MERCY FOUNDATION BAKERSFIELD (EIN 770201321) - 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

1988

Legal Domicile

Principal Officer

TONI HARPER

Phone

6616636700

Tax Period

2024-07-01 to 2025-06-30

MERCY FOUNDATION BAKERSFIELD, founded in 1988, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 23% operating margin.

Mission

TO PROVIDE SUPPORT TO DIGNITY HEALTH HOSPITALS IN BAKERSFIELD CA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,237,896

Program Service Revenue $0

Investment Income $2,117,650

Other Revenue $-10,375

TOTAL REVENUE $5,345,171

Expense Breakdown

Grants Paid $3,304,676

Salaries & Benefits $0

Fundraising Expenses $339,209

Program Expenses $3,304,676

Other Expenses $821,833

TOTAL EXPENSES $4,126,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,345,171	$4,812,028	+0.1%
Expenses	$4,126,509	$3,078,984	+0.3%
Net Income	$1,218,662	$1,733,044	-0.3%

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

$2,029,897

Total Directors

$2,029,897

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN BJ PREDUM	EX-OFF BM/FND PRES (THRU 11/2024)	1.00	Officer Director	$0	$134,538	$1,119,665
HEMMAL KOTHARY MD	FORMER OFFICER (INTERIM FND PRESIDENT)	1.00		$0	$63,821	$520,920
JOHN HOLBERT	CFO	1.00	Officer Director	$0	$56,427	$503,273
BENJAMIN LOCKLEAR	FORMER OFFICER (CFO)	1.00		$0	$35,790	$434,364
TONI HARPER	EX-OFF BOARD MEMBER/EXEC DIRECTOR	50.00	Officer Director	$0	$37,730	$285,323
SIMON RATLIFF	EX-OFF BM/FND PRES (EFF 11/18/24)	1.00	Officer Director	$0	$0	$121,636
CATHERINE GAY	SECRETARY	1.00	Officer Director	$0	$0	$0
GEOFFREY KING	CHAIR	1.00	Officer Director	$0	$0	$0
L MARK MULKAY	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
STEVE ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY BANKS II	BOARD MEMBER	1.00	Director	$0	$0	$0
NIKOLAS BOONE	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGORY BRAUN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE CHANTRY	BOARD MEMBER	1.00	Director	$0	$0	$0
SIMONA DULCICH	BOARD MEMBER (THRU 8/31/24)	1.00	Director	$0	$0	$0
JANICE FROEHLICH	EX-OFFICIO BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS HARDT	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE HAY	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERIE LALLO	BOARD MEMBER	1.00	Director	$0	$0	$0
SR JUDY MORASCI RSM	EX-OFFICIO BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY OSBORN	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN PANDOL	BOARD MEMBER	1.00	Director	$0	$0	$0
PARIKSHAT SHARMA	BOARD MEMBER	1.00	Director	$0	$0	$0
RAVI PATEL MD	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDI SHEPHERD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCELLINE SOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN WERDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH WHITTINGTON	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	$5,345,171	$4,126,509	$55,397,412	$1,218,662
2024	No data	No data	No data	No data
2023	$8,333,120	$2,360,623	$49,598,623	$5,972,497
2022	$2,896,110	$2,738,065	$44,544,205	$158,045
2021	$26,992,194	$2,592,951	$45,034,284	$24,399,243
2020	$6,086,341	$2,344,445	$18,659,425	$3,741,896
2019	$4,166,798	$2,891,652	$11,110,026	$1,275,146
2018	$2,978,270	$2,941,025	$14,079,945	$37,245

MERCY FOUNDATION BAKERSFIELD