MERCY HEALTH FOUNDATION OKLAHOMA CITY (EIN 463184231) - 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

2013

Legal Domicile

Principal Officer

LORI CUMMINS

Phone

3145796100

Tax Period

2024-07-01 to 2025-06-30

MERCY HEALTH FOUNDATION OKLAHOMA CITY, founded in 2013, is a community nonprofit that reported $4.4M in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $47.6M exceeded revenue, resulting in a 971% operating deficit.

Mission

AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE.

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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 $4,664,446

Program Service Revenue $0

Investment Income $0

Other Revenue $-221,602

TOTAL REVENUE $4,442,844

Expense Breakdown

Grants Paid $46,184,687

Salaries & Benefits $1,054,137

Fundraising Expenses $547,514

Program Expenses $46,184,687

Other Expenses $352,142

TOTAL EXPENSES $47,590,966

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,442,844	$6,040,915	-0.3%
Expenses	$47,590,966	$2,200,302	+20.6%
Net Income	$-43,148,122	$3,840,613	-12.2%

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

$1,152,449

Total Directors

$2,021,658

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CUMMINS LORI	VP, DEVELOPMENT & BOARD MEMBER	1.00	Officer Director	$0	$32,851	$334,994
BROWN KATHY	BOARD MEMBER	1.00	Director	$0	$0	$0
BUENDIA GINA	BOARD MEMBER	1.00	Director	$0	$0	$0
COOPER TERRI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVENPORT PATTY	BOARD MEMBER	1.00	Director	$0	$0	$0
DELL'OSSO NICOLE	BOARD MEMBER & SECRETARY	1.00	Director	$0	$0	$0
DOBBINS NICOLE	BOARD MEMBER & VICE CHAIR	1.00	Director	$0	$0	$0
DRAKE SUSAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DUNCAN ROBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
FULLER BENNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
IKARD CAROLINE	BOARD MEMBER	1.00	Director	$0	$0	$0
LEICHTER CATHY	BOARD MEMBER	1.00	Director	$0	$0	$0
RECORDS MARISA	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDERS MIKE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAMPBELL MD JESSE	REGIONAL PHYSICIAN EXECUTIVE & BOARD MEMBER	1.00	Director	$0	$128,107	$1,296,473
MOORE MD IMARI	PHYSICIAN & BOARD MEMBER	1.00	Director	$0	$21,983	$390,191
HAHNE CHRISTOPHER	CFO & TREASURER	5.00	Officer	$0	$72,594	$431,123
GEISTER BENNETT	PRESIDENT, MERCY OKLAHOMA CITY COMMUNITIES	5.00	Officer	$0	$12,058	$386,332

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	$4,442,844	$47,590,966	$18,533,502	$-43,148,122
2024	$6,040,915	$2,200,302	$60,584,459	$3,840,613
2023	$11,450,500	$2,354,581	$55,026,873	$9,095,919
2022	$17,286,796	$2,486,907	$44,547,256	$14,799,889
2021	$16,889,983	$6,709,523	$33,351,281	$10,180,460
2020	$13,058,863	$2,133,568	$20,605,393	$10,925,295
2019	$3,580,536	$5,933,868	$11,501,265	$-2,353,332
2018	$4,080,309	$7,067,812	$14,097,764	$-2,987,503

MERCY HEALTH FOUNDATION OKLAHOMA CITY