WELLSPAN SURGERY & REHABILITATION HOSPITAL (EIN 232899911) - 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

1997

Legal Domicile

Principal Officer

ROXANNA GAPSTUR

Phone

7178513055

Tax Period

2024-07-01 to 2025-06-30

WELLSPAN SURGERY & REHABILITATION HOSPITAL, founded in 1997, is a major nonprofit in the Health Care sector that reported $141.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $22.3M, a strong 16% operating margin.

Mission

PROVIDE EXCEPTIONAL ORTHOPEDIC, SPINE AND ACUTE REHABILITATIVE CARE IN A HEALING ENVIRONMENT.

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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 $21,617

Program Service Revenue $139,693,649

Investment Income $141,483

Other Revenue $1,213,506

TOTAL REVENUE $141,070,255

Expense Breakdown

Grants Paid $120,000

Salaries & Benefits $39,275,562

Fundraising Expenses $0

Program Expenses $85,120,396

Other Expenses $79,340,013

TOTAL EXPENSES $118,735,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,070,255	$125,973,265	+0.1%
Expenses	$118,735,575	$113,993,426	+0.0%
Net Income	$22,334,680	$11,979,839	+0.9%

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

508

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

$7,943,604

Total Directors

$8,627,966

Key Employees

$806,771

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE MCCONKEY	DIRECTOR	1.00	Director	$0	$0	$0
LAURA BUCZKOWSKI	EXECUTIVE VP & CFO - WELLSPAN HEALTH	1.00	Officer Director	$0	$53,169	$1,408,553
KRISTA DARR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LEE MADDOX MD	DIRECTOR	1.00	Director	$0	$53,991	$684,362
VICTORIA DIAMOND	SR VP - CENTRAL REGION	1.00	Officer Director	$0	$52,761	$971,317
JEFF LOBACH ESQ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SEIM	SR VP & CHIEF QUALITY OFFICER	1.00	Officer Director	$0	$54,244	$1,042,098
NEIL SLENKER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
ROXANNA GAPSTUR PHD RN	PRESIDENT & CEO - WELLSPAN HEALTH	1.00	Officer Director	$0	$52,133	$3,176,598
CHERYL THOMPSON DPN RN	CHAIR	1.00	Officer Director	$0	$0	$0
SANDIE WALKER	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH DELLINGER	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN MCGAUGHLIN	DIRECTOR (UNTIL DEC. '24)	1.00	Director	$0	$0	$0
NATASHA ROMERO	DIRECTOR	1.00	Director	$0	$0	$0
AMY NELSON	SECRETARY/SR VP & GENERAL COUNSEL	1.00	Officer Director	$0	$74,125	$947,745
THOMAS BURNS	DIRECTOR	1.00	Director	$0	$0	$0
CAROL SMITH	VP & PRESIDENT - WSRH	40.00	Officer Director	$346,791	$50,502	$397,293
ELIZABETH TRUMBLE	SR DIR-ACUTE & POST-ACUTE REHAB SVCS	40.00	Key Emp	$206,219	$38,832	$245,051
MICHAEL PEARSON	CMO/VP MED AFF-YH (AS OF AUG. '24)	6.00	Key Emp	$306,915	$53,312	$561,720
NICHOLAS HSIEH	SR DIRECTOR - OPERATIONS	40.00	Highest	$198,321	$43,802	$242,123
GLYNNIS LOWE	DIRECTOR - NURSING SERVICES	40.00	Highest	$182,876	$25,376	$208,252
DARCI WOLF	DIRECTOR - CLINICAL SERVICES	40.00	Highest	$183,129	$42,333	$225,462
KATHERINE BURKETT	DIRECTOR - IRF PPS OPERATIONS	40.00	Highest	$181,176	$44,969	$226,145
JANET BARNGETUNY	MANAGER - PHARMACY OPERATIONS	40.00	Highest	$194,857	$37,995	$232,852
FARAAZ YOUSUF	FORMER EXECUTIVE VP & COO	0.00		$0	$37,354	$1,093,939

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	$141,070,255	$118,735,575	$59,125,913	$22,334,680
2024	No data	No data	No data	No data
2023	$122,458,518	$117,582,525	$57,718,418	$4,875,993
2022	$115,411,712	$110,558,711	$76,959,143	$4,853,001
2021	$106,248,036	$95,347,591	$83,482,844	$10,900,445
2020	$93,901,214	$93,131,323	$85,216,385	$769,891
2019	$93,895,773	$80,307,250	$77,254,501	$13,588,523
2018	$78,682,237	$78,577,584	$64,944,306	$104,653

WELLSPAN SURGERY & REHABILITATION HOSPITAL