UNITE HERE HEALTH (EIN 237385560) - 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

1974

Legal Domicile

Principal Officer

MATTHEW WALKER

Phone

6302365100

Tax Period

2024-04-01 to 2025-03-31

UNITE HERE HEALTH, founded in 1974, is a large national nonprofit that reported $1.1B in total revenue in fiscal year 2018. Expenses of $1.1B left a modest 6% surplus.

Mission

TO PROVIDE HEALTH BENEFITS THAT OFFER HIGH QUALITY, AFFORDABLE HEALTH CARE TO OUR PARTICIPANTS AT BETTER VALUE WITH BETTER SERVICE THAN IS OTHERWISE AVAILABLE IN THE MARKET. WE BELIEVE OUR SUCCESS DEPENDS ON INNOVATION AND ON ENGAGING OUR PARTICIPANTS.

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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 $0

Program Service Revenue $1,450,922,786

Investment Income $52,843,300

Other Revenue $3,110,960

TOTAL REVENUE $1,506,877,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,238,641

Fundraising Expenses $0

Other Expenses $52,424,066

TOTAL EXPENSES $1,398,797,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,506,877,046	$1,346,229,125	+0.1%
Expenses	$1,398,797,664	$1,189,777,421	+0.2%
Net Income	$108,079,382	$156,451,704	-0.3%

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

531

Volunteers

N/A

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

$1,582,594

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSIE MCDANIEL	TRUSTEE	1.00	Director	$0	$0	$0
BOB MCDEVITT	TRUSTEE	1.00	Director	$0	$0	$0
CLETE KILEY	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA KISER MURPHEY	TRUSTEE	1.00	Director	$0	$0	$0
D TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
DONNA DECAPRIO	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE GREENE	TRUSTEE	1.00	Director	$0	$0	$0
HAROLD TAEGEL	TRUSTEE	1.00	Director	$0	$0	$0
JAMES CLAUS	TRUSTEE	1.00	Director	$0	$0	$0
KAREN KENT	TRUSTEE	1.00	Director	$0	$0	$0
PAUL ADES	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD ELLIS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT KOVACS	TRUSTEE	1.00	Director	$0	$0	$0
RUSS MELARAGNI	TRUSTEE	1.00	Director	$0	$0	$0
TERRY GREENWALD	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS WALSH GARCIA	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE ANDREWS	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA MOEHRING	TRUSTEE	1.00	Director	$0	$0	$0
MARVIN JONES	TRUSTEE	1.00	Director	$0	$0	$0
DAVID COLELLA	TRUSTEE	1.00	Director	$0	$0	$0
CHUCK HENDRICKS	TRUSTEE	1.00	Director	$0	$0	$0
CARLOS ARAMAYO	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE BIGGERSTAFF	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE LEPORI	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW MORRISON	TRUSTEE	1.00	Director	$0	$0	$0
JOSE MALDONADO	TRUSTEE	1.00	Director	$0	$0	$0
LAURA FITZRANDOLPH	TRUSTEE	1.00	Director	$0	$0	$0
MARLENE PATRICK-COOPER	TRUSTEE	1.00	Director	$0	$0	$0
TED PAPPAGEORGE	TRUSTEE	1.00	Director	$0	$0	$0
GWEN MILLS	TRUSTEE	1.00	Director	$0	$0	$0
HECTOR AZPILCUETA	TRUSTEE	1.00	Director	$0	$0	$0
PETER SIMOCELLI	TRUSTEE	1.00	Director	$0	$0	$0
JOEL VANDEVUSSE	C.F.O.	40.00	Officer	$336,871	$120,398	$457,269
MATTHEW WALKER	C.E.O.	40.00	Officer	$469,600	$121,642	$591,242
JESUS VIDUEIRA	PRESIDENT - LAS VEGAS	39.50	Officer	$415,641	$118,442	$534,083
JOHN SOCHA	VP HEALTH CENTER STRATEGY	40.00	Highest	$301,087	$106,353	$407,440
DHARMA PATEL	GENERAL COUNSEL	40.00	Highest	$344,036	$142,142	$486,178
ANGELA RILEY	VP OF CLINICAL AFFAIRS	40.00	Highest	$368,795	$118,442	$487,237
ROBERT SIMON	CHIEF UNDERWRITER	40.00	Highest	$300,722	$109,615	$410,337
WAYNE BULMAHN	CHIEF INFORMATION OFFICER	40.00	Highest	$299,229	$106,140	$405,369

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	$1,506,877,046	$1,398,797,664	$1,377,764,212	$108,079,382
2024	$1,346,229,125	$1,189,777,421	$1,265,430,956	$156,451,704
2023	$1,168,462,510	$1,093,806,362	$980,020,426	$74,656,148
2022	$1,145,391,474	$1,017,000,395	$887,221,994	$128,391,079
2021	$699,002,600	$1,099,451,631	$764,196,858	$-400,449,031
2020	$1,176,576,635	$1,140,164,977	$1,089,034,195	$36,411,658
2019	$1,141,489,246	$1,068,628,776	$1,059,456,629	$72,860,470

UNITE HERE HEALTH