$1,227,860
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$28,963$22,892
Total number of individuals who received more than $100,000 of reportable compensation from the organization88
Total number of independent contractors who received more than $100,000 of compensation from the organization25
Statement of Revenue
201120122013
Total revenue$45,789,545$45,060,140$44,480,258
Contributions, Gifts, Grants and Other Similar Amounts$765,967$1,230,494$706,063
Program Service Revenue$45,052,992$43,680,843$43,382,074
Other Residential Care Facilities $16,607,290$15,671,203
Other Residential Care Facilities $12,491,361$12,642,616
Other Residential Care Facilities $5,508,699$6,621,301
Other Residential Care Facilities $6,978,064$6,451,966
Other Residential Care Facilities $2,095,429$1,994,988
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$38,264$52,882$31,604
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$0$-375$7,120
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0$0 / $4,025$0 / $17,312
Less: cost or other basis and sales expenses (Securities / Other)$0 / $0$0 / $4,400$0 / $10,192
Gain or (loss) (Securities / Other)$0 / $0$0 / $-375$0 / $7,120
Net income/loss from fundraising events$-76,100$-33,462$-52,630
Gross income from fundraising events$109,560$89,535$57,590
Less: direct expenses$185,660$122,997$110,220
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$8,422$129,758$406,027
900099$129,758$103,519
900099$0$302,508
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$44,022,044$45,641,855$44,825,549
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$541,273$570,225$740,400
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$22,143,901$21,733,668$21,458,912
Pension plan accruals and contributions$0$0
Other employee benefits$4,931,757$4,674,330
Payroll taxes$1,612,076$1,615,985$1,832,877
Fees for services (non-employees)
Management$0$0
Legal$460,056$543,435
Accounting$84,440$93,500
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$2,089,237$2,316,560
Advertising and promotion$0$0
Office expenses$545,826$452,264
Information technology$0$0
Royalties$0$0
Occupancy$1,591,362$1,535,417
Travel$473,517$443,127
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$0$0
Interest$447,774$430,055
Payments to affiliates$0$0
Depreciation, depletion, and amortization$711,436$663,173
Insurance$531,170$576,577
Other expenses$782,923$6,302,459
Other expenses$6,702,247$1,675,755
Other expenses$305,581$572,302
Other expenses$1,828,886$298,741
Other expenses$235,765$215,665
Balance Sheet
201120122013
Total assets$21,970,413$20,484,524$20,401,762
Cash - non-interest-bearing$186,133$253,077
Savings and temporary cash investments$883,985$760,924
Pledges and grants receivable, net$88,958$95,946
Accounts receivable, net$8,966,859$9,067,894
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$343,965$396,158
Land, buildings, and equipment: cost or other basis$7,609,162$7,446,829
Investments - publicly traded securities$0$0
Investments - other securities$2,222,822$2,224,810
Investments - program-related$0$0
Intangible assets$0$0
Other assets$182,640$156,124
Total liabilities$15,995,772$15,091,598$15,354,127
Accounts payable and accrued expenses$4,109,392$4,613,105
Grants payable$0$0
Deferred revenue$29,712$26,500
Tax-exempt bond liabilities$1,650,000$1,425,000$1,195,000
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$7,962,272$8,013,130$7,916,627
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$1,514,364$1,602,895
Total net assets or fund balances$5,974,641$5,392,926$5,047,635
Unrestricted net assets$4,658,721$4,299,020
Temporarily restricted net assets$496,455$510,865
Permanently restricted net assets$237,750$237,750
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$6,185,738
Subtotal Support$6,185,738
Gifts, grants, contributions, and membership fees received$6,185,738
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$0
Total Support$7,188,361
Public Support$6,185,738
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$192,049
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$810,574
Gross receipts from related activities, etc.$224,893,350
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220042006
Total revenue$20,281,169$21,826,554$28,575,002$47,242,227$50,282,655
Contributions, gifts, grants, and similar amounts received$564,120$539,876$1,066,435$2,639,749$2,498,388
Contributions to donor advised funds$0
Direct public support$525,849$516,111$1,038,806$2,232,575$2,440,996
Indirect public support$22,536$528$2,629$12,931$3,392
Government contributions (grants)$15,735$23,237$25,000$394,243$54,000
Program service revenue including government fees and contracts$19,648,321$21,090,539$27,446,634$44,248,651$47,665,821
Membership dues and assessments$0$0$0$0$0
Interest on savings and temporary cash investments$10,178$1,460$11,995$8,861$7,382
Dividends and interest from securities$0$0$0$0$18,815
Net rental income or (loss)$0$0$0$0$0
Gross rents$0$0$0$0$0
Less: rental expenses$0$0$0$0$0
Other investment income$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0$9,545
Gross amount from sales of assets other than inventory$0$0$0$0$517,850
Less: cost or other basis and sales expenses$0$0$0$0$508,305
Net income or (loss) from special events and activities$0$0$0$0$0
Gross revenue$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0
Other revenue$58,550$194,679$49,938$344,966$82,704
Total expenses$20,392,238$22,242,689$28,531,007$47,647,003$48,534,976
Program services$16,640,186$18,203,090$23,405,624$39,723,270$40,852,065
Management and general$3,752,052$4,039,599$5,125,383$7,923,733$7,514,711
Fundraising$0$0$0$0$168,200
Payments to affiliates$0$0$0$0$0
Net assets or fund balances at end of year$3,373,625$2,957,490$2,476,797$3,003,522$2,658,964
Excess or (deficit) for the year$-111,069$-416,135$43,995$-404,776$1,747,679
Net assets or fund balances at beginning of year$3,845,621$3,373,625$2,957,490$3,408,298$922,693
Other changes in net assets or fund balances$-360,927$0$-524,688$0$-11,408
Statement of Functional Expenses (for 2006)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$48,534,976$40,852,065$7,514,711$168,200
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$658,424$0$658,424$0
Compensation of former officers, directors, key employees, etc.$126,859$0$126,859$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$24,125,767$21,390,338$2,688,390$47,039
Pension plan contributions not included above$987,853$848,025$137,960$1,868
Employee benefits not included above$2,907,780$2,497,034$405,258$5,488
Payroll taxes$2,287,911$1,964,558$319,033$4,320
Professional fundraising fees$0$0$0$0
Accounting fees$77,124$0$77,124$0
Legal fees$440,354$383,730$56,624$0
Supplies$592,716$359,984$225,516$7,216
Telephone$232,593$204,895$27,698$0
Postage and shipping$71,709$44,302$22,241$5,166
Occupancy$2,131,696$1,868,503$263,193$0
Equipment rental and maintenance$545,700$343,974$187,363$14,363
Printing and publications$97,056$38,464$58,542$50
Travel$399,576$399,576$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$737,624$84,421$653,203$0
Depreciation, depletion, etc.$824,811$105,216$719,595$0
Other expenses not covered above$11,289,423$10,319,045$887,688$82,690
Balance Sheets
20002001200220042006
Total assets$12,695,820$11,661,535$15,957,081$23,599,612$20,988,601
Cash - non-interest-bearing$285,101$559,343$346,039$959,653$129,972
Savings and temporary cash investments$428,559$747,857$696,921$292,145$368,472
Accounts receivable less allowance for doubtful accounts$4,528,354$3,548,672$6,910,401$11,502,300$10,596,089
Pledges receivable less allowance for doubtful accounts$0$0$343,252$1,334,303$315,485
Grants receivable$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0
Prepaid expenses and deferred charges$138,939$151,951$197,203$333,232$369,642
Investments - publicly-traded securities$1,011,406
Investments - other securities$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$7,863,579
Investments - other$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$6,888,411$6,340,207$7,121,903$8,837,820$0
Other assets, including program-related investments$426,456$313,505$341,362$340,159$333,956
Total liabilities$9,322,195$8,704,045$13,480,284$20,596,090$18,329,637
Accounts payable and accrued expenses$2,972,148$2,727,099$5,890,527$10,452,827$4,035,665
Grants payable$0$0$0$0$0
Deferred revenue$35,746$0$0$29,395$97,370
Loans from officers, directors, trustees, and key employees$0$0$0$0$0
Tax-exempt bond liabilities$3,685,000$3,495,000$3,305,000$2,910,000$2,505,000
Mortgages and other notes payable$2,629,301$2,481,946$4,284,757$7,203,868$7,075,579
Other liabilities$0$0$0$0$4,616,023
Total liabilities and net assets/fund balances$12,695,820$11,661,535$15,957,081$23,599,612$20,988,601
Total net assets or fund balances$3,373,625$2,957,490$2,476,797$3,003,522$2,658,964
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220042006
Total revenue$20,281,169$21,826,554$28,575,002$47,242,227$50,282,655
Total revenue, gains, and other support per audited financial statements$20,267,492$21,826,554$28,575,002$47,242,227$50,338,718
Other expenses$-13,677$0$0$0$63,346
Net unrealized gains on investments$-13,677$0$0$0$-11,408
Donated services and use of facilities$0$0$0$0$74,754
Recoveries of prior year grants$0$0$0$0$0
Other$0$0$0$0$0
Other revenue$0$0$0$0$7,283
Investment expenses$0$0$0$0$7,283
Other$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220042006
Total expenses$20,392,238$22,242,689$28,531,007$47,647,003$48,534,976
Total expenses and losses per audited financial statements$20,392,238$22,242,689$28,531,007$47,647,003$48,602,447
Other revenue$0$0$0$0$74,754
Donated services and use of facilities$0$0$0$0$74,754
Prior year adjustments$0$0$0$0$0
Losses$0$0$0$0$0
Other$0$0$0$0$0
Other expenses$0$0$0$0$7,283
Investment expenses$0$0$0$0$7,283
Other$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings26
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006690
Analysis of Income-Producing Activities (for 2006)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$118,446$47,665,821
Program service revenue
Program service revenue 1000000$000$0$1,429,975
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$46,235,846
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$7,382$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$18,815$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$9,545$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$82,704$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2006)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2006)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$175,462$9,695$0
$169,950$8,381$0
$154,500$9,171$0
$150,504$8,064$0
$128,750$8,349$0
Total number of other employees paid over $50,000103
Statements About Activities (for 2006)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isChurch, convention of churches, etc.
Support Schedule
19992000200120032005
Total$16,336,077$20,281,169$21,826,554$47,741,942$0
Gifts, grants, and contributions received$620,137$564,120$539,876$3,263,056$0
Membership fees received$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$15,612,710$19,648,321$21,090,539$44,244,008$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$30,451$10,178$1,460$3,808$0
Net income from unrelated business activities not included above$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0
Other income$72,779$58,550$194,679$231,070$0
Lobbying Expenditures by Electing Public Charities (for 2006)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Mercyfirst525 Convent Rd, Syosset, NY 11791-3868NY1946-03$44,600,670
2Tfi Family Services Inc618 Commercial Street, Emporia, KS 66801-3969KS1982-04$60,769,621
3Emberhope Inc618 Commercial Street, Emporia, KS 66801-3969KS1946-04$44,662,485
4St Vincents Services Inc66 Boerum Pl, Brooklyn, NY 11201-5705NY1946-03$43,839,784
5Forestdale Inc6735 112th St, Forest Hills, NY 11375-2349NY1941-03$24,927,009
6Specialized Alternatives For Families And Youth Of Ohio Inc10100 Elida Rd, Delphos, OH 45833-9056OH1985-04$16,225,879
7South Carolina Youth Advocate140 Stoneridge Dr Ste 350, Columbia, SC 29210-8258SC1991-04$14,906,287
8Spaulding For Children, Adopt Americas Children16250 Northland Dr Ste 120, Southfield, MI 48075-5226MI1968-03$7,436,302
9United Friends Of The Children1055 Wilshire Blvd Ste 1955, Los Angeles, CA 90017-5602CA1981-12$6,230,677
10Talbot Perkins Childrens Services104 Dogwood Ln, Staten Island, NY 10305-2813NY1948-06$6,184,629
11United Homes For Children Inc90 Cushing Ave 4th Floor, Dorchester, MA 02125-2028MA1987-11$4,711,280
12Youth Advocate Services825 Grandview Ave, Columbus, OH 43215-1123OH1979-01$3,297,648
13Youth Town Of Tennessee IncPO BOX 1385, Jackson, TN 38302-1385TN1964-05$3,172,043
14West Virginia Youth Advocate3780 Ridge Mill Drive, Hilliard, OH 43026-7458OH1984-05$3,070,533
15Southern California Foster Family Agency155 N Occidental Blvd 50, Los Angeles, CA 90026-4641CA1993-12$2,401,147
16Specialized Alternatives For Families And Youth Of Texas Inc, Safy Of Texas1200 E Copeland Rd 550, Arlington, TX 76011-1344TX1995-12$2,009,767
17Serenity Infant Care Homes600 S Grand Ave, Covina, CA 91724-3638CA1992-02$1,999,155
18Louise Wise Services Inc620 Eighth Ave 39th Fl, New York, NY 10018-1618NY1956-05$181,861
19Lakeside Family & Childrens Services310 Roosevelt Ave, Spring Valley, NY 10977-5824NY1974-12$2,064
20Community Living Opportunies35 Academy St, Poughkeepsie, NY 12601-3314NY2000-08$1,255
Number of organizations performing similar types of work
Alabama2
Arkansas2
California27
Colorado3
District of Columbia1
Florida6
Georgia2
Idaho1
Illinois6
Indiana6
Kansas2
Kentucky1
Louisiana1
Massachusetts2
Maryland2
Maine3
Michigan4
Minnesota3
Missouri2
Mississippi1
Montana1
North Carolina1
New Hampshire1
New Jersey1
New Mexico2
New York7
Ohio19
Oklahoma1
Oregon1
Pennsylvania12
Rhode Island1
South Carolina1
Tennessee3
Texas8
Virginia2
Vermont1
Total139
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateSaint Francis Hospital Inc6600 S Yale Ave, Tulsa, OK 74136-3347OK1946-03$3,970,090,877
SubordinateFranciscan Alliance Inc1515 W Dragoon Trl, Mishawaka, IN 46544-4710IN1946-03$2,596,912,525
SubordinatePeacehealth, Ketchikan Medical Center1115 Se 164th Ave Dept 332, Vancouver, WA 98683-8003WA1965-01$2,090,551,281
SubordinateOsf Healthcare System800 Ne Glen Oak Ave, Peoria, IL 61603-3200IL1946-03$1,896,415,307
SubordinateSt Elizabeth Medical Center Inc1 Medical Village Dr, Edgewood, KY 41017-3403KY1946-03$1,877,972,561
SubordinateProvidence Health System-Southern CaliforniaPO BOX 389672, Seattle, WA 98138-9672WA1946-03$1,724,724,506
SubordinateChristus Health919 Hidden Rdg, Irving, TX 75038-3813TX1946-03$1,654,479,614
SubordinateCatholic Health Initiatives198 Inverness Dr W, Englewood, CO 80112-5202CO1946-03$1,639,118,386
SubordinateCatholic Health Initiatives Colorado, St Anthony North Hospital3025 S Parker Road Suite 510, Aurora, CO 80014-2911CO1946-03$1,621,612,108
SubordinateSt Vincent Hospital & Health Care2001 W 86th St, Indianapolis, IN 46260-1991IN1946-03$1,327,567,131
SubordinateCatholic Healthcare West Southern CaliforniaPO BOX 1507, San Gabriel, CA 91778-1507CA1946-03$1,248,417,601
SubordinateProvidence Medical Research Center101 W 8th Ave, Spokane, WA 99204-2307WA1946-03$1,231,839,049
SubordinateFranciscan Health System1717 S J St, Tacoma, WA 98405-4933WA1946-03$1,205,494,228
SubordinateMount Carmel Health System6150 E Broad St, Columbus, OH 43213-1574OH1946-03$1,198,797,166
SubordinateSsm St Clare Health Center10101 Woodfield Lane, St Louis, MO 63132-2937MO1946-03$1,179,575,580
SubordinateUniversity Of Dayton, Phi Sigma Rho337 Stonemill Road, Dayton, OH 45409OH1976-07$1,170,175,935
SubordinateMercy Hospitals East Communities, Mercy Hospital St Louis645 Maryville Centre Dr Ste 100, Saint Louis, MO 63141-5846MO1946-03$1,107,258,738
SubordinatePresence Hospitals Prv9223 W Saint Francis Rd, Frankfort, IL 60423-8330IL1946-03$1,104,334,849
SubordinateMercy Hospital Springfield645 Maryville Centre Dr Ste 100, Saint Louis, MO 63141-5846MO1946-03$965,658,386
SubordinateSt Francis Hospital United States Catholic Conference100 Port Washington Blvd, Roslyn, NY 11576-1347NY1946-03$949,972,252
Number of affiliated organizations
Alaska87
Alabama75
Arkansas52
Arizona235
California1,063
Colorado200
Connecticut195
District of Columbia121
Delaware35
Florida465
Georgia158
Hawaii41
Iowa402
Idaho30
Illinois817
Indiana365
Kansas230
Kentucky119
Louisiana416
Massachusetts600
Maryland399
Maine72
Michigan426
Minnesota309
Missouri520
Mississippi60
Montana57
North Carolina98
North Dakota148
Nebraska299
New Hampshire97
New Jersey457
New Mexico121
Nevada55
New York1,371
Ohio598
Oklahoma90
Oregon141
Pennsylvania860
Rhode Island94
South Carolina43
South Dakota112
Tennessee80
Texas852
Utah18
Virginia137
Vermont62
Washington195
Wisconsin621
West Virginia92
Wyoming19
International36
Total14,245

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