Carle Health - West Region (EIN 371111135) - 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

1981

Legal Domicile

Phone

2173833311

Tax Period

2023-01-01 to 2023-12-31

METHODIST HEALTH SERVICES CORPORATION, founded in 1981, is a small nonprofit in the Health Care sector that reported $654K in total revenue in fiscal year 2018. Revenue surged 69% from the prior year, signaling strong growth momentum. Net assets of $2.2M represent 41 months of operating reserves.

Mission

To provide governance, oversight, and managerial assistance in order for the Carle Health hospitals and healthcare organizations in the Carle Health - West Region to provide their communities with the highest quality healthcare 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 $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

Program Expenses $0

Other Expenses $343

TOTAL EXPENSES $343

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	$343	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

N/A

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

$12,397,621

Total Directors

$694,152

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Secretary/Treasurer	1.0	Officer Director	$0	$0	$0
N/A	Trustee; Vice Chair	1.0	Officer Director	$0	$0	$3,625
N/A	Chair	1.0	Officer Director	$0	$33,314	$686,902
N/A	Vice Chair; Trustee	1.0	Officer Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	0.5	Director	$0	$0	$3,625
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Officer - EVP, Chief Finance & Strategy Officer	0.5	Officer	$0	$366,889	$1,762,884
N/A	Officer - President & CEO	2.0	Officer	$0	$36,885	$5,726,886
N/A	Secretary/Treasurer // CFO // THRU 03/31/2023	1.0	Officer	$0	$24,330	$339,225
N/A	Ex Officio, Non-Voting // Officer - President, Carle Health - West Region	1.0	Officer	$0	$44,092	$1,672,937
N/A	VP, Finance - West Region	1.0	Officer	$0	$11,595	$274,455
N/A	Ex Officio, Non-Voting // Officer - President, Carle Health Regions // EVP, COO	1.0	Officer	$0	$363,375	$1,930,707

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
2023	No data	$343	No data	No data
2022	No data	No data	$19,839,136	No data
2021	No data	$2,230	$21,284,325	No data
2020	No data	No data	$21,291,566	No data
2019	$563,653	$562,552	$2,229,255	$1,101
2018	$654,180	$653,196	$2,228,031	$984

Carle Health - West Region