ST MARY MEDICAL CENTER FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

ST MARY MEDICAL CENTER FOUNDATION INC

EIN 23-2567468

What they do

WE, ST. MARY MEDICAL CENTER and TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT of THE GOSPEL AS A COMPASSIONATE and TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. AS A COMMUNITY of CARING PEOPLE, WE ARE COMMITTED to EXTENDING and STRENGTHENING THE HEALING MINISTRY of JESUS.ST. MARY MEDICAL CENTER FOUNDATION (SMMC FOUNDATION) is A MEMBER of ST. MARY MEDICAL CENTER (SMMC) and TRINITY HEALTH.

Before you give

Should I give to this charity?

Easy charity check

The spending raises an important question

Of every $100 spent, about $9.30 was reported for mission work and $79.60 for fundraising. Understand this before you give.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2018The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

7.15%of revenue went to mission work9.3% of expenses · Program services

61.00%of revenue went to fundraising79.6% of expenses

$76.66spent for every $100 of revenueRevenue covered expenses this year.

8.51%of revenue went to management and office costs11.1% of expenses

50.8%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $234,364 for SHARON PROFERA (FRMR OFFICER; ADM DIR, ACCTG/FINANCE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2018

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,223,262

Mission workProgram services$230,5897.15% of revenue9.3% of expenses

ManagementOffice and general costs$274,2808.51% of revenue11.1% of expenses

FundraisingAsking for donations$1,966,22061.00% of revenue79.6% of expenses

Revenue left after expensesReported annual surplus$752,17323.34% of revenueShown in gray on the chart

Total expenses$2,471,08976.66% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Pause before giving. This filing reports that 79.6% of spending went to fundraising and 9.3% went to mission work. Ask the charity to explain these numbers and show recent results.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2018CurrentExpense mix: 9.3% mission · 11.1% management · 79.6% fundraisingTotal expenses: 76.66% of revenue

2017Expense mix: 39.4% mission · 12.1% management · 48.5% fundraisingTotal expenses: 67.43% of revenue

2016Expense mix: 52.9% mission · 3.4% management · 43.8% fundraisingTotal expenses: 168.71% of revenue

2015Expense mix: 30.9% mission · 13.2% management · 56.0% fundraisingTotal expenses: 71.43% of revenue

Money in and money out

Revenue$3,223,262

Expenses$2,471,089

Annual surplus $752,173 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$230,589 · 9.3% of expenses

Management and office costs$274,280 · 11.1% of expenses

Fundraising$1,966,220 · 79.6% of expenses

See all reported dollar amounts

Revenue$3,223,262

Expenses$2,471,089

Contributions$1,637,236

Mission work (program services)$230,589

Fundraising$1,966,220

Grants given$230,589

Average grant$230,589

Management and general$274,280

Stocks and bonds$18,792,448

Investing fees$60,731

People

Leadership and board

Tax year 2018

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SHARON PROFERAFRMR OFFICER; ADM DIR, ACCTG/FINANCE $234,364Base $193,657 · Other $40,707

JIM WOODWARDSMMC CEO; THMA PRES/CEO AT 9/18 · 2 hrs/week $205,901Base · Other $205,901

BETHANY GREGGDIR OF DEVELOPMENT & MAJOR GIFTS · 40 hrs/week $142,909Base $112,731 · Other $30,178

KAREN ODONNELLINTERIM VP/EXEC DIR FND THR 12/18 · 50 hrs/week $141,730Base $111,057 · Other $30,673

JESSICA CARSWELLDIR OF CORP/FOUNDATION RELATIONS · 40 hrs/week $135,666Base $106,465 · Other $29,201

LARRY BRILLIANTCMO; SMMC PRESIDENT AS OF 11/18 · 2 hrs/week $111,393Base $41,145 · Other $70,248

MARGIE ZIMMERMANSECRETARY · 40 hrs/week $75,989Base $71,682 · Other $4,307

DANIEL MOENFORMER OFFICER; SFMC TREN PRES/CEO $46,595Base · Other $46,595

MARYANNE SPALLUCCISVP FINANCE & TREASURER · 2 hrs/week $41,437Base $18,529 · Other $22,908

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

SHARON PROFERAFRMR OFFICER; ADM DIR, ACCTG/FINANCE

JIM WOODWARDSMMC CEO; THMA PRES/CEO AT 9/18

BETHANY GREGGDIR OF DEVELOPMENT & MAJOR GIFTS

KAREN ODONNELLINTERIM VP/EXEC DIR FND THR 12/18

JESSICA CARSWELLDIR OF CORP/FOUNDATION RELATIONS

LARRY BRILLIANTCMO; SMMC PRESIDENT AS OF 11/18

MARGIE ZIMMERMANSECRETARY

DANIEL MOENFORMER OFFICER; SFMC TREN PRES/CEO

MARYANNE SPALLUCCISVP FINANCE & TREASURER

JOHN TORRENTE ESQDIRECTOR

VINCENT MURPHYDIRECTOR

THOMAS BELLDIRECTOR; ASST TREAS

TALYANA BROMBERG ESQDIRECTOR THROUGH 1/19

PAT FIEDLERDIRECTOR

LEN FRANCKOWIAKDIRECTOR

JOHN FOLZDIRECTOR; VICE CHAIR

JAMES GREENVP & CHIEF OF DEVELOPMENT AT 5/19

HOWARD HOPENWASSER DMDDIRECTOR; CHAIR

ERICH EVERTS MDDIRECTOR

CHARLENE SCHWARTZDIRECTOR THROUGH 12/18; ASST SEC

BRIAN BENTLEYDIRECTOR

About this charity

Location: 1201 LANGHORNE-NEWTOWN ROAD, LANGHORNE, PA 19047
County: Bucks
In care of: MARYANNE SPALLUCCI
Primary officer: MARYANNE SPALLUCCI, THMA REGIONAL CFO

How to reach them

WebsiteVisit the charity’s website Phone(215) 710-2000

Filing and classification

Latest tax year: 2018
Tax period began: July 1, 2018
Return type: 990
Grant-giving organization: Yes