HOLY ROSARY HEALTHCARE (EIN 810231792) - 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

1961

Legal Domicile

Principal Officer

KAREN COSTELLO

Phone

4062332600

Tax Period

2023-01-01 to 2023-12-31

HOLY ROSARY HEALTHCARE, founded in 1961, is a mid-sized nonprofit in the Health Care sector that reported $91.8M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14.7M, a strong 16% operating margin.

Mission

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THEPEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR ANDVULNERABLE.

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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 $409,167

Program Service Revenue $90,723,397

Investment Income $389,337

Other Revenue $262,715

TOTAL REVENUE $91,784,616

Expense Breakdown

Grants Paid $32,120

Salaries & Benefits $29,899,581

Fundraising Expenses $0

Program Expenses $63,977,353

Other Expenses $47,108,141

TOTAL EXPENSES $77,039,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,784,616	$73,240,539	+0.3%
Expenses	$77,039,842	$67,693,600	+0.1%
Net Income	$14,744,774	$5,546,939	+1.7%

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

383

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

$2,788,513

Total Directors

$2,111,838

Key Employees

$1,644,670

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN JOHNSON	INTERIM PRESIDENT, MT REGION (PARTIAL)	2.00	Officer Director	$0	$282,612	$967,224
JENNIFER ALDERFER	PRESIDENT, MT REGION (PARTIAL)	4.00	Officer Director	$0	$42,121	$798,804
JAMES RITCHEY	FORMER KEY EMPLOYEE	0.00		$0	$181,079	$615,500
MICHAEL BUSH MD	VP CHIEF MEDICAL OFFICER	50.00	Key Emp	$414,665	$189,929	$604,594
PAMELA PALAGI	VP FINANCE REGION MT	4.00	Officer	$0	$148,363	$534,383
CRAIG THOMPSON MD	PHYSICIAN	50.00	Highest	$465,086	$43,919	$509,005
KAREN COSTELLO	PRESIDENT HRH	50.00	Officer	$336,872	$151,230	$488,102
JAY LITTLEFIELD MD	PHYSICIAN	50.00	Highest	$457,773	$17,907	$475,680
PHILLIP CLEMENT MD	PHYSICIAN ED	50.00	Highest	$371,660	$34,360	$406,020
JEANNETTE MCINTYRE MD	PHYSICIAN	50.00	Highest	$369,792	$27,328	$397,120
ADAM SCHAFER	VP NETWORK DEVELOPMENT MT REGION	4.00	Key Emp	$0	$122,709	$396,461
SUSAN PETERSEN MD	DIRECTOR	1.00	Director	$0	$15,404	$345,810
TRACY NEARY	VP MISSION INTEGRATION MT REGION	4.00	Key Emp	$0	$111,563	$339,551
STEVEN GRIFFIN MD	PHYSICIAN	50.00	Highest	$291,032	$40,585	$331,617
BENJAMIN UHLICH	VP CHIEF NURSING OFFICER/CHIEF OPEARATING OFFICER	50.00	Key Emp	$208,309	$95,755	$304,064
CHRISTOPHER EDWARDS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KAREN FAGG	DIRECTOR	1.00	Director	$0	$0	$0
DANETTE GLEASON	CHAIR	1.00	Officer Director	$0	$0	$0
SISTER EILEEN HURLEY	DIRECTOR	1.00	Director	$0	$0	$0
SISTER JUDITH JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
MJ JANSSEN	DIRECTOR	1.00	Director	$0	$0	$0
BERNARD MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES NOTBOHM	SECRETARY	1.00	Officer Director	$0	$0	$0
COLLEEN O'LEARY	DIRECTOR	1.00	Director	$0	$0	$0
NGUYEN-VU PHAM	DIRECTOR	1.00	Director	$0	$0	$0
BECKY RENO	DIRECTOR	1.00	Director	$0	$0	$0
MAJEL RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
CINDY SORICH	DIRECTOR	1.00	Director	$0	$0	$0
MISTY STEADMAN	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$91,784,616	$77,039,842	$102,833,838	$14,744,774
2022	$73,240,539	$67,693,600	$88,354,527	$5,546,939
2021	$75,023,431	$60,246,426	$74,616,911	$14,777,005
2020	$64,202,519	$56,292,826	$66,405,455	$7,909,693
2019	$61,596,026	$55,558,526	$51,428,482	$6,037,500
2018	$53,281,369	$50,635,810	$43,346,206	$2,645,559

HOLY ROSARY HEALTHCARE