MONTEFIORE MEDICAL CENTER (EIN 131740114) - 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

1884

Legal Domicile

Phone

9143498455

Tax Period

2024-01-01 to 2024-12-31

MONTEFIORE MEDICAL CENTER, founded in 1884, is a large national nonprofit in the Health Care sector that reported $5.9B in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $5.6B left a modest 5% surplus.

Mission

TO HEAL, TO TEACH, TO DISCOVER AND TO ADVANCE THE HEALTH OF THE COMMUNITIES WE SERVE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $290,929,677

Program Service Revenue $5,521,175,096

Investment Income $76,019,276

Other Revenue $19,917,143

TOTAL REVENUE $5,908,041,192

Expense Breakdown

Grants Paid $1,220,649

Salaries & Benefits $3,290,408,391

Fundraising Expenses $8,279,616

Program Expenses $5,038,812,719

Other Expenses $2,327,711,549

TOTAL EXPENSES $5,619,420,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,908,041,192	$5,057,497,655	+0.2%
Expenses	$5,619,420,589	$5,003,322,926	+0.1%
Net Income	$288,620,603	$54,174,729	+4.3%

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

23310

Volunteers

2433

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

$22,936,282

Total Directors

$16,690,037

Key Employees

$3,118,181

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE KLEMA	VICE CHAIR	0.8	Officer Director	$0	$0	$0
EMANUEL CHIRICO	TREASURER	0.8	Officer Director	$0	$0	$0
JAMES M BUTLER	CHAIR	1.5	Officer Director	$0	$0	$0
PHILIP O OZUAH MD PHD	PRESIDENT & CEO	40.8	Officer Director	$0	$50,767	$16,690,037
ALAN N SUNA	TRUSTEE	0.5	Director	$0	$0	$0
ALISA R DOCTOROFF	TRUSTEE	0.8	Director	$0	$0	$0
ALLEN M SPIEGEL MD	TRUSTEE	0.5	Director	$0	$0	$0
BARRY S BLATTMAN	TRUSTEE	0.8	Director	$0	$0	$0
BRUCE DONIGER	TRUSTEE	0.5	Director	$0	$0	$0
DANIEL R TISHMAN	TRUSTEE	0.5	Director	$0	$0	$0
DAVID B KEIDAN	TRUSTEE	0.5	Director	$0	$0	$0
DOUGLAS F EISENBERG	TRUSTEE	0.5	Director	$0	$0	$0
EDWIN H STERN III	TRUSTEE	0.5	Director	$0	$0	$0
ELLEN BRESLOW NEWHOUSE	TRUSTEE	0.5	Director	$0	$0	$0
GAYLE F ROBINSON	TRUSTEE	0.8	Director	$0	$0	$0
HELEN A JOHNSON	TRUSTEE	0.8	Director	$0	$0	$0
JAY B ABRAMSON	TRUSTEE	0.8	Director	$0	$0	$0
JENNIE EMIL	TRUSTEE	0.8	Director	$0	$0	$0
JOEL BRAUN	TRUSTEE	0.5	Director	$0	$0	$0
JOHN HEFFER	TRUSTEE	0.5	Director	$0	$0	$0
JOHN P GUTFREUND	TRUSTEE	0.5	Director	$0	$0	$0
JON W ROTENSTREICH	TRUSTEE	0.5	Director	$0	$0	$0
JONATHAN A LIPTON	TRUSTEE	0.5	Director	$0	$0	$0
LEWIS HENKIND	TRUSTEE	0.5	Director	$0	$0	$0
MARGARET S NATHAN	TRUSTEE	0.5	Director	$0	$0	$0
MATTHEW H NORD	TRUSTEE	0.5	Director	$0	$0	$0
MELISSA CERIALE	TRUSTEE	0.8	Director	$0	$0	$0
NATHAN GANTCHER	TRUSTEE	0.5	Director	$0	$0	$0
PATRICIA BAUMAN	TRUSTEE (DECEASED 3/26/2024)	0.5	Director	$0	$0	$0
PATRICIA GREEN	TRUSTEE	0.5	Director	$0	$0	$0
RONALD L MOELIS	TRUSTEE	0.8	Director	$0	$0	$0
RUTH L GOTTESMAN EDD	TRUSTEE	0.5	Director	$0	$0	$0
STACEY R LANE	TRUSTEE	0.5	Director	$0	$0	$0
THOMAS L HARRISON	TRUSTEE	0.5	Director	$0	$0	$0
CHRISTOPHER PANCZNER	ASST SEC.-SVP & GEN COUNSEL	35.7	Officer	$0	$47,673	$1,966,237
COLLEEN M BLYE	EXEC VP & CFO	36.8	Officer	$0	$31,364	$4,280,008
SUSAN GREEN-LORENZEN RN	SYSTEM SENIOR VP-OPERATIONS	44.0	Key Emp	$0	$24,250	$3,118,181
DANIEL GOLDSTEIN MD	VICE CHAIR-CARDIOTHORACIC SURG	60.0	Highest	$1,707,530	$20,284	$1,727,814
EMAD ESKANDAR MD	CHAIR-NEUROLOGICAL SURGERY	60.0	Highest	$2,005,276	$48,274	$2,053,550
JOSEPH DE ROSE MD	DIR MIN INVASIVE ROBOTIC SURG	60.0	Highest	$1,701,228	$46,354	$1,747,582
NEIL COBELLI MD	CHAIR-DEPT. OF ORTHOPEDICS	60.0	Highest	$1,600,389	$31,596	$1,631,985
ROBERT MICHLER MD	CHAIR-SURG/CARDIOTHORACIC SURG	60.0	Highest	$4,944,262	$50,793	$4,995,055

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	$5,908,041,192	$5,619,420,589	$4,988,192,084	$288,620,603
2023	$5,057,497,655	$5,003,322,926	$4,597,467,871	$54,174,729
2022	$4,590,891,278	$4,653,244,153	$4,574,684,802	$-62,352,875
2021	$4,245,441,819	$4,602,246,814	$4,974,674,006	$-356,804,995
2020	$4,342,685,327	$4,436,026,274	$5,446,914,187	$-93,340,947
2019	$4,196,735,035	$4,157,936,641	$4,535,777,435	$38,798,394
2018	$3,926,335,703	$3,883,964,303	$3,879,369,750	$42,371,400

MONTEFIORE MEDICAL CENTER