Mercyhealth Visiting Nurses Association Inc

Nonprofit profile at a glance

EIN
362167945
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Rockford, IL, USA
Phone
8159715000
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Home Health Care

Official website

Reported finances

Revenue
$11,306,588
Expenses
$11,587,006
Assets
$15,681,367
Liabilities
$3,423,719

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

Leadership & pay

18 people listed

Executive titles in this filing

  • JENNIFER HALLATT (VP/EXECUTIVE DIRECTOR (EFF. 01/2024))
  • ROBERT WALTERS (EXECUTIVE DIRECTOR (TERM 01/2024))
  • JAVON R BEA (PRESIDENT/CEO (SEE PAGES 41-42))

Highest reported compensation

  • JAVON R BEA (PRESIDENT/CEO (SEE PAGES 41-42)): $16,336,153 total reported compensation
  • TODD ANDERSON (VP/CFO (TERM 01/2025)): $1,013,099 total reported compensation
  • KIMBERLY SCACCIA (VP - REVENUE CYCLE (TERM 09/2025)): $599,642 total reported compensation

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

Overview

Mission

The mission of the mercyhealth visiting nurses association, inc. (vna) is "exceptional health care services with a passion for making lives better." the foundation of this mission is based on a vision of quality: excellence in patient care; service: exceptional patient and customer care; partnering: best place to work; and cost: cost-effective care, along with a commitment to the values of healing in the broadest sense, patients come first, treat each other like family and always seek excellence.

What it reported doing in 2024

Hme: vna offers specialized assistance through the hospice professionals, and 15 trained volunteers cared for 222 terminally ill patients and their families in 2025. Support and comfort are provided to the patient as well as the patient's entire family, including twelve months of bereavement follow-up after their loved one's death. Specially trained therapy dogs are also a part of the service providing comfort through pet therapy. During 2025, hospice staff provided 25,960 days caring for physical and emotional needs of patients in their homes, in nursing facilities, and in hospitals. Older adult care services and other adult services such as money management are to help people live in their own homes and prevent institutionalization into nursing homes. Over 7,350 clients were provided a variety of services during 2025. Nearly 2,600 elderly received social case management services including an initial assessment to determine needs and then assistance with arranging for any and all services from the community to help support them in their home. Other services include a program to serve elderly who have been neglected, abused, and/or financially exploited. The "money management" program supports seniors who have difficulty in managing their bills, and "money follows the person" program provides support to help move elderly from nursing homes back to living in their own home. Support and training are provided for caretakers. Numerous volunteers are utilized to support many of these underfunded services.medical equipment and respiratory services are no longer provided by vna but now provided by mercy assisted care, but still to the patients in their homes to assist them in living independently.

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - 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 fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 90
  • Transparency & Controls: 68
  • Accountability: 72
  • Sustainability: 31
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: $2.58 raised per $1 spent on fundraising; rating input score 9; 9th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 8th 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: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 75%; rating input score 75; 14th 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: -2.5%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 1.35; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: 0.22; rating input score 56; 56th percentile among comparable filings
  • Officer compensation ratio: 49%; rating input score 0; 0th percentile among comparable filings

Growth

  • Program expense growth: 1.4% per year; rating input score 100; 16th percentile among comparable filings
  • Revenue growth: 0.3% per year; rating input score 100; 9th percentile among comparable filings
  • Asset growth: 4.2% per year; rating input score 100; 30th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: 6 of 8 board members independent · 6 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $15.1M in reported program spending
  • Leadership: top reported pay $16.3M · 18 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 30 of 31 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 10 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 12 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.
  • High — Financial Efficiency: Fundraising efficiency scored 9/100.
  • Review — Accountability: Governance controls: 3 of 9 not reported.
  • High — Sustainability: Operating margin scored 22/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
  • High — Sustainability: Officer compensation ratio scored 0/100.
  • Moderate — Transparency & Controls: Series program expenses within total did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 56/100.