THE FINLEY HOSPITAL (EIN 420680354) - 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

1941

Legal Domicile

Principal Officer

JENNIFER HAVENS

Phone

5635821881

Tax Period

2023-01-01 to 2023-12-31

THE FINLEY HOSPITAL, founded in 1941, is a major nonprofit in the Health Care sector that reported $146.7M in total revenue in fiscal year 2023.

Mission

TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES OF THE TRI-STATE AREA.

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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 $905,708

Program Service Revenue $140,420,981

Investment Income $4,374,038

Other Revenue $975,738

TOTAL REVENUE $146,676,465

Expense Breakdown

Grants Paid $521,509

Salaries & Benefits $76,763,619

Fundraising Expenses $0

Program Expenses $131,737,501

Other Expenses $65,237,411

TOTAL EXPENSES $142,522,539

Year-over-Year Comparison

	2023	2022	Change
Revenue	$146,676,465	$140,385,644	+0.0%
Expenses	$142,522,539	$142,967,040	0.0%
Net Income	$4,153,926	$-2,581,396	-2.6%

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

860

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

$1,763,640

Total Directors

$1,458,622

Key Employees

$745,839

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL ARNOLD	BOARD MEMBER	1.00	Director	$0	$0	$14,500
KATHY BUHR	BOARD MEMBER	1.00	Director	$0	$0	$0
ROY BUOL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK DICKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN FARBER	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUE FREEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER HAVENS FR 1023	BOARD MEMBER & MARKET PRES	40.00	Officer Director	$87,906	$43,840	$430,360
MIKE JANSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE JEDLICKA DPM	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON KNOCKEL	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN LYNCH	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KATHLEEN NACOS-BURDS	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
RYAN PETERSON	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
KEISHA SAINCI	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLIE SKEMP	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI THIELEN	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA WITTHOEFT MD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD WOLBERS TO 823	BOARD MEMBER & PRESIDENT/CEO	40.00	Officer Director	$975,976	$37,786	$1,013,762
CAROL CROSS	VP FINANCE	40.00	Officer	$283,717	$35,801	$319,518
CARLA BELKEN	VP OPERATIONS	40.00	Key Emp	$207,200	$34,558	$241,758
BRYAN PECHOUS MD	VP MEDICAL AFFIARS	40.00	Key Emp	$206,967	$34,884	$241,851
MARY PETERS	CHIEF NURSING OFFICER	40.00	Key Emp	$240,863	$21,367	$262,230
GREG BROSIUS	DIRECTOR OF PHARMACY	40.00	Highest	$184,717	$36,955	$221,672
ANTHONY MARKHAM	PHYSICIAN	40.00	Highest	$419,743	$36,470	$456,213
ALEJANDRO PULIDO	PHYSICIAN	40.00	Highest	$203,277	$44,522	$247,799
BARRY WAACK	PHYSICIAN	40.00	Highest	$573,664	$25,765	$599,429
PHILIP ZIMMERMAN	PHYSICIAN	40.00	Highest	$497,622	$48,269	$545,891
THEODORE TOWNSEND JR TO 119	BOARD MEMBER & INTERIM PRESIDENT/CEO	0.00		$0	$0	$462,474

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
2024	No data	No data	No data	No data
2023	$146,676,465	$142,522,539	$237,210,189	$4,153,926
2022	$140,385,644	$142,967,040	$225,096,560	$-2,581,396
2021	$137,780,771	$130,499,654	$256,144,299	$7,281,117
2020	$123,811,102	$120,678,951	$247,969,578	$3,132,151
2019	$126,925,053	$119,445,392	$226,989,418	$7,479,661
2018	$129,184,949	$126,079,257	$203,764,666	$3,105,692

THE FINLEY HOSPITAL