Alegent Health - Bergan Mercy Health System
Alegent Health - Bergan Mercy Health System is a public charity listed in Phoenix, Arizona. Its grantmaking includes community grants through CHI Health, which says the program is funded by contributions from member hospitals and supports nonprofit organizations working to improve health and quality of life in the communities served.
Key facts about Alegent Health - Bergan Mercy Health System
In short: Alegent Health - Bergan Mercy Health System gave $356K across 19 grants in 2025 (avg $19K), mostly in Nebraska. Source: 2025 IRS Form 990.
- EIN
- 47-0484764
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $355,500
- Grants made (2025)
- 19
- Average grant
- $18,711
- Median grant
- $20,000
- Total assets
- $1,248,789,320
- Primary geography
- Nebraska (90% of itemized 2025 grant dollars)
- Deadline
- The 2027 application period was July 20–September 18, 2026, and has passed.
Data from IRS Form 990, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$1.2B
+9.7% YoY
Annual Giving
$356K
-2.6% YoY
Grant Count
19
+90.0% YoY
Avg Grant Size
$19K
-48.7% YoY
How Alegent Health - Bergan Mercy Health System gives
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization states that, as an affiliate of CommonSpirit Health, it seeks to make the healing presence of God known by improving the health of people it serves, especially vulnerable people, while advancing social justice.
CHI Health says its Community Health Improvement Grants fund direct services, care coordination, and efforts to improve the health and well-being of underserved populations, addressing priority needs identified in the most recent community health needs assessment. Bergan Mercy’s 2025–2028 implementation plan identifies behavioral health, chronic disease, maternal and child health, and social drivers of health as needs it intends to address.
Examples of grantees’ work include New Visions Homeless Services, whose stated mission is to help neighbors experiencing homelessness and hunger in Council Bluffs and Omaha; Heartland Family Service, which says it strengthens individuals and families through education, counseling, and support services; and Habitat for Humanity of Omaha, which says it builds strength, stability, and self-reliance through shelter. These are grantees’ own descriptions of their missions.
Grantmaking
The 2025 filing lists 19 grants totaling $355,500. Grant amounts ranged from $10,000 to $22,000, with a median of $20,000. The largest listed grant was $22,000 to New Visions Homeless Services in Council Bluffs, Iowa, for general support. Other listed awards included $21,000 to CHI Health Foundation and $20,000 each to Center for Holistic Development, Girl Incorporated of Omaha, Heartland Family Service, Heartland Equine Therapeutic Riding Academy, Justice for Our Neighbors–Nebraska, Chicano Awareness Center, Habitat for Humanity of Omaha, I Be Black Girl, Comunidad Maya Pixan Ixim, and Mosaic Community Development; each was listed for general support.
For the 2027 Community Health Improvement Grants cycle, CHI Health’s flyer said applicants must be a 501(c)(3) nonprofit or have a fiscal agent with that status, and applications must address at least one significant health need in the relevant hospital’s most recent CHNA or implementation strategy. The cycle is for one year of funding beginning in April 2027. The flyer says current and past awardees may reapply if in good standing. It describes small grants as under $20,000 and large grants as $20,000 or more; large-grant recipients are required to identify collaborating partners and submit midyear and year-end reports, while small-grant recipients submit a year-end report.
Review Cycle
The 2027 application period was July 20–September 18, 2026, and has passed.
Ready to take the next step with Alegent Health - Bergan Mercy Health System?
Geographic Focus
Where this funder awards grants
The 2025 grants were distributed to recipients in Nebraska (90% of grant dollars) and Iowa (10%). The 2025 Bergan Mercy community health assessment covers Douglas, Sarpy, and Cass Counties in Nebraska and Pottawattamie County in Iowa. The grant program’s flyer lists funding priorities by hospital community, including behavioral health, health-related social needs, and maternal and child health for Council Bluffs.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $54K (2020) to $365K (2024). In 2025 it made 19 grants totaling $356K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was New Visions Homeless Services ($22K). Together the top 10 received $203K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 25 grants of 33 (76%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Visions Homeless Services Council Bluffs, IA | General Support | $22,000 |
| Chi Health Foundation Omaha, NE | General Support | $21,000 |
| Center for Holistic Development Omaha, NE | General Support | $20,000 |
| Girl Incorporated of Omaha Omaha, NE | General Support | $20,000 |
| Heartland Family Service Omaha, NE | General Support | $20,000 |
| Heartland Equine Therapeutic Riding Academy Inc Omaha, NE | General Support | $20,000 |
| Justice for Our Neighbors - Nebraska Omaha, NE | General Support | $20,000 |
| Chicano Awareness Center Inc Omaha, NE | General Support | $20,000 |
| Habitat for Humanity of Omaha Inc Omaha, NE | General Support | $20,000 |
| I Be Black Girl Omaha, NE | General Support | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,248,789,320 | $838,440,326 | $781,584,472 | $355,500 |
| 2024 | $1,138,875,949 | $792,680,425 | $759,327,385 | $365,027 |
| 2023 | $1,102,481,292 | $695,333,893 | $685,216,987 | $92,047 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,248,789,320 | $1,138,875,949 | $1,102,481,292 |
| Revenue | $838,440,326 | $792,680,425 | $695,333,893 |
| Expenses | $781,584,472 | $759,327,385 | $685,216,987 |
| Net Investment Income | $2,558,088 | $1,116,217 | $927,707 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John Petersdorf as ex-officio BM/system senior vice president of operational finance; Tim Bricker as ex-officio BM/president and CEO of CHI Health; Julie Goebel as interim president of CUMC–Bergan Mercy, with a term date of July 5, 2024; Sahil Mullick as hospitalist; Kirtibala Gupta, MD, as board secretary and physician; Heather Morgan, MD, as board member and physician; Cy Xayarath as traveler RN; Mark Otto as physician advisor; Nick O’Tool as market CFO; and Lori Goodman as director of nursing.
Alegent Health - Bergan Mercy Health System is led by Tim Bricker, Ex-Officio Bm, President & CEO Chi Health on every filing since 2024; 5 of 22 officers listed in 2025 are compensated.
Officers on the 2025 filing
Tim Bricker
Ex-Officio Bm, President & CEO Chi Health
On filings since 2024
5 hrs/week
No compensation reported
Dennis Bierle
President Cumc-Bergan Mercy
New on the 2025 filing
50 hrs/week
No compensation reported
Kevin Fitzgerald PhD
Chair
Secretary → Chair, 2025
On filings since 2022
1 hr/week
No compensation reported
Lori Goodman
Director Nursing
New on the 2025 filing
50 hrs/week
$304K (2025)
Cy Xayarath
Traveler Rn
On filings since 2021
40 hrs/week
$24K (2021) → $300K (2025)
Mark Otto
Physician Advisor
On filings since 2024
50 hrs/week
$297K (2024) → $298K (2025)
Jean Claire Peteros
Traveler Rn
New on the 2025 filing
15 hrs/week
$102K (2025)
Sahil Mullick
Hospitalist
New on the 2025 filing
1 hr/week
$393 (2025)
Sister Maurita Soukup
Board Member
Vice Chair → Board Chair, 2021
Board Chair → Board Member, 2025
On filings since 2020
1 hr/week
No compensation reported
Heather Morgan MD
Board Member & Physician
Board Member → Board Member & Physician, 2023
On filings since 2021
1 hr/week
No compensation reported
John Petersdorf
Ex-Officio Bm, Sys Senior Vice President & Operational Finance
Board Member → Ex-Officio Bm, Sys Senior Vice President & Operational Finance, 2025
On filings since 2021
1 hr/week
No compensation reported
Kent Barney
Vice Chair
Board Member → Treasurer, 2023
Treasurer → Vice Chair, 2025
On filings since 2021
1 hr/week
No compensation reported
Mardell Wilson EdD
Treasurer
Board Member → Treasurer, 2025
On filings since 2021
1 hr/week
No compensation reported
Nick O'Tool
Market CFO
Interim CFO & Chi Health → Market CFO, 2024
On filings since 2021
5 hrs/week
No compensation reported
Kelly Bacon
Board Member
On filings since 2022
1 hr/week
No compensation reported
Kirtibala Gupta MD
Board Secretary & Physician
Board Member → Board Member & Physician, 2023
Board Member & Physician → Board Secretary & Physician, 2025
On filings since 2022
1 hr/week
No compensation reported
Dave Taylor
Board Member
On filings since 2023
1 hr/week
No compensation reported
Julie Goebel
Interim President Cumc-Bergan Mercy Termed
Interim President Cumc-Bergan Mercy → Interim President Cumc-Bergan Mercy Termed, 2025
On filings since 2023
5 hrs/week
No compensation reported
Lg Searcey
Board Member
On filings since 2023
1 hr/week
No compensation reported
Sister Nadine Heimann Osf
Board Member
On filings since 2023
1 hr/week
No compensation reported
Cynthia Alloway
Board Member
On filings since 2024
1 hr/week
No compensation reported
Kate Cutler
Board Member
On filings since 2024
1 hr/week
No compensation reported
Former officers (36)
- Former: Bill Yates (2020–2024) — Vice Chair
- Former: Jayleen Casano (2020–2024) — Former President Cumc-Bergan Mercy
- Former: Jeanette Wojtalewicz (2020–2024) — Former CFO & Chi Health
- Former: Evert Kuiper (2022–2024) — Former President & CEO Chi Health
- Former: Christine Kindell (2024) — Traveler Rn
- Former: Peggy Dempsey (2024) — Registered Nurse
- Former: Seveho Noukpozounkou (2024) — Traveler Rn
- Former: Kelli Saucerman-Howard (2020–2023) — Vice President Patient Care Services
- Former: Marie Knedler (2020–2023) — Former President
- Former: Matthew Walters (2020–2023) — Senior Physicist
- Former: Susanne L. Hruza MD (2020–2023) — Board Member
- Former: Marlene Ross (2022–2023) — Rn I
- Former: Makalia Abrahamson (2023) — Traveler Rn
- Former: Richard Walden (2023) — Traveler Rn
- Former: Barry Sandstrom (2020–2022) — Board Member
- Former: Cary Ward MD (2020–2022) — Former Officer
- Former: Cliff Robertson MD (2020–2022) — Former Officer & Chi Health
- Former: Jason Kruger MD (2020–2022) — Board Member
- Former: Nadine Heimann Osf (2020–2022) — Board Member
- Former: Robert Lanik (2020–2022) — Treasurer
- Former: Steve Houston (2020–2022) — Former Officer
- Former: James Kalar (2021–2022) — Former Physician
- Former: Todd Defreece (2022) — Vice President Operations
- Former: Andrew Walters (2020–2021) — Senior Physicist
- Former: Anthony Jones (2020–2021) — Board Member
- Former: James Clifton Sj (2020–2021) — Secretary
- Former: Jennifer Beaty MD (2020–2021) — Board Member
- Former: Mark Cipolla (2020–2021) — Senior Physicist
- Former: Richard Herink (2020–2021) — Board Member
- Former: Thomas Murray PhD (2020–2021) — Board Member
- Former: Amy L. McGaha MD (2020) — Board Member
- Former: Kevin Nokels (2020) — President Cumc
- Former: Larry Butler (2020) — Former Treasurer
- Former: Mary McNitt (2020) — Chief Nursing Executive
- Former: Mike Watters (2020) — Former Key Employee
- Former: Nancy Wallace (2020) — Former Officer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $304K, to Lori Goodman (Director Nursing). 5 officers or directors reported compensation on that filing.
Contact
Mailing address: 3033 N 3Rd Ave, Phoenix, AZ 85013
Phone: (402) 343-4323
Frequently asked questions about Alegent Health - Bergan Mercy Health System
How much does Alegent Health - Bergan Mercy Health System give each year?
Alegent Health - Bergan Mercy Health System gave $356K across 19 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $365K across 10 grants.
What is Alegent Health - Bergan Mercy Health System's typical grant size?
Alegent Health - Bergan Mercy Health System's median grant in 2025 was $20,000, and its average grant was $18,711, across 19 grants on its 2025 IRS Form 990.
Where does Alegent Health - Bergan Mercy Health System give grants?
Alegent Health - Bergan Mercy Health System gives mostly in Nebraska: 90% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Iowa (10%). The most frequent recipient cities were Omaha, NE (16 grants) and Council Bluffs, IA (2 grants).
Does Alegent Health - Bergan Mercy Health System give general operating support?
Yes: 100% of Alegent Health - Bergan Mercy Health System's 2025 grants with a stated purpose (19 of 19) were for general or operating support, per its 2025 IRS Form 990.
Who are Alegent Health - Bergan Mercy Health System's largest grantees?
Alegent Health - Bergan Mercy Health System's largest 2025 grantees include New Visions Homeless Services ($22,000), Chi Health Foundation ($21,000) and Center for Holistic Development ($20,000), according to its 2025 IRS Form 990. Together they received 18% of its itemized 2025 grant dollars.
How large is Alegent Health - Bergan Mercy Health System?
Alegent Health - Bergan Mercy Health System reported $1.2B in total assets on its 2025 IRS Form 990. Its revenue that year was $838.4M.
What does Alegent Health - Bergan Mercy Health System fund?
The organization states that, as an affiliate of CommonSpirit Health, it seeks to make the healing presence of God known by improving the health of people it serves, especially vulnerable people, while advancing social justice. See mission & focus areas ↑
How do I apply for a grant from Alegent Health - Bergan Mercy Health System?
Alegent Health - Bergan Mercy Health System has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Alegent Health - Bergan Mercy Health System's EIN?
Alegent Health - Bergan Mercy Health System's EIN (Employer Identification Number) is 47-0484764. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Here's the math on researching Alegent Health - Bergan Mercy Health System by hand.
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