Sacred Heart Health Services (EIN 460225483) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

Douglas R Ekeren

Phone

6056688000

Tax Period

2022-07-01 to 2023-06-30

Sacred Heart Health Services, founded in 1911, is a major nonprofit in the Health Care sector that reported $140.7M in total revenue in fiscal year 2017. Expenses of $128.3M left a modest 9% surplus.

Mission

Promotion of health

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,712,360

Program Service Revenue $144,214,967

Investment Income $2,220,031

Other Revenue $276,288

TOTAL REVENUE $148,423,646

Expense Breakdown

Grants Paid $166,155

Salaries & Benefits $75,590,685

Fundraising Expenses $10,780

Program Expenses $129,115,916

Other Expenses $68,715,869

TOTAL EXPENSES $144,472,709

Year-over-Year Comparison

	2022	2021	Change
Revenue	$148,423,646	$152,881,704	0.0%
Expenses	$144,472,709	$143,284,446	+0.0%
Net Income	$3,950,937	$9,597,258	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1263

Volunteers

155

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

$1,854,162

Total Directors

$750,622

Key Employees

$463,499

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Douglas Ekeren	President/CEO	42.00	Officer Director	$0	$46,432	$750,622
Brian Steward	Chair	2.00	Officer Director	$0	$0	$0
Kathy Greeneway	Vice Chair	2.00	Officer Director	$0	$0	$0
Carolyn Becker	Board Member	2.00	Director	$0	$0	$0
Bernie Hunhoff	Board Member	2.00	Director	$0	$0	$0
Jack Hurley	Board Member	2.00	Director	$0	$0	$0
Sr Debra Kolecka	Board Member	2.00	Director	$0	$0	$0
Amy Leon	Board Member	2.00	Director	$0	$0	$0
Tom Lorang EdD	Board Member	2.00	Director	$0	$0	$0
Beth Mikkelsen MD	Board Member	2.00	Director	$0	$0	$0
Steve Schindler	Board Member	2.00	Director	$0	$0	$0
Steve Schmeichel	Board Member	2.00	Director	$0	$0	$0
Sr Roxanne Seifert	Board Member	2.00	Director	$0	$0	$0
Richard Strom MD	Board Member	2.00	Director	$0	$0	$0
Sr Lucille Welbig	Board Member	2.00	Director	$0	$0	$0
Julie Lautt	CFO Avera Health;Secretary/Treasurer	0.10	Officer	$0	$17,088	$1,103,540
Anthony Erickson	VP - Senior Services	40.00	Key Emp	$204,761	$36,273	$241,034
Lindsay Flannery	VP - Patient Care Services	40.00	Key Emp	$211,601	$10,864	$222,465
Derrick Doolittle MD	Diagnostic Radiology & Radiology	40.00	Highest	$733,115	$54,311	$787,426
Steve Gutnik MD FACP	Gastroenterology & Internal Medicine	40.00	Highest	$869,935	$27,270	$897,205
Michael Peterson MD	Radiation Oncology & Oncology	40.00	Highest	$644,352	$39,601	$683,953
Ryan Sieg MD	Orthopedics,Surgery& Sports Medicine	40.00	Highest	$782,142	$46,560	$828,702
Adam Strehle MD	Family Medicine/OB	40.00	Highest	$677,569	$46,461	$724,030

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	No data	No data	No data	No data
2023	$148,423,646	$144,472,709	$399,640,005	$3,950,937
2022	$152,881,704	$143,284,446	$382,193,873	$9,597,258
2021	$160,143,371	$138,505,534	$414,934,041	$21,637,837
2020	$142,545,417	$131,551,300	$377,780,672	$10,994,117
2019	$145,846,368	$132,838,776	$347,827,204	$13,007,592
2018	$140,680,992	$128,307,116	$336,401,545	$12,373,876

Sacred Heart Health Services