SAINT MARY'S HOSPITAL INC (EIN 060646844) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1907

Legal Domicile

Principal Officer

ROBERT ROOSE MD

Phone

2037096000

Tax Period

2023-10-01 to 2024-09-30

SAINT MARY'S HOSPITAL INC, founded in 1907, is a major nonprofit in the Health Care sector that reported $355.8M in total revenue in fiscal year 2023. Expenses of $339.7M left a modest 5% surplus.

Mission

TO PROVIDE HEALTH CARE AND HOSPITAL SERVICES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,638,582

Program Service Revenue $351,649,246

Investment Income $12,314

Other Revenue $1,472,926

TOTAL REVENUE $355,773,068

Expense Breakdown

Grants Paid $346,575

Salaries & Benefits $109,894,691

Fundraising Expenses $0

Program Expenses $294,425,115

Other Expenses $229,501,378

TOTAL EXPENSES $339,742,644

Year-over-Year Comparison

	2023	2022	Change
Revenue	$355,773,068	$330,191,755	+0.1%
Expenses	$339,742,644	$325,248,513	+0.0%
Net Income	$16,030,424	$4,943,242	+2.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,285,743

Total Directors

$3,175,253

Key Employees

$482,254

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SMITH	DIRECTOR; CHAIR THROUGH 12/23	1.00	Officer Director	$0	$0	$0
JOANN PRICE	DIR; V CHAIR THR 12/23; CHR AT 1/24	1.00	Officer Director	$0	$0	$0
WALTER HARRISON	DIRECTOR; VICE CHAIR AS OF 1/24	1.00	Officer Director	$0	$0	$0
MOST REV JUAN MIGUEL BETANCOURT	DIRECTOR	1.00	Director	$0	$0	$0
EMILY BROWER	DIRECTOR; TRINITY SVP CLINICAL INTG	1.00	Director	$0	$177,280	$961,884
MONTEZ CARTER	DIRECTOR; TH OF NE PRES/CEO	1.00	Director	$0	$270,752	$1,638,045
GREGORY DAVIS	DIRECTOR THROUGH 12/23	1.00	Director	$0	$0	$0
ROBERT GUMBARDO MD	DIRECTOR	1.00	Director	$0	$0	$0
AROSHA JAYAWICKREMA	DIRECTOR AS OF 1/24	1.00	Director	$0	$0	$0
JOHN KINNEY	DIRECTOR AS OF 1/24	1.00	Director	$0	$0	$0
KARL KRAPEK	DIRECTOR	1.00	Director	$0	$0	$0
NANCY KROEBER	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE MANDELL	DIRECTOR THROUGH 12/23	1.00	Director	$0	$0	$0
BARBARA MULLEN CSJ	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE SPATH MD	DIRECTOR, MEDICAL STAFF PRESIDENT	1.00	Director	$0	$52,055	$575,324
MICHELLE THEROUX	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY KALAJAINEN	PRESIDENT	53.00	Officer	$0	$68,357	$389,632
ROBERT ANTHONY	SECRETARY; VP MANAGING COUNSEL	1.00	Officer	$0	$124,357	$769,952
SEAN FITZPATRICKPD BY MGMT CO	TREAS; INTERIM REG CFO AS OF 10/23	1.00	Officer	$0	$0	$0
SHERI LEMIEUX	ASST SEC; ASST TO TH OF NE PRES/CEO	1.00	Officer	$0	$16,181	$126,159
HUSNAIN KERMALLI MD	CHIEF MEDICAL OFFICER	50.00	Key Emp	$0	$51,304	$482,254
SHAWNA EDWARDS	CHIEF NURSING OFFICER	50.00	Highest	$0	$21,429	$308,558
MARYELLEN ROYKA	REGISTERED NURSE	50.00	Highest	$0	$38,984	$268,776
JOAN GELIN	MEDICAL DIRECTOR	50.00	Highest	$0	$22,774	$250,312
ISAAC LLANOS	REGISTERED NURSE	50.00	Highest	$0	$9,174	$271,276
KRISTEN SMUDIN	REGISTERED NURSE	50.00	Highest	$0	$35,582	$250,750
JAMES HARRIS	FORMER OFFICER;TH OF NE DIR REIM	0.00		$0	$46,392	$277,482
DAVID BITTNER	FORMER OFFICER	0.00		$0	$571,302	$1,263,682
JENNIFER SCHNEIDER	FORMER OFFICER	0.00		$0	$388,340	$966,813

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$355,773,068	$339,742,644	$221,853,557	$16,030,424
2023	$330,191,755	$325,248,513	$270,266,287	$4,943,242
2022	$325,143,316	$321,912,242	$301,239,768	$3,231,074
2021	$351,229,386	$303,989,830	$450,532,787	$47,239,556
2020	$326,720,727	$293,354,475	$346,195,523	$33,366,252
2019	$333,252,155	$300,341,851	$291,110,999	$32,910,304
2018	$330,370,123	$301,991,536	$267,794,885	$28,378,587

SAINT MARY'S HOSPITAL INC