MERCY AND UNITY HOSPITALS FOUNDATION

EIN: 300086426 501(c)(3)

MINNEAPOLIS, MN

Total Revenue
$232,467
Total Expenses
$501,406
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
MN
Principal Officer
LINDA ORTNER
Phone
6122620660
Tax Period
2022-01-01 to 2022-04-01

MERCY AND UNITY HOSPITALS FOUNDATION, founded in 2002, is a small nonprofit that reported $232K in total revenue in fiscal year 2022. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $501K exceeded revenue, resulting in a 116% operating deficit.

Mission

THE MERCY HOSPITAL FOUNDATION EXISTS TO ENHANCE THE HEALTH OF THE PATIENTS OF MERCY HOSPITAL AND THE COMMUNITIES THAT WE SERVE. THE FOUNDATION SUPPORTS THE EFFORTS OF THE HOSPITAL IN PROVIDING EXCEPTIONAL PATIENT CARE, ADVANCED TECHNOLOGY, AND A HEALTHY WORK ENVIRONMENT THROUGH FUNDRAISING.THE MERCY HOSPITAL FOUNDATION SUPPORTS THE AWARD-WINNING CARE THAT IS PROVIDED TO THE PATIENTS OF OUR HOSPITAL BY RAISING MONEY FROM INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS.THE FUND RAISING CONDUCTED BY MERCY HOSPITAL FOUNDATION SUPPORTS THE PROGRAMS OF THE HOSPITAL. THESE PROGRAMS ARE DESIGNED TO MEET THE NEEDS OF OUR PATIENTS, STAFF AND COMMUNITY MEMBERS. ULTIMATELY, OUR PATIENTS BENEFIT FROM THE LATEST TECHNOLOGY AVAILABLE AND THE MOST INNOVATIVE CARE POSSIBLE. OUR STAFF BENEFITS FROM WORKING IN A SAFE ENVIRONMENT THAT SUPPORTS THEIR NEEDS. OUR COMMUNITY BENEFITS BY HAVING EXCEPTIONAL CARE AVAILABLE CLOSE TO HOME.

Program Service Accomplishments

Program 1
Expenses: $295,000

CAPITAL CAMPAIGN COMMITMENTCAPITAL GRANTS AS PART OF THE $4.687 MILLION CAPITAL CAMPAIGN COMMITMENT IN SUPPORT OF VARIOUS PROJECTS TO ENHANCE PATIENT CARE AT BOTH MERCY AND UNITY HOSPITAL CAMPUSES...

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CAPITAL CAMPAIGN COMMITMENTCAPITAL GRANTS AS PART OF THE $4.687 MILLION CAPITAL CAMPAIGN COMMITMENT IN SUPPORT OF VARIOUS PROJECTS TO ENHANCE PATIENT CARE AT BOTH MERCY AND UNITY HOSPITAL CAMPUSES WITH THE FOCUS TO ALIGN AS "ONE HOSPITAL WITH TWO CAMPUSES" WHILE CONTINUING TO PROVIDE EXCELLENT PATIENT CARE AND EXPERIENCE AND REMOVING DUPLICATE SERVICES WITH MERCY HOSPITAL AS THE TERTIARY HOSPITAL FOR THE NORTH METROPOLITAN AREA. THESE 2022 CAPITAL GRANTS INCLUDE: $100,000 FOR MENTAL HEALTH CONSOLIDATION; $100,000 FOR XI DAVINCI SURGICAL SYSTEM ROBOT FOR CANCER SERVICES; $ 95,000 FOR 5TH FLOOR RENOVATION OF THE ORTHO/SPINE UNIT.

Program 2
Expenses: $61,489

STAFF AND EMPLOYEE WELLNESS, EDUCATION AND TRAINING - $39,831PROVIDING STRESS REDUCING TREATMENT AND EDUCATIONAL TRAINING FOR EMPLOYEES AND STAFF. TRAINING INCLUDES MRI CERTIFICATION AS WELL AS...

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STAFF AND EMPLOYEE WELLNESS, EDUCATION AND TRAINING - $39,831PROVIDING STRESS REDUCING TREATMENT AND EDUCATIONAL TRAINING FOR EMPLOYEES AND STAFF. TRAINING INCLUDES MRI CERTIFICATION AS WELL AS NATIONAL TRAUMA CARE BEST PRACTICES AND IMPROVEMENT COURSES TO MAINTAIN COMPETENCY IN OPTIMAL TRAUMA CARE FOR PATIENTS SERVED BY MERCY HOSPITALS. WORKSPACE IMPROVEMENTS - $11,225CREATE A MORE STREAMLINED SPACE FOR STAFF TO BETTER ASSIST PATIENTS. PATIENT AND COMMUNITY CARE $5,600FUNDING INCLUDES A SOCIAL WORKER PARTNERSHIP WITH BLAINE/COON RAPIDS POLICE DEPARTMENT. NEWBORN SWADDLES - $4,833PROVIDES ONESIES FOR NEWBORNS BORN WITHIN MERCY/UNITY HOSPITALS.

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Trantor Score

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

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $223,504
Program Service Revenue $0
Investment Income $8,963
Other Revenue $0
TOTAL REVENUE $232,467

Expense Breakdown

Grants Paid $356,489
Salaries & Benefits $0
Fundraising Expenses $70,284
Program Expenses $356,489
Other Expenses $144,917
TOTAL EXPENSES $501,406

Year-over-Year Comparison

2022 2021 Change
Revenue $232,467 $1,578,417 -0.9%
Expenses $501,406 $1,105,430 -0.5%
Net Income $-268,939 $472,987 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
11
Employees
N/A
Volunteers
11

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
$1,726,195
Total Directors
15
$2,616,499
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SARA CRIGER DIRECTOR/PRES. MERCY HOSP. 2.00
Director
$0 $100,099 $1,681,503
SARA H SCHOEL MD DIRECTOR 2.00
Director
$0 $22,575 $470,879
LINDA ORTNER DIRECTOR/EXEC DIR FNDTN 2.00
Officer Director
$0 $16,724 $251,785
PAULA INMAN DIRECTOR/TREASURER 2.00
Director
$0 $46,234 $212,332
DARCY BOARD DIRECTOR 2.00
Director
$0 $0 $0
ROSEMARIE DONLIN DIRECTOR 2.00
Director
$0 $0 $0
KYLE JOHANSEN DIRECTOR 2.00
Director
$0 $0 $0
STEVE KALINA DIRECTOR 2.00
Director
$0 $0 $0
JOHN KNOLL DIRECTOR 2.00
Director
$0 $0 $0
SCOTT PETERSON DO DIRECTOR 2.00
Director
$0 $0 $0
EVA RASMUSSEN DIRECTOR 2.00
Director
$0 $0 $0
TAMMY SCHEMMEL DIRECTOR 2.00
Director
$0 $0 $0
DONNA SCOLLON DIRECTOR 2.00
Director
$0 $0 $0
D BRENT SIMONS MD DIRECTOR 2.00
Director
$0 $0 $0
CHRIS WEINHOLD DIRECTOR 2.00
Director
$0 $0 $0
RICHARD MAGNUSON CFO 2.00
Officer
$0 $103,314 $1,474,410
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
2022 $232,467 $501,406 No data $-268,939
2021 $1,578,417 $1,105,430 $8,494,318 $472,987
2020 $2,449,458 $1,850,658 $8,126,689 $598,800
2019 $2,160,175 $2,230,565 $7,606,766 $-70,390
2018 $3,529,229 $4,844,723 $9,942,563 $-1,315,494
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