Jacobson Memorial Hospital Care Center (EIN 450222079) - 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

1949

Legal Domicile

Principal Officer

Scott Brooks

Phone

7015842792

Tax Period

2022-07-01 to 2023-06-30

Jacobson Memorial Hospital Care Center, founded in 1949, is a mid-sized nonprofit in the Health Care sector that reported $11.4M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $13.0M exceeded revenue, resulting in a 14% operating deficit.

Mission

To provide quality healthcare to advance the health of patients and communities we serve.

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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 (2022)

Revenue Breakdown

Contributions & Grants $206,368

Program Service Revenue $11,222,566

Investment Income $1,298

Other Revenue $-669

TOTAL REVENUE $11,429,563

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,815,166

Fundraising Expenses $0

Program Expenses $10,583,492

Other Expenses $6,211,695

TOTAL EXPENSES $13,026,861

Year-over-Year Comparison

	2022	2021	Change
Revenue	$11,429,563	$12,323,795	-0.1%
Expenses	$13,026,861	$13,146,708	0.0%
Net Income	$-1,597,298	$-822,913	+0.9%

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

134

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

$303,091

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Leslie Niederman	Chairperson (partial year)	1.00	Officer Director	$0	$0	$0
Joel Klein	Vice Chair (partial year)	1.00	Officer Director	$0	$0	$0
Ron Bartz	Chairperson	1.00	Officer Director	$0	$0	$0
Julie Armijo	Vice Chair	1.00	Officer Director	$0	$0	$0
Patrick Diehl	Secretary	1.00	Officer Director	$0	$0	$0
Ann Hertz	Director	1.00	Director	$0	$0	$0
Dennis Sabin	Director	1.00	Director	$0	$0	$0
Dave Marion	Director as of February 2023	1.00	Director	$0	$0	$0
Dennis Rivinius	Director as of February 2023	1.00	Director	$0	$0	$0
Leona Zemliska	Director as of February 2023	1.00	Director	$0	$0	$0
JoAnn Schatz	Director (partial year)	1.00	Director	$0	$0	$0
Theo Stoller	CEO/Administrator until June 2023	40.00	Officer	$210,382	$26,537	$236,919
Scott Brooks	CEO/Administrator as of Jan 2023	40.00	Officer	$0	$0	$0
Micaela Meyer	CFO	40.00	Officer	$60,998	$5,174	$66,172
Carrie Gerving	FNP/COO	32.00	Highest	$135,320	$24,762	$160,082
Elizabeth Sundberg	MD	32.00	Highest	$263,015	$15,619	$278,634
April Berger	NP	32.00	Highest	$170,882	$26,197	$197,079
Rhonda Schmidt	FNP	32.00	Highest	$149,381	$17,796	$167,177
Jolene Engelhart	FNP	24.00	Highest	$118,074	$22,374	$140,448

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
2023	$11,429,563	$13,026,861	$7,380,677	$-1,597,298
2022	$12,323,795	$13,146,708	$9,238,083	$-822,913
2021	$13,549,904	$11,046,373	$10,807,762	$2,503,531
2020	$10,239,361	$9,951,214	$10,466,605	$288,147
2019	$9,557,772	$9,345,485	$6,817,217	$212,287
2018	$8,677,272	$8,507,375	$5,735,433	$169,897

Jacobson Memorial Hospital Care Center