MERCY HEALTH FOUNDATION OF SOUTHEA… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

JAMES WOODWARD

Phone

6105676000

Tax Period

2022-07-01 to 2023-06-30

MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA, founded in 1995, is a small nonprofit in the Health Care sector that reported $118K in total revenue in fiscal year 2022. The organization ran a surplus of $116K, a strong 98% operating margin.

Mission

WE, MERCY HEALTH SYSTEM AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. IN FULFILLING OUR MISSION, WE HAVE A SPECIAL CONCERN FOR PERSONS WHO ARE POOR AND DISADVANTAGED.MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA (MERCY HEALTH FOUNDATION) IS A MEMBER OF TRINITY HEALTH OF THE MID-ATLANTIC REGION (TRINITY HEALTH OF THE MID-ATLANTIC) AND TRINITY HEALTH.

Program Service Accomplishments

Program 1

Expenses: $2,301 Revenue: $118,216

MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA RECEIVES, MAINTAINS, AND DISTRIBUTES FUNDS EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL, AND FUNCTIONAL ACTIVITIES OF TRINITY HEALTH OF THE...

MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA RECEIVES, MAINTAINS, AND DISTRIBUTES FUNDS EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL, AND FUNCTIONAL ACTIVITIES OF TRINITY HEALTH OF THE MID-ATLANTIC REGION AND ALL RELATED TAX-EXEMPT ORGANIZATIONS.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: GIVING.TRINITYHEALTHMA.ORG

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $118,216

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $118,216

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,301

Other Expenses $2,301

TOTAL EXPENSES $2,301

Year-over-Year Comparison

	2022	2021	Change
Revenue	$118,216	N/A	N/A
Expenses	$2,301	$102,121	-1.0%
Net Income	$115,915	$-102,121	-2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,846,821

Total Directors

$2,591,363

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES WOODWARD	DIR; PRES & CEO MID-ATLANTIC REGION	0.20	Officer Director	$0	$74,073	$1,448,800
JULIE WASHINGTON	DIR; TRINITY SVP CHIEF MKTG & COMM	0.20	Director	$0	$220,833	$1,142,563
CATHERINE MIKUS	SECRETARY; GENERAL COUNSEL	0.20	Officer	$0	$58,053	$543,173
ANTHONY FANELLI	INTERIM CFO THR 12/22 VP REG FINANCE	0.20	Officer	$0	$43,837	$444,852
KIMBERLY CUMMINGS	TREASURER AND INTERIM CFO AS OF 1/23	0.20	Officer	$0	$48,949	$409,996
MARYANNE SPALLUCCI	FORMER OFFICER	0.00		$0	$2,281	$108,846
REBECCA KERCHNER	DIRECTOR; CHAIR	0.20	Officer Director	$0	$0	$0
VINCE GORDON	DIRECTOR; VICE CHAIR AS OF 7/22	0.20	Officer Director	$0	$0	$0
TALYANA BROMBERG J D	DIRECTOR	0.20	Director	$0	$0	$0
MARK BRUCKER	DIRECTOR	0.20	Director	$0	$0	$0
BARBARA BUCKLEY RSM	DIRECTOR	0.20	Director	$0	$0	$0
MICHELLE CALOPE	DIRECTOR AS OF 1/23	0.20	Director	$0	$0	$0
MARTINA DEIGNAN	DIRECTOR	0.20	Director	$0	$0	$0
JOSEPH DESANTIS	DIRECTOR THROUGH 12/22	0.20	Director	$0	$0	$0
KATHRYN DOUGHERTY OSF	DIRECTOR THROUGH 12/22	0.20	Director	$0	$0	$0
HIRAL FONTANILLA MD	DIRECTOR	0.20	Director	$0	$0	$0
MARIANNE GRACE	DIRECTOR	0.20	Director	$0	$0	$0
SHAILA KAPUR	DIRECTOR	0.20	Director	$0	$0	$0
JULIA KEEGAN OSF	DIRECTOR AS OF 1/23	0.20	Director	$0	$0	$0
JAMES MONIHAN MD	DIRECTOR	0.20	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$118,216	$2,301	$29,400,434	$115,915
2022	No data	$102,121	$40,494,735	No data
2021	$1,581,982	No data	$50,326,660	No data
2020	$1,445,474	No data	$48,744,677	No data
2019	$1,598,336	No data	$47,299,203	No data
2018	$1,893,050	No data	$40,700,867	No data

MERCY HEALTH FOUNDATION OF SOUTHEASTERN PENNSYLVANIA