ALEGENT HEALTH - BERGAN MERCY HEAL… - Form 990 Financial Data

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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

1961

Legal Domicile

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

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $113,625,849 Revenue: $175,069,554

ALEGENT HEALTH-BERGAN MERCY MEDICAL CENTER AND MERCY HOSPITAL, COUNCIL BLUFFS OFFER PATIENTS THE MOST COMFORTABLE AND COMPREHENSIVE OPERATING ROOM SERVICES.

Program 2

Expenses: $76,546,853 Revenue: $193,377,847

BERGAN MERCY MEDICAL CENTER IS EQUIPPED WITH THE LATEST TECHNOLOGIES IN THE DIAGNOSTIC CENTER. THE CENTER IS COMPLETELY DIGITAL SO PATIENTS ARE NEVER WAITING ON FILMS. FEMALE PATIENTS CAN COUNT ON...

BERGAN MERCY MEDICAL CENTER IS EQUIPPED WITH THE LATEST TECHNOLOGIES IN THE DIAGNOSTIC CENTER. THE CENTER IS COMPLETELY DIGITAL SO PATIENTS ARE NEVER WAITING ON FILMS. FEMALE PATIENTS CAN COUNT ON EXPERT IMAGING TESTS INCLUDING ULTRASOUND, BONE DENSITY TESTING, STEREOTACTIC BREAST BIOPSY AND DIGITAL MAMMOGRAPHY. THERE ARE A WIDE RANGE OF AVAILABLE TESTS AT THE DIAGNOSTIC CENTER THAT INCLUDE THE FOLLOWING: DIGITAL MAMMOGRAPHY, MRI AND OPEN MRI, CT, PET CT AND CARDIAC CT, 64-SLICE CT, FLUOROSCOPY, PULMONARY FUNCTION TESTING, ULTRASOUND, CARDIOVASCULAR IMAGING, PHLEMBOTOMY, NUCLEAR MEDICINE, DIGITAL IMAGING, EEG, EKG AND EMG, STRESS TESTING AND ARTERIOGRAM.

Program 3

Expenses: $43,500,049 Revenue: $77,111,075

BERGAN MERCY MEDICAL CENTER AND MERCY HOSPITAL, COUNCIL BLUFFS OFFER A WIDE RANGE OF CARDIOVASCULAR SERVICES IN THE REGION, USING A TEAM APPROACH TO ADDRESS THE TOTAL NEEDS OF THE CARDIOVASCULAR...

BERGAN MERCY MEDICAL CENTER AND MERCY HOSPITAL, COUNCIL BLUFFS OFFER A WIDE RANGE OF CARDIOVASCULAR SERVICES IN THE REGION, USING A TEAM APPROACH TO ADDRESS THE TOTAL NEEDS OF THE CARDIOVASCULAR PATIENT. ALEGENT HEALTH-BERGAN MERCY HEALTH SYSTEM PROVIDES A COMPREHENSIVE RANGE OF CARDIAC SERVICES, INCLUDING BUT NOT LIMITED TO: VASCULAR AND CARDIAC SURGERY, HEART SCANS AND HEART CHECKS, CARDIAC REHABILITATION, VASCULAR ULTRASOUND, NUCLEAR STRESS TESTS, DUAL SOURCE CT SCANNER AND ANGIOPLASTY. IN 2006, MERCY HOSPITAL OPENED A NEW STATE-OF-THE-ART CARDIAC CATHETERIZATION LAB, ALLOWING PHYSICIANS TO PERFORM PROCEDURES SUCH AS HEART CATHETERIZATIONS, CORONARY INTERVENTIONS INCLUDING BALLOON ANGIOPLASTY AND STENTING, AS WELL AS IMPLANTATION OF PACEMAKERS AND DEFIBRILLATORS.

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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 (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

Governance

Voting Members

Independent Members

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

$4,108,429

Total Directors

$5,099,965

Key Employees

Highest Compensated

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

ALEGENT HEALTH - BERGAN MERCY HEALTH SYSTEM