Nonprofit · EIN 39-1035110
MERCY ASSISTED CARE INC
Tax-exempt · JANESVILLE, WI 53547
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,375,589 | $14,044,165 | $1,331,424 | $17,672,112 | $2,990,028 | $14,682,084 |
| June 30, 2024 | 990 | $15,163,413 | $13,407,768 | $1,755,645 | $19,219,577 | $6,014,834 | $13,204,743 |
| June 30, 2023 | 990 | $14,956,480 | $12,858,100 | $2,098,380 | $14,233,277 | $2,784,179 | $11,449,098 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,714,766
- Investment income
- $406
- Net income from sales of inventory
- $7,658,264
- Other revenue
- $7,660,417
Expenses
- Grants and similar amounts paid
- $43,890
- Other salaries and wages
- $9,962,215
- Salaries, compensation and benefits (total)
- $10,491,650
- Professional fundraising fees
- $0
- Legal fees
- $15,145
- Occupancy
- $208,860
- Travel
- $308,911
- Depreciation
- $837,857
- Program services (functional)
- $9,979,365
- Management and general (functional)
- $4,064,800
Balance sheet and other
- Total assets, start of year
- $19,219,577
- Total assets, end of year
- $17,672,112
- Total liabilities, end of year
- $2,990,028
- Net assets, end of year
- $14,682,084
- Land, buildings and equipment
- $3,445,000
- Net assets without donor restrictions
- $14,682,084
- Gross unrelated business income
- $1,555,853
- Gross receipts
- $20,305,147
- Employees
- 135
- Volunteers
- 10
- Year formed
- 1985
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAVON R BEA | PRESIDENT/CEO (SEE PAGES 31-32) Trustee or director, Officer | 1 | $0 | $11,640,824 | $4,695,329 |
| TODD ANDERSON | VP/CFO (TERM 01/2025) Officer | 1 | $0 | $935,469 | $77,630 |
| KIMBERLY SCACCIA | VP - REVENUE CYCLE (TERM 09/2025) Officer | 1 | $0 | $533,533 | $66,109 |
| MARK L GOELZER MD | DIRECTOR/PHYSICIAN Trustee or director | 1 | $0 | $500,316 | $38,924 |
| JENNIFER HALLATT | VP/EXECUTIVE DIRECTOR (EFF. 01/2024) Officer | 1 | $0 | $476,299 | $50,439 |
| SHELLEY HERBST-NGUYEN | HOME HEALTH THERAPY SUPERVISOR Highest-paid employee | 40 | $148,997 | $0 | $33,000 |
| TRACI HEINTZELMAN RN HOME | HEALTH HOSPICE ADVANCED Highest-paid employee | 53 | $154,895 | $0 | $17,492 |
| SARAH LOGTERMAN PHYSICAL | THERAPIST HH - ADVANCED CERTIFIED Highest-paid employee | 30 | $141,168 | $0 | $16,938 |
| KAYLIE FUHRMAN | RN SUPERVISOR HOME HEALTH Highest-paid employee | 40 | $117,686 | $0 | $39,501 |
| CRISTINA CORNELLIER | RN HEALTH HOSPICE ADVANCED Highest-paid employee | 47 | $135,664 | $0 | $19,512 |
| ROBERT WALTERS | EXECUTIVE DIRECTOR (TERM 01/2024) Former | 0 | $0 | $113,019 | $6,678 |
| ROWLAND J MCCLELLAN CHAIR | IN MEMORIAM (07/2024) Trustee or director, Officer | 1 | $0 | $26,893 | $0 |
| DAVE L SYVERSON | DIRECTOR Trustee or director | 1 | $0 | $15,753 | $0 |
| KATHERINE A SCHACK | VICE CHAIR & DIRECTOR Trustee or director, Officer | 1 | $0 | $15,370 | $0 |
| WESLEY M JOST | DIRECTOR Trustee or director | 1 | $0 | $15,290 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THOMAS D BUDD | SECRETARY & TREASURER Trustee or director, Officer | 1 | $0 | $15,182 |
| THOMAS R POOL | CHAIR & DIRECTOR Trustee or director, Officer | 1 | $0 | $15,000 |
| CARLOS S AREVALO | DIRECTOR (EFF. 10/2024) Trustee or director | 1 | $0 | $1,500 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAVON R BEA | PRESIDENT/CEO (SEE PAGES 26-31) Trustee or director, Officer | 1 | $0 | $16,001,686 | $6,756,093 |
| TODD ANDERSON | VP/CFO (TERM 01/2025) Officer | 1 | $0 | $890,535 | $87,531 |
| KIMBERLY SCACCIA | VP - REVENUE CYCLE Officer | 1 | $0 | $545,085 | $60,588 |
| MARK L GOELZER MD | DIRECTOR/PHYSICIAN Trustee or director | 1 | $0 | $481,051 | $33,521 |
| KAYLIE FUHRMAN | RN HOME HEALTH HOSPICE 5 Highest-paid employee | 54 | $158,243 | $0 | $30,197 |
| BRANDON COOLEY | DIRECTOR OF HOME HEALTH Highest-paid employee | 40 | $176,331 | $0 | $11,076 |
| TRACI HEINTZELMAN | RN HOME HEALTH HOSPICE 1 Highest-paid employee | 55 | $166,881 | $0 | $16,429 |
| SHELLEY HERBST-NGUYEN | HOME HEALTH THERAPY SUPERVISOR Highest-paid employee | 40 | $144,621 | $0 | $31,631 |
| KATHLEEN GARWICK | RESPIRATORY THERAPIST HME CV SUPERVISOR Highest-paid employee | 42 | $138,004 | $0 | $25,952 |
| ROWLAND J MCCLELLAN | CHAIR & DIRECTOR Trustee or director, Officer | 1 | $0 | $23,157 | $0 |
| WESLEY M JOST | DIRECTOR Trustee or director | 1 | $0 | $13,858 | $0 |
| KATHERINE A SCHACK | DIRECTOR Trustee or director | 1 | $0 | $13,663 | $0 |
| THOMAS D BUDD | SECRETARY & TREASURER Trustee or director, Officer | 1 | $0 | $13,500 | $0 |
| THOMAS R POOL | VICE CHAIR & DIRECTOR Trustee or director, Officer | 1 | $0 | $13,500 | $0 |
| DAVE L SYVERSON | DIRECTOR Trustee or director | 1 | $0 | $12,932 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Javon R Bea | PRESIDENT/CEO (see schedule J, pages 32 - 33) Trustee or director, Officer | 1 | $0 | $11,130,143 | $430,877 |
| Todd Anderson | Vice President/CFO Officer | 1 | $0 | $828,491 | $76,813 |
| Kimberly Scaccia | VP - Revenue Cycle Officer | 1 | $0 | $499,300 | $64,924 |
| Mark L Goelzer MD | Director/Physician Trustee or director | 1 | $0 | $504,123 | $29,529 |
| James Davis | former VICE-PRESIDENT Former | 0 | $0 | $213,871 | $34,294 |
| Kaylie Fuhrman | RN HOME HEALTH HOSPICE 5 Highest-paid employee | 54.7 | $162,051 | $0 | $38,468 |
| Dawn Klockow | Director of Home Health Highest-paid employee | 40 | $155,368 | $0 | $36,008 |
| Traci Heitzelman | RN HOME HEALTH HOSPICE 1 Highest-paid employee | 54 | $161,022 | $0 | $20,865 |
| Brandon Cooley | Home Health Therapy Supervisor Highest-paid employee | 40 | $142,434 | $0 | $12,078 |
| Shelley Herbst-Nguyen | Home Health Therapy Supervisor Highest-paid employee | 40 | $123,885 | $0 | $5,226 |
| Rowland J McClellan | Chair & Director Trustee or director, Officer | 1 | $0 | $19,324 | $0 |
| Dave L Syverson | Director Trustee or director | 1 | $0 | $17,334 | $0 |
| Wesley M Jost | Director Trustee or director | 1 | $0 | $13,955 | $0 |
| Thomas R Pool | Vice Chair & Director Trustee or director, Officer | 1 | $0 | $13,500 | $0 |
| Katherine A Schack | Director Trustee or director | 1 | $0 | $13,500 | $0 |
| Thomas D Budd | secretary & treasurer Trustee or director, Officer | 1 | $0 | $12,086 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2500, JANESVILLE, WI 53547-2500
- In care of
- % 901 MINERAL POINT AVE
- Principal officer (990 for 2024)
- JAVON BEA, PO BOX 5003 - 901 MINERAL POINT AVE, JANESVILLE, WI 535485003
- Signed the 990
- JAVON BEA, PRESIDENT/CEO
- Phone
- (608) 754-2201
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE MISSION OF MERCY ASSISTED CARE, INC. (MAC) 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
- HOME HEALTH IS A CORE SERVICE AND HAS BECOME CRITICALLY IMPORTANT WITH HELPING TO KEEP PEOPLE IN THEIR HOMES AND OUT OF INSTITUTIONS WHERE COSTS ARE SIGNIFICANTLY GREATER. THE HOME HEALTH CARE STAFF PROVIDED 875 PATIENTS WITH OVER 18,400 VISITS BY NURSES, THERAPISTS AND NURSE AIDES. HOSPICE HOMECARE PROVIDED 9,514 VISITS.HOSPITAL COMMUNITY BENEFIT REPORT IRS FORM 990, SUPPLEMENT PART IIITHE COMMUNITY BENEFIT CONTRIBUTION OF MAC INCLUDES PROGRAMS AND ACTIVITIES THAT IMPROVE ACCESS TO HEALTH CARE AND IMPROVE HEALTH IN OUR COMMUNITIES.1. MERCY ASSISTED CARE INC.'S COMMITMENT TO PROVIDING COMMUNITY BENEFIT:A. THE MISSION OF MERCY ASSISTED CARE INC. IS ""EXCEPTIONAL HEALTH CARE SERVICES WITH A PASSION FOR MAKING LIVES BETTER." MERCY ASSISTED CARE PROVIDES QUALITY MEDICAL CARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE, OR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF MERCY ASSISTED CARE, IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES AND FURTHER THAT OUR MISSION IS TO SERVE THE COMMUNITY OF JANESVILLE AND SOUTHERN WISCONSIN WITH RESPECT TO PROVIDING HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. THEREFORE, IN KEEPING ITS MISSION, MERCY ASSISTED CARE ROUTINELY PROVIDES: 1.) FREE CARE AND/OR SUBSIDIZED CARE, 2.) CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS THAT ARE REIMBURSED BELOW COST, AND 3.) HEALTH ACTIVITIES AND EDUCATIONAL AND SUPPORT PROGRAMS TO THE COMMUNITIES IT SERVES IN SOUTHERN WISCONSIN AND NORTHERN ILLINOIS. THESE ACTIVITIES INCLUDE WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS, SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, MEDICALLY UNDERSERVED, AND A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. MANY OF THE SERVICES OF MERCY ASSISTED CARE ARE FOCUSED ON KEEPING THE ELDERLY AND MEDICALLY FRAIL IN THE TYPE OF INDEPENDENT SETTING MOST APPROPRIATE TO THEIR MEDICAL CONDITION. B. MERCY ASSISTED CARE CONSIDERS ITS TARGET POPULATIONS TO BE RESIDENTS OF ROCK AND WALWORTH COUNTIES IN WISCONSIN, AS WELL AS PARTS OF MCHENRY COUNTY IN ILLINOIS. THE SYSTEM USES MULTIPLE STRATEGIES TO IDENTIFY NEEDS IN THESE COMMUNITIES. THESE STRATEGIES INCLUDE ONE-ON-ONE MEETINGS WITH LOCAL COMMUNITY LEADERS, FORMAL SURVEYS, PARTICIPATION ON COMMUNITY TASK FORCES, SUGGESTIONS FROM PATIENTS, AND DIRECT INPUT FROM ITS EMPLOYEES. MERCY ASSISTED CARE HAS WORKED WITH VARIOUS COMMUNITY ORGANIZATIONS TO HELP MEET THESE NEEDS:1) MERCY ASSISTED CARE SUBSIDIZES ITS HOSPICE PROGRAM (THROUGH FUNDRAISING/DONATIONS FROM MERCYHEALTH DEVELOPMENT FOUNDATION)- SO THAT THIS PROGRAM IS AVAILABLE TO THOSE IN NEED WITHIN THE COMMUNITY.2) IT PROVIDES HEALTH SCREENINGS AND HEALTH EDUCATION SEMINARS AT PUBLIC EVENTS AND AT ITS OWN SITES THROUGHOUT THE TARGET AREA.3), MERCY ASSISTED CARE PROVIDES TRAINING OPPORTUNITIES FOR NURSES, PHYSICIANS, AND OTHER HEALTH PROFESSIONALS. C. FINANCIAL ASSISTANCE IS PROVIDED BY MERCY ASSISTED CARE TO CUSTOMERS WHO ARE UNABLE TO PAY FOR ALL OR A PORTION OF THEIR CHARGES AND WHO MEET ELIGIBILITY REQUIREMENTS. ELIGIBILITY IS BASED ON THE FOLLOWING: INDIVIDUAL OR FAMILY INCOME, INDIVIDUAL OR FAMILY ASSETS, FAMILY SIZE, AND OTHER SOURCES OF PAYMENT FOR SERVICES. ELIGIBILITY FOR ALL OTHER CATEGORICAL AIDS IS A PREREQUISITE BEFORE QUALIFYING FOR FINANCIAL ASSISTANCE. PATIENTS THAT QUALIFY WILL RECEIVE A REDUCTION IN THE BALANCE OWED AND EXTENDED PAYMENT TERMS. THE AMOUNT OF THE FINANCIAL ASSISTANCE BENEFIT IS BASED ON THAT PATIENT'S ABILITY TO PAY AND THE SIZE OF THE OUTSTANDING BALANCE. INFORMATION IS MADE AVAILABLE AT THE TIME OF REGISTRATION, THROUGH PATIENT FINANCIAL COUNSELORS, AND AT THE CUSTOMER SERVICE PATIENT ACCOUNTS AREAS. TRAINING IS PROVIDED TO PERSONNEL AS TO HOW TO COMMUNICATE THIS PROGRAM'S AVAILABILITY TO PATIENTS AND HOW TO DIRECT PATIENT'S INQUIRIES. TRANSLATION SERVICES ARE AVAILABLE AS NEEDED.2. ORGANIZATIONAL DESCRIPTION FOR TAX EXEMPTION- MERCY ASSISTED CARE, INC. HAS A GOVERNING BODY IN WHICH INDEPENDENT PERSONS REPRESENTATIVE OF THE COMMUNITY COMPRISE A MAJORITY.- MERCY ASSISTED CARE, INC. PARTICIPATES IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS.3. DESCRIPTION OF COMMUNITY BENEFIT PROGRAMSMERCY ASSISTED CARE OFFERS MANY REDUCED-PRICE SERVICES AND FREE PROGRAMS THROUGHOUT THE YEAR BASED UPON ACTIVITIES AND SERVICES WHICH MERCY ASSISTED CARE, INC. BELIEVES WILL SERVE A BONA FIDE COMMUNITY HEALTH NEED. SOME OF THE PROGRAMS INCLUDE:- PARTICIPATION IN HEALTH FAIRS- PARTICIPATION IN HOSPICE SUPPORT GROUPS 4. LINKS TO ADDITIONAL COMMUNITY BENEFIT INFORMATION MERCY HEALTH SYSTEM'S WEB PAGE: WWW.MERCYHEALTHSYSTEM.ORGSECTION 2 - QUANTIFIABLE COMMUNITY BENEFITFISCAL YEAR ENDED JUNE 30, 2025:1) CHARITY CARE - AT COST = $25,1172) MEDICAID SHORTFALL - NET EXPENSE = $125,026TOTAL QUANTIFIABLE COMMUNITY BENEFIT = $150,143Expenses $9,979,365 · grants $43,890 · revenue $13,817,177
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
- 39-1035110
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E91)
- Assets (IRS master file)
- $17,672,112
- Income (IRS master file)
- $20,305,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,375,589 | $14,044,165 | $17,672,112 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $15,163,413 | $13,407,768 | $19,219,577 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $14,956,480 | $12,858,100 | $14,233,277 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $12,610,509 | $10,533,636 | $11,848,284 | 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 39-1035110).
Questions about MERCY ASSISTED CARE INC
- What is the EIN of MERCY ASSISTED CARE INC?
- The employer identification number (EIN) of MERCY ASSISTED CARE INC is 39-1035110.
- Is MERCY ASSISTED CARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to MERCY ASSISTED CARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MERCY ASSISTED CARE INC 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 ASSISTED CARE INC 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 ASSISTED CARE INC 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 ASSISTED CARE INC?
- The 990 for the year ended June 30, 2025 names JAVON BEA.
- Who are the officers and directors of MERCY ASSISTED CARE INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 5 received compensation from the organization.
- How much revenue does MERCY ASSISTED CARE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,375,589, expenses of $14,044,165 and total assets of $17,672,112 at year end.
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