ST JOSEPH REGIONAL HEALTH PARTNERS ACO

EIN: 463265423 501(c)(3) Health Care

BRYAN, TX

Total Revenue
$2,572,014
Total Expenses
$862,680
Total Assets
$3,184,805
Net Assets
$2,842,238
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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
TX
Principal Officer
KIM SHAW
Phone
9797762553
Tax Period
2023-07-01 to 2024-06-30

ST JOSEPH REGIONAL HEALTH PARTNERS ACO, founded in 2011, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.7M, a strong 66% operating margin.

Mission

ACO IS A PARTNERSHIP BETWEEN CHI ST. JOSEPH HEALTH AND ACOPROFESSIONALS. WE ARE A GROUP OF DOCTORS AND OTHER HEALTHCARE PROVIDERS WHO AGREE TO WORK TOGETHER WITH MEDICARE TO GIVE THE BEST POSSIBLE CARE. ACO PARTICIPANTS INCLUDE CHI ST. JOSEPH HEALTH AND MANY PARTICIPATING PROVIDERS AND CLINICS. OUR GOAL IS TO PROVIDE YOU WITH THE BEST POSSIBLE, COMPREHENSIVE CARE, BY MAKING SURE THAT ALL OF YOUR PROVIDERS HAVE THE MOST UP-TO-DATE INFORMATION ABOUT YOUR HEALTH AND YOUR CARE. FOR YOU, THIS MEANS YOUR DOCTORS COMMUNICATE BETTER WITH EACH OTHER, AND YOU AVOID HAVING DUPLICATE TESTS, OR ANSWERING THE SAME QUESTIONS OVER AND OVER.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,572,014
Investment Income $0
Other Revenue $0
TOTAL REVENUE $2,572,014

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $829,909
Other Expenses $862,680
TOTAL EXPENSES $862,680

Year-over-Year Comparison

2023 2022 Change
Revenue $2,572,014 $3,733,891 -0.3%
Expenses $862,680 $3,268,506 -0.7%
Net Income $1,709,334 $465,385 +2.7%
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

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Governance

Voting Members
5
Independent Members
2
Employees
N/A
Volunteers
2

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
$1,957,720
Total Directors
5
$1,356,378
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KIM SHAW CEO 1.00
Officer
$0 $35,161 $897,767
CLINT CHENG MD CHAIR/PHYSICIAN 1.00
Officer Director
$0 $51,700 $660,014
DAVID DAMIAN MD TRUSTEE/PHYSICIAN 1.00
Director
$0 $31,237 $525,777
RICARDO DIAZ FORMER OFFICER 0.00
$0 $22,052 $517,307
KEVIN WALTERS MARKET VP FINANCE 1.00
Officer
$0 $52,670 $399,939
LAURA SURVANT FORMER OFFICER 0.00
$0 $23,617 $253,268
KIA PARSI MD TRUSTEE/PHYSICIAN 1.00
Director
$0 $9,295 $170,587
AMY WAER MD TRUSTEE 1.00
Director
$0 $0 $0
CAROLYN STIGLER TRUSTEE 1.00
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
2025 No data No data No data No data
2024 $2,572,014 $862,680 $3,184,805 $1,709,334
2023 $3,733,891 $3,268,506 $1,384,026 $465,385
2022 $1,575,290 $404,609 $931,769 $1,170,681
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