MERCY HEALTH FOUNDATION ADA

EIN: 463596274 501(c)(3)

ADA, OK

Total Revenue
$1,153,706
Total Expenses
$546,092
Total Assets
$9,454,239
Net Assets
$9,443,205
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
OK
Principal Officer
TODD ESSARY
Phone
3145796100
Tax Period
2024-07-01 to 2025-06-30

MERCY HEALTH FOUNDATION ADA, founded in 2013, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $608K, a strong 53% operating margin.

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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,176,591
Program Service Revenue $0
Investment Income $1,343
Other Revenue $-24,228
TOTAL REVENUE $1,153,706

Expense Breakdown

Grants Paid $61,222
Salaries & Benefits $262,799
Fundraising Expenses $123,947
Program Expenses $61,222
Other Expenses $222,071
TOTAL EXPENSES $546,092

Year-over-Year Comparison

2024 2023 Change
Revenue $1,153,706 $729,464 +0.6%
Expenses $546,092 $1,654,745 -0.7%
Net Income $607,614 $-925,281 -1.7%
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

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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
15
Independent Members
13
Employees
N/A
Volunteers
17

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
$1,369,702
Total Directors
15
$1,163,632
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ESSARY TODD EXEC DIRECTOR PHILANTROPHY & BD MEMBER 15.00
Officer Director
$0 $12,424 $223,027
FARRELL TERENCE PRESIDENT & BOARD MEMBER 40.00
Officer Director
$0 $77,245 $940,605
ADAMS DREW BOARD MEMBER 1.00
Director
$0 $0 $0
BABB MARANDA BOARD MEMBER 1.00
Director
$0 $0 $0
MANKIN TAMMY BOARD MEMBER 1.00
Director
$0 $0 $0
MATHENY CYNTHIA BOARD MEMBER 1.00
Director
$0 $0 $0
PATTON VICKI BOARD MEMBER 1.00
Director
$0 $0 $0
SPENCE CLINT BOARD MEMBER 1.00
Director
$0 $0 $0
TULANE SCOTT BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAMS JEFF BOARD MEMBER 1.00
Director
$0 $0 $0
WOOD SHANA BOARD MEMBER 1.00
Director
$0 $0 $0
ESTES CALEB BOARD MEMBER 1.00
Director
$0 $0 $0
FLOYD DELISA BOARD MEMBER 1.00
Director
$0 $0 $0
HOWARD KENNY BOARD MEMBER 1.00
Director
$0 $0 $0
MCELROY ALLYSON BOARD MEMBER 1.00
Director
$0 $0 $0
BRUNER MARCUS EXEC DIRECTOR, FINANCE 5.00
Officer
$0 $6,265 $206,070
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 $1,153,706 $546,092 $9,454,239 $607,614
2024 $729,464 $1,654,745 $13,876,398 $-925,281
2023 $12,712,117 $849,411 $14,703,874 $11,862,706
2022 $634,778 $524,655 $2,404,149 $110,123
2021 $889,809 $1,685,800 $2,664,188 $-795,991
2020 $1,141,164 $1,258,194 $3,421,720 $-117,030
2019 $1,440,185 $1,626,595 $4,222,345 $-186,410
2018 $1,147,464 $449,802 $3,306,563 $697,662
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