MERCY CARE FOUNDATION INC (EIN 581448522) - 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

1981

Legal Domicile

Principal Officer

KATHRYN LAWLER

Phone

6788438500

Tax Period

2023-07-01 to 2024-06-30

MERCY CARE FOUNDATION INC, founded in 1981, is a community nonprofit in the Health Care sector that reported $5.2M in total revenue in fiscal year 2023. Expenses of $7.4M exceeded revenue, resulting in a 43% operating deficit.

Mission

TO PROVIDE SUPPORT FOR THE PROGRAMS OF SAINT JOSEPH'S HEALTH SYSTEM AND ITS AFFILIATES

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,385,422

Program Service Revenue $0

Investment Income $3,680,343

Other Revenue $132,593

TOTAL REVENUE $5,198,358

Expense Breakdown

Grants Paid $6,042,117

Salaries & Benefits $753,197

Fundraising Expenses $1,090,118

Program Expenses $6,042,117

Other Expenses $623,509

TOTAL EXPENSES $7,418,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,198,358	$4,893,814	+0.1%
Expenses	$7,418,823	$4,331,313	+0.7%
Net Income	$-2,220,465	$562,501	-4.9%

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

$1,134,983

Total Directors

$721,347

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN LAWLER	DIRECTOR; SJHS PRESIDENT & CEO	4.00	Officer Director	$0	$90,702	$441,390
TIMOTHY DOYLE	DIRECTOR; CHAIR	2.00	Officer Director	$0	$0	$0
AMY CORN	DIRECTOR; VICE CHAIR	2.00	Officer Director	$0	$0	$0
STEVEN SILER	DIR; PRES; CHIEF DEVELOPMENT OFFICER	40.00	Officer Director	$0	$45,892	$279,957
SARA GUERCIO	DIRECTOR	2.00	Director	$0	$0	$0
CARY HACK	DIRECTOR	2.00	Director	$0	$0	$0
BECKY KELLEY	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD KENNEDY JR	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE LANG	DIRECTOR	2.00	Director	$0	$0	$0
JAMES LANIER	DIRECTOR	2.00	Director	$0	$0	$0
ROSALYN MERRICK	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS PECK	DIRECTOR	2.00	Director	$0	$0	$0
MARTINA JIMENEZ SPERRY	DIRECTOR	2.00	Director	$0	$0	$0
JOHN THOMAS MD	DIRECTOR	2.00	Director	$0	$0	$0
RHETT ZEIGLER	DIRECTOR	2.00	Director	$0	$0	$0
ERICA STOKES	TREAS;CFO;SJMCS INT PRES THR 11/23	4.00	Officer	$0	$53,378	$319,520
JANE GERETY RSM	SECRETARY; SJMCS CHF MISSION OFFCR	4.00	Officer	$0	$11,413	$11,413
JEAN JANDEL	ASST. SECRETARY; EXECUTIVE ASST.	40.00	Officer	$0	$26,611	$82,703
JENNIFER VILLASENOR	DIRECTOR OF GRANTS	40.00	Highest	$0	$15,998	$124,225
EARL THOMAS ANDREWS	FORMER OFFICER; CONSULTANT	0.00		$0	$0	$155,429

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	$5,198,358	$7,418,823	$109,781,780	$-2,220,465
2023	$4,893,814	$4,331,313	$103,405,721	$562,501
2022	$8,185,531	$4,130,685	$96,844,680	$4,054,846
2021	$18,265,179	$4,006,923	$110,044,871	$14,258,256
2020	$7,593,844	$4,172,523	$78,324,694	$3,421,321
2019	$3,852,404	$3,642,687	$75,769,336	$209,717
2018	$5,501,555	$3,178,215	$74,471,548	$2,323,340

MERCY CARE FOUNDATION INC