STRATIS HEALTH (EIN 410971557) - 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

1971

Legal Domicile

Principal Officer

JENNIFER P LUNDBLAD

Phone

9528543306

Tax Period

2024-08-01 to 2025-07-31

STRATIS HEALTH, founded in 1971, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.8M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $7.5M exceeded revenue, resulting in a 11% operating deficit.

Mission

LEADING COLLABORATION AND INNOVATION IN HEALTH CARE QUALITY AND SAFETY

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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 $6,001,329

Program Service Revenue $774,608

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,775,937

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $6,164,919

Fundraising Expenses $0

Program Expenses $3,808,625

Other Expenses $1,299,196

TOTAL EXPENSES $7,519,115

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,775,937	$7,437,545	-0.1%
Expenses	$7,519,115	$7,904,250	0.0%
Net Income	$-743,178	$-466,705	+0.6%

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

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

$581,588

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUBY SCHOEN DNP APRN CNP A-GNP-C	DIRECTOR, CHAIR	2.00	Officer Director	$0	$0	$0
KELLY FLUHARTY MPH	DIRECTOR, VICE CHAIR	2.00	Officer Director	$0	$0	$0
JAMIE CARSELLO	DIRECTOR, TREASURER	2.00	Officer Director	$0	$0	$0
DAVID SATIN MD	DIRECTOR, SECRETARY	2.00	Officer Director	$0	$0	$0
JESSE BETHKE GOMEZ MMA	DIRECTOR	1.00	Director	$0	$0	$0
GLADYS CHUY MHA	DIRECTOR (AS OF 1/1/2025)	1.00	Director	$0	$0	$0
ABIGAIL GREENHECK	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY HANSON WILLIS	DIRECTOR (THROUGH 3/31/2025)	1.00	Director	$0	$0	$0
PETER HAYDEN PHD	DIRECTOR	1.00	Director	$0	$0	$0
KAREN MONSEN PHD RN FAMIA FAAN	DIRECTOR	1.00	Director	$0	$0	$0
REUBEN MOORE EDD MBA	DIRECTOR	1.00	Director	$0	$0	$0
PATINA PARK JD	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA PARKER MPA	DIRECTOR	1.00	Director	$0	$0	$0
KARON PHILLIPS PHD MPH MS CHES C	DIRECTOR (AS OF 1/1/2025)	1.00	Director	$0	$0	$0
JANET SILVERSMITH	DIRECTOR	1.00	Director	$0	$0	$0
TODD STIVLAND MD	DIRECTOR (THROUGH 12/31/2024)	1.00	Director	$0	$0	$0
JENNIFER P LUNDBLAD PHD MBA	PRESIDENT & CEO	40.00	Officer	$323,898	$36,689	$360,587
MICHAEL J NOVAK	VP, FINANCE/CFO	40.00	Officer	$180,570	$40,431	$221,001
JANE PEDERSON MD	CHIEF MEDICAL QUALITY OFFICER	32.00	Highest	$230,307	$6,788	$237,095
CATHERINE WEIK MAL SPHR	SENIOR VP, ADMINISTRATION/COMPLIANCE OFFICER	40.00	Highest	$221,472	$30,831	$252,303
ELIZABETH JEPPESEN RN BSN	SENIOR VP, QUALITY & PATIENT SAFETY	40.00	Highest	$154,035	$15,543	$169,578
SUSAN K SEVERSON CPHIT CPHER	VP, BUSINESS SOLUTIONS & INNOVATION	40.00	Highest	$174,148	$15,687	$189,835
KIMBERLY MCCOY	DIRECTOR, PROGRAM MANAGEMENT	40.00	Highest	$146,850	$20,707	$167,557

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	$6,775,937	$7,519,115	$4,956,232	$-743,178
2024	No data	No data	No data	No data
2022	$6,349,766	$6,272,457	$5,213,590	$77,309
2021	$5,800,389	$6,018,207	$5,273,023	$-217,818
2020	$7,086,461	$7,806,843	$5,277,507	$-720,382
2019	$15,081,385	$15,365,146	$6,883,386	$-283,761
2018	$15,742,649	$15,773,077	$7,401,703	$-30,428

STRATIS HEALTH