Nonprofit · EIN 47-0484764
ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM
Also known as MERCY HOSPITAL LAB
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $838,440,326 | $781,584,472 | $56,855,854 | $1,248,789,320 | $198,991,140 | $1,049,798,180 |
| June 30, 2024 | 990 | $792,680,425 | $759,327,385 | $33,353,040 | $1,138,875,949 | $139,538,187 | $999,337,762 |
| June 30, 2023 | 990 | $695,333,893 | $685,216,987 | $10,116,906 | $1,102,481,292 | $138,011,681 | $964,469,611 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,200,684
- of which government grants
- $12,562,925
- Membership dues
- $78,725
- Program service revenue
- $814,736,376
- Investment income
- $2,558,088
- Net rental income
- $653,815
- Net gain from sales of assets
- $2,080,708
- Net income from sales of inventory
- $161,755
- Other revenue
- $7,945,178
Expenses
- Grants and similar amounts paid
- $373,609
- Other salaries and wages
- $209,696,042
- Salaries, compensation and benefits (total)
- $255,013,826
- Professional fundraising fees
- $0
- Legal fees
- $648,503
- Occupancy
- $7,612,665
- Travel
- $201,940
- Depreciation
- $26,972,673
- Program services (functional)
- $748,614,536
- Management and general (functional)
- $32,969,936
Balance sheet and other
- Total assets, start of year
- $1,138,875,949
- Total assets, end of year
- $1,248,789,320
- Total liabilities, end of year
- $198,991,140
- Net assets, end of year
- $1,049,798,180
- Land, buildings and equipment
- $245,490,073
- Net assets without donor restrictions
- $1,049,768,965
- Net assets with donor restrictions
- $29,215
- Gross unrelated business income
- $864,299
- Gross receipts
- $845,502,117
- Employees
- 3,735
- Volunteers
- 400
- Year formed
- 1961
- State of legal domicile
- NE
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 |
|---|---|---|---|---|---|
| JOHN PETERSDORF | EX-OFFICIO BM/SYS SVP, OPERATIONAL FINANCE Trustee or director | 1 | $0 | $3,765,894 | $2,099,029 |
| TIM BRICKER | EX-OFFICIO BM/ PRESIDENT & CEO CHI HEALTH Trustee or director, Officer | 5 | $0 | $2,600,816 | $288,935 |
| JULIE GOEBEL | INTERIM PRESIDENT CUMC-BERGAN MERCY (TERMED 7/5/24 Officer | 5 | $0 | $1,603,848 | $53,835 |
| SAHIL MULLICK | HOSPITALIST Highest-paid employee | 1 | $393 | $404,459 | $60,101 |
| KIRTIBALA GUPTA MD | BOARD SECRETARY/PHYSICIAN Trustee or director, Officer | 1 | $0 | $362,138 | $45,016 |
| HEATHER MORGAN MD | BOARD MEMBER/PHYSICIAN Trustee or director | 1 | $0 | $327,320 | $62,438 |
| CY XAYARATH | TRAVELER RN Highest-paid employee | 40 | $299,693 | $23,955 | $56,859 |
| MARK OTTO | PHYSICIAN ADVISOR Highest-paid employee | 50 | $298,273 | $0 | $59,700 |
| NICK O'TOOL | MARKET CFO Officer | 5 | $0 | $293,806 | $52,737 |
| LORI GOODMAN | DIRECTOR NURSING Highest-paid employee | 50 | $304,186 | $0 | $41,173 |
| JEAN CLAIRE PETEROS | TRAVELER RN Highest-paid employee | 15 | $101,985 | $200,560 | $41,266 |
| DENNIS BIERLE | PRESIDENT CUMC-BERGAN MERCY Officer | 50 | $0 | $257,056 | $11,555 |
| CYNTHIA ALLOWAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KELLY BACON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KENT BARNEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATE CUTLER | BOARD MEMBER Trustee or director | 1 | $0 |
| KEVIN FITZGERALD PHD | CHAIR Trustee or director, Officer | 1 | $0 |
| SISTER NADINE HEIMANN OSF | BOARD MEMBER Trustee or director | 1 | $0 |
| LG SEARCEY | BOARD MEMBER Trustee or director | 1 | $0 |
| SISTER MAURITA SOUKUP | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE TAYLOR | BOARD MEMBER Trustee or director | 1 | $0 |
| MARDELL WILSON EDD | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN PETERSDORF | BOARD MEMBER Trustee or director | 1 | $0 | $2,089,747 | $992,820 |
| EVERT KUIPER | FORMER PRESIDENT & CEO CHI HEALTH Former | 0 | $0 | $2,787,233 | $48,534 |
| TIM BRICKER | EX-OFFICIO BM/ PRESIDENT & CEO CHI HEALTH Trustee or director, Officer | 5 | $0 | $2,499,192 | $116,526 |
| JEANETTE WOJTALEWICZ | FORMER CFO, CHI HEALTH Former | 0 | $0 | $1,344,835 | $12,367 |
| JULIE GOEBEL | INTERIM PRESIDENT CUMC-BERGAN MERCY Officer | 50 | $0 | $964,934 | $55,466 |
| NICK O'TOOL | MARKET CFO Officer | 5 | $0 | $349,020 | $50,949 |
| KIRTIBALA GUPTA MD | BOARD MEMBER/PHYSICIAN Trustee or director | 1 | $0 | $346,502 | $47,524 |
| HEATHER MORGAN MD | BOARD MEMBER/PHYSICIAN Trustee or director | 1 | $0 | $320,425 | $58,377 |
| CY XAYARATH | TRAVELER RN Highest-paid employee | 45 | $289,492 | $25,254 | $55,767 |
| MARK OTTO | PHYSICIAN ADVISOR Highest-paid employee | 50 | $296,857 | $0 | $57,080 |
| PEGGY DEMPSEY | REGISTERED NURSE Highest-paid employee | 50 | $280,255 | $0 | $46,826 |
| SEVEHO NOUKPOZOUNKOU | TRAVELER RN Highest-paid employee | 1 | $406 | $279,132 | $38,800 |
| CHRISTINE KINDELL | TRAVELER RN Highest-paid employee | 40 | $238,391 | $43,313 | $8,383 |
| JAYLEEN CASANO | FORMER PRESIDENT CUMC-BERGAN MERCY Former | 0 | $0 | $125,730 | $14,524 |
| KELLY BACON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KENT BARNEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN FITZGERALD PHD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SISTER NADINE HEIMANN OSF | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SISTER MAURITA SOUKUP | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARDELL WILSON EDD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BILL YATES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LG SEARCEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVE TAYLOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA ALLOWAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATE CUTLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN PETERSDORF | BOARD MEMBER Trustee or director | 1 | $0 | $2,349,200 | $677,245 |
| EVERT KUIPER | EX-OFFICIO BM/ PRESIDENT & CEO CHI HEALTH Trustee or director, Officer | 5 | $0 | $1,274,593 | $29,391 |
| JEANETTE WOJTALEWICZ | CFO, CHI HEALTH (TERMED 1/6/23) Officer | 5 | $0 | $1,168,841 | $54,280 |
| JAYLEEN CASANO | PRESIDENT CUMC-BERGAN MERCY (TERMED 3/4/23) Officer | 50 | $0 | $815,583 | $74,438 |
| KIRTIBALA GUPTA MD | BOARD MEMBER/PHYSICIAN Trustee or director | 1 | $0 | $396,003 | $44,314 |
| JULIE GOEBEL | INTERIM PRESIDENT CUMC-BERGAN MERCY Officer | 50 | $0 | $365,482 | $21,111 |
| CY XAYARATH | TRAVELER RN Highest-paid employee | 30 | $191,350 | $109,535 | $52,261 |
| MARLENE ROSS | RN I Former | 0 | $0 | $312,763 | $26,703 |
| HEATHER MORGAN MD | BOARD MEMBER/PHYSICIAN Trustee or director | 1 | $0 | $278,612 | $50,607 |
| NICK OTOOL | INTERIM CFO, CHI HEALTH Officer | 5 | $0 | $257,678 | $47,032 |
| KELLI SAUCERMAN-HOWARD | VP PATIENT CARE SERVICES Highest-paid employee | 50 | $260,862 | $0 | $43,539 |
| RICHARD WALDEN | TRAVELER RN Highest-paid employee | 45 | $255,140 | $9,937 | $19,764 |
| MAKALIA ABRAHAMSON | TRAVELER RN Highest-paid employee | 10 | $48,721 | $216,893 | $11,873 |
| MATTHEW WALTERS | SENIOR PHYSICIST Highest-paid employee | 49 | $253,787 | $485 | $15,362 |
| MARIE KNEDLER | FORMER PRESIDENT Former | 40 | $0 | $249,445 | $13,240 |
| KELLY BACON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KENT BARNEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN FITZGERALD PHD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SISTER NADINE HEIMANN OSF | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSANNE L HRUZA MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SISTER MAURITA SOUKUP | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARDELL WILSON EDD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BILL YATES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LG SEARCEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVE TAYLOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- Principal officer (990 for 2024)
- TIM BRICKER, 3033 N 3RD AVE, PHOENIX, AZ 85013
- Signed the 990
- NICK O'TOOL, MARKET CFO
- Phone
- (402) 343-4323
- Website
- WWW.CHIHEALTH.COM
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE 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
- ALEGENT HEALTH-BERGAN MERCY MEDICAL CENTER AND MERCY HOSPITAL, COUNCIL BLUFFS OFFER PATIENTS THE MOST COMFORTABLE AND COMPREHENSIVE OPERATING ROOM SERVICES.Expenses $131,215,258 · grants $96,441 · revenue $210,177,237
- BERGAN MERCY MEDICAL CENTER IS EQUIPPED WITH THE LATEST TECHNOLOGIES IN THE DIAGNOSTIC CENTER. THE CENTER IS COMPLETELY DIGITAL SO PATIENTS ARE NEVER WAITING ON FILMS. FEMALE PATIENTS CAN COUNT ON EXPERT IMAGING TESTS INCLUDING ULTRASOUND, BONE DENSITY TESTING, STEREOTACTIC BREAST BIOPSY AND DIGITAL MAMMOGRAPHY. THERE ARE A WIDE RANGE OF AVAILABLE TESTS AT THE DIAGNOSTIC CENTER THAT INCLUDE THE FOLLOWING: DIGITAL MAMMOGRAPHY, MRI AND OPEN MRI, CT, PET CT AND CARDIAC CT, 64-SLICE CT, FLUOROSCOPY, PULMONARY FUNCTION TESTING, ULTRASOUND, CARDIOVASCULAR IMAGING, PHLEMBOTOMY, NUCLEAR MEDICINE, DIGITAL IMAGING, EEG, EKG AND EMG, STRESS TESTING AND ARTERIOGRAM.Expenses $86,521,974 · grants $112,766 · revenue $245,755,104
- BERGAN MERCY MEDICAL CENTER AND MERCY HOSPITAL, COUNCIL BLUFFS OFFER A WIDE RANGE OF CARDIOVASCULAR SERVICES IN THE REGION, USING A TEAM APPROACH TO ADDRESS THE TOTAL NEEDS OF THE CARDIOVASCULAR PATIENT. ALEGENT HEALTH-BERGAN MERCY HEALTH SYSTEM PROVIDES A COMPREHENSIVE RANGE OF CARDIAC SERVICES, INCLUDING BUT NOT LIMITED TO: VASCULAR AND CARDIAC SURGERY, HEART SCANS AND HEART CHECKS, CARDIAC REHABILITATION, VASCULAR ULTRASOUND, NUCLEAR STRESS TESTS, DUAL SOURCE CT SCANNER AND ANGIOPLASTY. IN 2006, MERCY HOSPITAL OPENED A NEW STATE-OF-THE-ART CARDIAC CATHETERIZATION LAB, ALLOWING PHYSICIANS TO PERFORM PROCEDURES SUCH AS HEART CATHETERIZATIONS, CORONARY INTERVENTIONS INCLUDING BALLOON ANGIOPLASTY AND STENTING, AS WELL AS IMPLANTATION OF PACEMAKERS AND DEFIBRILLATORS.Expenses $44,642,017 · grants $40,201 · revenue $87,611,910
- BERGAN MERCY MEDICAL CENTER AND MERCY HOSPITAL, COUNCIL BLUFFS PROVIDE A LARGE RANGE OF HOSPITAL SERVICES INCLUDING BUT NOT LIMITED TO:EMERGENCY DEPARTMENT, INPATIENT HOSPITAL FACILITIES, PROCEDURE CENTER, ORTHOPEDIC SERVICES, DIGESTIVE HEALTH CENTER, FAMILY LIFE CENTER, RADIOLOGY, UROLOGY AND PHYSICAL THERAPY. PATIENTS ARE AT THE CENTER OF EVERYTHING DONE AT BERGAN MERCY MEDICAL CENTER AND MERCY HOSPITAL,COUNCIL BLUFFS.Expenses $486,235,287 · grants $124,201 · revenue $270,674,403
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
- 47-0484764
- 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 (E210)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $1,248,789,320
- Income (IRS master file)
- $845,502,117
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $838,440,326 | $781,584,472 | $1,248,789,320 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $792,680,425 | $759,327,385 | $1,138,875,949 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $695,333,893 | $685,216,987 | $1,102,481,292 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $646,364,066 | $618,292,363 | $1,119,612,776 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 47-0484764).
Questions about ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM
- What is the EIN of ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM?
- The employer identification number (EIN) of ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM is 47-0484764.
- Is ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM 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 ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM 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 ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM 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 ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM?
- The 990 for the year ended June 30, 2025 names TIM BRICKER.
- Who are the officers and directors of ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM?
- The 990 for the year ended June 30, 2025 lists 22 people; 5 received compensation from the organization.
- How much revenue does ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $838,440,326, expenses of $781,584,472 and total assets of $1,248,789,320 at year end.
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