UMSJ Health System LLC (EIN 462097818) - 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

Phone

4103341602

Tax Period

2024-07-01 to 2025-06-30

UMSJ Health System LLC, founded in 2012, is a major nonprofit in the Health Care sector that reported $605.6M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION'S MISSION IS GUIDED BY OUR CATHOLIC HEALTH CARE TRADITION OF LOVING SERVICE & COMPASSIONATE CARE.

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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 $697,414

Program Service Revenue $557,844,317

Investment Income $1,457,746

Other Revenue $45,586,836

TOTAL REVENUE $605,586,313

Expense Breakdown

Grants Paid $42,000

Salaries & Benefits $297,414,760

Fundraising Expenses $0

Program Expenses $517,640,219

Other Expenses $306,951,621

TOTAL EXPENSES $604,408,381

Year-over-Year Comparison

	2024	2023	Change
Revenue	$605,586,313	$567,997,764	+0.1%
Expenses	$604,408,381	$566,179,067	+0.1%
Net Income	$1,177,932	$1,818,697	-0.4%

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

3171

Volunteers

300

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

$1,894,454

Total Directors

$7,855,245

Key Employees

$1,575,033

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AVA E LIAS-BOOKER	Vice Chair	1.0	Officer Director	$0	$0	$0
GERRY HOLTAUS	Chairman	1.0	Officer Director	$0	$0	$0
JOSEPH COWAN	Treasurer	1.0	Officer Director	$0	$0	$0
THOMAS B SMYTH MD	President and CEO	40.0	Officer Director	$948,140	$47,464	$995,604
BEN VANLANDINGHAM MD	Director, Medical Staff President (Ended 08/2024)	40.0	Director	$350,777	$45,003	$395,780
CHRIS BRANDT	Director	1.0	Director	$0	$0	$0
DANIEL F PALLACE	Director	1.0	Director	$0	$0	$0
JIM SELLINGER	Director	1.0	Director	$0	$0	$0
JOEL KLEIN	Director	1.0	Director	$0	$57,074	$910,582
KATHLEEN CHAGNON	Director	1.0	Director	$0	$0	$0
KEVIN DUNNBAR	Director	1.0	Director	$0	$0	$0
KEVIN F POWDERLY	Director	1.0	Director	$0	$0	$0
LINDA ADLER MD	Director (Ended 12/2024)	40.0	Director	$530,188	$34,875	$565,063
MEGHAN ROY	Director	1.0	Director	$0	$0	$0
MICHAEL MARION	Director, Medical Staff President	40.0	Director	$616,576	$57,945	$674,521
MIKE SMITH	Director	1.0	Director	$0	$0	$0
MOHAN SUNTHA MD	Director	1.0	Director	$0	$70,039	$3,940,617
MONSIGNOR RICHARD HILGARTNER	Director	1.0	Director	$0	$0	$0
REV JEFFREY S DAUSES	Director	1.0	Director	$0	$0	$0
TIFFANY WIGGINS MD	Director	1.0	Director	$0	$45,758	$373,078
VICTORIA A DEYESU	Director	1.0	Director	$0	$0	$0
EVEREST S CONOVER	SVP, Clinical Integration, Asst Secretary	1.0	Officer	$0	$16,267	$615,111
LAURA DOODY	SVP Finance	40.0	Officer	$249,763	$33,976	$283,739
GAIL P CUNNINGHAM MD	SVP, Chief Medical Officer	40.0	Key Emp	$357,451	$25,971	$383,422
NICOLE BEESON	SVP, Chief Nursing Officer	40.0	Key Emp	$515,256	$32,902	$548,158
ROBIN LUXON	SVP, Corporate Strategy and Business Development	40.0	Key Emp	$606,553	$36,900	$643,453
KENNETH CRANDALL MD	Physician	40.0	Highest	$1,283,367	$41,387	$1,324,754
MICHAEL DABBAH MD	Physician	40.0	Highest	$1,325,600	$61,478	$1,387,078
PAUL J TORTOLANI MD	Physician	40.0	Highest	$1,365,017	$72,454	$1,437,471
SYED S ZAIDI MD	Physician	40.0	Highest	$1,311,726	$61,392	$1,373,118
THEODORE MANSON MD	Physician	40.0	Highest	$1,273,346	$60,408	$1,333,754
LISA C ROWEN RN	FORMER CHIEF NURSE EXECUTIVE, UMMS	0.0		$0	$27,889	$617,115
PAUL S NICHOLSON	Former SVP Finance	0.0		$0	$63,217	$536,322

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	$605,586,313	$604,408,381	$422,873,862	$1,177,932
2024	No data	No data	No data	No data
2023	$537,507,069	$540,066,530	$391,386,248	$-2,559,461
2022	$514,267,790	$498,432,389	$387,558,288	$15,835,401
2021	$492,322,372	$465,006,801	$410,062,925	$27,315,571
2020	$445,475,487	$438,322,086	$399,632,613	$7,153,401
2019	$432,361,730	$419,608,955	$337,817,290	$12,752,775
2018	$446,130,658	$438,370,193	$303,739,311	$7,760,465

UMSJ Health System LLC