LOYOLA UNIVERSITY HEALTH SYSTEM (EIN 363342448) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

SHAWN VINCENT

Phone

7082169000

Tax Period

2023-07-01 to 2024-06-30

LOYOLA UNIVERSITY HEALTH SYSTEM, founded in 1984, is a community nonprofit in the Health Care sector that reported $1.4M in total revenue in fiscal year 2017. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $3.6M exceeded revenue, resulting in a 159% operating deficit.

Mission

TO PROVIDE HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,956,035

Program Service Revenue $174,420,309

Investment Income $7,366,503

Other Revenue $14,256,479

TOTAL REVENUE $197,999,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,895,568

Fundraising Expenses $0

Program Expenses $194,271,632

Other Expenses $102,878,231

TOTAL EXPENSES $194,773,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,999,326	$186,010,771	+0.1%
Expenses	$194,773,799	$193,153,538	+0.0%
Net Income	$3,225,527	$-7,142,767	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$7,157,083

Total Directors

$4,969,946

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN CARTER	FORMER OFFICER;TRINITY HLTH EVP COO	0.00		$0	$80,718	$2,999,690
DANIEL ISACKSEN	TREASURER; TRINITY HEALTH EVP CFO	1.00	Officer	$0	$368,461	$2,158,967
SHAWN VINCENT	DIRECTOR; PRES & CEO IL/IN REGION	1.00	Officer Director	$0	$303,434	$1,859,656
TAMMY LUNDSTROM MD	DIRECTOR; TRINITY HEALTH SVP, CMO	1.00	Director	$0	$242,296	$1,509,959
RICHARD FREEMAN MD	REG CHIEF CLINICAL OFFICER THR 6/24	1.00	Officer	$0	$170,042	$1,173,499
MELISSA LUKASICK	ASST TREASURER; REGIONAL CFO IL/IN	1.00	Officer	$0	$138,221	$823,220
CHRISTOPHER GONZALEZ MD	DIRECTOR; LUMC UROLOGIST	1.00	Director	$0	$16,728	$759,678
JILL RAPPIS	SECRETARY; VP MANAGING COUNSEL	1.00	Officer	$0	$45,601	$616,474
EVA WOJCIK MD	DIRECTOR; LUMC PATHOLOGIST	1.00	Director	$0	$44,592	$494,304
JEFFREY MATHIS	ASST SECRETARY AT 1/24;ASSOC COUNSEL	1.00	Officer	$0	$37,097	$303,080
AARON MICHELFELDER MD	DIR; LUMC PRIMARY CARE PHYSICIAN	1.00	Director	$0	$25,783	$239,232
MARIA PEKAR	ASST. SECRETARY; ASSOCIATE COUNSEL	1.00	Officer	$0	$38,419	$222,187
ANMARIE MACKEY	EXECUTIVE DIRECTOR, OPERATIONS	50.00	Highest	$0	$37,999	$207,192
MOHAMMED ABBA	PHARMACIST	50.00	Highest	$0	$35,378	$195,499
KIMBERLY BROWN	DIRECTOR OF FINANCE	50.00	Highest	$0	$24,651	$190,998
MARY OLSON	REGIONAL DIRECTOR POST ACUTE CARE	50.00	Highest	$0	$20,839	$183,401
MICHAEL RYAN	PHARMACIST	50.00	Highest	$0	$15,576	$156,154
SAM MARZO MD	DIRECTOR; LUMC OTOLARYNGOLOGIST	1.00	Director	$0	$7,470	$107,117
ANTONIO ORTIZ	DIRECTOR; CHAIR	1.00	Officer Director	$0	$0	$0
DERONDAL BEVLY	DIRECTOR; VICE CHAIR AS OF 1/24	1.00	Officer Director	$0	$0	$0
MARION FULCE	DIRECTOR	1.00	Director	$0	$0	$0
JIM HAIST	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR ZAYAS MILLER	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
SMITA SHAH	DIRECTOR AS OF 1/24	1.00	Director	$0	$0	$0
EILEEN WROBLESKI CSC	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	$197,999,326	$194,773,799	$3,137,374,137	$3,225,527
2023	$186,010,771	$193,153,538	$2,841,219,562	$-7,142,767
2022	$198,449,397	$215,727,860	$2,398,163,356	$-17,278,463
2021	$174,709,964	$204,987,679	$1,911,286,302	$-30,277,715
2020	$126,747,886	$149,554,575	$1,411,237,509	$-22,806,689
2019	$2,811,547	$8,948,401	$886,223,585	$-6,136,854
2018	$1,388,288	$3,593,511	$890,385,210	$-2,205,223

LOYOLA UNIVERSITY HEALTH SYSTEM