JEWISH HOSPITAL & ST MARY'S HEALTHCARE INC (EIN 611029768) - 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

1983

Legal Domicile

Principal Officer

T DOUGLAS LAWSON

Phone

5025403888

Tax Period

2023-07-01 to 2024-06-30

JEWISH HOSPITAL & ST MARY'S HEALTHCARE INC, founded in 1983, is a small nonprofit in the Health Care sector that reported $435K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $370K, a strong 85% operating margin.

Mission

TO BE THE PREMIER, INTEGRATED, COMPREHENSIVE HEALTH SYSTEM IN THE COMMUNITY PROVIDING HIGH QUALITY CARE CLOSE TO HOME, REDUCING THE INCIDENCE OF DISEASE AND ELIMINATING INEQUITIES IN ACCESS TO CARE. THE ASSETS OF JEWISH HOSPITAL & ST. MARY'S HEALTHCARE, INC.(JHSMH) WERE SOLD TO THE UNIVERSITY OF LOUISVILLE ON OCTOBER 31, 2019.

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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 $0

Program Service Revenue $0

Investment Income $413,342

Other Revenue $21,530

TOTAL REVENUE $434,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,904

Other Expenses $64,568

TOTAL EXPENSES $64,568

Year-over-Year Comparison

	2023	2022	Change
Revenue	$434,872	$385,672	+0.1%
Expenses	$64,568	$3,240,209	-1.0%
Net Income	$370,304	$-2,854,537	-1.1%

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

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

$3,316,303

Total Directors

$8,885,611

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
T DOUGLAS LAWSON	DIRECTOR/PRESIDENT SOUTH REGION	1.00	Director	$0	$218,609	$3,615,147
LARRY SCHUMACHER	DIRECTOR (THRU 8/1/23)/SVP-OPERATIONS (THRU	5.00	Director	$0	$39,731	$3,020,590
TANJA OQUENDO	FORMER KE/SYS SVP TRANSFORMATION INTEGRATION	0.00		$0	$19,215	$2,464,859
ANTHONY HOUSTON	DIRECTOR/MARKET CEO (THRU 6/16/24)	1.00	Officer Director	$0	$56,741	$1,304,468
TROY HAMMETT	DIV SVP CFO (PARTIAL YEAR)	5.00	Officer	$0	$110,020	$1,275,441
SHARON HAGER	FORMER SECRETARY/DIV VP SR COUNSEL	0.00		$0	$30,560	$658,411
CHRISTY SPITSER	INTERIM PRES/TREASURER/MARKET VP OF FINANCE	1.00	Officer Director	$0	$50,157	$472,970
SHELLEY STANKO MD	DIRECTOR/VP MEDICAL AFFAIRS	1.00	Director	$0	$49,273	$472,436
WILLIAM GEORGE	SECRETARY/SYS DIRECTOR CORPORATE COUNSEL	5.00	Officer	$0	$23,342	$263,424
RYAN CROWDIS	SYS MANAGER CLINICAL PHARMACY	5.00	Highest	$21,726	$46,747	$228,799
MICHAEL MILANOSKI	FORMER HCE/MANAGER THERAPY SERVICES	0.00		$0	$19,058	$166,012
PAULA SPROLES	FORMER HCE/MANAGER HOUSE	0.00		$0	$25,496	$160,915
ANDREA MAYNARD	SUPERVISOR REHAB THERAPY SERVICES	1.00	Highest	$438	$31,231	$149,647
BRYANT SHUMATE	MANAGER NURSING	1.00	Highest	$386	$27,987	$145,920
CAROL KEENE	PHYSICAL THERAPIST	1.00	Highest	$336	$17,740	$130,770
ANASTASIA GROVES	CLINICAL FLEX RN	1.00	Highest	$1,306	$15,724	$129,114
FR NORMAN FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA JONES	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL RODRIQUE MD	DIRECTOR	1.00	Director	$0	$0	$0
MARY-ALICHA WELDON	CHAIR	1.00	Officer Director	$0	$0	$0
WINSTON GRIFFIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ADELINE FEHRIBACH SCN	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MOORE MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
KIM POTTER-BLAIR	DIRECTOR	1.00	Director	$0	$0	$0
GRANETTA BLEVINS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MONICA KENNISON	DIRECTOR (EFFECTIVE 8/29/23)	1.00	Director	$0	$0	$0
DARYL LOVE	DIRECTOR (EFFECTIVE 8/29/23)	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	$434,872	$64,568	$19,451,546	$370,304
2023	$385,672	$3,240,209	$15,097,195	$-2,854,537
2022	$1,934,780	$110,700	$14,493,816	$1,824,080
2021	$2,704,344	$1,191,648	$17,067,192	$1,512,696
2020	$213,272,177	$278,540,125	$32,540,758	$-65,267,948
2019	$781,026,584	$785,471,891	$878,120,371	$-4,445,307
2018	$886,356,569	$1,247,203,513	$875,961,980	$-360,846,944

JEWISH HOSPITAL & ST MARY'S HEALTHCARE INC