WELLSPAN HEALTH (EIN 222517863) - 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

1983

Legal Domicile

Principal Officer

ROXANNA GAPSTUR

Phone

7178513055

Tax Period

2024-07-01 to 2025-06-30

WELLSPAN HEALTH, founded in 1983, is a major nonprofit in the Health Care sector that reported $920.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.0B exceeded revenue, resulting in a 14% operating deficit.

Mission

IMPROVE HEALTH THROUGH EXCEPTIONAL CARE FOR ALL, LIFELONG WELLNESS AND HEALTHY COMMUNITIES.

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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 $4,406,925

Program Service Revenue $897,314,454

Investment Income $13,135,301

Other Revenue $5,795,022

TOTAL REVENUE $920,651,702

Expense Breakdown

Grants Paid $1,543,048

Salaries & Benefits $519,727,578

Fundraising Expenses $0

Program Expenses $903,416,006

Other Expenses $524,611,235

TOTAL EXPENSES $1,045,881,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$920,651,702	$844,615,173	+0.1%
Expenses	$1,045,881,861	$915,375,555	+0.1%
Net Income	$-125,230,159	$-70,760,382	+0.8%

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

6720

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

$6,235,479

Total Directors

$5,532,896

Key Employees

$11,063,596

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINE BONNEAU	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BROADBENT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM FUNK DMD	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD FARR	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN HOLOVIAK	DIRECTOR	1.00	Director	$0	$0	$0
ROXANNA GAPSTUR PHD RN	PRESIDENT & CEO - WELLSPAN HEALTH	40.00	Officer Director	$3,124,465	$52,133	$3,176,598
PHILIP FAGUE	DIRECTOR	1.00	Director	$0	$0	$0
HILDA SHIRK	CHAIR EMERITUS	1.00	Officer Director	$0	$0	$0
LAURA BUCZKOWSKI	EXECUTIVE VP & CFO - WELLSPAN HEALTH	40.00	Officer Director	$1,355,384	$53,169	$1,408,553
JOE CROSSWHITE	CHAIR	1.00	Officer Director	$0	$0	$0
AMY NELSON	SECRETARY/SR VP & GENERAL COUNSEL	40.00	Officer Director	$873,620	$74,125	$947,745
MANDY ARNOLD	DIRECTOR	1.00	Director	$0	$0	$0
ANDY WILLIFORD	DIRECTOR	1.00	Director	$0	$0	$0
ROGER HADDON	DIRECTOR	1.00	Director	$0	$0	$0
TIMM MOYER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA PUGH	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MINNICH	DIRECTOR	1.00	Director	$0	$0	$0
KASEY PAULUS	EXEC. VP & CHIEF OPERATING OFFICER	40.00	Officer	$648,600	$53,983	$702,583
ANTHONY AQUILINA DO	EXEC. VP & CHIEF PHYSICIAN EXECUTIVE	40.00	Key Emp	$1,242,245	$52,878	$1,295,123
RICHARD BAKER	SR VP & CHIEF DIGITAL INFO OFFICER	40.00	Key Emp	$794,070	$54,994	$849,064
MICHAEL SEIM	SR VP & CHIEF QUALITY OFFICER	40.00	Key Emp	$987,854	$54,244	$1,042,098
CYNTHIA FRUITRAIL	EXEC. VP & CHIEF STRATEGY OFFICER	40.00	Key Emp	$642,393	$51,163	$693,556
MEGAN LECAS	SR VP - SERVICE LINES	40.00	Key Emp	$620,764	$52,353	$673,117
DAVID VEGA MD	SR VP & CHIEF MEDICAL OFFICER - WMG	0.00	Key Emp	$694,787	$57,447	$752,234
PHILLIP NICHOLSON JR MD	SR VP & CCO POPULATION HEALTH	40.00	Key Emp	$718,155	$59,051	$777,206
VICTORIA DIAMOND	SR VP - CENTRAL REGION	0.00	Key Emp	$0	$52,761	$971,317
JAMES STUCCIO	SR VP - EAST REGION	0.00	Key Emp	$0	$48,587	$872,517
KENDRA AUCKER	SR VP - NORTH REGION	0.00	Key Emp	$0	$66,632	$1,015,990
NIKI HINCKLE	SR VP - WEST REGION	0.00	Key Emp	$0	$50,967	$789,675
AARON GILLINGHAM	SR VP & CHIEF PEOPLE OFFICER	40.00	Key Emp	$786,197	$41,581	$827,778
CHRISTINA WEIR	VP BUSINESS DEVELOPMENT	40.00	Key Emp	$479,274	$24,647	$503,921
MOHSEN SHABAHANG	VP & CMO - SURGERY	40.00	Highest	$1,071,740	$54,339	$1,126,079
JAMES HARVEY III	VP & CMO - HEART & VASCULAR	40.00	Highest	$994,700	$54,428	$1,049,128
HEIDI BEILIS	CMO - DIAGNOSTIC SERVICES	40.00	Highest	$938,955	$26,588	$965,543
BEN ROITBERG	VP & CMO NEUROSCIENCES	40.00	Highest	$1,402,895	$37,985	$1,440,880
JOHN DEITCH	VP & CMO - ORTHOPEDICS	40.00	Highest	$1,094,090	$55,223	$1,149,313
FARAAZ YOUSUF	FORMER EXECUTIVE VP & COO	40.00		$1,056,585	$37,354	$1,093,939
MARIA ROYCE	FMR SR VP & CHIEF STRATEGY OFFICER	0.00		$397,736	$20,772	$418,508
SHERRI STAHL	FORMER SR VP - WEST REGION	0.00		$225,726	$14,690	$240,416
JANE HYDE	FORMER SR VP - WEST REGION	0.00		$280,849	$12,356	$293,205

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	$920,651,702	$1,045,881,861	$853,866,169	$-125,230,159
2024	$844,615,173	$915,375,555	$697,206,887	$-70,760,382
2023	$593,155,549	$695,552,093	$689,834,087	$-102,396,544
2022	$496,747,136	$617,923,831	$655,435,799	$-121,176,695
2021	$553,522,884	$550,828,560	$818,518,085	$2,694,324
2020	$507,378,748	$475,363,646	$671,523,886	$32,015,102
2019	$445,504,901	$461,124,564	$544,403,478	$-15,619,663
2018	$345,271,014	$406,308,823	$464,406,292	$-61,037,809

WELLSPAN HEALTH