ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM

EIN: 470484764 501(c)(3) Health Care

OMAHA, NE

Total Revenue
$695,333,893
Total Expenses
$685,216,987
Total Assets
$1,102,481,292
Net Assets
$964,469,611
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
NE
Principal Officer
TIM BRICKER
Phone
4023434323
Tax Period
2022-07-01 to 2023-06-30

ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM, founded in 1961, is a major nonprofit in the Health Care sector that reported $695.3M in total revenue in fiscal year 2022.

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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $9,676,827
Program Service Revenue $673,322,579
Investment Income $927,707
Other Revenue $11,406,780
TOTAL REVENUE $695,333,893

Expense Breakdown

Grants Paid $194,690
Salaries & Benefits $208,982,723
Fundraising Expenses $0
Program Expenses $655,916,922
Other Expenses $476,039,574
TOTAL EXPENSES $685,216,987

Year-over-Year Comparison

2022 2021 Change
Revenue $695,333,893 $646,364,066 +0.1%
Expenses $685,216,987 $618,292,363 +0.1%
Net Income $10,116,906 $28,071,703 -0.6%
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

Financial Distress Indicator

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
14
Independent Members
9
Employees
3612
Volunteers
390

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
9
$4,108,429
Total Directors
14
$5,099,965
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN PETERSDORF BOARD MEMBER 1.00
Director
$0 $677,245 $3,026,445
EVERT KUIPER EX-OFFICIO BM/ PRESIDENT & CEO CHI HEALTH 5.00
Officer Director
$0 $29,391 $1,303,984
JEANETTE WOJTALEWICZ CFO, CHI HEALTH (TERMED 1/6/23) 5.00
Officer
$0 $54,280 $1,223,121
JAYLEEN CASANO PRESIDENT CUMC-BERGAN MERCY (TERMED 3/4/23) 50.00
Officer
$0 $74,438 $890,021
KIRTIBALA GUPTA MD BOARD MEMBER/PHYSICIAN 1.00
Director
$0 $44,314 $440,317
JULIE GOEBEL INTERIM PRESIDENT CUMC-BERGAN MERCY 50.00
Officer
$0 $21,111 $386,593
CY XAYARATH TRAVELER RN 30.00
Highest
$191,350 $52,261 $353,146
MARLENE ROSS RN I 0.00
$0 $26,703 $339,466
HEATHER MORGAN MD BOARD MEMBER/PHYSICIAN 1.00
Director
$0 $50,607 $329,219
NICK OTOOL INTERIM CFO, CHI HEALTH 5.00
Officer
$0 $47,032 $304,710
KELLI SAUCERMAN-HOWARD VP PATIENT CARE SERVICES 50.00
Highest
$260,862 $43,539 $304,401
RICHARD WALDEN TRAVELER RN 45.00
Highest
$255,140 $19,764 $284,841
MAKALIA ABRAHAMSON TRAVELER RN 10.00
Highest
$48,721 $11,873 $277,487
MATTHEW WALTERS SENIOR PHYSICIST 49.00
Highest
$253,787 $15,362 $269,634
MARIE KNEDLER FORMER PRESIDENT 40.00
$0 $13,240 $262,685
KELLY BACON BOARD MEMBER 1.00
Director
$0 $0 $0
KENT BARNEY TREASURER 1.00
Officer Director
$0 $0 $0
KEVIN FITZGERALD PHD SECRETARY 1.00
Officer Director
$0 $0 $0
SISTER NADINE HEIMANN OSF BOARD MEMBER 1.00
Director
$0 $0 $0
SUSANNE L HRUZA MD BOARD MEMBER 1.00
Director
$0 $0 $0
SISTER MAURITA SOUKUP BOARD CHAIR 1.00
Officer Director
$0 $0 $0
MARDELL WILSON EDD BOARD MEMBER 1.00
Director
$0 $0 $0
BILL YATES VICE CHAIR 1.00
Officer Director
$0 $0 $0
LG SEARCEY BOARD MEMBER 1.00
Director
$0 $0 $0
DAVE TAYLOR BOARD MEMBER 1.00
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 $695,333,893 $685,216,987 $1,102,481,292 $10,116,906
2022 $646,364,066 $618,292,363 $1,119,612,776 $28,071,703
2021 $611,302,606 $574,995,405 $1,132,748,535 $36,307,201
2020 $576,631,372 $545,587,465 $1,103,720,415 $31,043,907
2019 $574,141,897 $546,178,593 $957,500,274 $27,963,304
2018 $695,691,109 $635,222,861 $1,068,516,788 $60,468,248
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