MERCY HEALTH FOUNDATION INC

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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

1971

Legal Domicile

Phone

3147338000

Tax Period

2022-07-01 to 2023-06-30

MERCY HEALTH FOUNDATION INC, founded in 1971, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2022. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $253K, a strong 22% operating margin.

Mission

THE MISSION OF THE MERCY HEALTH FOUNDATION IS TO LIVE OUT THE HEALING MINISTRY OF CHRIST WITH A SPECIAL EMPHASIS ON THOSE IN NEED, BY GENERATING, STEWARDING AND DISTRIBUTING FUNDS TO ENHANCE THE QUALITY OF THE SERVICES AND PROGRAMS OFFERED THROUGH OUR HEALTH CARE SYSTEM.

Program Service Accomplishments

Program 1

Expenses: $397,001 Revenue: $0

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO...

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. MERCY HEALTH FOUNDATION SERVES AS THE PILANTHROPIC ARM OF ASCENSION MERCY HOSPITAL AND ASCENSION MEDICAL GROUP CLINICS LOCATED THROUGHOUT THE OSHKOSH AREA AND SOUTHERN WINNEBAGO COUNTY IN THEIR EFFORTS TO PROVIDE EXCEPTIONAL, PERSON-CENTERED HEALTH CARE TO OUR COMMUNITY. THE FOUNDATION TAKES A SPECIAL INTEREST IN SERVING THE NEEDS OF THE POOR.

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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 $827,420

Program Service Revenue $0

Investment Income $309,093

Other Revenue $0

TOTAL REVENUE $1,136,513

Expense Breakdown

Grants Paid $342,912

Salaries & Benefits $0

Fundraising Expenses $405,132

Program Expenses $397,001

Other Expenses $540,122

TOTAL EXPENSES $883,034

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,136,513	$1,708,809	-0.3%
Expenses	$883,034	$1,197,776	-0.3%
Net Income	$253,479	$511,033	-0.5%

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

$1,764,896

Total Directors

$1,899,359

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	VICE CHAIR	1.0	Officer Director	$0	$0	$0
N/A	TREASURER	1.0	Officer Director	$0	$0	$0
N/A	SECRETARY	1.0	Officer Director	$0	$0	$0
N/A	PAST CHAIR	1.0	Officer Director	$0	$0	$0
N/A	EX-OFFICIO	0.0	Officer Director	$0	$45,364	$602,144
N/A	CHAIR	1.0	Officer Director	$0	$0	$0
N/A	EX-OFFICIO	0.0	Officer Director	$0	$44,520	$480,249
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	0.0	Director	$0	$10,804	$178,257
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	0.0	Director	$0	$49,917	$638,709
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	CFO, MINISTRY MARKET/INTERIM CEO, MINISTRY MARKET (START 5/2023)	0.0	Officer	$0	$47,771	$682,503
N/A	FORMER OFFICER (END 9/2021)	0.0		$0	$54,290	$1,343,939

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
2023	$222,513	$69,420	No data	$153,093
2023	$1,136,513	$883,034	$14,553,870	$253,479
2022	$1,708,809	$1,197,776	$14,427,271	$511,033
2021	$2,533,865	$983,002	$14,900,295	$1,550,863
2020	$807,802	$648,588	$12,323,868	$159,214
2019	$1,066,983	$592,113	$12,060,831	$474,870
2019	$1,066,983	$592,113	$12,060,831	$474,870
2018	$891,736	$499,712	$11,761,176	$392,024