COMMONSPIRIT HEALTH (EIN 470617373) - 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

1996

Legal Domicile

Principal Officer

DANIEL MORISSETTE

Phone

3032989100

Tax Period

2022-07-01 to 2023-06-30

COMMONSPIRIT HEALTH, founded in 1996, is a large national nonprofit in the Health Care sector that reported $3.9B in total revenue in fiscal year 2022. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

COMMONSPIRIT HEALTH IS A NATIONAL FAITH-BASED NON-PROFIT HEALTHCARE ORGANIZATION. COMMONSPIRIT SERVES AS AN INTEGRAL PART OF ITS NATIONAL SYSTEM OF HOSPITALS AND OTHER HEALTHCARE PROVIDERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $18,799,844

Program Service Revenue $3,760,735,825

Investment Income $703,665

Other Revenue $104,354,881

TOTAL REVENUE $3,884,594,215

Expense Breakdown

Grants Paid $8,837,866

Salaries & Benefits $1,085,793,415

Fundraising Expenses $0

Program Expenses $3,295,806,553

Other Expenses $2,817,180,764

TOTAL EXPENSES $3,911,812,045

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,884,594,215	$3,370,844,090	+0.2%
Expenses	$3,911,812,045	$3,255,530,374	+0.2%
Net Income	$-27,217,830	$115,313,716	-1.2%

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

10756

Volunteers

N/A

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

$47,092,321

Total Directors

$32,928,506

Key Employees

$47,992,117

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LLOYD H DEAN	CHIEF EXECUTIVE OFFICER (THROUGH 7/31/22)	30.00	Officer Director	$0	$5,293,795	$27,954,468
MARVIN O'QUINN	PRESIDENT AND CHIEF OPERATING OFFICER	25.00	Officer	$0	$717,446	$6,407,226
DANIEL J MORISSETTE CPA	SEVP, CHIEF FINANCIAL OFFICER/TREASURER	25.00	Officer	$0	$503,207	$4,187,662
ELIZABETH SHIH	SEVP, CHIEF ADMINISTRATIVE OFFICER	30.00	Officer	$0	$809,537	$4,186,979
CHARLES P FRANCIS	SEVP, CHIEF STRATEGY AND TRANSFORMATION OFFICER (T	30.00	Key Emp	$0	$231,011	$4,145,186
ROBERT WIEBE MD	EVP, CHIEF MEDICAL OFFICER	30.00	Key Emp	$0	$432,194	$3,606,621
SUJA CHANDRASEKARAN	SEVP, CHIEF INFORMATION AND DIGITAL OFFICER (THROU	30.00	Key Emp	$3,484,034	$27,020	$3,511,054
DARRYL ROBINSON	SEVP, CHIEF HUMAN RESOURCE OFFICER	30.00	Key Emp	$0	$391,261	$3,122,766
KETUL PATEL	SVP OPERATIONS AND CHIEF EXECUTIVE OFFICER - PACIF	48.00	Key Emp	$3,067,968	$29,536	$3,097,504
JOHN PETERSDORF	SYSTEM SVP, OPERATIONAL FINANCE	30.00	Key Emp	$0	$677,245	$3,026,445
LAWRENCE SCHUMACHER	SVP OPERATIONS AND CHIEF EXECUTIVE OFFICER - SOUTH	48.00	Key Emp	$2,744,155	$38,181	$2,782,336
GARY KAPLAN MD FACP FACMPE FACPE	TRUSTEE (STARTING 1/1/23) SVP OPERATIONS (THROUGH	50.00	Director	$2,728,932	$41,879	$2,770,811
MITCH MELFI ESQ JD	SEVP, CHIEF LEGAL OFFICER/SECRETARY	30.00	Officer	$2,668,867	$38,267	$2,707,134
THOMAS MCGINN MD MPH	EVP, PHYSICIAN ENTERPRISE	30.00	Key Emp	$2,547,753	$50,756	$2,598,509
T DOUGLAS LAWSON PHD	SVP OPERATIONS AND CHIEF EXECUTIVE OFFICER - TEXAS	48.00	Key Emp	$2,252,440	$209,833	$2,462,273
THOMAS KOPFENSTEINER STD	SEVP, CHIEF MISSION OFFICER	30.00	Key Emp	$2,377,934	$29,134	$2,407,068
KATHLEEN SANFORD DBA RN FAAN FACH	EVP, CHIEF NURSING OFFICER	30.00	Key Emp	$2,218,985	$48,861	$2,267,846
FRED NAJJAR	EVP, CHIEF PHILANTHROPY OFFICER AND PRESIDENT, COM	20.00	Key Emp	$0	$297,120	$2,085,359
SHELLY SCHLENKER	EVP, CHIEF ADVOCACY OFFICER	30.00	Key Emp	$0	$691,589	$2,065,478
TAMMARA WILCOX	SYSTEM SVP PAYER STRATEGY & RELATIONSHIPS	20.00	Key Emp	$0	$621,595	$1,824,192
JESSICA LOMBARDI	SYSTEM SVP, STRATEGY BUDGETS PLANNING (THROUGH 10/	50.00	Highest	$1,761,118	$26,921	$1,788,039
DANIEL DELAY	SYSTEM SVP, SUPPORT SERVICES RESOURCE MANAGEMENT (	30.00	Key Emp	$1,735,610	$42,454	$1,778,064
FREDERICK MEADORS MD	CARDIOVASCULAR SURGEON (SOUTHEAST DIVISION)	0.00		$0	$35,999	$1,774,865
LISA Z GAMSHAD	SYSTEM SVP, TREASURY AND STRATEGIC INVESTMENTS	30.00	Key Emp	$0	$157,220	$1,728,687
NEIL GOMES	SYSTEM SVP, DIGITAL HUMAN EXPERIENCE (THROUGH 6/30	50.00	Highest	$1,655,004	$16,574	$1,671,578
TANJA OQUENDO JD	SYSTEM SVP, TRANSFORMATION INTEGRATION (THROUGH 2/	50.00	Highest	$1,497,027	$47,925	$1,544,952
ROSALYN CARPENTER	SYSTEM SVP, DIVERSITY AND INCLUSION	50.00	Highest	$1,485,218	$28,959	$1,514,177
ANN SHEPARD	SYSTEM SVP, NURSING INFORMATICS (THROUGH 10/14/22)	50.00	Highest	$1,465,338	$36,932	$1,502,270
WRIGHT LASSITER III	CHIEF EXECUTIVE OFFICER	30.00	Officer Director	$0	$291,522	$1,454,414
MICHELLE COOPER	EVP, CHIEF COMPLIANCE OFFICER (THROUGH 2/3/23)	30.00	Key Emp	$1,384,321	$45,477	$1,429,798
BENJIE M LOANZON	SYSTEM SVP, FINANCE AND CORPORATE CONTROLLER	20.00	Key Emp	$0	$142,988	$1,388,202
MATTHEW BROWN	SYSTEM SVP, OPERATIONS-ANCILLARY SERVICES	50.00	Key Emp	$1,312,196	$48,549	$1,360,745
EJ KUIPER	SVP OPERATIONS AND CHIEF EXECUTIVE OFFICER - MIDWE	48.00	Key Emp	$1,274,593	$29,391	$1,303,984
CHRISTOPHER LOWNEY	BOARD CHAIR	7.50	Officer Director	$100,125	$0	$100,125
PATRICK STEELE	VICE CHAIR	6.50	Officer Director	$94,313	$0	$94,313
PETER HANELT CPA	TRUSTEE	3.75	Director	$86,875	$0	$86,875
KENT BRADLEY MD	TRUSTEE (THROUGH 9/1/22)	2.00	Director	$86,875	$0	$86,875
ANTOINETTE HARDY-WALLER MJ BSN RN	TRUSTEE	3.25	Director	$86,875	$0	$86,875
ANGELA ARCHON	TRUSTEE	2.50	Director	$78,750	$0	$78,750
GARY YATES MD	TRUSTEE	3.00	Director	$78,750	$0	$78,750
PHOEBE YANG	TRUSTEE	2.75	Director	$78,750	$0	$78,750
TESSIE GUILLERMO	FORMER BOARD CHAIR	0.00		$65,580	$0	$65,580
MARK DEMICHELE	FORMER TRUSTEE	0.00		$55,526	$0	$55,526
GERALDINE BEDNASH PHD RN FAAN	FORMER TRUSTEE	0.00		$50,533	$0	$50,533
JAMES HAMILL	FORMER TRUSTEE	0.00		$50,508	$0	$50,508
LINDA MEDLER	TRUSTEE	1.50	Director	$28,750	$0	$28,750
CAROLINA REYES MD	TRUSTEE	1.50	Director	$28,750	$0	$28,750
ELLEN DAUWER SC PHD	TRUSTEE	1.50	Director	$0	$0	$0
BARBARA HAGEDORN SC	TRUSTEE	3.75	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	No data	No data	No data	No data
2023	$3,884,594,215	$3,911,812,045	$9,162,942,703	$-27,217,830
2022	$3,370,844,090	$3,255,530,374	$7,133,138,019	$115,313,716
2021	$3,283,246,389	$3,155,081,033	$7,420,383,788	$128,165,356
2020	$2,405,016,689	$3,224,652,707	$5,870,141,161	$-819,636,018
2019	$2,504,647,500	$3,098,763,161	$5,076,173,607	$-594,115,661
2018	$2,531,752,358	$3,010,423,551	$6,807,837,254	$-478,671,193
2018	$2,531,673,390	$3,010,344,583	$6,807,837,254	$-478,671,193

COMMONSPIRIT HEALTH