MERCY HEALTH CARE FOUNDATION (EIN 421461064) - 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

1996

Legal Domicile

Principal Officer

KATHY BERTOLINI

Phone

4023434323

Tax Period

2022-07-01 to 2023-06-30

MERCY HEALTH CARE FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $211K in total revenue in fiscal year 2022. The organization ran a surplus of $186K, a strong 88% operating margin.

Mission

THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH.

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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 (2022)

Revenue Breakdown

Contributions & Grants $35,531

Program Service Revenue $0

Investment Income $177,084

Other Revenue $-1,892

TOTAL REVENUE $210,723

Expense Breakdown

Grants Paid $22,720

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,051

Other Expenses $1,523

TOTAL EXPENSES $24,243

Year-over-Year Comparison

	2022	2021	Change
Revenue	$210,723	$-272,167	-1.8%
Expenses	$24,243	$262,061	-0.9%
Net Income	$186,480	$-534,228	-1.3%

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

$3,176,203

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVERT KUIPER	PRESIDENT & CEO CHI HEALTH	1.00	Officer	$0	$29,391	$1,303,984
JEANETTE WOJTALEWICZ	CFO, CHI HEALTH (PARTIAL YEAR)	1.00	Officer	$0	$54,280	$1,223,121
KATHY BERTOLINI	VP PHILANTHROPY	1.00	Officer	$0	$43,430	$344,388
NICK OTOOL	INTERIM CFO, CHI HEALTH	1.00	Officer	$0	$47,032	$304,710
BETSY AKIN	TREASURER	1.00	Officer Director	$0	$0	$0
DOUG BROWN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LUANN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
CAROL CLINE	DIRECTOR	1.00	Director	$0	$0	$0
MONA DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$0
PAULA FEHRING	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN LARIMER	SECRETARY	1.00	Officer Director	$0	$0	$0
JAN LEONARD	DIRECTOR	1.00	Director	$0	$0	$0
ANN NIELSEN	DIRECTOR	1.00	Director	$0	$0	$0
JANE RYCHNOVSKY	PRESIDENT	1.00	Officer 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	No data	No data	No data	No data
2023	$210,723	$24,243	$3,094,084	$186,480
2022	$-272,167	$262,061	$2,908,312	$-534,228
2021	$671,800	$36,333	$3,441,832	$635,467
2020	$102,760	$143,855	$2,706,060	$-41,095
2019	$-23,153	$139,138	$2,705,029	$-162,291
2018	$181,473	$153,136	$2,867,320	$28,337

MERCY HEALTH CARE FOUNDATION