SAINT JOSEPH HEALTH SYSTEM INC (EIN 611334601) - 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

1998

Legal Domicile

Principal Officer

MATTHEW GRIMSHAW

Phone

8593131000

Tax Period

2024-07-01 to 2025-06-30

SAINT JOSEPH HEALTH SYSTEM INC, founded in 1998, is a large national nonprofit in the Health Care sector that reported $1.1B in total revenue in fiscal year 2024. Expenses of $982.0M left a modest 9% surplus.

Mission

SAINT JOSEPH HEALTH SYSTEM, INC.'S VISION IS 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 THE INEQUITIES IN ACCESS TO HEALTHCARE.

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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 $3,475,730

Program Service Revenue $1,004,798,293

Investment Income $2,065,722

Other Revenue $63,134,141

TOTAL REVENUE $1,073,473,886

Expense Breakdown

Grants Paid $713,964

Salaries & Benefits $336,757,464

Fundraising Expenses $0

Program Expenses $724,038,169

Other Expenses $644,539,867

TOTAL EXPENSES $982,011,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,073,473,886	$1,025,649,742	+0.0%
Expenses	$982,011,295	$955,507,081	+0.0%
Net Income	$91,462,591	$70,142,661	+0.3%

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

4954

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

$2,350,349

Total Directors

$5,895,343

Key Employees

$2,994,799

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
T DOUGLAS LAWSON PHD	DIRECTOR/PRESIDENT SOUTH REGION (THROUGH 02/25)	2.00	Director	$0	$101,450	$3,876,407
ANTHONY HOUSTON	FORMER OFFICER	0.00		$357,305	$64,890	$1,767,367
MATT GRIMSHAW	DIRECTOR/MARKET PRESIDENT	20.00	Officer Director	$11,692	$80,824	$954,065
JUAN YANES	PRESIDENT ST JOSEPH BEREA-LONDON-MT STERLING	55.00	Key Emp	$810,163	$68,967	$879,130
SHARON HAGER	FORMER OFFICER	0.00		$0	$22,876	$867,630
DANIEL GOULSON MD	MKT SVP CMO	55.00	Key Emp	$731,960	$55,022	$786,982
JENNIFER NOLAN	PRESIDENT FLAGET MEMORIAL HOSPITAL/INTERIM PRES. S	25.00	Key Emp	$638,045	$50,862	$688,907
DAVID HEARNE	SECRETARY/REGION VP GENERAL COUNSEL (THRU 2/17/25)	5.00	Officer	$0	$39,755	$672,153
MELISSA BENNETT	MKT SVP CNO-COO	55.00	Key Emp	$598,588	$41,192	$639,780
CHRISTY SPITSER	TREASURER/INTERIM MKT PRES (THROUGH 12/2024)/MKT.	50.00	Officer Director	$501,812	$49,363	$551,175
SHELLEY STANKO MD	DIRECTOR/PHYSICIAN	50.00	Director	$466,372	$47,324	$513,696
THOMAS COBURN	DIV VP CMIO	30.00	Highest	$184,764	$52,791	$479,155
BRETT AKERS DO	UROLOGIST	50.00	Highest	$433,383	$35,580	$468,963
MUHAMMAD ALI MD	PEDIATRICIAN	50.00	Highest	$388,501	$48,448	$436,949
KHALID MEMON MD	PEDIATRICIAN	50.00	Highest	$391,855	$41,925	$433,780
MUHAMMAD NIAZI MD	ONCOLOGIST	5.00	Highest	$39,939	$17,541	$413,046
WILLIAM GEORGE	SECRETARY/CORPORATE COUNSEL (THRU 8/19/24)	5.00	Officer	$0	$18,331	$164,076
TRICIA SHACKELFORD	SECRETARY/SYS DIRECTOR SR COUNSEL	5.00	Officer	$0	$34	$8,880
GRANETTA BLEVINS	DIRECTOR	2.00	Director	$0	$0	$0
SR ADELINE FEHRIBACH	DIRECTOR	2.00	Director	$0	$0	$0
WINSTON GRIFFIN	CHAIR	2.00	Officer Director	$0	$0	$0
MONICA KENNISON	DIRECTOR	2.00	Director	$0	$0	$0
DARYL LOVE	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA MOORE MURPHY	DIRECTOR	2.00	Director	$0	$0	$0
KIM POTTER-BLAIR	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL RODRIQUE MD	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN SMITH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARY-ALICHA WELDON	DIRECTOR	2.00	Director	$0	$0	$0
JANE CHILES	DIRECTOR	2.00	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	$1,073,473,886	$982,011,295	$722,514,614	$91,462,591
2024	$1,025,649,742	$955,507,081	$704,528,708	$70,142,661
2023	$911,250,132	$933,068,969	$626,947,142	$-21,818,837
2022	$906,742,107	$917,196,201	$872,474,588	$-10,454,094
2021	$864,115,504	$845,935,530	$961,743,109	$18,179,974
2020	$844,837,722	$752,355,148	$972,577,044	$92,482,574
2019	$776,311,328	$731,384,659	$879,151,676	$44,926,669
2018	$814,133,023	$782,384,626	$871,023,914	$31,748,397

SAINT JOSEPH HEALTH SYSTEM INC