SCL HEALTH - MONTANA (EIN 810232124) - 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

1972

Legal Domicile

Principal Officer

JENNIFER ALDERFER

Phone

4062377000

Tax Period

2023-01-01 to 2023-12-31

SCL HEALTH - MONTANA, founded in 1972, is a major nonprofit in the Health Care sector that reported $581.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, 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 $10,589,744

Program Service Revenue $546,375,682

Investment Income $22,506,712

Other Revenue $1,683,409

TOTAL REVENUE $581,155,547

Expense Breakdown

Grants Paid $19,863,201

Salaries & Benefits $160,606,852

Fundraising Expenses $0

Program Expenses $496,257,222

Other Expenses $393,481,404

TOTAL EXPENSES $573,951,457

Year-over-Year Comparison

	2023	2022	Change
Revenue	$581,155,547	$535,939,248	+0.1%
Expenses	$573,951,457	$537,326,363	+0.1%
Net Income	$7,204,090	$-1,387,115	-6.2%

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

2377

Volunteers

114

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

$2,300,411

Total Directors

$2,111,838

Key Employees

$2,100,582

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YEVGENIY AREFIEV	FORMER HIGHEST COMPENSATED	0.00		$0	$50,783	$1,201,295
BRYAN JOHNSON	INTERIM PRESIDENT, MT REGION (PARTIAL)	22.00	Officer Director	$0	$282,612	$967,224
JENNIFER ALDERFER	PRESIDENT, MT REGION (PARTIAL)	37.00	Officer Director	$0	$42,121	$798,804
JAMES RICHARDS	FORMER HIGHEST COMPENSATED	0.00		$0	$38,387	$707,264
CHRISTOFFER SPOJA	VP CHIEF MEDICAL OFF. SVB (PARTIAL)	50.00	Key Emp	$425,293	$254,261	$679,554
JAMES RITCHEY	FORMER KEY EMPLOYEE	0.00		$0	$181,079	$615,500
MICHAEL BUSH	FORMER KEY EMPLOYEE	0.00		$0	$189,929	$604,594
RONALD SNYDER	FORMER HIGHEST COMPENSATED	0.00		$0	$46,060	$576,363
DANIEL LEWIS	FORMER HIGHEST COMPENSATED	0.00		$0	$44,890	$556,254
TRENT MIHALICK	FORMER HIGHEST COMPENSATED	0.00		$0	$45,898	$548,587
SHELDON NELSON	FORMER HIGHEST COMPENSATED	0.00		$0	$45,373	$540,109
PAMELA PALAGI	VP FINANCE REGION MT	37.00	Officer	$386,020	$148,363	$534,383
FRANK LAMM	FORMER HIGHEST COMPENSATED	0.00		$0	$48,917	$511,769
EDEN JONES	FORMER HIGHEST COMPENSATED	0.00		$0	$27,916	$498,959
EDWIN RODRIGUEZ	FORMER HIGHEST COMPENSATED	0.00		$0	$45,189	$478,168
RICHARD LAMMERS	FORMER HIGHEST COMPENSATED	0.00		$0	$46,850	$472,228
MELISSA FILTER	VP CHIEF NURSING OFFICER SVB	50.00	Key Emp	$280,996	$147,837	$428,833
MARJORIE TEVLIN	FORMER HIGHEST COMPENSATED	0.00		$0	$45,399	$402,782
ADAM SCHAFER	VP NETWORK DEVELOPMENT REGION MT	37.00	Key Emp	$0	$122,709	$396,461
SUSAN PETERSEN MD	DIRECTOR	1.00	Director	$0	$15,404	$345,810
TRACY NEARY	VP MISSION INTEGRATION REGION MT	37.00	Key Emp	$227,988	$111,563	$339,551
KRIKOR JANSEZIAN	FORMER KEY EMPLOYEE	0.00		$0	$16,568	$329,834
DUSTIN STRANDELL	DIRECTOR SENIOR SVC LINES	50.00	Highest	$212,974	$80,091	$293,065
HEATHER BRENDEN	SENIOR DIRECTOR HR BUSINESS PARTNER SVB	50.00	Highest	$225,102	$62,955	$288,057
JACQUELINE HINES	DIRECTOR SENIOR SURG AND PROCEDURAL SERVICES	50.00	Highest	$211,600	$70,885	$282,485
JOELLEN MAURER	DIRECTOR PHARMACY	50.00	Highest	$224,278	$48,616	$272,894
HEATHER STAMEY	DIRECTOR SENIOR EMERGENCY AND CRITICAL CARE SVB	50.00	Key Emp	$181,226	$74,957	$256,183
JENNY PAULSON	RN SHIFT COORDINATOR	50.00	Highest	$209,533	$10,054	$219,587
BECKY RENO	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
CHRISTOPHER EDWARDS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CINDY SORICH	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN O'LEARY	DIRECTOR	1.00	Director	$0	$0	$0
DANETTE GLEASON	CHAIR	1.00	Officer Director	$0	$0	$0
KAREN FAGG	DIRECTOR	1.00	Director	$0	$0	$0
MAJEL RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
MISTY STEADMAN	DIRECTOR	1.00	Director	$0	$0	$0
MJ JANSSEN	DIRECTOR	1.00	Director	$0	$0	$0
NGUYEN-VU PHAM	DIRECTOR	1.00	Director	$0	$0	$0
SISTER EILEEN HURLEY	DIRECTOR	1.00	Director	$0	$0	$0
SISTER JUDITH JACKSON	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	$581,155,547	$573,951,457	$1,007,922,426	$7,204,090
2022	$535,939,248	$537,326,363	$1,015,591,872	$-1,387,115
2021	$521,618,398	$462,823,235	$989,559,217	$58,795,163
2020	$502,298,473	$449,756,296	$939,194,566	$52,542,177
2019	$514,346,368	$423,171,252	$833,718,085	$91,175,116
2018	$478,319,111	$391,734,163	$737,506,879	$86,584,948

SCL HEALTH - MONTANA