ESSENTIA HEALTH (EIN 200360007) - 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

2003

Legal Domicile

Principal Officer

DAVID HERMAN MD

Phone

2187868376

Tax Period

2024-07-01 to 2025-06-30

ESSENTIA HEALTH, founded in 2003, is a major nonprofit in the Health Care sector that reported $400.8M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $383.0M left a modest 4% surplus.

Mission

WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.

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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 $606,875

Program Service Revenue $364,085,651

Investment Income $27,336,417

Other Revenue $8,804,737

TOTAL REVENUE $400,833,680

Expense Breakdown

Grants Paid $622

Salaries & Benefits $301,701,059

Fundraising Expenses $0

Program Expenses $186,560,759

Other Expenses $81,267,191

TOTAL EXPENSES $382,968,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,833,680	$369,876,260	+0.1%
Expenses	$382,968,872	$350,377,026	+0.1%
Net Income	$17,864,808	$19,499,234	-0.1%

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

3459

Volunteers

N/A

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

$6,204,671

Total Directors

$2,975,388

Key Employees

$12,222,432

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID HERMAN MD	CHIEF EXECUTIVE OFFICER	60.00	Officer	$3,582,443	$410,785	$3,993,228
JODI MANSFIELD	EXECUTIVE VICE PRESIDENT, COO	60.00	Key Emp	$1,682,569	$203,612	$1,886,181
TRACI MORRIS	CHIEF FINANCIAL OFFICER/TREASURER	40.00	Officer	$1,054,730	$144,686	$1,199,416
LLOYD KETCHUM MD	BD DIRECTOR/REL ORG PHYS & DIV CHAIR	2.00	Director	$20,000	$71,589	$1,189,608
BRADLEY BEARD	CHIEF OPERATING OFFICER - EAST	1.00	Key Emp	$0	$179,046	$1,179,194
WILLIAM HEEGAARD MD	PRES-EAST THRU 4/24/FRMR PRES-WEST	1.00	Key Emp	$0	$122,346	$1,098,293
CHARLES WATSON	CHIEF INFORMATION OFFICER	60.00	Highest	$859,620	$145,067	$1,004,687
DIANE DAVIDSON	CHIEF HUMAN RESOURCES OFF THRU 4/24	60.00	Key Emp	$839,519	$145,461	$984,980
KRISTA SKORUPA MD	PRESIDENT - EAST	1.00	Key Emp	$0	$146,142	$952,538
KARYN BAUM MD	CHIEF TRANSFORMATION OFF THRU 1/24	60.00	Highest	$911,354	$32,365	$943,719
JASON SCHULTZ MD	CHIEF MEDICAL OFFICER - EAST	1.00	Key Emp	$0	$171,138	$942,581
ROBERT GREEN	SNR VICE PRES, FINANCIAL OPERATIONS	59.00	Highest	$782,582	$151,254	$933,836
RICHARD VETTER MD	CMO - WEST THRU 12/24	1.00	Key Emp	$0	$150,321	$926,040
MICHAEL WATTERS	CHIEF LEGAL OFFICER/SECRETARY	40.00	Officer	$773,128	$151,399	$924,527
GRATIA PITCHER MD	CHIEF MEDICAL OFFICER	60.00	Key Emp	$752,537	$151,803	$904,340
SARAH MANNEY KURTH MD	CHIEF MEDICAL INFORMATION OFFICER	60.00	Highest	$712,811	$153,626	$866,437
AL HURLEY	CHIEF OPERATING OFFICER - WEST	1.00	Key Emp	$0	$129,814	$835,977
RHONDA KAZIK	CHIEF NURSE EXECUTIVE	54.00	Key Emp	$0	$133,586	$818,976
KEVIN CASEY MD	FORMER CHIEF MEDICAL OFFICER	0.00		$817,015	$0	$817,015
MELANIE WILSON	SNR VICE PRES, REVENUE SERVICES	60.00	Highest	$639,866	$142,138	$782,004
MARK THOMPSON MD	PRESIDENT - WEST THRU 7/24	1.00	Key Emp	$0	$40,293	$742,423
STEFANIE GEFROH ELLISON MD	BD DIRECTOR THRU 2/25/PRESIDENT-WEST	2.00	Director	$30,000	$66,878	$629,098
JOSHUA HONEYMAN MD	BD DIRECTOR/REL ORG PHYS & DIV CHAIR	2.00	Director	$0	$63,080	$593,517
ANNE STEPHEN MD	CMO - EAST THRU 5/24	1.00	Key Emp	$0	$70,794	$569,897
JANE RUDD MD	BD DIRECTOR/REL ORG PHYS & DIV CHAIR	2.00	Director	$20,000	$64,738	$398,494
JOHN VON ARB	INTERIM CHRO	60.00	Key Emp	$329,329	$51,683	$381,012
FRANK MODICH	FORMER INTERIM CHIEF LEGAL OFFICER	60.00		$280,924	$28,902	$309,826
PETER HENRY MD	FORMER CHIEF MEDICAL OFFICER	0.00		$0	$8,922	$120,466
SHEILA HART	FORMER SNR VP-INT CARE DELIVERY	0.00		$108,020	$0	$108,020
ALAN HODNIK	BOARD CHAIR	2.00	Officer Director	$45,000	$0	$45,000
KEVIN MOUG	BOARD DIRECTOR	2.00	Director	$30,000	$0	$30,000
LAURIE LEWANDOWSKI	BOARD DIRECTOR	2.00	Director	$23,375	$0	$23,375
GEORGE GOLDFARB	BOARD VICE CHAIR THRU 9/24	2.00	Officer Director	$22,500	$0	$22,500
KIMBERLY STOKES	BOARD DIRECTOR	2.00	Director	$22,500	$0	$22,500
MARK RONNEI	BOARD VICE CHAIR	2.00	Officer Director	$20,000	$0	$20,000
SANDEEP WADHWA MD	BOARD DIRECTOR	2.00	Director	$1,296	$0	$1,296
DAVID MCMILLAN	BOARD DIRECTOR	2.00	Director	$0	$0	$0
FRANK FREDERICKSON	BOARD DIRECTOR	2.00	Director	$0	$0	$0
LEANN LITTLEWOLF	BOARD DIRECTOR	2.00	Director	$0	$0	$0
PATRICK COURNEYA MD	BOARD DIRECTOR	2.00	Director	$0	$0	$0
SISTER BEVERLY RAWAY	BOARD DIRECTOR	2.00	Director	$0	$0	$0
SISTER CLARE MARIE TRETTEL	BOARD DIRECTOR	2.00	Director	$0	$0	$0
SISTER KATHLEEN HOFER	BOARD DIRECTOR	2.00	Director	$0	$0	$0
SISTER THERESE CARSON	BOARD DIRECTOR	2.00	Director	$0	$0	$0
TIM PAWLENTY	BOARD DIRECTOR	2.00	Director	$0	$0	$0

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
2025	$400,833,680	$382,968,872	$996,812,762	$17,864,808
2024	No data	No data	No data	No data
2023	$348,209,105	$340,166,174	$723,173,585	$8,042,931
2022	$416,911,579	$286,957,827	$630,123,333	$129,953,752
2021	$232,654,548	$211,985,773	$613,077,249	$20,668,775
2020	$219,068,133	$204,895,965	$549,423,564	$14,172,168
2019	$194,220,633	$182,244,364	$419,201,264	$11,976,269
2018	$189,162,863	$180,096,528	$396,118,323	$9,066,335

ESSENTIA HEALTH