WESTERN HEALTHCONNECT (EIN 454171900) - 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

Principal Officer

ERIK WEXLER

Phone

4255253985

Tax Period

2023-01-01 to 2023-12-31

WESTERN HEALTHCONNECT, founded in 2011, is a major nonprofit in the Health Care sector that reported $149.6M in total revenue in fiscal year 2023. Expenses of $165.2M exceeded revenue, resulting in a 10% operating deficit.

Mission

DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS IN THE APPLICATION FOR SUPPORT, A DETAILED EXPLANATION OF THE KIND OF SERVICES PROVIDED TO THE COMMUNITY ALONG WITH SPECIFIC FINANCIAL DATA IS REQUESTED. IF THE APPLICATION FOR SUPPORT IS APPROVED, A LETTER IS SENT INDICATING THE AMOUNT OF THE SUPPORT WITH A REQUEST FOR DOCUMENTATION OF HOW THE FUNDS WERE USED, ALONG WITH A REPORT OF THE NUMBER OF CHILDREN/FAMILIES SERVED OVER THE YEAR. GRANTS MADE TO AFFILIATED FOUNDATIONS ARE MONITORED ON A MONTHLY BASIS AS THE FINANCIAL STATEMENTS OF THESE ORGANIZATIONS ARE READILY AVAILABLE. OTHER GRANTS ARE MADE THAT COMPLY WITH THE MISSION AND FURTHER THE TAX-EXEMPT PURPOSE OF THE ORGANIZATION.

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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 $793,872

Program Service Revenue $144,785,596

Investment Income $179,908

Other Revenue $3,793,506

TOTAL REVENUE $149,552,882

Expense Breakdown

Grants Paid $1,565,694

Salaries & Benefits $66,791,719

Fundraising Expenses $0

Program Expenses $152,326,213

Other Expenses $96,876,721

TOTAL EXPENSES $165,234,134

Year-over-Year Comparison

	2023	2022	Change
Revenue	$149,552,882	$143,704,688	+0.0%
Expenses	$165,234,134	$158,933,263	+0.0%
Net Income	$-15,681,252	$-15,228,575	+0.0%

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

841

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

$13,869,271

Total Directors

$405,151

Key Employees

$685,865

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROD F HOCHMAN MD	FRMR OFF. - PSJH PRESIDENT & CEO	0.00		$0	$935,262	$14,800,078
ERIK WEXLER	PRESIDENT/CEO	0.50	Officer	$0	$461,693	$5,616,067
GREG HOFFMAN	EVP & CFO/TREASURER	0.50	Officer	$0	$334,955	$3,539,549
JO ANN ESCASA-HAIGH	FRMR OFFICER	0.00		$0	$10,754	$3,302,551
ANNA NEWSOM	EVP & CHIEF LEGAL OFFICER/SECRETARY	1.00	Officer	$0	$412,545	$2,329,749
JIM WATSON ESQ	ASSISTANT SECRETARY	0.50	Officer	$0	$146,931	$1,115,622
JIM MARTIN	ASSISTANT TREASURER (PART YEAR)	1.00	Officer	$0	$115,635	$944,563
MICHAEL BOLLINGER	PHYSICIAN	50.00	Highest	$651,410	$64,951	$716,361
FRANCIS CUTRUZZOLA	PHYSICIAN	50.00	Highest	$503,367	$46,094	$549,461
JOHN WHIPPLE	FRMR SECRETARY	0.00		$0	$0	$541,701
JOSEPH TITO	PHYSICIAN	50.00	Highest	$430,523	$18,319	$448,842
RAJESH RANADIVE	CHIEF MEDICAL OFFICER HOSPITAL	50.00	Highest	$408,018	$22,393	$430,411
DARIAN HARRIS MHA	CHIEF EXEC HUMBOLDT - THRU 7/23	27.25	Key Emp	$0	$21,511	$376,213
BERTA KAEMMERLING	DIRECTOR NURSING	50.00	Highest	$300,885	$27,905	$328,790
DONALD ANDERSON JR	ASSISTANT SECRETARY FOR ENROLLMENT	0.50	Officer	$0	$30,846	$323,721
BHARATHA NAOTUNNE	CFO PETALUMA & HEALDSBURG	55.00	Key Emp	$0	$15,802	$309,652
MARY LYONS PHD	DIRECTOR	0.50	Director	$0	$0	$100,085
MICHAEL MURPHY	BOARD CHAIR	1.00	Director	$0	$0	$75,066
CHARLES SORENSON MD	DIRECTOR	0.50	Director	$0	$0	$50,000
ISIAAH CRAWFORD PHD	DIRECTOR	0.50	Director	$0	$0	$50,000
RICHARD BLAIR	DIRECTOR	0.50	Director	$0	$0	$50,000
ERIC SPRUNK	DIRECTOR	0.50	Director	$0	$0	$40,000
MARY BETH KINGSTON	DIRECTOR	0.50	Director	$0	$0	$40,000
MARVIN O'QUINN	DIRECTOR (PART YEAR)	0.50	Director	$0	$0	$0
SISTER CAROL PACINI LCM	DIRECTOR	0.50	Director	$0	$0	$0
SISTER DIANE HEJNA CSJ RN	DIRECTOR	0.50	Director	$0	$0	$0
SISTER PHYLLIS HUGHES RSM DRPH	DIRECTOR	0.50	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
2024	No data	No data	No data	No data
2023	$149,552,882	$165,234,134	$150,412,730	$-15,681,252
2022	$143,704,688	$158,933,263	$154,222,926	$-15,228,575
2021	$179,298,426	$151,121,475	$161,037,338	$28,176,951

WESTERN HEALTHCONNECT