ST MARY'S HOSPITAL OF SUPERIOR (EIN 411811073) - 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

KIM PEARSON

Phone

7158177000

Tax Period

2024-07-01 to 2025-06-30

ST MARY'S HOSPITAL OF SUPERIOR, founded in 1995, is a major nonprofit that reported $132.8M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $31.5M, a strong 24% operating margin.

Mission

THROUGHOUT ESSENTIA HEALTH, WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. AS A MEMBER OF THE ESSENTIA HEALTH FAMILY, ST. MARY'S HOSPITAL OF SUPERIOR'S MISSION AS A CATHOLIC, BENEDICTINE SPONSORED FACILITY IS TO PROMOTE CHRIST'S MINISTRY OF HOLISTIC HEALING FOR ALL HUMAN LIFE WITH SPECIAL CONCERN FOR THE POOR AND POWERLESS.

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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 $44,559

Program Service Revenue $129,855,019

Investment Income $1,744,906

Other Revenue $1,190,839

TOTAL REVENUE $132,835,323

Expense Breakdown

Grants Paid $7,053

Salaries & Benefits $50,719,615

Fundraising Expenses $0

Program Expenses $84,255,246

Other Expenses $50,618,551

TOTAL EXPENSES $101,345,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,835,323	$113,169,369	+0.2%
Expenses	$101,345,219	$89,677,792	+0.1%
Net Income	$31,490,104	$23,491,577	+0.3%

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

439

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

$3,074,074

Total Directors

$965,901

Key Employees

$5,003,130

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACI MORRIS	TREASURER/REL ORG CHIEF FINCL OFF	1.00	Officer	$0	$144,686	$1,199,416
BRADLEY BEARD	CHIEF OPERATING OFFICER	1.00	Key Emp	$0	$179,046	$1,179,194
MICHAEL WATTERS	SECRETARY/REL ORG CHIEF LEGAL OFF	1.00	Officer	$0	$151,399	$924,527
RHONDA KAZIK	CHIEF NURSE EXECUTIVE	1.00	Key Emp	$0	$133,586	$818,976
JANICE SCHADE	SENIOR VP, OPERATIONS THRU 3/24	1.00	Key Emp	$0	$47,564	$683,592
KEVIN BOREN	VICE PRESIDENT, FINANCE	1.00	Officer	$0	$123,808	$678,621
TAMMY KRITZER	SVP, OPERATIONS THRU 4/24	1.00	Key Emp	$0	$98,465	$635,546
TROY DUININCK MD	BD DIRECTOR/REL ORG PHYS & DIV CHAIR	0.10	Director	$0	$69,761	$617,667
ADAM RIUTTA MD	ASSOCIATE CHIEF MEDICAL OFFICER	1.00	Key Emp	$0	$70,110	$586,265
ANNE STEPHEN MD	CHIEF MEDICAL OFFICER THRU 5/24	1.00	Key Emp	$0	$70,794	$569,897
TODD DEFREECE	SENIOR VICE PRESIDENT, OPERATIONS	1.00	Key Emp	$0	$117,001	$529,660
JAN BALDWIN MD	BOARD DIRECTOR/RELATED ORG PHYSICIAN	0.10	Director	$0	$50,172	$308,234
KIM PEARSON	ADMINISTRATOR	60.00	Officer	$220,758	$30,952	$251,710
THERESA NAULT	REGISTERED NURSE	60.00	Highest	$180,537	$50,487	$231,024
ANDREW RADZAK	PHARMACIST SITE LEAD	60.00	Highest	$170,979	$49,461	$220,440
RYAN REUTER	SONOGRAPHER	60.00	Highest	$183,548	$14,008	$197,556
TINA ANVID	REGISTERED NURSE	60.00	Highest	$173,544	$20,028	$193,572
OLGA TER-GRIGORYAN	NURSE PRACTITIONER	60.00	Highest	$165,528	$21,777	$187,305
JOSEPH MIHALEK	BOARD CHAIR THRU 12/24	0.10	Officer Director	$0	$0	$7,800
THOMAS JAMAR	BOARD VICE CHAIR	0.10	Officer Director	$0	$0	$6,600
ALAN ROCK	BOARD DIRECTOR THRU 12/24	0.10	Director	$0	$0	$6,000
GEORGE LOBAN	BOARD DIRECTOR	0.10	Director	$0	$0	$5,600
ANTHONY SERTICH	BOARD CHAIR	0.10	Officer Director	$0	$0	$5,400
AMY BERGSTROM	BOARD DIRECTOR	0.10	Director	$0	$0	$5,000
ANTHONY YUNG	BOARD DIRECTOR	0.10	Director	$0	$0	$3,600
ADAM BACHAND	BOARD DIRECTOR	0.10	Director	$0	$0	$0
BECKY URBANSKI	BOARD DIRECTOR	0.10	Director	$0	$0	$0
NANCY ARONSON NORR	BOARD DIRECTOR	0.10	Director	$0	$0	$0
SISTER BEVERLY RAWAY	BOARD DIRECTOR	0.10	Director	$0	$0	$0
SISTER JEANNE ANN WEBER	BOARD DIRECTOR	0.10	Director	$0	$0	$0
SISTER THERESE CARSON	BOARD DIRECTOR THRU 12/24	0.10	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	$132,835,323	$101,345,219	$247,884,835	$31,490,104
2024	No data	No data	No data	No data
2023	$106,390,981	$84,139,848	$185,463,869	$22,251,133
2022	$102,268,145	$80,404,773	$164,538,029	$21,863,372
2021	$91,452,699	$70,120,946	$154,781,562	$21,331,753
2020	$79,847,422	$63,769,399	$132,683,740	$16,078,023
2019	$75,122,885	$63,539,079	$110,692,770	$11,583,806
2018	$65,930,329	$58,692,299	$99,797,256	$7,238,030

ST MARY'S HOSPITAL OF SUPERIOR