UNITED HEALTH SERVICES INC (EIN 222682421) - 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

1984

Legal Domicile

Principal Officer

JOHN CARRIGG

Phone

6077622107

Tax Period

2023-01-01 to 2023-12-31

UNITED HEALTH SERVICES INC, founded in 1984, is a mid-sized nonprofit in the Health Care sector that reported $11.4M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $23.7M represent 25 months of operating reserves.

Mission

-HEALTH CARE SYSTEM PLANNING AND COORDINATING.

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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 $0

Program Service Revenue $11,320,296

Investment Income $86,167

Other Revenue $21,409

TOTAL REVENUE $11,427,872

Expense Breakdown

Grants Paid $45,000

Salaries & Benefits $2,367,895

Fundraising Expenses $0

Program Expenses $10,056,026

Other Expenses $8,711,027

TOTAL EXPENSES $11,123,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,427,872	$9,647,327	+0.2%
Expenses	$11,123,922	$10,512,528	+0.1%
Net Income	$303,950	$-865,201	-1.4%

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

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

$6,185,006

Total Directors

$2,177,978

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER NEWMAN	CHAIRMAN/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
BRUCE BOWLING MD	VICE CHAIR/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
LINDA BEST	SECRETARY/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
KEITH CHADWICK	TREASURER/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
JOHN CARRIGG	PRESIDENT/CEO/BOARD MEMBER	55.00	Officer Director	$1,877,680	$124,411	$2,002,091
JEROME CANNY	FORMER CHAIRMAN/BOARD MEMBER	2.00	Officer Director	$0	$0	$0
RAJESH DAVE	EXECUTIVE VP/MD/BOARD MEMBER	13.75	Officer Director	$154,711	$3,785	$158,496
ERIC LARSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
REV LARRY LIGHT	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK SHUMEYKO MD	BOARD MEMBER (TO 5/31/23)	2.00	Director	$0	$0	$0
JOE MIRABITO	BOARD MEMBER	2.00	Director	$0	$0	$0
MATHEW SALANGER	SR STRATEGIC ADVISOR/BOARD MEMBER	20.00	Director	$17,383	$8	$17,391
JOSEPH STAGLIANO	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES TALLON	BOARD MEMBER	2.00	Director	$0	$0	$0
LORI WALSH	BOARD MEMBER	2.00	Director	$0	$0	$0
KAY BOLAND RN	SR VP-CHIEF NURSING & OPERATING OFFICER	55.00	Officer	$656,383	$123,712	$780,095
JAMES SMITH	VP - CHIEF FINANCIAL OFFICER	55.00	Officer	$493,844	$34,677	$528,521
CHRISTINA BOYD	VP - COMMUNITY RELATIONS(TO 6/30/23)	55.00	Officer	$186,411	$39,838	$226,249
CARRIE DAVIS	VP - COMMUNITY RELATIONS	55.00	Officer	$173,111	$27,952	$201,063
SHERI LAMOUREUX	VP - HUMAN RESOURCES	55.00	Officer	$340,517	$18,899	$359,416
DEBORAH PLATZ	VP - GENERAL COUNSEL	55.00	Officer	$394,805	$29,569	$424,374
AFZAL REHMAN MD PHD	SR VP-CHIEF INFORMATICS OFFICER	55.00	Officer	$1,000,765	$103,835	$1,104,600
DANIELLE DONLIN	VP - PHYSICIAN PRACTICE	55.00	Officer	$318,339	$40,403	$358,742
PEGGY THOMAS	VP - CHIEF NURSING OFFICER	55.00	Officer	$37,500	$3,859	$41,359
HEATHER MILLER	SR ASSOC.ASST GENERAL COUN	55.00	Highest	$222,727	$48,392	$271,119
PAT WILLIAMS	SR DIRECTOR STRATEGIC PLAN	55.00	Highest	$157,129	$45,048	$202,177
CHRISTINA DOLAN	DIRECTOR PUBLIC POLICY & P	55.00	Highest	$128,926	$25,946	$154,872
GINA KITTEK	DIRECTOR RISK MANAGEMENT	55.00	Highest	$145,337	$19,253	$164,590
HEATHER HAGLUND	SR ASSOC.ASST GENERAL COUN	55.00	Highest	$195,943	$26,611	$222,554

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	No data	No data	No data	No data
2023	$11,427,872	$11,123,922	$27,561,973	$303,950
2022	$9,647,327	$10,512,528	$26,029,856	$-865,201
2021	$10,935,942	$10,273,338	$30,125,980	$662,604
2020	$10,912,185	$10,532,668	$30,367,247	$379,517
2019	$8,829,476	$9,727,682	$24,214,159	$-898,206
2018	$8,476,755	$9,008,204	$19,071,584	$-531,449

UNITED HEALTH SERVICES INC