MERCY HEALTH FOUNDATION LEBANON

EIN: 822514567 501(c)(3)

LEBANON, MO

Total Revenue
$211,391
Total Expenses
$229,853
Total Assets
$1,227,713
Net Assets
$1,192,712
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
MO
Principal Officer
KAREN SIMPSON - NEASBY
Phone
3145796100
Tax Period
2023-07-01 to 2024-06-30

MERCY HEALTH FOUNDATION LEBANON, founded in 2017, is a small nonprofit that reported $211K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Net assets of $1.2M represent 68 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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $217,393
Program Service Revenue $0
Investment Income $26
Other Revenue $-6,028
TOTAL REVENUE $211,391

Expense Breakdown

Grants Paid $173,239
Salaries & Benefits $35,228
Fundraising Expenses $28,689
Program Expenses $173,239
Other Expenses $21,386
TOTAL EXPENSES $229,853

Year-over-Year Comparison

2023 2022 Change
Revenue $211,391 $287,438 -0.3%
Expenses $229,853 $333,586 -0.3%
Net Income $-18,462 $-46,148 -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

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Governance

Voting Members
19
Independent Members
16
Employees
N/A
Volunteers
18

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
$565,044
Total Directors
20
$979,286
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BREEDLOVE STEPHANIE BOARD MEMBER & PROJECT COORDINATOR 12.00
Director
$0 $16,959 $52,303
BROWN ED BOARD MEMBER 1.00
Director
$0 $0 $0
DUDLEY BYRON BOARD MEMBER 1.00
Director
$0 $0 $0
GAMET NICKI VP OPERATIONS AND BOARD MEMBER 1.00
Director
$0 $39,012 $330,520
GOTTMAN JARED BOARD MEMBER 1.00
Director
$0 $0 $0
HOWE TAYLOR BOARD MEMBER 1.00
Director
$0 $0 $0
JACKSON LAUREN BOARD MEMBER 1.00
Director
$0 $0 $0
LEIKER CAROL BOARD MEMBER 1.00
Director
$0 $0 $0
LEWIS MIRANDA VP DEVELOPMENT AND BOARD MEMBER 20.00
Director
$0 $17,353 $302,121
LIGHT KIM BOARD MEMBER 1.00
Director
$0 $0 $0
LYNCH TRAVIS BOARD MEMBER 1.00
Director
$0 $0 $0
PENDERGRAFT LEE ANN BOARD MEMBER 1.00
Director
$0 $0 $0
PENNIMAN JUDY VP-NURSING AND BOARD MEMBER 1.00
Director
$0 $33,385 $294,342
ROPER JOHN BOARD MEMBER 1.00
Director
$0 $0 $0
RUSSELL JASON BOARD MEMBER 1.00
Director
$0 $0 $0
WATERMAN AMY BOARD MEMBER 1.00
Director
$0 $0 $0
WILBURN TERA BOARD MEMBER 1.00
Director
$0 $0 $0
WILKINSON JOANNA BOARD MEMBER 1.00
Director
$0 $0 $0
WILLARD BRENNON BOARD MEMBER 1.00
Director
$0 $0 $0
YORK BRAD BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERTS WILLIAM J CFO 1.00
Officer
$0 $24,006 $430,181
SIMPSON-NEASBY KAREN EXECUTIVE DIRECTOR 2.00
Officer
$0 $13,080 $134,863
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 $211,391 $229,853 $1,227,713 $-18,462
2023 $287,438 $333,586 $1,265,399 $-46,148
2018 $277,144 $464,375 $2,592,657 $-187,231
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