INNOVIS HEALTH LLC (EIN 261175213) - 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

2007

Legal Domicile

Principal Officer

STEFANIE GEFROH ELLISON

Phone

7013648000

Tax Period

2024-07-01 to 2025-06-30

INNOVIS HEALTH LLC, founded in 2007, is a major nonprofit in the Health Care sector that reported $683.5M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.

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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 $2,806,034

Program Service Revenue $677,826,212

Investment Income $-300,765

Other Revenue $3,166,378

TOTAL REVENUE $683,497,859

Expense Breakdown

Grants Paid $1,089,951

Salaries & Benefits $341,545,857

Fundraising Expenses $0

Program Expenses $616,056,224

Other Expenses $336,887,122

TOTAL EXPENSES $679,522,930

Year-over-Year Comparison

	2024	2023	Change
Revenue	$683,497,859	$625,405,844	+0.1%
Expenses	$679,522,930	$626,107,913	+0.1%
Net Income	$3,974,929	$-702,069	-6.7%

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

3244

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

$4,096,240

Total Directors

$2,555,855

Key Employees

$2,930,768

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM STIBBE MD	PHYSICIAN & SECTION CHAIR	60.00	Highest	$1,784,680	$70,470	$1,855,150
BENJAMIN SMITH MD	BOARD DIRECTOR & PHYSICIAN	59.20	Director	$1,709,392	$76,023	$1,788,790
JEROME SAMPSON MD	PHYSICIAN	60.00	Highest	$1,613,917	$51,857	$1,665,774
SCOTT REARDON MD	PHYSICIAN	60.00	Highest	$1,352,487	$76,564	$1,429,051
MICKEY SYRQUIN MD	PHYSICIAN	60.00	Highest	$1,303,324	$66,896	$1,370,220
KIMBERLY KOLKHORST MD	PHYSICIAN & SECTION CHAIR	60.00	Highest	$1,260,253	$66,946	$1,327,199
TRACI MORRIS	TREASURER/REL ORG CHIEF FINCL OFF	1.00	Officer	$0	$144,686	$1,199,416
WILLIAM HEEGAARD MD	FORMER PRESIDENT	1.00		$527,729	$122,346	$1,098,293
ROBERT GREEN	FORMER VICE PRESIDENT, FINANCE	0.00		$0	$151,254	$933,836
RICHARD VETTER MD	CHIEF MEDICAL OFFICER THRU 12/24	58.00	Key Emp	$775,719	$150,321	$926,040
MICHAEL WATTERS	SECRETARY/REL ORG CHIEF LEGAL OFF	1.00	Officer	$0	$151,399	$924,527
ALAN BRUNS MD	FORMER KE/PHYSICIAN & DIVISON CHAIR	60.00		$891,122	$33,137	$924,259
AL HURLEY	CHIEF OPERATING OFFICER	56.00	Key Emp	$706,163	$129,814	$835,977
JOSHUA GEBUR MD	FORMER KE/PHYSICIAN & DIVISION CHAIR	60.00		$709,763	$69,074	$778,837
MARK THOMPSON MD	PRESIDENT THRU 7/24	57.00	Officer	$702,130	$40,293	$742,423
STEFANIE GEFROH ELLISON MD	PRESIDENT	57.00	Officer	$532,220	$66,878	$629,098
TANYA DIEGEL DO	FORMER KE/PHYSICIAN & DIVISION CHAIR	59.00		$543,585	$66,608	$610,193
TANNER GOODRICH	SENIOR VICE PRESIDENT, OPERATIONS	57.00	Key Emp	$464,920	$113,980	$578,900
DOUG ARVIN	VICE PRESIDENT, FINANCE	60.00	Officer	$445,233	$34,888	$480,121
TAYLOR MERTZ MD	BD DIRECTOR/PHYSICIAN & SEC CHAIR	58.20	Director	$371,362	$67,780	$443,642
ANDREW MOEN MD	FORMER KE/PHYSICIAN & DIVISION CHAIR	60.00		$372,780	$69,550	$442,330
RAE SALUS	FORMER SENIOR VP OPERATIONS	0.00		$351,547	$3,359	$354,906
JOSEPH WENDT	FORMER KE/VP, ADMINISTRATOR	60.00		$280,871	$58,507	$339,378
MICHELLE STENBECK	CHIEF NURSING OFFICER THRU 1/24	60.00	Key Emp	$294,844	$24,013	$318,857
KERRY CARLSON	FORMER KE/VP, OPERATIONS	60.00		$257,429	$52,424	$309,853
SUZANNE ZELTINGER	CHIEF NURSING OFFICER	60.00	Key Emp	$252,448	$18,546	$270,994
DAN BEAUCHAMP	FORMER KE/FACILITIES SNR DIRECTOR	1.00		$96,740	$50,972	$251,023
WALTER JOHNSON MD	FORMER PHYSICIAN & SECTION CHAIR	0.00		$250,000	$0	$250,000
CHRISTY BRINKMAN	FORMER KE/OPERATIONS SNR DIRECTOR	1.00		$0	$13,846	$232,223
JAMES CHRISTENSEN MD	BOARD DIRECTOR & PHYSICIAN	59.20	Director	$145,864	$26,779	$174,893
JOEL HAUGEN MD	BOARD CHAIR/RETIRED PHYSICIAN	0.20	Officer Director	$108,155	$0	$116,155
LAURIE LEWANDOWSKI	BOARD DIRECTOR	0.20	Director	$0	$0	$23,375
ARRICK JACKSON	BOARD DIRECTOR THRU 5/25	0.20	Director	$0	$0	$4,500
TIMOTHY HEILMAN	BOARD VICE CHAIR	0.20	Officer Director	$0	$0	$4,500
ANDERSON ST GEORGE	BOARD DIRECTOR	0.20	Director	$0	$0	$0
JENNY OLSON	BOARD DIRECTOR THRU 2/25	0.20	Director	$0	$0	$0
KIM PLADSON	BOARD DIRECTOR	0.20	Director	$0	$0	$0
SISTER BEVERLY HORN	BOARD DIRECTOR THRU 4/25	0.20	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
2025	$683,497,859	$679,522,930	$326,410,429	$3,974,929
2024	$625,405,844	$626,107,913	$320,704,145	$-702,069
2023	$571,622,089	$589,895,217	$320,627,613	$-18,273,128
2022	$498,829,278	$501,812,410	$292,983,163	$-2,983,132
2021	$451,261,396	$441,093,341	$315,096,000	$10,168,055
2020	$391,671,007	$395,366,568	$306,752,197	$-3,695,561
2019	$390,413,198	$396,913,526	$275,039,328	$-6,500,328
2018	$370,391,230	$378,942,827	$280,506,448	$-8,551,597

INNOVIS HEALTH LLC