SMDC MEDICAL CENTER (EIN 411878730) - 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

1997

Legal Domicile

Principal Officer

JUSTIN SELLE

Phone

2187868364

Tax Period

2024-07-01 to 2025-06-30

SMDC MEDICAL CENTER, founded in 1997, is a major nonprofit in the Health Care sector that reported $846.3M in total revenue in fiscal year 2024.

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 $1,741,197

Program Service Revenue $839,752,854

Investment Income $91,099

Other Revenue $4,728,276

TOTAL REVENUE $846,313,426

Expense Breakdown

Grants Paid $1,635,198

Salaries & Benefits $427,201,811

Fundraising Expenses $0

Program Expenses $789,188,494

Other Expenses $399,935,763

TOTAL EXPENSES $828,772,772

Year-over-Year Comparison

	2024	2023	Change
Revenue	$846,313,426	$796,444,043	+0.1%
Expenses	$828,772,772	$769,749,778	+0.1%
Net Income	$17,540,654	$26,694,265	-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

3056

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

$3,272,415

Total Directors

$965,901

Key Employees

$6,354,343

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	$1,000,148	$179,046	$1,179,194
WILLIAM HEEGAARD MD	PRESIDENT - EAST THRU 4/24	1.00	Highest	$448,218	$122,346	$1,098,293
KRISTA SKORUPA MD	PRESIDENT - EAST	1.00	Highest	$806,396	$146,142	$952,538
JASON SCHULTZ MD	CHIEF MEDICAL OFFICER	1.00	Key Emp	$483,724	$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	$685,390	$133,586	$818,976
JANICE SCHADE	SENIOR VP, OPERATIONS THRU 3/24	1.00	Key Emp	$636,028	$47,564	$683,592
KEVIN BOREN	VICE PRESIDENT, FINANCE	1.00	Officer	$554,813	$123,808	$678,621
TAMMY KRITZER	SENIOR VICE PRESIDENT, OPERATIONS	1.00	Key Emp	$537,081	$98,465	$635,546
TROY DUININCK MD	BD DIRECTOR/REL ORG PHYS & DIV CHAIR	0.10	Director	$0	$69,761	$617,667
ANNE STEPHEN MD	CHIEF MEDICAL OFFICER THRU 5/24	1.00	Key Emp	$298,679	$70,794	$569,897
TODD DEFREECE	SENIOR VICE PRESIDENT, OPERATIONS	1.00	Key Emp	$0	$117,001	$529,660
TRENT NOBLES	SENIOR VP, OPERATIONS THRU 3/25	1.00	Key Emp	$314,139	$71,700	$385,839
SARA LOKSTAD MD	ASSOCIATE CHIEF MEDICAL OFFICER	1.00	Key Emp	$0	$22,951	$360,496
SAMUEL STONE	ADMINISTRATOR - VIRGINIA	60.00	Highest	$293,302	$57,981	$351,283
ERIK JULSRUD	MEDICAL PHYSICS MANAGER	60.00	Highest	$286,347	$56,958	$343,305
JAN BALDWIN MD	BOARD DIRECTOR/RELATED ORG PHYSICIAN	0.10	Director	$0	$50,172	$308,234
VICKI SCHEER	ADMINISTRATOR THRU 2/25	60.00	Officer	$251,433	$50,900	$302,333
KENNETH MONGER	FINANCE DIRECTOR	60.00	Highest	$232,301	$45,095	$277,396
ERIC NELSON	SENIOR VICE PRESIDENT, OPERATIONS	1.00	Key Emp	$219,557	$29,005	$248,562
ELIZABETH YOUNG	INTERIM ADMINISTRATOR	1.00	Officer	$0	$7,849	$147,718
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	$846,313,426	$828,772,772	$1,093,978,165	$17,540,654
2024	No data	No data	No data	No data
2023	$701,753,513	$711,850,704	$1,125,848,886	$-10,097,191
2022	$697,343,156	$657,308,661	$1,095,781,940	$40,034,495
2021	$663,367,068	$601,243,168	$1,099,340,280	$62,123,900
2020	$557,084,627	$572,153,049	$1,429,099,437	$-15,068,422
2019	$559,394,679	$551,372,197	$1,327,199,794	$8,022,482
2018	$536,912,273	$530,340,669	$670,924,103	$6,571,604

SMDC MEDICAL CENTER