ST MARY'S DULUTH CLINIC HEALTH SYSTEM (EIN 411836633) - 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

1996

Legal Domicile

Principal Officer

KRISTA SKORUPA MD

Phone

2187868364

Tax Period

2024-07-01 to 2025-06-30

Mission

WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.

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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 $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

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	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

$3,774,902

Total Directors

$965,901

Key Employees

$6,940,608

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	52.00	Key Emp	$0	$179,046	$1,179,194
WILLIAM HEEGAARD MD	FORMER PRESIDENT	20.00		$0	$122,346	$1,098,293
KRISTA SKORUPA MD	PRESIDENT	54.00	Officer	$0	$146,142	$952,538
JASON SCHULTZ MD	CHIEF MEDICAL OFFICER	55.00	Key Emp	$0	$171,138	$942,581
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
JOSEPH MOREHOUSE MD	FORMER KE/PHYSICIAN & DIVISION CHAIR	0.00		$0	$64,145	$796,956
JANICE SCHADE	SENIOR VP, OPERATIONS THRU 3/24	55.00	Key Emp	$0	$47,564	$683,592
KEVIN BOREN	VICE PRESIDENT, FINANCE	50.00	Officer	$0	$123,808	$678,621
TAMMY KRITZER	SENIOR VICE PRESIDENT, OPERATIONS	55.00	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	56.00	Key Emp	$0	$70,110	$586,265
ANNE STEPHEN MD	CHIEF MEDICAL OFFICER THRU 5/24	54.00	Key Emp	$0	$70,794	$569,897
TODD DEFREECE	SENIOR VICE PRESIDENT, OPERATIONS	52.00	Key Emp	$0	$117,001	$529,660
ANA FERNANDEZ MD	FORMER KE/PHYSICIAN & DIVISION CHAIR	0.00		$0	$67,153	$436,906
DAWN DROTAR MD	FORMER KE/PHYSICIAN & DIVISION CHAIR	0.00		$0	$66,745	$418,872
JOHN VIDMAR	FORMER KE/VP, FACILITIES THRU 1/24	0.00		$0	$27,307	$402,217
JANE RUDD MD	FORMER KE/PHYSICIAN & DIVISION CHAIR	0.00		$0	$64,738	$398,494
TRENT NOBLES	SENIOR VP, OPERATIONS THRU 3/25	57.00	Key Emp	$0	$71,700	$385,839
SARA LOKSTAD MD	ASSOCIATE CHIEF MEDICAL OFFICER	55.00	Key Emp	$0	$22,951	$360,496
JAN BALDWIN MD	BOARD DIRECTOR/RELATED ORG PHYSICIAN	0.10	Director	$0	$50,172	$308,234
ERIC NELSON	SENIOR VICE PRESIDENT, OPERATIONS	57.00	Key Emp	$0	$29,005	$248,562
CHRISTIE ERICKSON	FORMER KE/MARKET LEADER - EAST	0.00		$0	$42,820	$246,711
THOMAS WITT MD	FORMER PHYSICIAN LEADER	0.00		$0	$8,106	$115,820
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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	No data	No data	No data	No data
2020	No data	No data	No data	No data
2019	No data	No data	No data	No data
2018	No data	No data	No data	No data

ST MARY'S DULUTH CLINIC HEALTH SYSTEM