MERCY HEALTHCARE FOUNDATION - CLINTON

EIN: 421316126 501(c)(3) Health Care

CLINTON, IA

Total Revenue
$451,787
Total Expenses
$536,456
Total Assets
$8,068,723
Net Assets
$6,585,676
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
IA
Principal Officer
JULIE DUNN
Phone
5632443535
Tax Period
2024-07-01 to 2025-06-30

MERCY HEALTHCARE FOUNDATION - CLINTON, founded in 1988, is a small nonprofit in the Health Care sector that reported $452K in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $536K exceeded revenue, resulting in a 19% operating deficit.

Mission

WE, MERCY HEALTH SERVICES-IOWA AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. MERCY HEALTHCARE FOUNDATION - CLINTON IS A MEMBER OF MERCY HEALTH SERVICES-IOWA AND TRINITY HEALTH.

Program Service Accomplishments

Program 1
Expenses: $513,176 Revenue: $0

THE FOCUS OF MERCY HEALTHCARE FOUNDATION - CLINTON (THE FOUNDATION) IS TO HELP THE MEDICAL CENTER PROVIDE THE HIGHEST QUALITY OF CARE, IN THE SAFEST ENVIRONMENT TO OUR PATIENTS, RESIDENTS, THEIR...

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THE FOCUS OF MERCY HEALTHCARE FOUNDATION - CLINTON (THE FOUNDATION) IS TO HELP THE MEDICAL CENTER PROVIDE THE HIGHEST QUALITY OF CARE, IN THE SAFEST ENVIRONMENT TO OUR PATIENTS, RESIDENTS, THEIR FAMILIES AND GUESTS, AND TO ACHIEVE THE BEST POSSIBLE CARE EXPERIENCE. GIFTS TO THE FOUNDATION ARE USED TO ESTABLISH OR ENHANCE PROGRAMS, IMPROVE OR BUILD FACILITIES AND PURCHASE EQUIPMENT THAT WOULD OTHERWISE BE UNAVAILABLE DUE TO BUDGET CONSTRAINTS.FUNDS RAISED THIS YEAR HELPED TO PURCHASE NEEDED MEDICAL SUPPLIES AND EQUIPMENT FOR THE MEDICAL CENTER AND MEDICAL GROUP. GIFTS WERE RECEIVED TO HELP WITH EMERGENCY NEEDS FOR PATIENT SUPPORT, INCLUDING CANCER CARE, HOME HEALTH CARE, HOSPICE CARE, AND SAFE CARE FOR NEWBORNS. THE FOUNDATION ASSISTED IN PURCHASING EQUIPMENT FOR THE MEDICAL CENTER AND CLINICS, INCLUDING EXAM CHAIRS, PATIENT CARE EQUIPMENT, PROTECTIVE LEAD APRONS FOR COLLEAGUE SAFETY, CARDIAC REHAB EQUIPMENT, AND CHILD CARE EQUIPMENT. IN ADDITION, FUNDS WERE RAISED FOR SCHOLARSHIPS AND EDUCATIONAL ASSISTANCE.$40,225 IN SCHOLARSHIPS WAS AWARDED DURING THE FISCAL YEAR TO THOSE PURSUING EDUCATION IN HEALTH CARE FIELDS.PLEASE VISIT THE WEBSITE FOR ADDITIONAL INFORMATION:WWW.MERCYONE.ORG/CLINTON/GIVING

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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 $197,521
Program Service Revenue $0
Investment Income $254,266
Other Revenue $0
TOTAL REVENUE $451,787

Expense Breakdown

Grants Paid $503,798
Salaries & Benefits $0
Fundraising Expenses $1,527
Program Expenses $513,176
Other Expenses $32,658
TOTAL EXPENSES $536,456

Year-over-Year Comparison

2024 2023 Change
Revenue $451,787 $860,687 -0.5%
Expenses $536,456 $346,554 +0.5%
Net Income $-84,669 $514,133 -1.2%
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
14
Independent Members
13
Employees
N/A
Volunteers
15

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
7
$135,082
Total Directors
16
$418,193
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIANE CHRISTENSEN DIRECTOR; CHAIR THROUGH 10/24 1.00
Officer Director
$0 $0 $0
JEROME BURKEN DIR; V CHAIR THR 10/24; CHAIR 11/24 1.00
Officer Director
$0 $0 $0
LAURA GASSMAN DIRECTOR; VICE CHAIR AS OF 11/24 1.00
Officer Director
$0 $0 $0
PATSY MOHR DIRECTOR; TREASURER 1.00
Officer Director
$0 $0 $0
BETTY BURKEN DIRECTOR 1.00
Director
$0 $0 $0
JOAN CURRENT DIRECTOR 1.00
Director
$0 $0 $0
CATHY EGGERS DIRECTOR 1.00
Director
$0 $0 $0
CHERYL FREY DIRECTOR 1.00
Director
$0 $0 $0
RON GUTIERREZ DIRECTOR THROUGH 9/24 1.00
Director
$0 $0 $0
KEITH HOOK DIRECTOR 1.00
Director
$0 $0 $0
ANDREW KIDA DIRECTOR 1.00
Director
$0 $0 $0
JAMES NELSON DIRECTOR 1.00
Director
$0 $0 $0
MATT PARBS DIRECTOR 1.00
Director
$0 $0 $0
TRACY REYNOLDS DIRECTOR AS OF 11/24 1.00
Director
$0 $0 $0
MARY KAY WIK DIRECTOR THROUGH 9/24 1.00
Director
$0 $0 $0
MELLISSA WOOD DIRECTOR; COO MERCYONE CLINTON 1.00
Director
$0 $20,938 $418,193
JULIE DUNN EXEC DIR; MERCYONE CLINTON MKTG DIR 16.00
Officer
$0 $21,662 $102,430
LISA MYLI SEC & MERCYONE VOL COORD THR 5/24 1.00
Officer
$0 $5,999 $24,470
JOCELYN RAY SEC & MERCYONE VOL COORD AS OF 8/24 1.00
Officer
$0 $23 $8,182
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 $451,787 $536,456 $8,068,723 $-84,669
2024 $860,687 $346,554 $6,941,371 $514,133
2023 $320,461 $298,446 $6,006,804 $22,015
2022 $552,139 $969,506 $5,656,954 $-417,367
2021 $414,165 $1,779,288 $6,928,879 $-1,365,123
2020 $383,501 $90,030 $7,485,311 $293,471
2019 $1,118,477 $101,952 $7,276,853 $1,016,525
2018 $926,415 $295,308 $6,196,550 $631,107
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