James Lawrence Kernan Hospital Inc (EIN 520591639) - 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

1895

Legal Domicile

Phone

4104482500

Tax Period

2024-07-01 to 2025-06-30

James Lawrence Kernan Hospital Inc, founded in 1895, is a major nonprofit in the Health Care sector that reported $143.8M in total revenue in fiscal year 2024. Expenses of $134.9M left a modest 6% surplus.

Mission

JAMES L KERNAN HOSPITAL DELIVERS INNOVATIVE, HIGH-QUALITY, AND COST-EFFECTIVE REHABILITATION AND SURGICAL SERVICES TO THE COMMUNITY AND REGION.

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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 $46,588

Program Service Revenue $137,066,119

Investment Income $4,358,423

Other Revenue $2,300,504

TOTAL REVENUE $143,771,634

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,386,204

Fundraising Expenses $0

Program Expenses $114,892,914

Other Expenses $64,547,704

TOTAL EXPENSES $134,933,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,771,634	$133,279,426	+0.1%
Expenses	$134,933,908	$134,295,493	+0.0%
Net Income	$8,837,726	$-1,016,067	-9.7%

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

Governance

Voting Members

Independent Members

Employees

908

Volunteers

150

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

$919,592

Total Directors

$5,127,324

Key Employees

$1,296,065

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA L CAFEO	CHAIRMAN	1.0	Officer Director	$0	$0	$0
DAVIS VR SHERMAN	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
HENRY GRANDIZIO	TREASURER	1.0	Officer Director	$0	$0	$0
ALAN LEVITT MD	DIRECTOR	1.0	Director	$0	$0	$0
DANNY BELLAMY	DIRECTOR	1.0	Director	$0	$0	$0
DAVE MCDONALD	DIRECTOR (ENDED 03/2025)	1.0	Director	$0	$0	$0
KRISTIE SNEDEKER	DIRECTOR	1.0	Director	$0	$56,177	$408,839
LAWRENCE SCHMIDT	DIRECTOR	1.0	Director	$0	$0	$0
MARY BARRON	DIRECTOR	1.0	Director	$0	$0	$0
MOHAN SUNTHA MD	PRESIDENT AND CEO, UMMS	1.0	Director	$0	$70,039	$3,940,617
NANCY L EFRON	DIRECTOR	1.0	Director	$0	$0	$0
NEEL VIBHAKAR MD	DIRECTOR	1.0	Director	$0	$52,031	$777,868
SEUNG J LEE MD	DIRECTOR	1.0	Director	$0	$0	$0
VICTORIA MARCHESE PHD	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM V STACK	DIRECTOR (ENDED 07/2024)	1.0	Director	$0	$0	$0
JULIE NEMENS	SVP, CAO & SECRETARY	40.0	Officer	$441,678	$88,607	$530,285
MARINA BOGIN	VP Finance	40.0	Officer	$336,602	$52,705	$389,307
DANIEL SHELLY	VICE PRESIDENT OPERATIONS	40.0	Key Emp	$303,685	$20,235	$323,920
HEATHER A BEAUCHAMP	VP PATIENT CARE, CNO	40.0	Key Emp	$269,855	$66,924	$336,779
KRISHNAJ GOURAB MD	VP MEDICAL AFFAIRS AND CMO	40.0	Key Emp	$582,836	$52,530	$635,366
FIRIEDA HILDENBRAND	NURSE ANESTHETIST	40.0	Highest	$314,530	$1,123	$315,653
LOBNA ZADA	DENTAL CLINICAL CHIEF	40.0	Highest	$295,767	$22,079	$317,846
ROSINE WOCTCHOU	NURSE	40.0	Highest	$280,555	$1,073	$281,628
SCOTT D LANGLOIS	NURSE	40.0	Highest	$338,293	$15,619	$353,912
THOMAS J MERKLE	PHYSICIAN	40.0	Highest	$388,927	$40,394	$429,321
KAREN DOYLE	FORMER ASSISTANT SECRETARY	0.0		$0	$60,837	$608,896

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	$143,771,634	$134,933,908	$212,621,582	$8,837,726
2024	No data	No data	No data	No data
2023	$137,308,801	$127,854,928	$198,611,712	$9,453,873
2022	$132,390,654	$120,275,438	$213,574,759	$12,115,216
2021	$125,454,652	$115,740,248	$214,130,610	$9,714,404
2020	$117,643,661	$111,834,110	$188,427,189	$5,809,551
2019	$117,270,978	$113,411,416	$170,959,922	$3,859,562
2018	$118,309,583	$113,586,609	$163,537,343	$4,722,974

James Lawrence Kernan Hospital Inc