ST MARY'S INNOVIS HEALTH (EIN 262861321) - 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

2008

Legal Domicile

Principal Officer

TANNER GOODRICH

Phone

2188475611

Tax Period

2023-07-01 to 2024-06-30

ST MARY'S INNOVIS HEALTH, founded in 2008, is a community nonprofit in the Health Care sector that reported $9.0M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $8.4M left a modest 6% surplus.

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,882,216

Investment Income $0

Other Revenue $78,414

TOTAL REVENUE $8,960,630

Expense Breakdown

Grants Paid $0

Salaries & Benefits $976,167

Fundraising Expenses $0

Program Expenses $8,127,152

Other Expenses $7,461,790

TOTAL EXPENSES $8,437,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,960,630	$7,511,723	+0.2%
Expenses	$8,437,957	$5,900,792	+0.4%
Net Income	$522,673	$1,610,931	-0.7%

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

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

$2,628,192

Total Directors

$2,583,605

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN SMITH MD	BOARD DIRECTOR/RELATED ORG PHYSICIAN	1.00	Director	$0	$72,548	$1,699,598
TRACI MORRIS	TREASURER/REL ORG CHIEF FINCL OFF	1.00	Officer	$0	$125,852	$1,026,042
MICHAEL WATTERS	SECRETARY/REL ORG CHIEF LEGAL OFF	1.00	Officer	$0	$132,655	$778,653
TANNER GOODRICH	PRESIDENT	1.00	Officer	$0	$96,304	$488,215
TAYLOR MERTZ MD	BD DIRECTOR/REL ORG PHYS & SEC CHAIR	1.00	Director	$0	$65,847	$417,066
JAMES CHRISTENSEN MD	BOARD DIRECTOR/RELATED ORG PHYSICIAN	1.00	Director	$0	$47,567	$326,714
RYAN HILL	FORMER INTERIM PRESIDENT	0.00		$0	$50,853	$279,348
KIMBERLY BODENSTEINER	FINANCE DIRECTOR	1.00	Officer	$0	$26,303	$230,755
ALYSON LARSON	PHARMACY SITE SUPERVISOR	60.00	Highest	$160,154	$15,071	$175,225
SHEILA HENSEL	PHARMACIST	60.00	Highest	$107,614	$46,000	$153,614
ADRIENNE FIEDLER	PHARMACIST	60.00	Highest	$126,490	$8,336	$134,826
JOEL HAUGEN MD	BD CHAIR/REL ORG RETIRED PHYSICIAN	2.00	Officer Director	$0	$0	$101,152
LAURIE LEWANDOWSKI	BOARD DIRECTOR	1.00	Director	$0	$0	$24,500
ARRICK JACKSON	BOARD DIRECTOR	1.00	Director	$0	$0	$4,500
MARK FINSTAD	BOARD DIRECTOR THRU 2/24	1.00	Director	$0	$0	$4,500
TIM HEILMAN	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$3,375
TRACEY ZAUN	BOARD DIRECTOR THRU 12/23	1.00	Director	$0	$0	$2,200
SISTER BEVERLY HORN	BOARD DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$8,960,630	$8,437,957	$5,084,316	$522,673
2023	$7,511,723	$5,900,792	$4,680,640	$1,610,931
2022	$5,339,171	$4,798,367	$3,211,415	$540,804
2021	$4,374,913	$4,082,626	$2,850,582	$292,287
2020	$3,918,221	$3,439,658	$2,694,687	$478,563
2019	$3,892,654	$3,439,895	$2,385,259	$452,759
2018	$3,932,775	$3,269,493	$2,114,546	$663,282

ST MARY'S INNOVIS HEALTH