St Luke's Health System Ltd (EIN 562570681) - 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

2006

Legal Domicile

Principal Officer

Chris Roth

Phone

2083812222

Tax Period

2023-10-01 to 2024-09-30

St Luke's Health System Ltd, founded in 2006, is a major nonprofit in the Health Care sector that reported $764.8M in total revenue in fiscal year 2023.

Mission

Management of the delivery of healthcare services.

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,134,429

Program Service Revenue $741,701,960

Investment Income $7,842,384

Other Revenue $5,158,471

TOTAL REVENUE $764,837,244

Expense Breakdown

Grants Paid $8,312,856

Salaries & Benefits $509,861,367

Fundraising Expenses $0

Program Expenses $560,180,504

Other Expenses $246,663,021

TOTAL EXPENSES $764,837,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$764,837,244	$731,412,197	+0.0%
Expenses	$764,837,244	$731,412,197	+0.0%
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

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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

19912

Volunteers

762

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

$3,603,086

Total Directors

$1,916,339

Key Employees

$3,999,719

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alan Korn MD	Director (End 12/2023)	0.50	Director	$0	$0	$0
Andy Scoggin	Chair	0.50	Officer Director	$0	$0	$0
Bill Gilbert	Director	0.50	Director	$0	$0	$0
Bill Whitacre	Director	0.50	Director	$0	$0	$0
Bill Ystueta	Director (Start 11/2023)	0.50	Director	$0	$0	$0
Bob Lokken	Director	0.50	Director	$0	$0	$0
Brigette Bilyeu	Director (End 10/2023)	0.50	Director	$0	$0	$0
Chris Roth	President & System CEO	40.00	Officer Director	$1,855,601	$60,738	$1,916,339
Dan Krahn	Director	0.50	Director	$0	$0	$0
Emily Baker	Director	0.50	Director	$0	$0	$0
Jill Twedt	Director	0.50	Director	$0	$0	$0
Laura McGeorge MD	Director (Start 7/2024)	0.50	Director	$0	$0	$0
Lisa Grow	Director	0.50	Director	$0	$0	$0
Lucie DiMaggio MD	Director (End 6/2024)	0.50	Director	$0	$0	$0
Mark Durcan	Director (End 4/2024)	0.50	Director	$0	$0	$0
Rich Raimondi	Director	0.50	Director	$0	$0	$0
Rosa Davila	Director	0.50	Director	$0	$0	$0
Tom Corrick	Director	0.50	Director	$0	$0	$0
Christine Neuhoff	SVP/Chief Legal Officer/Secretary	40.00	Officer	$844,232	$48,218	$892,450
Kathryn Fowler	SVP/CFO/Treasurer	40.00	Officer	$768,744	$25,553	$794,297
Dave Self	SVP, Chief Administrative Officer	40.00	Key Emp	$751,295	$29,558	$780,853
Elizabeth Steger	SVP, Chief Nursing Executive	40.00	Key Emp	$617,881	$25,762	$643,643
Erin Simms	SVP, Chief Talent and People Officer	40.00	Key Emp	$583,147	$36,403	$619,550
James Souza MD	SVP, Chief Physician Executive	40.00	Key Emp	$1,024,064	$43,665	$1,067,729
Sandee Moore Gehrke	SVP, Chief Operating Officer	15.00	Key Emp	$838,245	$49,699	$887,944
Barton F Hill MD	VP, Chief Quality & Safety Officer	40.00	Highest	$1,065,532	$53,309	$1,118,841
John Allen	Former VP, Planning and Decision Support	0.00	Highest	$803,369	$5,110	$808,479
Peter DiDio	Former VP of Finance/Controller	0.00	Highest	$816,091	$5,807	$821,898
Robert Cavagnol MD	Pres, St. Luke's Clinic	40.00	Highest	$799,121	$43,067	$842,188
Vic Kadyan MD	Physician	40.00	Highest	$814,436	$47,092	$861,528
David C Pate MD JD	Former CEO & President	0.00		$154,684	$0	$154,684
Jeffrey S Taylor	Former SVP/CFO/Treasurer	0.00		$110,504	$0	$110,504

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
2024	$764,837,244	$764,837,244	$1,689,766,158	No data
2023	$731,412,197	$731,412,197	$329,797,276	No data
2022	$703,952,682	$703,952,682	$355,605,977	No data
2021	$657,648,132	$657,516,537	$557,259,828	$131,595
2020	$594,909,844	$594,909,844	$576,024,199	No data
2019	$575,649,444	$575,649,444	$387,398,665	No data
2018	$507,784,844	$507,784,844	$376,946,851	No data

St Luke's Health System Ltd