SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC (EIN 237379161) - 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

1972

Legal Domicile

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 (SEE SCHEDULE O) AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

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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 $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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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

4837

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

$36,216,653

Total Directors

$2,437,415

Key Employees

$10,598,833

Highest Compensated

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

SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC