MERCY HEALTH FOUNDATION JEFFERSON

EIN: 462797051 501(c)(3)

CHESTERFIELD, MO

Total Revenue
$1,268,650
Total Expenses
$512,372
Total Assets
$4,511,346
Net Assets
$4,461,289
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
MO
Principal Officer
ANDREW HELD
Phone
3145251000
Tax Period
2022-07-01 to 2023-06-30

MERCY HEALTH FOUNDATION JEFFERSON, founded in 2013, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2022. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $756K, a strong 60% operating margin.

Mission

MERCY HEALTH FOUNDATION JEFFERSON'S (THE "FOUNDATION") PRIMARY ACTIVITY IS TO ENGAGE IN FUNDRAISING ACTIVITIES TO SUPPORT CHARITY CARE PROVIDED TO THE PATIENTS OF MERCY HOSPITAL JEFFERSON (THE "HOSPITAL"), THE ORGANIZATION BEING SUPPORTED BY THE FOUNDATION, AND TO PROVIDE FUNDING FOR CAPITAL EXPENSES INCURRED AND PROGRAMS CARRIED ON BY THE HOSPITAL ON BEHALF OF PATIENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,272,644
Program Service Revenue $0
Investment Income $2,829
Other Revenue $-6,823
TOTAL REVENUE $1,268,650

Expense Breakdown

Grants Paid $371,027
Salaries & Benefits $114,887
Fundraising Expenses $68,672
Program Expenses $371,027
Other Expenses $26,458
TOTAL EXPENSES $512,372

Year-over-Year Comparison

2022 2021 Change
Revenue $1,268,650 $660,603 +0.9%
Expenses $512,372 $774,928 -0.3%
Net Income $756,278 $-114,325 -7.6%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
13

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
$1,224,848
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMATO PHIL BOARD MEMBER 1.00
Director
$0 $0 $0
BRIDGEWATER ETHAN BOARD MEMBER 1.00
Director
$0 $0 $0
FADLER TAMMY BOARD MEMBER 1.00
Director
$0 $0 $0
FLYNN PAUL BOARD MEMBER 1.00
Director
$0 $0 $0
GLORE DAN BOARD MEMBER 1.00
Director
$0 $0 $0
GOVERO SARA BOARD MEMBER 1.00
Director
$0 $0 $0
KILIAN KENNETH BOARD MEMBER 1.00
Director
$0 $0 $0
MCCLINTON TRACI BOARD MEMBER 1.00
Director
$0 $0 $0
SEEK BILL BOARD MEMBER 1.00
Director
$0 $0 $0
SMITH KIM BOARD MEMBER 1.00
Director
$0 $0 $0
THOMASSON MARY BOARD MEMBER 1.00
Director
$0 $0 $0
TUGGLE SUSAN BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAMS REBECCA BOARD MEMBER 1.00
Director
$0 $0 $0
AMMONS CARL E ERIC PRESIDENT, MERCY HOSPITAL JEFFERSON 5.00
Officer
$0 $106,566 $734,330
ECKENFELS DANIEL VP FINANCE/CAO 5.00
Officer
$0 $29,785 $361,822
HELD ANDREW EXECUTIVE DIRECTOR PHILANTROPHY 46.00
Officer
$0 $26,015 $128,696
MATEJKA CHERYL L FORMER OFFICER 0.00
$0 $127,825 $1,325,464
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 $1,268,650 $512,372 $4,511,346 $756,278
2022 $660,603 $774,928 $3,611,649 $-114,325
2021 $3,056,269 $937,025 $4,727,267 $2,119,244
2020 $1,704,727 $884,100 $3,589,444 $820,627
2019 $2,015,826 $1,966,690 $3,056,030 $49,136
2018 $1,342,715 $1,228,060 $3,773,696 $114,655
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