Roper St Francis Hospital - Berkeley Inc (EIN 263710229) - 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

Phone

8438871810

Tax Period

2024-01-01 to 2024-12-31

Roper St Francis Hospital - Berkeley Inc, founded in 2008, is a major nonprofit in the Health Care sector that reported $152.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $37.5M, a strong 25% operating margin.

Mission

Operation of nonprofit hospital facility in Charleston, SC.

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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 $1,492,382

Program Service Revenue $150,467,538

Investment Income $546

Other Revenue $158,333

TOTAL REVENUE $152,118,799

Expense Breakdown

Grants Paid $8,821

Salaries & Benefits $45,438,293

Fundraising Expenses $0

Program Expenses $98,583,619

Other Expenses $69,141,922

TOTAL EXPENSES $114,589,036

Year-over-Year Comparison

	2024	2023	Change
Revenue	$152,118,799	$135,570,637	+0.1%
Expenses	$114,589,036	$104,227,191	+0.1%
Net Income	$37,529,763	$31,343,446	+0.2%

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

522

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

$5,254,648

Total Directors

$11,320,292

Key Employees

$1,443,121

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edward McKelvey	Board Chair	0.5	Officer Director	$0	$0	$0
Scott Woodfield MD	Board Vice Chair, RSFPP Physician	0.5	Officer Director	$0	$56,060	$1,223,580
Brian Yanofchick	Board Member, Chief Sponsorship Officer-BSMH	0.5	Director	$0	$23,245	$739,855
Charles Ford Rivers III	Board Member	0.5	Director	$0	$0	$0
Cheryl Dalton-Norman	Board Member (Beg 05/2024), President - Conduit Health Partners	0.5	Director	$0	$39,737	$620,247
Eric Smith	Board Member (Beg 05/2024), CFO Ambulatory Finance - BSMH	0.5	Director	$0	$156,887	$1,011,638
Henry West MD	Board Member (Beg 01/24), Surgeon - RSFPP	0.5	Director	$0	$42,490	$590,653
John Spratt MD	Board Member, Physician	0.5	Director	$0	$59,408	$950,812
JOSEPH GAGE JR JD	Board Member, BSMH Chief HR Officer	0.5	Director	$0	$298,294	$1,778,346
Karen Wrighten	Board Member	0.5	Director	$0	$0	$0
Kay W Phillips PhD	Board Member (End 05/24)	0.5	Director	$0	$0	$0
Michael Lutes	Board Member (Beg 05/2024), Richmond Market President - BSMH	0.5	Director	$0	$320,047	$1,433,183
Roberta Pinckney	Board Member (End 05/24)	0.5	Director	$0	$0	$0
Susan Datta MD	Board Member (End 12/24), Internist - RSFPP	0.5	Director	$0	$17,475	$432,813
Wael Haidar MD	Board Member, BSMH CHIEF CLINICAL OFFICER	0.5	Director	$0	$551,052	$2,539,165
Brad Grosteffon	Interim CFO/Treasurer (End 08/24)	1.0	Officer	$0	$65,548	$584,779
Joseph DeLeon	President/CEO RSFH (Beg 08/24)	1.0	Officer	$0	$70,055	$602,447
Kevin Hoak	SVP AND COO (End 04/24)	1.0	Officer	$0	$27,446	$992,204
Megan Baker MD	Interim President/CEO (End 08/24); SVP & COO (Beg 08/24)	1.0	Officer	$0	$78,516	$980,327
Rebecca Tucker	CFO/Treasurer (Beg 08/24)	1.0	Officer	$0	$27,846	$262,074
Troy Powell	Regional President - RH/BH & VP Continuing Care	8.0	Officer	$0	$91,057	$609,237
Jennifer Crawford	Chief Nursing Officer	50.0	Key Emp	$237,496	$31,112	$268,608
Mitchell Siegan MD	VP CMO - Acute Care	10.0	Key Emp	$0	$111,978	$822,599
Patrick Bosse	Chief Administrative Officer	50.0	Key Emp	$323,795	$28,119	$351,914
Doug Hammond	Manager Pharmacy	50.0	Highest	$227,412	$24,524	$251,936
Josh McCormack	Diagnostic Imaging	50.0	Highest	$141,902	$25,492	$167,394
Mary Gaspar	Pharmacist	50.0	Highest	$186,470	$13,982	$200,452
Michelle Stephens	Clinical Manager	50.0	Highest	$142,305	$44,141	$186,446
Paul Shaheen	Physicist	50.0	Highest	$241,192	$33,929	$275,121
Brian Cuddy MD	Former Chairperson, Neurosurgeon - RSFPP	0.0		$0	$55,882	$1,185,598
Jeffrey DiLisi	Former President/CEO RSFH	0.0		$0	$11,719	$2,068,411
Matthew Desmond	Former Officer, VP Ops Acute Care	0.0		$0	$90,242	$642,764

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	$152,118,799	$114,589,036	$281,903,050	$37,529,763
2023	$135,570,637	$104,227,191	$163,950,536	$31,343,446
2022	$119,576,379	$103,765,887	$139,084,065	$15,810,492
2021	$111,471,895	$84,179,367	$140,288,245	$27,292,528
2020	$69,896,033	$70,404,901	$139,493,065	$-508,868
2019	$11,065,633	$20,313,615	$134,264,536	$-9,247,982
2018	No data	$1,589,268	$128,862,195	No data

Roper St Francis Hospital - Berkeley Inc