MERCY HEALTH FOUNDATION FORT SMITH

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

PATRICK PENDLETON

Phone

3145796100

Tax Period

2023-07-01 to 2024-06-30

MERCY HEALTH FOUNDATION FORT SMITH, founded in 1973, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2023. Revenue surged 224% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.1M, a strong 80% operating margin.

Mission

AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE.

Program Service Accomplishments

Program 1

Expenses: $1,244,034

MERCY HEALTH FOUNDATION FORT SMITH HELPED LIVE MERCY'S MISSION TO PROVIDE CARE TO EVERYONE WHO NEEDED IT BY SUPPORTING CHARITY CARE AND COMMUNITY OUTREACH SERVICES. DONATIONS SUPPORTED THE PROVISION OF CHARITY CARE AT MERCY FACILITIES, CAPITAL NEEDS, AND PROGRAMS IDENTIFIED TO BENEFIT PATIENTS CARED FOR AT MERCY HOSPITALS AND OUTREACH LOCATIONS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $11,253,155

Program Service Revenue $0

Investment Income $260,646

Other Revenue $-245,182

TOTAL REVENUE $11,268,619

Expense Breakdown

Grants Paid $1,244,034

Salaries & Benefits $880,701

Fundraising Expenses $438,025

Program Expenses $1,244,034

Other Expenses $83,926

TOTAL EXPENSES $2,208,661

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,268,619	$3,481,171	+2.2%
Expenses	$2,208,661	$3,292,377	-0.3%
Net Income	$9,059,958	$188,794	+47.0%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,418,509

Total Directors

$978,649

Key Employees

$369,872

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BESHEARS TRAVIS	BOARD MEMBER & SECRETARY	1.00	Officer Director	$0	$0	$0
HARMON DREW	BOARD MEMBER & TREASURER	1.00	Officer Director	$0	$0	$0
BEAUCHAMP RICKY	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARK SCOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
COX LEANN	BOARD MEMBER	1.00	Director	$0	$0	$0
CURRY DWIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVIS CHARLOTTE RAE	BOARD MEMBER	1.00	Director	$0	$0	$0
FORSGREN STEPHEN	BOARD MEMBER	1.00	Director	$0	$0	$0
HENDRICKS ANNIE	BOARD MEMBER	1.00	Director	$0	$0	$0
HOLROYD ROGER	BOARD MEMBER	1.00	Director	$0	$0	$0
HUNTON MD DAVID	PHYSICIAN & BOARD MEMBER	1.00	Director	$0	$23,681	$978,649
LEDFORD ZACHARY DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
PENDLETON PATRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
SCHNEIDER BRIAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SORG EDDIE	BOARD MEMBER	1.00	Director	$0	$0	$0
WESTPHAL BENNIE	BOARD MEMBER	1.00	Director	$0	$0	$0
WRIGHT ALAN	BOARD MEMBER	1.00	Director	$0	$0	$0
WRIGHT STEPHANIE	BOARD MEMBER	1.00	Director	$0	$0	$0
GEHRIG RYAN	COMMUNITY PRESIDENT	2.00	Officer	$0	$121,202	$1,418,509
WILCHER GRETA	CFO	10.00	Key Emp	$0	$43,147	$369,872
ELLISON CLARK	FORMER KEY EMPLOYEE	0.00		$0	$35,561	$285,515

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	$11,268,619	$2,208,661	$20,971,162	$9,059,958
2023	$3,481,171	$3,292,377	$11,927,679	$188,794
2022	$2,459,290	$1,359,552	$11,204,018	$1,099,738
2021	$4,304,791	$1,745,264	$11,257,845	$2,559,527
2020	$1,735,516	$1,874,543	$9,590,581	$-139,027
2019	$1,453,691	$1,269,161	$10,453,497	$184,530
2018	$745,315	$1,487,934	$9,596,265	$-742,619