PROVIDENCE HEALTH & SERVICES - MONTANA (EIN 810231793) - 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

1991

Legal Domicile

Principal Officer

ERIK WEXLER

Phone

4255253985

Tax Period

2023-01-01 to 2023-12-31

PROVIDENCE HEALTH & SERVICES - MONTANA, founded in 1991, is a major nonprofit in the Health Care sector that reported $524.6M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $505.9M left a modest 4% surplus.

Mission

AS EXPRESSIONS OF GOD'S HEALING LOVE, WITNESSED THROUGH THE MINISTRY OF JESUS, WE ARE STEADFAST IN SERVING ALL, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

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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 $5,753,486

Program Service Revenue $494,799,197

Investment Income $1,598,833

Other Revenue $22,460,624

TOTAL REVENUE $524,612,140

Expense Breakdown

Grants Paid $671,543

Salaries & Benefits $197,330,898

Fundraising Expenses $0

Program Expenses $476,587,001

Other Expenses $307,936,493

TOTAL EXPENSES $505,938,934

Year-over-Year Comparison

	2023	2022	Change
Revenue	$524,612,140	$480,317,456	+0.1%
Expenses	$505,938,934	$481,114,578	+0.1%
Net Income	$18,673,206	$-797,122	-24.4%

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

2868

Volunteers

210

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

$13,869,271

Total Directors

$405,151

Key Employees

$7,551,779

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIK WEXLER	PRESIDENT/CEO	0.50	Officer	$0	$461,693	$5,616,067
GREG HOFFMAN	EVP & CFO/TREASURER	0.50	Officer	$0	$334,955	$3,539,549
JO ANN ESCASA-HAIGH	FRMR EVP/ASSISTANT TREASURER	0.00		$0	$10,754	$3,302,551
JOEL GILBERTSON	DIVISION CHIEF EXEC - CENTRAL	16.00	Key Emp	$0	$333,262	$3,167,071
ANNA NEWSOM	EVP & CHIEF LEGAL OFFICER/SECRETARY	1.00	Officer	$0	$412,545	$2,329,749
SCOTT O'BRIEN	DIVISION COO - CENTRAL	14.00	Key Emp	$0	$208,371	$1,781,484
ROBERT HELLRIGEL	FRMR EVP CE HOME & COMM CARE	0.00		$0	$0	$1,695,331
JOSEPH SCHMOKER	PHYSICIAN	50.00	Highest	$1,312,429	$114,742	$1,427,171
CARTER BECK MD	PHYSICIAN	50.00	Highest	$1,233,840	$97,690	$1,331,530
DANIEL SPOON	PHYSICIAN	50.00	Highest	$1,029,416	$102,891	$1,132,307
JIM WATSON ESQ	ASSISTANT SECRETARY	0.50	Officer	$0	$146,931	$1,115,622
TRAVIS ABICHT	PHYSICIAN	50.00	Highest	$1,027,657	$83,011	$1,110,668
MICHAEL ROHRER	PHYSICIAN	50.00	Highest	$1,016,170	$68,385	$1,084,555
MELISSA DAMM	DIVISION CFO - CENTRAL	14.00	Key Emp	$0	$117,526	$998,507
JIM MARTIN	ASSISTANT TREASURER (PART YEAR)	1.00	Officer	$0	$115,635	$944,563
JOYCE DOMBROUSKI	CHIEF EXEC WMT SVC AREA - THRU 4/23	27.00	Key Emp	$0	$45,517	$806,583
HELEN ANDRUS	REGIONAL CFO WA AND MT - THRU 10/23	55.00	Key Emp	$0	$44,604	$798,134
JOHN WHIPPLE	FRMR SECRETARY	0.00		$0	$0	$541,701
KIRK BODLOVIC	FRMR KE - PSJH REG. COO	0.00		$0	$75,856	$476,950
DONALD ANDERSON JR	ASSISTANT SECRETARY FOR ENROLLMENT	0.50	Officer	$0	$30,846	$323,721
MARY LYONS PHD	DIRECTOR	0.50	Director	$0	$0	$100,085
MICHAEL MURPHY	BOARD CHAIR	1.00	Director	$0	$0	$75,066
CHARLES SORENSON MD	DIRECTOR	0.50	Director	$0	$0	$50,000
ISIAAH CRAWFORD PHD	DIRECTOR	0.50	Director	$0	$0	$50,000
RICHARD BLAIR	DIRECTOR	0.50	Director	$0	$0	$50,000
ERIC SPRUNK	DIRECTOR	0.50	Director	$0	$0	$40,000
MARY BETH KINGSTON	DIRECTOR	0.50	Director	$0	$0	$40,000
MARVIN O'QUINN	DIRECTOR (PART YEAR)	0.50	Director	$0	$0	$0
SISTER CAROL PACINI LCM	DIRECTOR	0.50	Director	$0	$0	$0
SISTER DIANE HEJNA CSJ RN	DIRECTOR	0.50	Director	$0	$0	$0
SISTER PHYLLIS HUGHES RSM DRPH	DIRECTOR	0.50	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	$524,612,140	$505,938,934	$381,672,554	$18,673,206
2022	$480,317,456	$481,114,578	$259,167,225	$-797,122
2022	$480,317,456	$481,114,578	$259,167,225	$-797,122
2021	$486,190,577	$445,502,187	$247,287,860	$40,688,390
2020	$429,083,175	$409,767,560	$248,275,471	$19,315,615
2019	$433,436,551	$326,968,678	$268,842,613	$106,467,873
2019	$433,436,551	$399,323,510	$279,249,594	$34,113,041
2018	$414,924,141	$458,549,011	$286,204,015	$-43,624,870
2018	$414,924,141	$383,164,879	$276,978,099	$31,759,262

PROVIDENCE HEALTH & SERVICES - MONTANA