SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC

EIN: 237379161 501(c)(3) Health Care

BROOMFIELD, CO

Total Revenue
$898,115,236
Total Expenses
$838,962,584
Total Assets
$2,723,371,503
Net Assets
$1,802,871,793
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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
KS
Principal Officer
JIM SHEETS
Phone
8018427851
Tax Period
2023-01-01 to 2023-12-31

SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC, founded in 1972, is a major nonprofit in the Health Care sector that reported $898.1M in total revenue in fiscal year 2023. Expenses of $839.0M left a modest 7% surplus.

Mission

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

Program Service Accomplishments

Program 1
Expenses: $771,135,646 Revenue: $818,747,690

ON APRIL 1, 2022, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) AFFILIATED WITH INTERMOUNTAIN HEALTH CARE, INC., CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE...

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ON APRIL 1, 2022, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) AFFILIATED WITH INTERMOUNTAIN HEALTH CARE, INC., CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS OVER 66,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.SCLHS WAS FOUNDED BY THE SISTERS OF CHARITY OF LEAVENWORTH, WHO TRACE THEIR ORIGIN AS A RELIGIOUS COMMUNITY TO THE 1600S IN FRANCE, WHERE VINCENT DE PAUL AND LOUISE DE MARILLAC ESTABLISHED THE (SEE SCHEDULE O) DAUGHTERS OF CHARITY. THESE WOMEN WERE DEDICATED TO SERVING THE SICK AND POOR THROUGH AN ACTIVE MINISTRY.IN 1857, A SMALL CONGREGATION OF SISTERS FROM NASHVILLE, TENNESSEE, LED BY MOTHER XAVIER ROSS, VENTURED TO THE EDGE OF AN EXPANDING FRONTIER IN THE THEN INDIAN TERRITORY OF KANSAS. THEY OPENED THE FIRST PRIVATE HOSPITAL IN THE STATE IN 1864, WITH THE FIRST TRAINED NURSE IN THE STATE AND SURELY THE FIRST WOMAN IN THE WESTERN TERRITORY TO RUN A HOSPITAL. IN 1873, THE SISTERS FOUNDED WHAT IS NOW SAINT JOSEPH HOSPITAL IN DENVER, THE OLDEST PRIVATE TEACHING HOSPITAL IN COLORADO, AND ONE OF THE FIVE COLORADO HOSPITALS OF THE HEALTH SYSTEM.SCLHS WAS FORMED IN 1972 TO STRENGTHEN AND UNIFY THE HEALTHCARE FACILITIES SPONSORED BY SCLHS. IN 2011, THE SISTERS TRANSFERRED SPONSORSHIP OF SCLHS TO LEAVEN MINISTRIES. SCLHS' RICH HERITAGE AND ENDURING LEGACY SERVE AS THE FOUNDATION FOR ITS HEALTH MINISTRY TODAY, AND ITS MISSION, VISION AND VALUES SERVE AS THE FRAMEWORK FOR ITS SUCCESS. SCLHS IS THE MANAGEMENT COMPANY PROVIDING CENTRALIZED SERVICES FOR ALL SCLHS SUBSIDIARIES. SCLHS PERFORMS NUMEROUS COORDINATED AND CENTRALIZED SERVICES FOR THE ENTITIES AND CARE SITES THAT COMPRISE ITS SYSTEM, SUCH AS ADMINISTERING FINANCING AND CAPITAL FORMATION PROGRAMS; ETHICAL AND RELIGIOUS DIRECTION; FINANCIAL REPORTING; TAX SERVICES; HUMAN RESOURCES FUNCTIONS, INCLUDING EXECUTIVE RECRUITING AND ADMINISTERING AND MAINTAINING WELFARE, BENEFIT AND RETIREMENT PLANS; INFORMATION TECHNOLOGY SERVICES, INCLUDING ELECTRONIC MEDICAL RECORD SYSTEMS, BUSINESS MANAGEMENT SYSTEMS, EQUIPMENT AND CONNECTIVITY; INTERNAL AUDIT FUNCTIONS; LEGAL SERVICES; PHYSICIAN NETWORK DEVELOPMENT; PROCUREMENT AND SUPPLY CHAIN MANAGEMENT, INCLUDING MEDICAL DEVICES, SUPPLIES AND EQUIPMENT; PROFESSIONAL LIABILITY INSURANCE THROUGH A CAPTIVE PROVIDER, INCLUDING GROUP EXCESS COVERAGE, REINSURANCE AND LITIGATION MANAGEMENT; PUBLIC RELATIONS; COMMUNICATIONS AND LEGISLATIVE AFFAIRS; REAL ESTATE MANAGEMENT SERVICES, INCLUDING LEASING, CONSTRUCTION, PURCHASE AND SALE; REGULATORY COMPLIANCE SERVICES; REVENUE CYCLE MANAGEMENT SERVICES, INCLUDING BILLING AND COLLECTIONS; RISK MANAGEMENT SERVICES, INCLUDING SELF-INSURANCE, GROUP EXCESS COVERAGE AND REINSURANCE; AND LITIGATION MANAGEMENT. THE CENTRALIZATION OF MANAGEMENT SERVICES PROVIDES FOR HIGH-QUALITY, COST-EFFECTIVE AND COMPASSIONATE HEALTHCARE MANAGEMENT AND MEDICAL SERVICES FOR THE COMMUNITIES WE SERVE. THEREFORE, THESE MANAGEMENT SERVICES RELATE DIRECTLY TO THE EXEMPT PURPOSE OF OWNING AND MANAGING PUBLIC HOSPITALS AND A HEALTH SYSTEM. OUR MISSION, VISION AND VALUES ARE LISTED BELOW.MISSION, VISION, & VALUES MISSION:WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.VISION:INSPIRED BY OUR FAITH, WE WILL PARTNER WITH OUR PATIENTS ANDCOMMUNITIES TO EXCEED THEIR EXPECTATIONS FOR HEALTH.VALUES:CARING SPIRIT - WE HONOR THE SACRED DIGNITY OF EACH PERSON.EXCELLENCE - WE SET AND SURPASS HIGH STANDARDS.GOOD HUMOR - WE CREATE JOYFUL AND WELCOMING ENVIRONMENTS.INTEGRITY - WE DO THE RIGHT THING WITH OPENNESS AND PRIDE.SAFETY - WE DELIVER CARE THAT SEEKS TO ELIMINATE ALL HARM FOR PATIENTS AND ASSOCIATES.STEWARDSHIP - WE ARE ACCOUNTABLE FOR THE RESOURCES ENTRUSTED TO US.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $24,958,963
Program Service Revenue $815,609,669
Investment Income $54,408,583
Other Revenue $3,138,021
TOTAL REVENUE $898,115,236

Expense Breakdown

Grants Paid $8,736,934
Salaries & Benefits $471,459,225
Fundraising Expenses $0
Program Expenses $771,135,646
Other Expenses $358,766,425
TOTAL EXPENSES $838,962,584

Year-over-Year Comparison

2023 2022 Change
Revenue $898,115,236 $861,222,309 +0.0%
Expenses $838,962,584 $934,612,816 -0.1%
Net Income $59,152,652 $-73,390,507 -1.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
4837
Volunteers
9

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
26
$36,216,653
Total Directors
10
$2,437,415
Key Employees
12
$10,598,833
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALBERT R ZIMMERLI FORMER OFFICER 0.00
$0 $30,965 $8,297,635
JANIE WADE TREASURER/EVP CFO (PARTIAL) 50.00
Officer
$5,604,292 $93,879 $5,698,171
LYDIA JUMONVILLE CHIEF EXECUTIVE OFFICER (PARTIAL) 50.00
Officer
$3,796,732 $566,589 $4,363,321
JAMES VALIN MD EVP CHIEF CLINICAL OFFICER 50.00
Officer
$2,029,528 $1,073,539 $3,103,067
MARK KORTH SYSTEM PRESIDENT (PARTIAL) 50.00
Officer Director
$1,810,663 $626,752 $2,437,415
GREG J MATIS SECRETARY 2.00
Officer
$0 $832,676 $2,300,619
GREGORY M JOHNSON VP, FINANCE SERVICES (PARTIAL) 2.00
Officer
$0 $55,570 $2,117,139
CRAIG RICHARDVILLE CHIEF DIGITAL & INFORMATION OFFICER 50.00
Key Emp
$1,244,905 $615,022 $1,859,927
TAJQUAH HUDSON CHIEF INTEGRATION OFFICER 50.00
Key Emp
$1,550,185 $225,137 $1,775,322
CLAY M ASHDOWN TREASURER, SVP, CFO (PARTIAL) 2.00
Officer
$0 $441,443 $1,563,867
MEGAN MAHNCKE CHIEF MARKETING & COMM. OFFICER 50.00
Key Emp
$944,666 $507,282 $1,451,948
LOUIS ROSS MD PHYSICIAN 50.00
Highest
$1,377,143 $46,609 $1,423,752
SCOTT PEEK FRONT RANGE MKT PRESIDENT (PARTIAL) 2.00
Officer
$0 $397,369 $1,423,182
ALAN BAKER COO, MEDICAL GROUP/CHIEF ADMIN OFF. 50.00
Officer
$883,631 $337,579 $1,221,210
YEVGENIY AREFIEV MD PHYSICIAN 50.00
Highest
$1,150,512 $50,783 $1,201,295
JOHN WICKLUND PRESIDENT REGIONAL WESTERN CO & LMC 1.00
Highest
$1,145,372 $24,444 $1,169,816
STACY JENNINGS VP, CHIEF INVESTMENT OFFICER 2.00
Officer
$0 $277,524 $1,083,236
AMY CHURCH VP, FINANCIAL PLANNING AND ANALYTICS 50.00
Officer
$759,559 $262,044 $1,021,603
SIMON MALTAIS MD PHYSICIAN 50.00
Highest
$976,857 $38,542 $1,015,399
HEIDI WALD CHIEF QUALITY AND SAFETY OFFICER 50.00
Key Emp
$736,826 $273,490 $1,010,316
DAVID PRINGLE CHIEF CATHOLIC MISSION OFF(PARTIAL) 50.00
Officer
$733,476 $255,635 $989,111
SIMON PAYNE MD CHIEF MEDICAL OFFICER 50.00
Officer
$712,751 $257,604 $970,355
BRYAN JOHNSON W CO MKT PRES/SMGJ PRES/MT MKT PRES 2.00
Officer
$0 $282,612 $967,224
JOHN BRAXTON MD PHYSICIAN 50.00
Highest
$916,689 $34,488 $951,177
TROY SPRING VP REVENUE CYCLE 50.00
Key Emp
$654,040 $242,081 $896,121
CHRISTOPHER AWTREY MD CMO, MEDICAL GROUP/CMO MEDICAL GROUP, FRONT RANGE 2.00
Officer
$0 $236,228 $871,590
BARBARA JAHN VP, SERVICE LINES AND OPERATIONS 50.00
Officer
$639,182 $218,464 $857,646
LEE SYPHUS VP OPS, MEDICAL GROUP (PARTIAL) 50.00
Officer
$614,431 $200,422 $814,853
JENNIFER ALDERFER MONTANA MKT PRESIDENT (PARTIAL) 2.00
Officer
$756,683 $42,121 $798,804
ROSLAND MCLEOD FORMER OFFICER 0.00
$765,565 $22,722 $788,287
SHAWN DUFFORD MD FORMER KEY EMPLOYEE 0.00
$751,089 $10,240 $761,329
DINA BUSH VP, CHIEF NURSING OFFICER 50.00
Officer
$511,079 $244,261 $755,340
SEAN FADDEN VP, FINANCE 50.00
Officer
$508,929 $197,193 $706,122
SUZANNE DRAPER VP, BUS. ETHICS & COMP. (PARTIAL) 2.00
Officer
$0 $90,926 $694,678
JOHN CASEY MKT VP STRATEGY AND BUS DEVELOPMENT 50.00
Key Emp
$491,863 $165,656 $657,519
MARK WILKINSON VP TREASURER (PARTIAL) 50.00
Key Emp
$604,195 $17,708 $621,903
JAMES RITCHEY VP HR STRATEGY & DELIVERY 50.00
Key Emp
$434,421 $181,079 $615,500
TROY HOLMES VP PAYER CONTRACTING (PARTIAL) 50.00
Key Emp
$561,168 $23,565 $584,733
GREGG MOSS VP, MKT AND COMMUNICATIONS (PARTIAL) 50.00
Officer
$412,190 $133,267 $545,457
SUSAN SCHAUB VP TOTAL REWARDS 50.00
Key Emp
$369,069 $143,923 $512,992
TERENCE MOLOUGHNEY ASSISTANT SECRETARY 50.00
Officer
$340,536 $94,453 $434,989
JEREMY ROGERS VICE PRESIDENT HUMAN RESOURCES - PEAKS 50.00
Key Emp
$323,947 $88,032 $411,979
JACOB HARRISON CHIEF CATHOLIC MISSION OFF(PARTIAL) 50.00
Officer
$253,003 $149,818 $402,821
THOMAS DONOHOE VP GEN. COUNSEL OPS. & TRANS. 50.00
Key Emp
$194,619 $5,954 $200,573
KHADIJA MOHAMED FORMER OFFICER 50.00
$145,064 $26,571 $171,635
MELINDA MENDOZA VP, BUSINESS ETHICS AND COMPLIANCE, CHIEF COMPLIAN 2.00
Officer
$0 $1,467 $74,833
DOUGLAS ADEN VICE CHAIR 2.00
Officer Director
$0 $0 $0
SISTER BARBARA ALDRICH DIRECTOR 2.00
Director
$0 $0 $0
KAREN FAGG DIRECTOR 2.00
Director
$0 $0 $0
BERRY MORTON MD DIRECTOR 2.00
Director
$0 $0 $0
NGUYEN-VU PHAM SECRETARY 2.00
Director
$0 $0 $0
MICHAEL SALEM MD DIRECTOR 2.00
Director
$0 $0 $0
RITA TURLEY DIRECTOR 2.00
Director
$0 $0 $0
VANCE WAGNER DIRECTOR 2.00
Director
$0 $0 $0
BARTH WHITHAM CHAIR 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
2024 No data No data No data No data
2023 $898,115,236 $838,962,584 $2,723,371,503 $59,152,652
2022 $861,222,309 $934,612,816 $2,693,225,086 $-73,390,507
2021 $928,919,915 $810,363,697 $3,670,085,821 $118,556,218
2020 $737,254,974 $755,478,567 $3,461,075,103 $-18,223,593
2019 $673,346,764 $698,633,116 $2,821,772,081 $-25,286,352
2018 $697,980,969 $661,500,991 $2,603,987,815 $36,479,978
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