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Nonprofiteer
← MERCY ASSISTED CARE INC

Form 990 for tax year 2024

Filed by MERCY ASSISTED CARE INC.

Totals

Total revenue
$15,375,589
Total expenses
$14,044,165
Contributions and grants received
$0
Grants paid
$43,890
Program service revenue
$7,714,766
Investment income
$406
Other revenue
$7,660,417
Total assets, end of year
$17,672,112
Total liabilities, end of year
$2,990,028
Net assets or fund balances, end of year
$14,682,084
Program services expenses (Part IX)
$9,979,365
Management and general expenses
$4,064,800
Fundraising expenses
$0
Program service expenses (Part III)
$9,979,365

Program services were 71.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TODD ANDERSON

    VP/CFO (TERM 01/2025)

    Total calculated
    $1,013,099
    From this org
    $0
    From related orgs
    $935,469
    Other
    $77,630
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,511 related
    Bonus
    $0 + $312,052 related
    Other
    $0 + $36,906 related
    Deferred
    $0 + $54,422 related
    Nontaxable benefits
    $0 + $23,208 related
    Filer's total
    $0 + $1,013,099 related

  • KIMBERLY SCACCIA

    VP - REVENUE CYCLE (TERM 09/2025)

    Total calculated
    $599,642
    From this org
    $0
    From related orgs
    $533,533
    Other
    $66,109
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,371 related
    Bonus
    $0 + $183,768 related
    Other
    $0 + $27,394 related
    Deferred
    $0 + $32,410 related
    Nontaxable benefits
    $0 + $33,699 related
    Filer's total
    $0 + $599,642 related

  • MARK L GOELZER MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $539,240
    From this org
    $0
    From related orgs
    $500,316
    Other
    $38,924
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $83,252 related
    Bonus
    $0 + $390,179 related
    Other
    $0 + $26,885 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $18,224 related
    Filer's total
    $0 + $539,240 related

  • JENNIFER HALLATT

    VP/EXECUTIVE DIRECTOR (EFF. 01/2024)

    Total calculated
    $526,738
    From this org
    $0
    From related orgs
    $476,299
    Other
    $50,439
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,104 related
    Bonus
    $0 + $159,656 related
    Other
    $0 + $4,539 related
    Deferred
    $0 + $18,888 related
    Nontaxable benefits
    $0 + $31,551 related
    Filer's total
    $0 + $526,738 related

  • SHELLEY HERBST-NGUYEN

    HOME HEALTH THERAPY SUPERVISOR

    Total calculated
    $181,997
    From this org
    $148,997
    From related orgs
    $0
    Other
    $33,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,817
    Bonus
    $0
    Other
    $180
    Deferred
    $4,702
    Nontaxable benefits
    $28,298
    Filer's total
    $181,997

  • TRACI HEINTZELMAN RN HOME

    HEALTH HOSPICE ADVANCED

    Total calculated
    $172,387
    From this org
    $154,895
    From related orgs
    $0
    Other
    $17,492
    Hours/week
    53

    Schedule J breakdown matched by us

    Base
    $150,621
    Bonus
    $2,184
    Other
    $2,090
    Deferred
    $9,387
    Nontaxable benefits
    $8,105
    Filer's total
    $172,387

  • SARAH LOGTERMAN PHYSICAL

    THERAPIST HH - ADVANCED CERTIFIED

    Total calculated
    $158,106
    From this org
    $141,168
    From related orgs
    $0
    Other
    $16,938
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $135,205
    Bonus
    $5,500
    Other
    $463
    Deferred
    $6,792
    Nontaxable benefits
    $10,146
    Filer's total
    $158,106

  • KAYLIE FUHRMAN

    RN SUPERVISOR HOME HEALTH

    Total calculated
    $157,187
    From this org
    $117,686
    From related orgs
    $0
    Other
    $39,501
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $104,153
    Bonus
    $11,073
    Other
    $2,460
    Deferred
    $7,727
    Nontaxable benefits
    $31,774
    Filer's total
    $157,187

  • CRISTINA CORNELLIER

    RN HEALTH HOSPICE ADVANCED

    Total calculated
    $155,176
    From this org
    $135,664
    From related orgs
    $0
    Other
    $19,512
    Hours/week
    47

    Schedule J breakdown matched by us

    Base
    $125,563
    Bonus
    $10,050
    Other
    $51
    Deferred
    $2,419
    Nontaxable benefits
    $17,093
    Filer's total
    $155,176

  • ROBERT WALTERS

    EXECUTIVE DIRECTOR (TERM 01/2024)

    Total calculated
    $119,697
    From this org
    $0
    From related orgs
    $113,019
    Other
    $6,678
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $29,475 related
    Bonus
    $0 + $60,272 related
    Other
    $0 + $23,272 related
    Deferred
    $0 + $3,531 related
    Nontaxable benefits
    $0 + $3,147 related
    Filer's total
    $0 + $119,697 related

  • JAVON R BEA

    PRESIDENT/CEO (SEE PAGES 31-32)

    Total calculated
    $16,336,153
    From this org
    $0
    From related orgs
    $11,640,824
    Other
    $4,695,329
    Hours/week
    1 + 67 related

    Schedule J breakdown matched by us

    Base
    $0 + $3,006,196 related
    Bonus
    $0
    Other
    $0 + $8,634,628 related
    Deferred
    $0 + $4,677,610 related
    Nontaxable benefits
    $0 + $17,719 related
    Filer's total
    $0 + $16,336,153 related

  • ROWLAND J MCCLELLAN CHAIR

    IN MEMORIAM (07/2024)

    Total calculated
    $26,893
    From this org
    $0
    From related orgs
    $26,893
    Other
    $0
    Hours/week
    1 + 7 related

  • DAVE L SYVERSON

    DIRECTOR

    Total calculated
    $15,753
    From this org
    $0
    From related orgs
    $15,753
    Other
    $0
    Hours/week
    1 + 7 related

  • KATHERINE A SCHACK

    VICE CHAIR & DIRECTOR

    Total calculated
    $15,370
    From this org
    $0
    From related orgs
    $15,370
    Other
    $0
    Hours/week
    1 + 7 related

  • WESLEY M JOST

    DIRECTOR

    Total calculated
    $15,290
    From this org
    $0
    From related orgs
    $15,290
    Other
    $0
    Hours/week
    1 + 7 related

  • THOMAS D BUDD

    SECRETARY & TREASURER

    Total calculated
    $15,182
    From this org
    $0
    From related orgs
    $15,182
    Other
    $0
    Hours/week
    1 + 7 related

  • THOMAS R POOL

    CHAIR & DIRECTOR

    Total calculated
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    1 + 7 related

  • CARLOS S AREVALO

    DIRECTOR (EFF. 10/2024)

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    1 + 7 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE MHSC COMPENSATION COMMITTEE IS COMPRISED OF THE BOARD CHAIRPERSON, VICE CHAIR, AND SECRETARY/TREASURER. THE COMPENSATION COMMITTEE IS ASSISTED BY INDEPENDENT NATIONAL COMPENSATION CONSULTANT AND INDEPENDENT TAX-EXEMPT EXPERT LEGAL COUNSEL. THE COMPENSATION COMMITTEE, LEGAL COUNSEL, AND THE COMPENSATION CONSULTANT MEET THROUGHOUT THE YEAR AND REPORT DIRECTLY TO THE BOARD OF DIRECTORS ANNUALLY. THIS PROCESS WAS COMPLETED FOR 2024.
PART I, LINE 4B
JAVON BEA AND TODD ANDERSON PARTICIPATED IN THE 457(F) PLAN DURING CALENDAR YEAR 2024. HOWEVER, NEITHER OF THESE INDIVIDUALS RECEIVED PAYOUTS DURING THE YEAR.
PART II, LINE 1:
JAVON R. BEA - NO DEFERRED COMPENSATION PAYMENT MR. BEA HAS BEEN EMPLOYED BY MHSC AS PRESIDENT AND CEO OVER THE PAST 37 YEARS. DURING THIS TIME, MR. BEA HAS LED AN INCREDIBLE TRANSFORMATION TAKING A SMALL, SINGLE, STAND-ALONE COMMUNITY HOSPITAL AND CREATING A VERTICALLY INTEGRATED HEALTH SYSTEM WITH 85 FACILITIES IN 50 COMMUNITIES THROUGHOUT SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INCREASING GROSS REVENUE FROM $33 MILLION TO OVER $4.5 BILLION IN FY2025. THIS HAS ALLOWED THE HEALTH SYSTEM TO GO FROM SERVING 89,000 PATIENTS IN 1989 TO OVER 2.0 MILLION PATIENTS TODAY WORKING TOGETHER WITH OVER 7,500+ PARTNERS IN HEALTH CARE. IN ADDITION, MR. BEA OVERSEES OVER 800 EMPLOYED PHYSICIANS AND SERVES AS THE CEO OVER A WHOLLY OWNED & OPERATED MEDICAL INSURANCE COMPANY. TODAY, MHSC HAS BECOME THE LARGEST EMPLOYER IN SOUTHERN WISCONSIN AND NORTHERN ILLINOIS. THIS GROWTH CAN BE ATTRIBUTED TO MR. BEA'S VISIONARY LEADERSHIP. LEADERSHIP THAT OVER THE YEARS HAS LED TO MHSC RECEIVING NUMEROUS NATIONAL RECOGNIZED AWARDS INCLUDING BEING NAMED THE FIRST FULLY INTEGRATED HEALTH SYSTEM TO RECEIVE THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD, THE MAGNET RECOGNITION AWARD, BEING RANKED #1 AND #2 ON AARP'S TOP 100 BEST PLACES TO WORK FOR WORKERS OVER 50, AND BEING RANKED IN THE TOP 25 ON THE TOP 100 INTEGRATED HEALTHCARE NETWORKS LIST BY MODERN HEALTHCARE. THE TURNAROUND OF MHSC IMPLEMENTED BY MR. BEA IS UNPARALLELED. BY PIONEERING A "PARTNERSHIP MODEL" OF COMPENSATION AND DESIGNING A CUSTOM CULTURE OF EXCELLENCE, MR. BEA IS VITAL TO THE DECADES-LONG AND CONTINUING GROWTH AT MHSC. THIS SUCCESS HAS MADE MR. BEA A HIGHLY SOUGHT AFTER SPEAKER AND CONSULTANT AS HE IS NOW WELL-RENOWNED FOR HIS INNOVATIONS IN THE AREAS OF INTEGRATED HEALTHCARE AND PHYSICIAN PARTNERSHIP MODELS. THE TREMENDOUS SUCCESS OF MHSC UNDER THE LEADERSHIP OF MR. BEA HAS ALLOWED HIM TO RECEIVE PAYOUTS FROM A DEFERRED COMPENSATION PACKAGE WHICH MHSC HAS BEEN PAYING INTO OVER MANY YEARS. THESE PAYMENTS ONLY BECAME PAYABLE IF MHSC ATTAINED CERTAIN DEFINED FINANCIAL AND STRATEGIC GOALS AND THE AMOUNTS ARE AT RISK EVERY SINGLE YEAR. AS INDICATED ABOVE, MANY OF THESE GOALS WERE ACHIEVED WITHIN THE PAST FEW YEARS RESULTING IN A RELEASE OF THESE DEFERRED PAYMENTS WHICH IMPACTED MR. BEA'S COMPENSATION REPORTING. THE SETTING OF THESE GOALS WERE LAID OUT BY THE BOARD OF DIRECTORS IN COOPERATION WITH NATIONALLY RECOGNIZED COMPENSATION ATTORNEYS AND CONSULTANTS TO MAKE SURE ALL FACTORS WERE TAKEN INTO CONSIDERATION. MR. BEA'S COMPENSATION HAS ALSO BEEN SCRUTINIZED BY NUMEROUS OUTSIDE ORGANIZATIONS AND MOST IMPORTANTLY, THE INTERNAL REVENUE SERVICE; AND HAS PASSED INSPECTION IN EACH CASE. TOTAL COMPENSATION IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS OF MHSC.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.5
Source object
202611359349314791

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