UNION HEALTH SYSTEM (EIN 270581133) - 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

2009

Legal Domicile

Principal Officer

STEVEN HOLMAN

Phone

8122387000

Tax Period

2023-01-01 to 2023-12-31

Mission

TO SERVE OUR COMMUNITIES BY PROVDING INNOVATIVE AND COMPASSIONATE HEALTHCARE.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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

N/A

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

$2,622,799

Total Directors

$737,197

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT COONS	CHAIR	2.00	Officer Director	$0	$0	$0
MOLLY CALLAHAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARY DOTI	SECRETARY	2.00	Officer Director	$0	$0	$0
LUKE TERRY	TREASURER	2.00	Officer Director	$0	$0	$0
TIM SULLIVAN	ASST. TREASURER	2.00	Officer Director	$0	$0	$0
DON SCOTT	PAST CHAIR	2.00	Officer Director	$0	$0	$0
JOHN AIDOO	MEMBER	2.00	Director	$0	$0	$0
DAN DEBARD	MEMBER	2.00	Director	$0	$0	$0
KATHLEEN COUTINHO MD	MEMBER	2.00	Director	$0	$23,753	$423,467
JOHN ETLING	MEMBER	2.00	Director	$0	$0	$0
SARA SMITH	MEMBER	2.00	Director	$0	$0	$0
KENNETH KIGORWE MD	MEMBER	2.00	Director	$0	$41,448	$313,730
MICHELE JOHNSON	NON-VOTING ASST. SECRETARY	2.00	Officer	$0	$30,930	$149,999
STEVEN HOLMAN	PRESIDENT & CEO	20.00	Officer	$0	$40,333	$1,687,811
MATTHEW NEALON	SR VP FINANCE/CFO	7.00	Officer	$0	$44,768	$784,989
AMY HOCK	FORMER ASST. SECRETARY	0.00		$0	$39,986	$511,134

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	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	No data	No data	No data	No data
2020	No data	No data	No data	No data
2019	No data	No data	No data	No data
2018	No data	No data	No data	No data

UNION HEALTH SYSTEM