MERCY HEALTH SYSTEM ASSOCIATION OF VOLUNTEERS INC

EIN: 390912682 501(c)(3) Health Care

JANESVILLE, WI

Total Revenue
$178,648
Total Expenses
$84,867
Total Assets
$517,507
Net Assets
$517,507
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
WI
Principal Officer
SUZANNE KUMLIEN
Phone
6087566000
Tax Period
2024-01-01 to 2024-06-30

MERCY HEALTH SYSTEM ASSOCIATION OF VOLUNTEERS INC, founded in 1963, is a small nonprofit in the Health Care sector that reported $179K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $94K, a strong 52% operating margin.

Mission

THE MISSION OF THE MERCY HEALTH SYSTEM ASSOCIATION OF VOLUNTEERS IS TO:PERFORM THE HIGHEST QUALITY OF VOLUNTEER SERVICES FOR IMPROVED HEALTHCARE, ACT AS AMBASSADORS OF GOODWILL FOR MERCY HOSPITAL IN THE SOUTHERN WISCONSIN AREA, AND PROVIDE FINANCIAL ASSISTANCE THROUGH FUND RAISING PROJECTS IN THE QUEST FOR HEALTHCARE AT THE LOWEST POSSIBLE COST WITHOUT SACRIFICING QUALITY, SERVICE, AND CONVENIENCE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $867
Program Service Revenue $158,480
Investment Income $8,335
Other Revenue $10,966
TOTAL REVENUE $178,648

Expense Breakdown

Grants Paid $2,212
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $82,657
Other Expenses $82,655
TOTAL EXPENSES $84,867

Year-over-Year Comparison

2024 2023 Change
Revenue $178,648 $380,616 -0.5%
Expenses $84,867 $627,253 -0.9%
Net Income $93,781 $-246,637 -1.4%
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
10
Independent Members
10
Employees
N/A
Volunteers
550

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
4
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ASHLIE MYERS PRESIDENT 1.00
Officer Director
$0 $0 $0
ANITA PETERS SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
WILLIAM ANACKER PRESIDENT (TERM 04/2024) 1.00
Officer Director
$0 $0 $0
SUZANNE KUMLIEN PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
AUDREY PFEIFFER DIRECTOR- RE.TAG.IT 1.00
Director
$0 $0 $0
CANDY THOMPSON DIRECTOR- VOLUNTEER ENGAGEMENT 1.00
Director
$0 $0 $0
DIANA PEARSE DIRECTOR- GIFT SHOP 1.00
Director
$0 $0 $0
SALLY HELMEID DIRECTOR- COMMUNITY CONNECTION 1.00
Director
$0 $0 $0
SARAH MCLEAN DIRECTOR- COMMUNITY CONNECTION 1.00
Director
$0 $0 $0
LADD UDY CORPORATE MEMBER 1.00
Director
$0 $0 $0
JEN MUCHOW CORPORATE MEMBER 1.00
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 $178,648 $84,867 $517,507 $93,781
2023 $380,616 $627,253 $429,149 $-246,637
2022 $395,954 $508,829 $675,786 $-112,875
2021 $452,577 $260,752 $788,661 $191,825
2020 $378,136 $544,060 $596,836 $-165,924
2019 $493,078 $482,760 $762,760 $10,318
2018 $520,896 $446,486 $752,442 $74,410
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