Mercy Health Foundation Jefferson

Nonprofit profile at a glance

EIN
462797051
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Chesterfield, MO, USA
Phone
3145251000
Rating
83
Verdict
STRONG
Rating confidence
Standard
Affiliation
Christianity

Official website

Reported finances

Revenue
$676,551
Expenses
$2,723,038
Assets
$4,315,765
Liabilities
$41,610

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • AMMONS CARL E ERIC (REGIONAL PRESIDENT, SOUTHEAST MISSOURI)
  • ECKENFELS DANIEL (PRESIDENT, MERCY HOSPITAL JEFFERSON)
  • HELD ANDREW (EXECUTIVE DIRECTOR PHILANTROPHY)

Highest reported compensation

  • MATEJKA CHERYL L (FORMER OFFICER): $2,345,497 total reported compensation
  • AMMONS CARL E ERIC (REGIONAL PRESIDENT, SOUTHEAST MISSOURI): $1,106,956 total reported compensation
  • ECKENFELS DANIEL (PRESIDENT, MERCY HOSPITAL JEFFERSON): $661,787 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

As the sisters of mercy before us, we bring to life the healing ministry of jesus through our compassionate care and exceptional service.

What it reported doing in 2024

Mercy health foundation jefferson is a not-for-profit corporation created to enhance, through philanthropy, the quality of care and services provided by mercy hospital jefferson in Missouri. This objective is accomplished by raising revenue from a variety of sources including donations. The goal of the foundation is to seek, acquire, accept, hold, invest, re-invest, and administer any gifts, bequests, devises, benefits of trust, and property to use and disburse income and principal thereof for the benefit of mercy hospital jefferson.

Operating model

Revenue model
Donor-supported. 74% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 76
  • Accountability: 86
  • Sustainability: 28
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 91.5%; rating input score 92
  • Fundraising efficiency: $11.09 raised per $1 spent on fundraising; rating input score 41; 41st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.9%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 67
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -302.5%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 1.58; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 15.2%; rating input score 22; 22nd percentile among comparable filings

Growth

  • Program expense growth: 17.5% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 11.5% per year; rating input score 100; 71st percentile among comparable filings
  • Asset growth: 8.1% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 91.5% of spending went to programs
  • Governance: 12 of 12 board members independent · 6 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.5M in reported program spending
  • Leadership: top reported pay $2.3M · 17 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 27 of 27 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 83 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 3 of 9 not reported.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 41/100.
  • High — Sustainability: Operating margin scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • High — Sustainability: Officer compensation ratio scored 22/100.