MERCY HEALTH FOUNDATION BERRYVILLE

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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

1995

Legal Domicile

Principal Officer

TIMOTHY HUDDLESTON

Phone

3145796100

Tax Period

2023-07-01 to 2024-06-30

MERCY HEALTH FOUNDATION BERRYVILLE, founded in 1995, is a small nonprofit in the Education sector that reported $293K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Net assets of $1.6M represent 64 months of operating reserves.

Mission

AS THE SISTERS OF MERCY BEFORE US, WE BRING TO LIFE THE HEALING MINISTRY OF JESUS THROUGH OUR COMPASSIONATE CARE AND EXCEPTIONAL SERVICE.

Program Service Accomplishments

Program 1

Expenses: $263,068

MERCY HEALTH FOUNDATION BERRYVILLE HELPED LIVE MERCY'S MISSION TO PROVIDE CARE TO EVERYONE WHO NEEDED IT BY SUPPORTING CHARITY CARE AND COMMUNITY OUTREACH SERVICES. DONATIONS SUPPORTED THE PROVISION OF CHARITY CARE AT MERCY FACILITIES, CAPITAL NEEDS, AND PROGRAMS IDENTIFIED TO BENEFIT PATIENTS CARED FOR AT MERCY HOSPITALS AND OUTREACH LOCATIONS.

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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 $300,501

Program Service Revenue $0

Investment Income $54

Other Revenue $-7,343

TOTAL REVENUE $293,212

Expense Breakdown

Grants Paid $263,068

Salaries & Benefits $34,800

Fundraising Expenses $19,352

Program Expenses $263,068

Other Expenses $8,197

TOTAL EXPENSES $306,065

Year-over-Year Comparison

	2023	2022	Change
Revenue	$293,212	$438,902	-0.3%
Expenses	$306,065	$97,256	+2.1%
Net Income	$-12,853	$341,646	-1.0%

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

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

$372,050

Total Directors

$371,182

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
QUALLS PAUL	FOUNDATION PRESIDENT	40.00	Officer Director	$0	$9,653	$107,350
BRYANT DEBBIE	SENIOR CONSULTANT - FINANCE & BM	1.00	Director	$0	$21,764	$94,948
BUTLER ROBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
HOPPER JODI	BOARD MEMBER	1.00	Director	$0	$0	$0
MOORE VONDA	DON - ADMINISTRATOR	1.00	Director	$0	$8,892	$168,884
SMITH CASSANDRA	BOARD MEMBER	1.00	Director	$0	$0	$0
SPEARMAN ANITA	BOARD MEMBER	1.00	Director	$0	$0	$0
STURTZ DIANA	BOARD MEMBER	1.00	Director	$0	$0	$0
THURMAN CHRISTY	BOARD MEMBER	1.00	Director	$0	$0	$0
WALKER DUSTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
WEST BRITTANY	BOARD MEMBER	1.00	Director	$0	$0	$0
HARMONING TAMMI	CFO	40.00	Officer	$0	$15,708	$264,700
BARBER JAMES	FORMER KEY EMPLOYEE	0.00		$0	$15,381	$575,713
CLOUSE DAY SHERRY	FORMER KEY EMPLOYEE	0.00		$0	$26,705	$426,293

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	$293,212	$306,065	$1,603,202	$-12,853
2023	$438,902	$97,256	$1,452,933	$341,646
2022	$135,690	$110,083	$1,061,601	$25,607
2021	$98,187	$172,281	$1,189,674	$-74,094
2020	$174,244	$89,934	$1,042,596	$84,310
2019	$158,319	$147,239	$983,941	$11,080
2018	$198,996	$226,890	$965,141	$-27,894