TRINITY HEALTH & AFFILIATES (EIN 331007002) - 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

Legal Domicile

Principal Officer

JOHN M KUTCH

Phone

7018587142

Tax Period

2023-07-01 to 2024-06-30

TRINITY HEALTH & AFFILIATES is a major nonprofit in the Health Care sector that reported $362.7M in total revenue in fiscal year 2023.

Mission

MEETING THE NEEDS OF THE WHOLE PERSON THROUGH QUALITY HEALTH CARE AND HEALTH RELATED 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 (2023)

Revenue Breakdown

Contributions & Grants $2,368,169

Program Service Revenue $358,523,736

Investment Income $3,227,805

Other Revenue $-1,372,115

TOTAL REVENUE $362,747,595

Expense Breakdown

Grants Paid $179,192

Salaries & Benefits $131,628,338

Fundraising Expenses $1,347,406

Program Expenses $325,034,040

Other Expenses $243,889,951

TOTAL EXPENSES $375,697,481

Year-over-Year Comparison

	2023	2022	Change
Revenue	$362,747,595	$368,442,177	0.0%
Expenses	$375,697,481	$340,961,681	+0.1%
Net Income	$-12,949,886	$27,480,496	-1.5%

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

$1,550,342

Total Directors

$2,502,169

Key Employees

$979,213

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN KUTCH	PRESIDENT & CEO	28.00	Officer Director	$0	$29,685	$982,737
SCOTT KNUTSON MD	DIRECTOR	20.00	Director	$0	$29,685	$767,270
JEFFREY SATHER MD	DIRECTOR	20.00	Director	$0	$23,714	$752,162
GLEN TAYLOR WILSON - VP	CFO (UNTIL MAY 2024)	32.00	Officer	$0	$23,714	$452,445
THOMAS WARSOCKI - VICE PRES	PHYSICIAN OPER. (UNTIL DEC. 2023)	14.00	Key Emp	$0	$28,000	$302,564
RENAE LENERTZ - VICE PRES	HUMAN RESOURCES (UNTIL JAN. 2024)	28.00	Key Emp	$0	$8,502	$281,965
WADE PETERSON	VICE PRESIDENT - NCF ADMINISTATOR	40.00	Key Emp	$0	$11,513	$220,377
BUFFIE SALO - VICE PRES	AMBULATORY CARE STRATEGIES	40.00	Key Emp	$0	$8,064	$174,307
ALISON FRYE	EXECUTIVE ASSISTANT	28.00	Officer	$0	$26,240	$115,160
PATRICK HOLIEN	CHAIRMAN	2.50	Officer Director	$0	$0	$0
STEVE LYSNE	VICE CHAIR (UNTIL DEC. 2023)	2.50	Officer Director	$0	$0	$0
CLARA SUE PRICE	VICE CHAIR	2.50	Officer Director	$0	$0	$0
KAREN KREBSBACH	SECRETARY/TREASURER	2.50	Officer Director	$0	$0	$0
BORGI BEELER	FINANCE CHAIR	2.50	Director	$0	$0	$0
JOHN COUGHLIN	DIRECTOR	2.50	Director	$0	$0	$0
DAVID HOGUE	DIRECTOR	2.50	Director	$0	$0	$0
BRENT MATTSON	DIRECTOR	2.50	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	$362,747,595	$375,697,481	$835,958,262	$-12,949,886
2023	$368,442,177	$340,961,681	$863,191,056	$27,480,496
2022	$386,974,298	$343,413,803	$839,517,479	$43,560,495
2021	$399,267,245	$324,160,781	$820,361,355	$75,106,464
2020	$370,250,445	$304,760,827	$772,285,376	$65,489,618
2019	$375,446,621	$320,987,176	$708,816,874	$54,459,445
2018	$343,256,289	$289,483,280	$669,932,345	$53,773,009

TRINITY HEALTH & AFFILIATES