UW Health ACO Inc (EIN 455490584) - 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

2012

Legal Domicile

Principal Officer

Robin Lankton

Phone

6084228065

Tax Period

2024-07-01 to 2025-06-30

UW Health ACO Inc, founded in 2012, is a small nonprofit in the Health Care sector that reported $115K in total revenue in fiscal year 2024. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $952K exceeded revenue, resulting in a 726% operating deficit.

Mission

To deliver the highest quality patient and family-centered care to Medicare beneficiaries and other patients. UW Health ACO achieves these initiatives through population health activities including but not limited to programs that target population health management, quality improvement and social determinants of health.

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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 $0

Program Service Revenue $1,178

Investment Income $0

Other Revenue $114,082

TOTAL REVENUE $115,260

Expense Breakdown

Grants Paid $0

Salaries & Benefits $745,422

Fundraising Expenses $0

Program Expenses $555,510

Other Expenses $206,442

TOTAL EXPENSES $951,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,260	$1,587,936	-0.9%
Expenses	$951,864	$8,527,230	-0.9%
Net Income	$-836,604	$-6,939,294	-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

N/A

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

$3,095,906

Total Directors

$1,381,158

Key Employees

$287,692

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Elizabeth Trowbridge	Chair	2.00	Officer Director	$0	$50,435	$484,349
Dr Roy Allan Jhagroo	Director	2.00	Director	$0	$50,927	$307,067
Dr Yohaulli Anaya	Director	2.00	Director	$0	$38,649	$314,686
Ryan Klein	Director	2.00	Director	$0	$61,546	$275,056
Kiah Calmese Walker	Director	2.00	Director	$0	$0	$0
Dr Thomas Bugliosi	Director	2.00	Director	$0	$0	$0
Dr Farah Khan	Director	2.00	Director	$0	$0	$0
Julieanne Pofahl	Public Member	2.00	Director	$0	$0	$0
Katie Brietzman	Consumer Advocate	2.00	Director	$0	$0	$0
Kevin Fehr	Director	2.00	Director	$0	$0	$0
Jodi Vitello	Treasurer	2.00	Officer	$0	$106,206	$606,664
Troy Lepien	Secretary	2.00	Officer	$0	$116,758	$841,839
Ann Sheehy	President (until 9/24)	2.00	Officer	$0	$30,076	$435,316
Patti Meyer	Assistant Secretary	1.00	Officer	$0	$24,479	$171,890
Dave Childers	Vice President	2.00	Officer	$0	$0	$0
Robin Lankton	President	2.00	Officer	$0	$55,511	$555,848
Grace Flood	Medical Director	2.00	Key Emp	$0	$60,840	$287,692
Dr Peter Newcomer	Former President	2.00		$0	$276,798	$2,503,046

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	$115,260	$951,864	$346,381	$-836,604
2024	$1,587,936	$8,527,230	$5,216,688	$-6,939,294
2023	$5,646,764	$1,349,988	$10,712,107	$4,296,776
2022	$9,009,792	$2,005,070	$6,370,451	$7,004,722
2021	$9,182,423	$1,874,641	$4,228,439	$7,307,782
2020	$4,588,017	$1,122,726	$2,811,224	$3,465,291
2019	$4,442,517	$916,092	$1,472,482	$3,526,425
2018	$771,523	$771,523	$386,791	No data

UW Health ACO Inc