Beaumont Health (EIN 465718220) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

2014

Legal Domicile

Principal Officer

Christina Freese Decker

Phone

6163912022

Tax Period

2021-01-01 to 2021-12-31

Beaumont Health, founded in 2014, is a mid-sized nonprofit in the Health Care sector that reported $92.5M in total revenue in fiscal year 2021. Revenue surged 112% from the prior year, signaling strong growth momentum.

Mission

To provide oversight and long term strategic management of Beaumont Health's supported organizations, in order to enhance their ability to continue 1) to provide high quality, efficient and accessible healthcare services in a caring environment, and 2) to be an essential contributor to the health and well-being of individuals and families, regardless of their financial circumstances in the communities served.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $92,521,029

Investment Income $0

Other Revenue $0

TOTAL REVENUE $92,521,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,005

Fundraising Expenses $0

Program Expenses $27,779,412

Other Expenses $92,488,024

TOTAL EXPENSES $92,521,029

Year-over-Year Comparison

	2021	2020	Change
Revenue	$92,521,029	$43,728,436	+1.1%
Expenses	$92,521,029	$43,728,436	+1.1%
Net Income	$0	$0	N/A

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

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

$7,462,643

Total Directors

$12,038,872

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Fox	President & CEO	50.00	Officer Director	$0	$2,176,694	$6,170,136
David Wood MD	EVP & CMO (End 8/21)	1.00	Director	$0	$397,959	$4,866,624
Robert Welsh MD	Director (Eff 1/1/21)	2.00	Director	$0	$57,035	$485,873
Ashok Jain MD	Director (Eff 1/1/21)	2.00	Director	$0	$90,536	$312,684
Abedelrahim Asfour MD	Director (Eff 1/1/21)	2.00	Director	$0	$0	$170,550
Harris Mainster DO	Director	2.00	Director	$33,005	$0	$33,005
John Nemes	Secretary / Treasurer	2.00	Officer Director	$0	$0	$0
Christopher Blake	Vice-Chairman (Eff 6/21)	2.00	Director	$0	$0	$0
Geoffrey Hockman	Director	2.00	Director	$0	$0	$0
Gerson Cooper	Director	2.00	Director	$0	$0	$0
John Lewis	Chairman (End 6/21)	2.00	Director	$0	$0	$0
Julie Fream	Chairperson (Eff 6/21)	2.00	Director	$0	$0	$0
Martha Quay	Director	2.00	Director	$0	$0	$0
Robert Williams MD	Director	2.00	Director	$0	$0	$0
Ronald Hall Jr	Director	2.00	Director	$0	$0	$0
Stephen Howard	Vice-Chairman (End 8/21)	2.00	Director	$0	$0	$0
Thomas Saeli	Director	2.00	Director	$0	$0	$0
Timothy O'Brien	Director	2.00	Director	$0	$0	$0
William Goldsmith	Director	2.00	Director	$0	$0	$0
Diane Roth	EVP & CFO (Eff 4/21)	24.00	Officer	$0	$203,481	$728,339
John Kerndl	EVP & CFO (End 3/21)	22.00	Officer	$0	$25,364	$564,168

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
2021	$92,521,029	$92,521,029	$815,399,400	No data
2020	$43,728,436	$43,728,436	$844,473,041	No data
2019	$49,412,574	$49,412,574	$871,771,917	No data
2018	$38,350,309	$38,350,309	$903,021,692	No data

Beaumont Health