ST MARY'S HOSPITAL FOUNDATION

EIN: 470707604 501(c)(3)

NEBRASKA CITY, NE

Total Revenue
$159,773
Total Expenses
$469,731
Total Assets
$958,893
Net Assets
$924,454
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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
1986
Legal Domicile
NE
Principal Officer
KATHY BERTOLINI
Phone
4028738929
Tax Period
2022-07-01 to 2023-06-30

ST MARY'S HOSPITAL FOUNDATION, founded in 1986, is a small nonprofit that reported $160K in total revenue in fiscal year 2022. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $470K exceeded revenue, resulting in a 194% operating deficit.

Mission

THROUGH VOLUNTARY LEADERSHIP THE FOUNDATION BOARD SEEKS, ATTAINS AND ADMINISTERS FUNDS CONTRIBUTED FROM VARIOUS SOURCES TO SUPPORT THE HEALING MISSION OF ST. MARY'S COMMUNITY HOSPITAL.

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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 $159,461
Program Service Revenue $0
Investment Income $312
Other Revenue $0
TOTAL REVENUE $159,773

Expense Breakdown

Grants Paid $469,536
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $469,731
Other Expenses $195
TOTAL EXPENSES $469,731

Year-over-Year Comparison

2022 2021 Change
Revenue $159,773 $108,714 +0.5%
Expenses $469,731 $70,024 +5.7%
Net Income $-309,958 $38,690 -9.0%
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
16
Independent Members
11
Employees
N/A
Volunteers
11

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
7
$2,110,564
Total Directors
16
$906,137
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEANETTE WOJTALEWICZ CFO, CHI HEALTH (PARTIAL YEAR) 1.00
Officer
$0 $54,280 $1,223,121
STACY BLUM MD FORMER BOARD CHAIR/PHYSICIAN 0.00
$0 $54,494 $611,786
BRETT MEYER MD FORMER BOARD CHAIR/PHYSICIAN 0.00
$0 $19,482 $593,944
DANIEL DEFREECE MD EX-OFFICIO BM, PRESIDENT, ST. MARY'S HOSPITAL 1.00
Director
$0 $60,897 $383,688
KATHY BERTOLINI VP PHILANTHROPY 1.00
Officer
$0 $43,430 $344,388
NICK OTOOL INTERIM CFO, CHI HEALTH 1.00
Officer
$0 $47,032 $304,710
JORDAN GUSTAFSON BOARD MEMBER/PHYS ASST 1.00
Director
$0 $37,287 $284,104
PAOLA HINCAPIE VICE CHAIR/RN 1.00
Officer Director
$0 $39,396 $122,209
TRACI REUTER EX-OFFICIO BM/FOUNDATION DIRECTOR 40.00
Officer Director
$0 $34,743 $88,410
DEAN THOMSON MD CHAIR 1.00
Officer Director
$0 $938 $27,726
BRANDEN BENDER BOARD MEMBER 1.00
Director
$0 $0 $0
JESSICA CRUNK BOARD MEMBER 1.00
Director
$0 $0 $0
TERRY FOSTER BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN HOGELAND BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICIA HOLMES SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
ADAM HOWARD BOARD MEMBER 1.00
Director
$0 $0 $0
DIANE LANT BOARD MEMBER 1.00
Director
$0 $0 $0
SUE LITTLE BOARD MEMBER 1.00
Director
$0 $0 $0
DEBBIE SALANSKY BOARD MEMBER 1.00
Director
$0 $0 $0
DUANE SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
JOYCE TURNER 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 $159,773 $469,731 $958,893 $-309,958
2022 $108,714 $70,024 $1,268,851 $38,690
2022 $108,714 $70,024 $1,268,851 $38,690
2021 $113,508 $142,045 $1,496,904 $-28,537
2020 $286,580 $130,323 $1,383,590 $156,257
2019 $635,911 $1,357,012 $1,097,342 $-721,101
2018 $715,548 $17,740 $2,039,361 $697,808
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