Christus Health Plan (EIN 452106295) - 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

2011

Legal Domicile

Phone

4692822000

Tax Period

2024-02-01 to 2024-06-30

Christus Health Plan, founded in 2011, is a major nonprofit in the Health Care sector that reported $176.2M in total revenue in fiscal year 2023. Revenue surged 436% from the prior year, signaling strong growth momentum. Expenses of $169.6M left a modest 4% surplus.

Mission

CHRISTUS HEALTH PLAN EXTENDS THE HEALING MINISTRY OF JESUS CHRIST BY ARRANGING & PROVIDING HEALTHCARE SERVICES THRU PROGRAMS INTENDED TO IMPROVE HEALTHCARE QUALITY & AFFORDABILITY.

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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 $0

Program Service Revenue $175,559,037

Investment Income $633,317

Other Revenue $50,419

TOTAL REVENUE $176,242,773

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,356,854

Fundraising Expenses $0

Program Expenses $144,884,242

Other Expenses $164,215,076

TOTAL EXPENSES $169,571,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,242,773	$32,909,609	+4.4%
Expenses	$169,571,930	$31,350,768	+4.4%
Net Income	$6,670,843	$1,558,841	+3.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
M Shannon Stansbury	Director/President	13.0	Officer Director	$0	$0	$0
Randy Safady	Director/Chair	1.0	Officer Director	$0	$0	$0
Adele Paulett	Director	13.0	Director	$0	$0	$0
Paul Generale	Director	1.0	Director	$0	$0	$0
Connie Coleman	Corporate Secretary (Term 2/2024)	10.0	Officer	$0	$0	$0
James Beiermann	Chief Financial Officer/Treasurer	13.0	Officer	$0	$0	$0
Janna Garcia-Chapa	Corporate Secretary (Eff 5/2024)	20.0	Officer	$0	$0	$0
Karen Oliver	Corporate Secretary	1.0	Officer	$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	$176,242,773	$169,571,930	$119,296,981	$6,670,843

Christus Health Plan