MERCY AUXILIARY JOPLIN (EIN 431461253) - 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

Principal Officer

JULIE COX

Phone

4177812727

Tax Period

2024-07-01 to 2025-06-30

MERCY AUXILIARY JOPLIN is a small nonprofit that reported $152K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $327K exceeded revenue, resulting in a 115% operating deficit.

Mission

TO MAINTAIN, INVEST, USE AND APPLY ANY INCOME IT RECEIVES FOR CHARITABLE, RELIGIOUS, EDUCATOINAL AND SCIENTIFIC PURPOSES IN A MANNER WHICH BENEFITS OR SUPPORTS THE HEALTHCARE MISSION OF MERCY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,984

Investment Income $5,835

Other Revenue $136,428

TOTAL REVENUE $152,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $322,264

Other Expenses $327,017

TOTAL EXPENSES $327,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$152,247	$253,639	-0.4%
Expenses	$327,017	$355,582	-0.1%
Net Income	$-174,770	$-101,943	+0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY HEINS	BOARD MEMBER	N/A	Director	$0	$0	$0
REX HUNT	BOARD MEMBER	N/A	Director	$0	$0	$0
TAMMIE HUNT	BOARD MEMBER	N/A	Director	$0	$0	$0
NAOMI MILLER	BOARD MEMBER	N/A	Director	$0	$0	$0
BEVERLY NEWMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
BEVERLY NEWMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
JANICE SHANAHAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ROBERT SUMMERS	BOARD MEMBER	N/A	Director	$0	$0	$0
GRETCHEN CALDWELL	TREASURER	N/A	Officer	$0	$0	$0
JULIE COX	PRESIDENT	N/A	Officer	$0	$0	$0
BETTY LINGENFELTER	CORRESPONDIN	N/A	Officer	$0	$0	$0
LINDA STEGNER	RECORDING SE	N/A	Officer	$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	$152,247	$327,017	$463,533	$-174,770
2024	$253,639	$355,582	$638,305	$-101,943
2023	$366,972	$209,235	$740,248	$157,737
2022	$247,126	$124,001	$584,323	$123,125
2021	$160,648	$105,433	$461,196	$55,215
2020	$205,786	$163,946	$405,982	$41,840
2019	$112,780	$113,808	$358,956	$-1,028
2018	$150,859	$189,831	$359,984	$-38,972

MERCY AUXILIARY JOPLIN