Nonprofit · EIN 23-7153876
ST MARY MEDICAL CENTER FOUNDATION
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,795,069 | $7,312,521 | -$517,452 | $71,182,448 | $2,544,212 | $68,638,236 |
| June 30, 2024 | 990 | $7,946,298 | $9,602,024 | -$1,655,726 | $69,490,303 | $2,306,808 | $67,183,495 |
| June 30, 2023 | 990 | $4,979,351 | $7,650,578 | -$2,671,227 | $69,543,666 | $4,376,039 | $65,167,627 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,363,064
- of which government grants
- $188,126
- Program service revenue
- $0
- Investment income
- $3,512,984
- Net gain from sales of assets
- $2,516,364
- Net income from fundraising events
- -$86,931
- Net income from gaming
- $5,925
- Other revenue
- -$80,979
Expenses
- Grants and similar amounts paid
- $5,526,471
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $6,170
- Program services (functional)
- $5,526,471
- Management and general (functional)
- $937,616
- Fundraising (functional)
- $848,434
Balance sheet and other
- Total assets, start of year
- $69,490,303
- Total assets, end of year
- $71,182,448
- Total liabilities, end of year
- $2,544,212
- Net assets, end of year
- $68,638,236
- Publicly traded securities
- $27,132,630
- Net assets without donor restrictions
- $35,271,361
- Net assets with donor restrictions
- $33,366,875
- Gross receipts
- $67,707,798
- Employees
- 0
- Volunteers
- 22
- Year formed
- 1970
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROLYN CALDWELL | EX-OFFICIO BOARD MEMBER Trustee or director | 1.5 | $0 | $937,605 | $136,072 |
| MICHAEL NEILS | FOUNDATION PRESIDENT Trustee or director, Officer | 50 | $0 | $316,452 | $68,783 |
| BARBARA ELLIS | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| LINDSAY MAIS | CHAIR Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| SARA POL-LIM | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| HARRY SALTZGAVER | VICE-CHAIR Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| TIMOTHY ALDRETE | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| JOHN S ARENS III | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| PAUL CARTER | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| AZADEH FARIN MD | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CHRISTOPHER FRISCO | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| BABAK GACHPAZ MD | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| MARIANNE GASTELUM | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| VANESSA HABERBUSH | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| DAVID HABERBUSH ESQ | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN JOSEPH | BOARD MEMBER Trustee or director | 1.5 | $0 |
| DAVID LALONDE | BOARD MEMBER Trustee or director | 1.5 | $0 |
| CASSANDRA CASSY LEEMAN | BOARD MEMBER Trustee or director | 1.5 | $0 |
| LILLIAN LEW | BOARD MEMBER Trustee or director | 1.5 | $0 |
| CELINES LUNA | BOARD MEMBER Trustee or director | 1.5 | $0 |
| JANET NELSON | BOARD MEMBER Trustee or director | 1.5 | $0 |
| JACK NEMETH | BOARD MEMBER Trustee or director | 1.5 | $0 |
| MICHELLE PAGTAKHAN | BOARD MEMBER Trustee or director | 1.5 | $0 |
| VICTOR PARKER | BOARD MEMBER Trustee or director | 1.5 | $0 |
| ROBIN PERRY ESQ | BOARD MEMBER Trustee or director | 1.5 | $0 |
| CHRISTOPHER POOK | BOARD MEMBER Trustee or director | 1.5 | $0 |
| WILMA POWELL | BOARD MEMBER (THRU 6/30/25) Trustee or director | 1.5 | $0 |
| LOURDES RAMOS-RIVAS | BOARD MEMBER Trustee or director | 1.5 | $0 |
| GINA SMITH | BOARD MEMBER Trustee or director | 1.5 | $0 |
| WLED WAZNI MD | BOARD MEMBER Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2024: 33 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROLYN CALDWELL | BOARD MEMBER Trustee or director | 1.5 | $0 | $968,012 | $148,010 |
| MICHAEL NEILS | FOUNDATION PRESIDENT Trustee or director, Officer | 1.5 | $0 | $275,289 | $61,053 |
| JOHN S ARENS III | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CHANTAL BOURGEOIS-MCBRIDE | BOARD MEMBER (THRU 6/30/24) Trustee or director | 1.5 | $0 | $0 | $0 |
| PAUL CARTER | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| MINNIE DOUGLAS ED D RN | BOARD MEMBER (THRU 6/30/24) Trustee or director | 1.5 | $0 | $0 | $0 |
| AZADEH FARIN MD | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CHRISTOPHER FRISCO | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| BABAK GACHPAZ MD | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| MARIANNE GASTELUM | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| VANESSA HABERBUSH | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| DAVID LALONDE | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CASSANDRA CASSY LEEMAN | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| LILLIAN LEW | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| ELIZABETH LUCAS | BOARD MEMBER (THRU 12/31/23) Trustee or director | 1.5 | $0 | $0 | $0 |
| JENNIFER LUMSDAINE | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CELINES LUNA | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| JANET NELSON | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| JACK NEMETH | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| MICHELLE PAGTAKHAN | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| VICTOR PARKER | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| ROBIN PERRY ESQ | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CHRISTOPHER POOK | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| WILMA POWELL | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| LOURDES RAMOS-RIVAS | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| HARRY SALTZGAVER | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| GINA SMITH | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CJ MIKE WALTER PHD | BOARD MEMBER (THRU 6/30/24) Trustee or director | 1.5 | $0 | $0 | $0 |
| WLED WAZNI MD | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| TIMOTHY ALDRETE | CHAIRMAN Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| DAVID HABERBUSH ESQ | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| LINDSAY MAIS | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| SARA POL-LIM | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROLYN CALDWELL | BOARD MEMBER Trustee or director | 1.5 | $0 | $767,620 | $114,988 |
| DREW A GAGNER | FORMER OFFICER (FOUNDATION PRESIDENT) Former | 0 | $0 | $344,214 | $71,387 |
| MICHAEL NEILS | FOUNDATION PRESIDENT Trustee or director, Officer | 1.5 | $0 | $258,226 | $56,836 |
| JOHN S ARENS III | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CHANTAL BOURGEOIS-MCBRIDE | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| TIFFANY BROWN | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| MINNIE DOUGLAS ED D RN | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| AZADEH FARIN MD | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CHRISTOPHER FRISCO | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| BABAK GACHPAZ MD | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| MARIANNE GASTELUM | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| VANESSA HABERBUSH | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| LILLIAN LEW | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| JENNIFER LUMSDAINE | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| ELIZABETH LUCAS | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CELINES LUNA | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| JACK NEMETH | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| MICHELLE PAGTAKHAN | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| VICTOR PARKER | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| ROBIN PERRY ESQ | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CHRISTOPHER POOK | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| WILMA POWELL | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| LOURDES RAMOS-RIVAS | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| GINA SMITH | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| CJ MIKE WALTER PHD | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| WLED WAZNI MD | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 | $0 |
| TIMOTHY ALDRETE | CHAIRMAN Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| DAVID HABERBUSH ESQ | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| LINDSAY MAIS | VICE CHAIR Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| SARA POL-LIM | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- In care of
- % RANDY BRADLEY
- Principal officer (990 for 2024)
- MICHAEL NEILS, 1050 LINDEN AVENUE, LONG BEACH, CA 90813
- Signed the 990
- BARBARA ELLIS, TREASURER
- Phone
- (562) 491-9225
- Website
- WWW.STMARYMEDICALCENTER.ORG
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
TO SUPPORT DIGNITY HEALTH DBA ST. MARY MEDICAL CENTER IN THE LONG BEACH AREA IN PROVIDING HEALTH CARE. FOUNDATION SUPPORT ALLOWS THE HOSPITAL TO FURTHER ITS MISSION BY MAKING THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.
Program accomplishments
- THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH, DBA ST. MARY MEDICAL CENTER ("HOSPITAL"). AS A SUPPORTING ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE HOSPITAL WHICH INCLUDE MAKING PAYMENTS DIRECTLY TO THE HOSPITAL.Expenses $5,526,471 · grants $5,526,471
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7153876
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $71,182,448
- Income (IRS master file)
- $67,707,798
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,795,069 | $7,312,521 | $71,182,448 | IRS |
| 990 | June 2024 | $7,946,298 | $9,602,024 | $69,490,303 | IRS |
| 990 | June 2023 | $4,979,351 | $7,650,578 | $69,543,666 | XML |
| 990 | June 2022 | $18,618,586 | $5,518,921 | $69,830,445 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7153876).
Questions about ST MARY MEDICAL CENTER FOUNDATION
- What is the EIN of ST MARY MEDICAL CENTER FOUNDATION?
- The employer identification number (EIN) of ST MARY MEDICAL CENTER FOUNDATION is 23-7153876.
- Is ST MARY MEDICAL CENTER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does ST MARY MEDICAL CENTER FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST MARY MEDICAL CENTER FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST MARY MEDICAL CENTER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST MARY MEDICAL CENTER FOUNDATION?
- The 990 for the year ended June 30, 2025 names MICHAEL NEILS.
- Who are the officers and directors of ST MARY MEDICAL CENTER FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 30 people; 0 received compensation from the organization.
- How much revenue does ST MARY MEDICAL CENTER FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,795,069, expenses of $7,312,521 and total assets of $71,182,448 at year end.
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