Nonprofit · EIN 39-0816848
MERCY HEALTH SYSTEM CORPORATION
Tax-exempt · JANESVILLE, WI 53548
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $769,826,493 | $719,245,884 | $50,580,609 | $988,339,269 | $384,472,779 | $603,866,490 |
| June 30, 2024 | 990 | $723,060,516 | $669,619,770 | $53,440,746 | $936,012,324 | $382,169,317 | $553,843,007 |
| June 30, 2023 | 990 | $685,918,513 | $626,620,672 | $59,297,841 | $870,399,620 | $369,997,359 | $500,402,261 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,850,626
- of which government grants
- $252,393
- Program service revenue
- $710,259,087
- Investment income
- $10,727,479
- Net rental income
- $135,467
- Net gain from sales of assets
- $13,955
- Net income from sales of inventory
- $31,880,784
- Other revenue
- $44,989,301
Expenses
- Grants and similar amounts paid
- $9,069,018
- Compensation of officers, directors and key employees
- $23,390,755
- Other salaries and wages
- $318,519,968
- Salaries, compensation and benefits (total)
- $402,131,248
- Professional fundraising fees
- $0
- Legal fees
- $726,758
- Accounting fees
- $97,803
- Occupancy
- $6,894,783
- Travel
- $1,077,327
- Depreciation
- $28,080,639
- Program services (functional)
- $541,107,243
- Management and general (functional)
- $178,138,641
Balance sheet and other
- Total assets, start of year
- $936,012,324
- Total assets, end of year
- $988,339,269
- Total liabilities, end of year
- $384,472,779
- Net assets, end of year
- $603,866,490
- Land, buildings and equipment
- $260,063,489
- Net assets without donor restrictions
- $603,866,490
- Gross unrelated business income
- $9,089,792
- Gross receipts
- $778,798,305
- Employees
- 4,976
- Volunteers
- 615
- Year formed
- 1972
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAVON BEA | PRESIDENT/CEO (SEE PAGES 66-67) Trustee or director, Officer | 60 | $11,640,824 | $4,695,329 |
| CRAIG LYON | PHYSICIAN Highest-paid employee | 40 | $2,851,580 | $57,114 |
| SHAHID SHEKHANI | PHYSICIAN Highest-paid employee | 40 | $2,033,578 | $46,409 |
| IMDAD AHMED | PHYSICIAN Highest-paid employee | 30 | $1,816,228 | $62,334 |
| DAVID NELSON | PHYSICIAN Highest-paid employee | 32 | $1,686,781 | $48,431 |
| MANISH GHARIA | PHYSICIAN Highest-paid employee | 40 | $1,403,452 | $23,827 |
| TODD ANDERSON | VP/CFO (TERM 01/2025) Officer | 55 | $935,469 | $77,630 |
| KIMBERLY SCACCIA | VICE-PRESIDENT (TERM 09/2025) Officer | 55 | $533,533 | $66,109 |
| JOANNA BENNING | VICE-PRESIDENT Officer | 55 | $536,379 | $34,408 |
| ALIAKBAR ABDULLA OLIA | VICE-PRESIDENT Officer | 55 | $496,180 | $63,198 |
| KARA SANKEY | VICE-PRESIDENT Officer | 55 | $504,909 | $48,048 |
| MARK L GOELZER MD | DIRECTOR/PHYSICIAN Trustee or director | 38 | $500,316 | $38,924 |
| BRADLEY OLSON | VICE-PRESIDENT Officer | 55 | $503,550 | $32,111 |
| JENNIFER HALLATT | VICE-PRESIDENT Officer | 55 | $476,299 | $50,439 |
| E PATRICK CRANLEY | VICE-PRESIDENT Officer | 55 | $459,618 | $62,453 |
11 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROB BRINKERHOFF | VICE-PRESIDENT (TERM 08/2025) Officer | 55 | $439,582 | $14,373 |
| AMY WHITAKER | VICE-PRESIDENT Officer | 55 | $420,067 | $20,821 |
| LADD UDY | VICE-PRESIDENT Officer | 55 | $301,345 | $48,090 |
| TYLER KILLPACK | VICE-PRESIDENT Officer | 55 | $242,451 | $43,315 |
| ROWLAND J MCCLELLAN CHAIR | & DIRECTOR (IN MEMORIAM 07/2024) Trustee or director, Officer | 1 | $26,893 | $0 |
| DAVE L SYVERSON | DIRECTOR Trustee or director | 1 | $15,753 | $0 |
| KATHERINE A SCHACK | VICE CHAIR & DIRECTOR Trustee or director, Officer | 1 | $15,370 | $0 |
| WESLEY M JOST | DIRECTOR Trustee or director | 1 | $15,290 | $0 |
| THOMAS D BUDD | SECRETARY & TREASURER Trustee or director, Officer | 1 | $15,182 | $0 |
| THOMAS R POOL | CHAIR & DIRECTOR Trustee or director, Officer | 1 | $15,000 | $0 |
| CARLOS S AREVALO | DIRECTOR (EFF. 10/2024) Trustee or director | 1 | $1,500 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAVON R BEA | PRESIDENT/CEO (SEE PAGES 74-80) Trustee or director, Officer | 60 | $16,001,686 | $6,756,093 |
| SHAHID SHEKHANI | PHYSICIAN Highest-paid employee | 40 | $2,485,832 | $41,648 |
| DAVID NELSEN | PHYSICIAN Highest-paid employee | 40 | $1,511,329 | $54,465 |
| IMDAD AHMED | PHYSICIAN Highest-paid employee | 30 | $1,483,423 | $39,533 |
| MANISHA GHARIA | PHYSICIAN Highest-paid employee | 32 | $1,339,347 | $16,693 |
| CRAIG LYON | PHYSICIAN Highest-paid employee | 40 | $1,205,134 | $31,534 |
| TODD ANDERSON | VP/CFO (TERM TERM 01/2025) Officer | 55 | $890,535 | $87,531 |
| KIMBERLY SCACCIA | VP - REVENUE CYCLE Officer | 55 | $545,085 | $60,588 |
| JOANNA BENNING | VICE-PRESIDENT Officer | 55 | $541,630 | $30,213 |
| ALEN BRCIC | VICE-PRESIDENT (TERM 02/2024) Officer | 55 | $486,302 | $60,222 |
| MARK L GOELZER MD | DIRECTOR/PHYSICIAN Trustee or director | 55 | $481,051 | $33,521 |
| KARA SANKEY | VICE-PRESIDENT Officer | 55 | $464,898 | $45,245 |
| E PATRICK CRANLEY | VICE-PRESIDENT Officer | 55 | $443,138 | $61,084 |
| JENNIFER HALLATT | VICE-PRESIDENT Officer | 55 | $455,216 | $47,846 |
| ALIAKBAR ABDULLA OLIA | VICE-PRESIDENT Officer | 55 | $446,908 | $55,569 |
| AMY WHITAKER | VICE-PRESIDENT Officer | 55 | $384,272 | $18,636 |
| LADD UDY | VICE-PRESIDENT Officer | 55 | $291,010 | $46,103 |
| TYLER KILLPACK | VICE-PRESIDENT (EFF. 08/2023) Officer | 55 | $209,599 | $38,952 |
| BRADLEY OLSON | VICE-PRESIDENT (EFF. 10/2023) Officer | 55 | $89,626 | $6,159 |
| ROWLAND J MCCLELLAN | CHAIR & DIRECTOR Trustee or director, Officer | 1 | $23,157 | $0 |
| WESLEY M JOST | DIRECTOR Trustee or director | 1 | $13,858 | $0 |
| KATHERINE A SCHACK | DIRECTOR Trustee or director | 1 | $13,663 | $0 |
| THOMAS R POOL | VICE CHAIR & DIRECTOR Trustee or director, Officer | 1 | $13,500 | $0 |
| THOMAS D BUDD | SECRETARY & TREASURER Trustee or director, Officer | 1 | $13,500 | $0 |
| DAVE L SYVERSON | DIRECTOR Trustee or director | 1 | $12,932 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Javon R Bea | president/CEO (see schedule J, pages 57 - 59) Trustee or director, Officer | 60 | $11,130,143 | $430,877 |
| Shahid Shekhani MD | Physician Highest-paid employee | 40 | $1,863,835 | $53,050 |
| David Nelsen MD | Physician Highest-paid employee | 40 | $1,296,873 | $63,159 |
| Imdad Ahmed MD | Physician Highest-paid employee | 40 | $1,213,836 | $49,149 |
| Merle Rust MD | Physician Highest-paid employee | 40 | $1,176,020 | $49,435 |
| Bradley Fideler MD | Physician Highest-paid employee | 40 | $1,161,544 | $58,409 |
| Todd Anderson | VICE PRESIDENT/CFO Officer | 55 | $828,491 | $76,813 |
| Kimberly Scaccia | VP - Revenue Cycle Officer | 55 | $499,300 | $64,924 |
| Mark L Goelzer MD | Director/Physician Trustee or director | 55 | $504,123 | $29,529 |
| Joanna Benning | VICE-PRESIDENT Officer | 55 | $474,963 | $30,284 |
| E Patrick Cranley | VICE-PRESIDENT Officer | 55 | $415,702 | $55,518 |
| Alen Brcic | VICE-PRESIDENT Officer | 55 | $428,029 | $41,654 |
| Jennifer A Hallett | VICE-PRESIDENT Officer | 55 | $423,661 | $41,421 |
| Kara Sankey | VICE-PRESIDENT Officer | 55 | $427,358 | $31,704 |
| Aliakbar Abdulla Olia | VICE-PRESIDENT Officer | 55 | $353,271 | $35,619 |
| Ladd Udy | Vice-President Officer | 55 | $272,945 | $39,540 |
| James Davis | former VICE-PRESIDENT Former | 0 | $213,871 | $34,294 |
| Amy Whitaker | VICE-PRESIDENT Officer | 55 | $139,858 | $271 |
| Rowland J McClellan | Chair & Director Trustee or director, Officer | 1 | $19,324 | $0 |
| Dave L Syverson | Director Trustee or director | 1 | $17,334 | $0 |
| Wesley M Jost | Director Trustee or director | 1 | $13,955 | $0 |
| Thomas R Pool | Vice Chair & Director Trustee or director, Officer | 1 | $13,500 | $0 |
| Katherine A Schack | Director Trustee or director | 1 | $13,500 | $0 |
| Thomas D Budd | Secretary & Treasurer Trustee or director, Officer | 1 | $12,086 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 MINERAL POINT AVE, JANESVILLE, WI 53548-2940
- Principal officer (990 for 2024)
- JAVON BEA, PO BOX 5003 - 1000 MINERAL POINT, JANESVILLE, WI 535475003
- Signed the 990
- JAVON BEA, PRESIDENT/CEO
- Phone
- (608) 756-6000
- Website
- WWW.MERCYHEALTHSYSTEM.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE MISSION OF MERCY HEALTH SYSTEM CORPORATION (MHSC) 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.
Program accomplishments
- HOSPITAL DISCHARGES 7,132, NURSING HOME ADMISSIONS 201, BIRTHS 698, OUTPATIENT AND INPATIENT SURGERIES 10,805.MHSC CONTINUES ITS TRADITION OF GIVING BACK TO EACH OF THE COMMUNITIES SERVED IN A WIDE VARIETY OF FASHIONS. MHSC CONTRIBUTES TO THE AREA OF PUBLIC HEALTH SERVICES. THIS INCLUDES EXTENSIVE DONATIONS OF TIME AND SUPPLIES TO HEALTHNET OF ROCK COUNTY, A LARGE FREE PRIMARY CARE CLINIC SERVING THE REGION. MORE THAN EIGHTY PERCENT OF THE PHYSICIAN SERVICES PROVIDED AT THE CLINIC ARE SUPPLIED THROUGH MHSC. IN ADDITION, MHSC ASSISTS OPEN ARMS FREE CLINIC, A NOT-FOR-PROFIT THAT SERVES LOW-INCOME RESIDENTS IN WALWORTH COUNTY, WISCONSIN. ADDITIONALLY, MHSC AND ITS AFFILIATES' STAFF PROVIDE HEALTH SCREENING AND RELATED SERVICES AT NUMEROUS EVENTS IN ROCK AND WALWORTH COUNTIES IN WISCONSIN AND MCHENRY, BOONE AND WINNEBAGO COUNTY IN ILLINOIS.MHSC ALSO PROVIDES FINANCIAL AND IN-KIND CONTRIBUTIONS TO OTHER PRIVATE AND NOT FOR PROFIT HEALTH RELATED AGENCIES AND ORGANIZATIONS IN OUR SERVICE AREA. BENEFICIARIES INCLUDED BUT ARE NOT LIMITED TO THE AMERICAN HEART ASSOCIATION, AMERICAN CANCER SOCIETY, UNITED WAY ORGANIZATIONS IN ROCK, WALWORTH, AND MCHENRY COUNTIES, YMCA CARE HOUSE, YMCA, AMERICAN LUNG ASSOCIATION, WALWORTH COUNTY ALLIANCE FOR CHILDREN, TURNING POINT WOMEN'S CENTER IN MCHENRY, OPEN ARMS FREE CLINIC, AND THE RED CROSS, TO NAME JUST A FEW RECIPIENTS. MHSC ALSO ENCOURAGES ITS PARTNERS (EMPLOYEES) TO DONATE THEIR TIME AND ENERGY TO SUPPORT COMMUNITY BASED CAUSES. THOUSANDS OF HOURS EACH YEAR ARE DONATED TO NOT FOR PROFIT AND PUBLIC AGENCIES THROUGHOUT OUR SERVICE AREA. EXAMPLES OF VOLUNTEER ACTIVITIES BEING SUPPORTED INCLUDE NURSING SERVICES AT COMMUNITY AND FREE CLINICS THROUGHOUT THE REGION, MEALS ON WHEELS DELIVERY ACTIVITIES, ACTIVE INVOLVEMENT AS GOVERNING BOARD MEMBERS FOR SUCH ORGANIZATIONS AS UNITED WAY, CRIME STOPPERS, ROTARY BOTANICAL GARDENS, HEALTHNET, AND MANY OTHER ORGANIZATIONS.THE COMMUNITY BENEFIT PRIORITIES FOR MHTC ARE MENTAL HEALTH, MATERNAL AND CHILD HEALTH, AND ACCESS TO CARE. IN FY24 MERCYHEALTH FOCUSED ON RECRUITING NEW PROVIDERS IN PRIMARY CARE AND PSYCHIATRY, EXPANDING SERVICES IN RESPONSE TO COMMUNITY DEMAND FOR AUTISM AND DIALYSIS, AND ADDING NEW MENTAL HEALTH PROGRAMS INCLUDING AN ED BRIDGE CLINIC AND TRANSCRANIAL MAGNETIC STIMULATION. WE LAUNCHED A COMMUNITY HEALTHCARE FINANCIAL LITERACY CAMPAIGN. THE OBSTETRICS DEPARTMENT ADOPTED BIRTH EQUITY INITIATIVES INCLUDING IMPLICIT BIAS TRAINING AND SOCIAL DETERMINANTS OF HEALTH SCREENING FOR ALL PRENATAL PATIENTS.THE COMMUNITY BENEFIT PRIORITIES FOR WALWORTH ARE MENTAL HEALTH AND NUTRITION, PHYSICAL ACTIVITY, AND OBESITY. IN FY24 MERCYHEALTH EXPANDED MENTAL HEALTH SERVICES IN WALWORTH COUNTY BY ADDING NEW PROVIDERS AND AN AUTISM PROGRAM. IN ADDITION, MERCYHEALTH IS INCREASING COMMUNITY AWARENESS OF THE IMPORTANCE OF WEIGHT MANAGEMENT AND CARDIAC REHABILITATION.ANOTHER EXAMPLE OF MHSC'S COMMITMENT TO THE COMMUNITY IS ITS SUPPORT OF THE OPERATIONS THROUGH OFFERING SAFE RESIDENCE TO HOMELESS FAMILIES AT THE HOUSE OF MERCY HOMELESS CENTER. IT OPENED IN 1996 AND SERVES ABOUT 255 INDIVIDUALS A YEAR, MANY WHO ARE CHILDREN. THE CENTER OFFERS A SAFE HARBOR FOR THESE INDIVIDUALS AS WELL AS CASE MANAGEMENT, ASSISTANCE WITH JOB SEARCHES, FINDING PERMANENT HOUSING AND EDUCATION.Expenses $541,107,243 · grants $9,069,018 · revenue $744,595,839
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0816848
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $988,339,269
- Income (IRS master file)
- $778,798,305
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $769,826,493 | $719,245,884 | $988,339,269 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $723,060,516 | $669,619,770 | $936,012,324 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $685,918,513 | $626,620,672 | $870,399,620 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $657,550,084 | $611,346,497 | $808,356,005 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0816848).
Questions about MERCY HEALTH SYSTEM CORPORATION
- What is the EIN of MERCY HEALTH SYSTEM CORPORATION?
- The employer identification number (EIN) of MERCY HEALTH SYSTEM CORPORATION is 39-0816848.
- Is MERCY HEALTH SYSTEM CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to MERCY HEALTH SYSTEM CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MERCY HEALTH SYSTEM CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MERCY HEALTH SYSTEM CORPORATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERCY HEALTH SYSTEM CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MERCY HEALTH SYSTEM CORPORATION?
- The 990 for the year ended June 30, 2025 names JAVON BEA.
- Who are the officers and directors of MERCY HEALTH SYSTEM CORPORATION?
- The 990 for the year ended June 30, 2025 lists 26 people; 26 received compensation from the organization, the highest $11,640,824 (JAVON BEA, PRESIDENT/CEO (SEE PAGES 66-67)).
- How much revenue does MERCY HEALTH SYSTEM CORPORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $769,826,493, expenses of $719,245,884 and total assets of $988,339,269 at year end.
Other nonprofits in JANESVILLE
- MERCY HARVARD HOSPITAL INC EIN 31-1551871 · last filed 990 for 2025
- CEDAR CREST INC EIN 39-1025444 · last filed 990 for 2025
- MERCY ASSISTED CARE INC EIN 39-1035110 · last filed 990 for 2025
- HEALTHNET OF ROCK COUNTY INC EIN 39-1778804 · last filed 990 for 2025
- SENIOR SERVICES PLUS HEALTH CARE INC EIN 20-4884715 · last filed 990 for 2024
- MERCY HOSPITAL AUXILIARY INC EIN 39-0912682 · last filed 990 for 2025
- GRADYS CLASSROOM INC EIN 84-4697127 · last filed 990-EZ for 2024
- ISAAC STRONG FOUNDATION INC EIN 87-1009796 · last filed 990-EZ for 2025