MERCY ASSISTED CARE INC

EIN: 391035110 501(c)(3) Health Care

JANESVILLE, WI

Total Revenue
$15,375,589
Total Expenses
$14,044,165
Total Assets
$17,672,112
Net Assets
$14,682,084
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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
WI
Principal Officer
JAVON BEA
Phone
6087542201
Tax Period
2024-07-01 to 2025-06-30

MERCY ASSISTED CARE INC, founded in 1985, is a mid-sized nonprofit in the Health Care sector that reported $15.4M in total revenue in fiscal year 2024. Expenses of $14.0M left a modest 9% surplus.

Mission

THE MISSION OF MERCY ASSISTED CARE, INC. (MAC) IS "EXCEPTIONAL HEALTH CARE SERVICES WITH A PASSION FOR MAKING LIVES BETTER." THE FOUNDATION OF THIS MISSION IS BASED ON A VISION OF QUALITY: EXCELLENCE IN PATIENT CARE; SERVICE: EXCEPTIONAL PATIENT AND CUSTOMER CARE; PARTNERING: BEST PLACE TO WORK; AND COST: COST-EFFECTIVE CARE, ALONG WITH A COMMITMENT TO THE VALUES OF HEALING IN THE BROADEST SENSE, PATIENTS COME FIRST, TREAT EACH OTHER LIKE FAMILY AND ALWAYS SEEK EXCELLENCE.

Program Service Accomplishments

Program 1
Expenses: $9,979,365 Revenue: $13,817,177

HOME HEALTH IS A CORE SERVICE AND HAS BECOME CRITICALLY IMPORTANT WITH HELPING TO KEEP PEOPLE IN THEIR HOMES AND OUT OF INSTITUTIONS WHERE COSTS ARE SIGNIFICANTLY GREATER. THE HOME HEALTH CARE STAFF...

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HOME HEALTH IS A CORE SERVICE AND HAS BECOME CRITICALLY IMPORTANT WITH HELPING TO KEEP PEOPLE IN THEIR HOMES AND OUT OF INSTITUTIONS WHERE COSTS ARE SIGNIFICANTLY GREATER. THE HOME HEALTH CARE STAFF PROVIDED 875 PATIENTS WITH OVER 18,400 VISITS BY NURSES, THERAPISTS AND NURSE AIDES. HOSPICE HOMECARE PROVIDED 9,514 VISITS.HOSPITAL COMMUNITY BENEFIT REPORT IRS FORM 990, SUPPLEMENT PART IIITHE COMMUNITY BENEFIT CONTRIBUTION OF MAC INCLUDES PROGRAMS AND ACTIVITIES THAT IMPROVE ACCESS TO HEALTH CARE AND IMPROVE HEALTH IN OUR COMMUNITIES.1. MERCY ASSISTED CARE INC.'S COMMITMENT TO PROVIDING COMMUNITY BENEFIT:A. THE MISSION OF MERCY ASSISTED CARE INC. IS ""EXCEPTIONAL HEALTH CARE SERVICES WITH A PASSION FOR MAKING LIVES BETTER." MERCY ASSISTED CARE PROVIDES QUALITY MEDICAL CARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE, OR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF MERCY ASSISTED CARE, IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES AND FURTHER THAT OUR MISSION IS TO SERVE THE COMMUNITY OF JANESVILLE AND SOUTHERN WISCONSIN WITH RESPECT TO PROVIDING HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. THEREFORE, IN KEEPING ITS MISSION, MERCY ASSISTED CARE ROUTINELY PROVIDES: 1.) FREE CARE AND/OR SUBSIDIZED CARE, 2.) CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS THAT ARE REIMBURSED BELOW COST, AND 3.) HEALTH ACTIVITIES AND EDUCATIONAL AND SUPPORT PROGRAMS TO THE COMMUNITIES IT SERVES IN SOUTHERN WISCONSIN AND NORTHERN ILLINOIS. THESE ACTIVITIES INCLUDE WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS, SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, MEDICALLY UNDERSERVED, AND A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. MANY OF THE SERVICES OF MERCY ASSISTED CARE ARE FOCUSED ON KEEPING THE ELDERLY AND MEDICALLY FRAIL IN THE TYPE OF INDEPENDENT SETTING MOST APPROPRIATE TO THEIR MEDICAL CONDITION. B. MERCY ASSISTED CARE CONSIDERS ITS TARGET POPULATIONS TO BE RESIDENTS OF ROCK AND WALWORTH COUNTIES IN WISCONSIN, AS WELL AS PARTS OF MCHENRY COUNTY IN ILLINOIS. THE SYSTEM USES MULTIPLE STRATEGIES TO IDENTIFY NEEDS IN THESE COMMUNITIES. THESE STRATEGIES INCLUDE ONE-ON-ONE MEETINGS WITH LOCAL COMMUNITY LEADERS, FORMAL SURVEYS, PARTICIPATION ON COMMUNITY TASK FORCES, SUGGESTIONS FROM PATIENTS, AND DIRECT INPUT FROM ITS EMPLOYEES. MERCY ASSISTED CARE HAS WORKED WITH VARIOUS COMMUNITY ORGANIZATIONS TO HELP MEET THESE NEEDS:1) MERCY ASSISTED CARE SUBSIDIZES ITS HOSPICE PROGRAM (THROUGH FUNDRAISING/DONATIONS FROM MERCYHEALTH DEVELOPMENT FOUNDATION)- SO THAT THIS PROGRAM IS AVAILABLE TO THOSE IN NEED WITHIN THE COMMUNITY.2) IT PROVIDES HEALTH SCREENINGS AND HEALTH EDUCATION SEMINARS AT PUBLIC EVENTS AND AT ITS OWN SITES THROUGHOUT THE TARGET AREA.3), MERCY ASSISTED CARE PROVIDES TRAINING OPPORTUNITIES FOR NURSES, PHYSICIANS, AND OTHER HEALTH PROFESSIONALS. C. FINANCIAL ASSISTANCE IS PROVIDED BY MERCY ASSISTED CARE TO CUSTOMERS WHO ARE UNABLE TO PAY FOR ALL OR A PORTION OF THEIR CHARGES AND WHO MEET ELIGIBILITY REQUIREMENTS. ELIGIBILITY IS BASED ON THE FOLLOWING: INDIVIDUAL OR FAMILY INCOME, INDIVIDUAL OR FAMILY ASSETS, FAMILY SIZE, AND OTHER SOURCES OF PAYMENT FOR SERVICES. ELIGIBILITY FOR ALL OTHER CATEGORICAL AIDS IS A PREREQUISITE BEFORE QUALIFYING FOR FINANCIAL ASSISTANCE. PATIENTS THAT QUALIFY WILL RECEIVE A REDUCTION IN THE BALANCE OWED AND EXTENDED PAYMENT TERMS. THE AMOUNT OF THE FINANCIAL ASSISTANCE BENEFIT IS BASED ON THAT PATIENT'S ABILITY TO PAY AND THE SIZE OF THE OUTSTANDING BALANCE. INFORMATION IS MADE AVAILABLE AT THE TIME OF REGISTRATION, THROUGH PATIENT FINANCIAL COUNSELORS, AND AT THE CUSTOMER SERVICE PATIENT ACCOUNTS AREAS. TRAINING IS PROVIDED TO PERSONNEL AS TO HOW TO COMMUNICATE THIS PROGRAM'S AVAILABILITY TO PATIENTS AND HOW TO DIRECT PATIENT'S INQUIRIES. TRANSLATION SERVICES ARE AVAILABLE AS NEEDED.2. ORGANIZATIONAL DESCRIPTION FOR TAX EXEMPTION- MERCY ASSISTED CARE, INC. HAS A GOVERNING BODY IN WHICH INDEPENDENT PERSONS REPRESENTATIVE OF THE COMMUNITY COMPRISE A MAJORITY.- MERCY ASSISTED CARE, INC. PARTICIPATES IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS.3. DESCRIPTION OF COMMUNITY BENEFIT PROGRAMSMERCY ASSISTED CARE OFFERS MANY REDUCED-PRICE SERVICES AND FREE PROGRAMS THROUGHOUT THE YEAR BASED UPON ACTIVITIES AND SERVICES WHICH MERCY ASSISTED CARE, INC. BELIEVES WILL SERVE A BONA FIDE COMMUNITY HEALTH NEED. SOME OF THE PROGRAMS INCLUDE:- PARTICIPATION IN HEALTH FAIRS- PARTICIPATION IN HOSPICE SUPPORT GROUPS 4. LINKS TO ADDITIONAL COMMUNITY BENEFIT INFORMATION MERCY HEALTH SYSTEM'S WEB PAGE: WWW.MERCYHEALTHSYSTEM.ORGSECTION 2 - QUANTIFIABLE COMMUNITY BENEFITFISCAL YEAR ENDED JUNE 30, 2025:1) CHARITY CARE - AT COST = $25,1172) MEDICAID SHORTFALL - NET EXPENSE = $125,026TOTAL QUANTIFIABLE COMMUNITY BENEFIT = $150,143

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,714,766
Investment Income $406
Other Revenue $7,660,417
TOTAL REVENUE $15,375,589

Expense Breakdown

Grants Paid $43,890
Salaries & Benefits $10,491,650
Fundraising Expenses $0
Program Expenses $9,979,365
Other Expenses $3,508,625
TOTAL EXPENSES $14,044,165

Year-over-Year Comparison

2024 2023 Change
Revenue $15,375,589 $15,163,413 +0.0%
Expenses $14,044,165 $13,407,768 +0.0%
Net Income $1,331,424 $1,755,645 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
6
Employees
135
Volunteers
10

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
8
$18,548,077
Total Directors
9
$16,980,381
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TODD ANDERSON VP/CFO (TERM 01/2025) 1.00
Officer
$0 $77,630 $1,013,099
KIMBERLY SCACCIA VP - REVENUE CYCLE (TERM 09/2025) 1.00
Officer
$0 $66,109 $599,642
MARK L GOELZER MD DIRECTOR/PHYSICIAN 1.00
Director
$0 $38,924 $539,240
JENNIFER HALLATT VP/EXECUTIVE DIRECTOR (EFF. 01/2024) 1.00
Officer
$0 $50,439 $526,738
SHELLEY HERBST-NGUYEN HOME HEALTH THERAPY SUPERVISOR 40.00
Highest
$148,997 $33,000 $181,997
TRACI HEINTZELMAN RN HOME HEALTH HOSPICE ADVANCED 53.00
Highest
$154,895 $17,492 $172,387
SARAH LOGTERMAN PHYSICAL THERAPIST HH - ADVANCED CERTIFIED 30.00
Highest
$141,168 $16,938 $158,106
KAYLIE FUHRMAN RN SUPERVISOR HOME HEALTH 40.00
Highest
$117,686 $39,501 $157,187
CRISTINA CORNELLIER RN HEALTH HOSPICE ADVANCED 47.00
Highest
$135,664 $19,512 $155,176
ROBERT WALTERS EXECUTIVE DIRECTOR (TERM 01/2024) 0.00
$0 $6,678 $119,697
JAVON R BEA PRESIDENT/CEO (SEE PAGES 31-32) 1.00
Officer Director
$0 $4,695,329 $16,336,153
ROWLAND J MCCLELLAN CHAIR IN MEMORIAM (07/2024) 1.00
Officer Director
$0 $0 $26,893
DAVE L SYVERSON DIRECTOR 1.00
Director
$0 $0 $15,753
KATHERINE A SCHACK VICE CHAIR & DIRECTOR 1.00
Officer Director
$0 $0 $15,370
WESLEY M JOST DIRECTOR 1.00
Director
$0 $0 $15,290
THOMAS D BUDD SECRETARY & TREASURER 1.00
Officer Director
$0 $0 $15,182
THOMAS R POOL CHAIR & DIRECTOR 1.00
Officer Director
$0 $0 $15,000
CARLOS S AREVALO DIRECTOR (EFF. 10/2024) 1.00
Director
$0 $0 $1,500
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 $15,375,589 $14,044,165 $17,672,112 $1,331,424
2024 No data No data No data No data
2023 $14,956,480 $12,858,100 $14,233,277 $2,098,380
2022 $12,610,509 $10,533,636 $11,848,284 $2,076,873
2021 $11,111,747 $10,118,847 $9,245,473 $992,900
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