SAC HEALTH SYSTEM (EIN 330664371) - 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

1995

Legal Domicile

Principal Officer

JASON LOHR

Phone

9092599113

Tax Period

2024-07-01 to 2025-06-30

SAC HEALTH SYSTEM, founded in 1995, is a major nonprofit in the Health Care sector that reported $159.6M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $141.3M left a modest 11% surplus.

Mission

PROVIDE COMMUNITIES WITH PRIMARY HEALTH CARE SERVICES, DENTAL CARE, AND BEHAVIORAL HEALTH SERVICES.

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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 $36,653,672

Program Service Revenue $113,003,991

Investment Income $1,501,997

Other Revenue $8,453,644

TOTAL REVENUE $159,613,304

Expense Breakdown

Grants Paid $154,208

Salaries & Benefits $64,847,752

Fundraising Expenses $250,340

Program Expenses $75,177,588

Other Expenses $76,072,997

TOTAL EXPENSES $141,325,297

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,613,304	$131,650,857	+0.2%
Expenses	$141,325,297	$114,113,746	+0.2%
Net Income	$18,288,007	$17,537,111	+0.0%

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

857

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

$808,140

Total Directors

Key Employees

$698,108

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY NEAL	BOARD CHAIR	0.75	Officer Director	$0	$0	$0
RAUL CASTILLO	BOARD CO-CHAIR	0.75	Officer Director	$0	$0	$0
TOMI DANIEL	BOARD SECRETARY	0.75	Officer Director	$0	$0	$0
ANN ATKINSON	BOARD MEMBER	0.75	Director	$0	$0	$0
JONATHAN PETER BAKER	BOARD MEMBER	0.75	Director	$0	$0	$0
JESSICA GARCIA	BOARD MEMBER	0.50	Director	$0	$0	$0
KEN RAMIREZ	BOARD MEMBER	0.50	Director	$0	$0	$0
LUISA LOUBRIEL	BOARD MEMBER	0.50	Director	$0	$0	$0
MAGDALENA WIESNER	BOARD MEMBER	0.50	Director	$0	$0	$0
RICHARD HART MD	BOARD MEMBER	0.50	Director	$0	$0	$0
MARILYN HERRMANN	BOARD MEMBER	0.50	Director	$0	$0	$0
PATRICK MORRIS	BOARD MEMBER	0.50	Director	$0	$0	$0
DR JASON LOHR	PRESIDENT & CEO	40.00	Officer	$439,655	$65,389	$505,044
JORDAN URBAN	CFO	40.00	Officer	$249,911	$53,185	$303,096
DR MARYELLEN WESTERBERG	COO	40.00	Key Emp	$298,518	$38,747	$337,265
BONNIE CHI-LUM	CMO	40.00	Key Emp	$323,067	$37,776	$360,843
GERRARD GIER	CIO	40.00	Highest	$254,219	$51,177	$305,396
PAUL FOSTER	CHIEF PEOPLE OFFICER	40.00	Highest	$303,768	$55,895	$359,663
LEE PODOLL	CHIEF BUSINESS STRATEGY OFFICER	40.00	Highest	$310,987	$63,248	$374,235
JAMES CROUNSE	ASSISTANT CMO	32.00	Highest	$248,663	$36,091	$284,754
YVETTE FELIPE	DENTIST	40.00	Highest	$192,949	$42,075	$235,024

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	$159,613,304	$141,325,297	$254,740,221	$18,288,007
2024	No data	No data	No data	No data
2023	$110,819,273	$102,235,102	$122,473,721	$8,584,171
2022	$128,405,105	$82,727,043	$65,694,940	$45,678,062
2022	$102,072,340	$82,727,043	$39,362,176	$19,345,297
2021	$69,943,208	$68,902,773	$20,750,511	$1,040,435
2020	$61,693,339	$60,994,122	$21,392,983	$699,217
2019	$53,464,845	$53,111,728	$15,000,277	$353,117
2018	$45,598,625	$49,008,761	$12,465,715	$-3,410,136

SAC HEALTH SYSTEM