MERCY HEALTH FOUNDATION SOUTH (EIN 261516789) - Form 990 Financial Analysis & Trantor Score

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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

2007

Legal Domicile

Principal Officer

VALERIE STRICKER

Phone

3145251000

Tax Period

2023-07-01 to 2024-06-30

MERCY HEALTH FOUNDATION SOUTH, founded in 2007, is a community nonprofit in the Health Care sector that reported $5.0M in total revenue in fiscal year 2023. Revenue surged 133% from the prior year, signaling strong growth momentum. Net assets of $22.0M represent 53 months of operating reserves.

Mission

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

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,869,273

Program Service Revenue $0

Investment Income $113,330

Other Revenue $-17,930

TOTAL REVENUE $4,964,673

Expense Breakdown

Grants Paid $3,819,920

Salaries & Benefits $1,021,612

Fundraising Expenses $480,030

Program Expenses $3,819,920

Other Expenses $171,415

TOTAL EXPENSES $5,012,947

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,964,673	$2,128,765	+1.3%
Expenses	$5,012,947	$18,239,692	-0.7%
Net Income	$-48,274	$-16,110,927	-1.0%

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

$170,816

Total Directors

$3,530,002

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN CHRIS	PHYSICIAN & BOARD MEMBER	5.00	Director	$0	$8,131	$1,048,676
BASLER DARIN	BOARD MEMBER	1.00	Director	$0	$0	$0
BASLER RICHARD	BOARD MEMBER	1.00	Director	$0	$0	$0
CAMPBELL PAMELA	BOARD MEMBER	1.00	Director	$0	$0	$0
FISSEL BRIAN	BOARD MEMBER	1.00	Director	$0	$0	$0
HOGAN SEAN JOSEPH	MHS PRESIDENT	1.00	Director	$0	$93,522	$1,012,721
HOOTMAN LORI	BOARD MEMBER	1.00	Director	$0	$0	$0
HYLAND MOLLY	BOARD MEMBER	1.00	Director	$0	$0	$0
LIPIC JOSEPH	CHAIRMAN EMERITUS	1.00	Director	$0	$0	$0
MEIER JOHN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHETTY NISHA	PHYSICIAN & BOARD MEMBER	1.00	Director	$0	$14,757	$481,166
SINDELAR SARA	BOARD MEMBER	1.00	Director	$0	$0	$0
STUDER KEVIN	BOARD MEMBER	1.00	Director	$0	$0	$0
WEICK MD RAYMOND	REGIONAL PHYSICIAN EXECUTIVE & BOARD MEMBER	1.00	Director	$0	$100,094	$987,439
STRICKER VALERIE	VP, DEVELOPMENT	40.00	Officer	$0	$8,139	$170,816
ECKENFELS DANIEL	FORMER OFFICER	0.00		$0	$29,460	$443,028
CIARAMITA MD JEFFREY	FORMER KEY EMPLOYEE	0.00		$0	$161,149	$2,141,295

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	$4,964,673	$5,012,947	$22,512,616	$-48,274
2023	$2,128,765	$18,239,692	$20,934,731	$-16,110,927
2022	$6,098,197	$3,012,048	$35,840,983	$3,086,149
2021	$5,536,347	$1,283,311	$34,090,637	$4,253,036
2020	$21,021,309	$1,870,082	$26,920,688	$19,151,227
2019	$1,659,939	$1,019,836	$8,532,429	$640,103
2018	$1,832,981	$1,839,350	$7,746,400	$-6,369

MERCY HEALTH FOUNDATION SOUTH