Last year, Saint Mary’s Foundation awarded nearly

$1.1 million

back to programs and services at Mercy Health Saint Mary’s.

Our Financial Health

As a donor, you can be confident that your gift to Saint Mary’s Foundation is a good investment toward fulfilling the mission to improve the health of our community.

Our Board of Trustees strongly believe that one of their core responsibilities is to assure that fiscal management, stewardship, and transparency is an important measurement of success and further demonstrates that we fully honor the intent of each and every donor.

Key Fiscal Metrics for Saint Mary’s Foundation

(July 1, 2015 – June 30, 2016)
Total Assets: $18,271,188

Overall Rate of Return: 3.2%* (Five year annualized average rate of return)

Return on Investment: 2.68**

*Assets of Saint Mary’s Foundation are managed by CHE Trinity Health Asset Management, which takes a balanced approach as an overall investment strategy. Having our assets managed by this entity has allowed our organization to focus on local fundraising efforts while maintaining low costs for investment management with higher rates of return.

**Return on Investment (ROI) is calculated by taking the overall fundraising revenue/overall fundraising expenses to demonstrate how gifts made to Saint Mary’s Foundation are a strong investment and make a significant impact on the programs that serve our patients and families. A 2.68 ROI signifies that for every $1 spent $2.68 goes back directly to programs and services helping our patients and families. Industry benchmark is to have an ROI at 50th percentile or higher; our current ROI is at the 50th percentile.

Your Financial Impact

Last year, Saint Mary’s Foundation awarded nearly $1.1 million back to programs and services at Mercy Health Saint Mary’s. Below highlights the various areas that were beneficiaries of our community support from donors like you:

  • Lacks Cancer Center
  • Hauenstein Neurosciences: ALS, Alzheimer’s & Memory Disorders, Multiple Sclerosis, Epilepsy, Stroke and Parkinson’s Programs
  • Wege Institute for Mind, Body, and Spirit: Pet-Assisted Therapy, Music Therapy & Massage Therapy for patients
  • Diabetes and Endocrine Center
  • Comprehensive Breast Center
  • Birthing Center/NICU
  • Clinical and Nursing Education
  • Medical Mission Trips
  • Surgical Services
  • Sophia’s House
  • Art & Ambiance Enhancements
  • Community Benefit Ministries – Browning Claytor, Clinica Santa Maria, Heartside, and Sparta Health Center
  • Warren Reynolds Library at Mercy Health Lacks Cancer Center
  • The Boutique at Mercy Health
  • General Patient Assistance
  • Reach Out and Read
  • Kidney Transplant

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