METHODIST FREMONT HEALTH (EIN 831362276) - 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

2018

Legal Domicile

Principal Officer

BRETT RICHMOND

Phone

4023544840

Tax Period

2023-01-01 to 2023-12-31

METHODIST FREMONT HEALTH, founded in 2018, is a major nonprofit in the Health Care sector that reported $156.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $25.0M, a strong 16% operating margin.

Mission

TO PROVIDE AND MAINTAIN HOSPITAL AND AMBULATORY FACILITIES FOR THE CARE OF PATIENTS

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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 $360,685

Program Service Revenue $151,812,457

Investment Income $2,920,246

Other Revenue $1,345,054

TOTAL REVENUE $156,438,442

Expense Breakdown

Grants Paid $4,426,123

Salaries & Benefits $74,862,281

Fundraising Expenses $0

Program Expenses $115,552,086

Other Expenses $52,132,623

TOTAL EXPENSES $131,421,027

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,438,442	$143,441,136	+0.1%
Expenses	$131,421,027	$124,749,250	+0.1%
Net Income	$25,017,415	$18,691,886	+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

980

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

$2,454,286

Total Directors

$984,267

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE DIX DO	DIRECTOR	40.00	Director	$374,009	$55,586	$429,595
MONTY SELLON MD	CHAIRMAN	1.00	Officer Director	$509,652	$45,020	$554,672
KENNETH BEEBE	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEVEN NAVARRETTE	TREASURER	1.00	Officer Director	$0	$0	$0
JODY HORNER	SECRETARY	1.00	Officer Director	$0	$0	$0
ADAM LAMPRECHT DDS	DIRECTOR	1.00	Director	$0	$0	$0
BRET GRIESS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BIXBY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS WARING MD	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY FRANCIS	CFO	1.00	Officer	$0	$148,176	$807,910
BRETT RICHMOND	PRESIDENT	40.00	Officer	$0	$104,208	$534,670
MELINDA KENTFIELD	CHIEF NURSING OFFICER	40.00	Officer	$0	$48,970	$261,132
SHAUN CUSTARD	VICE PRESIDENT	40.00	Officer	$0	$59,468	$295,902
ANDRE FLAMME MD	PHYSICIAN	40.00	Highest	$463,611	$60,317	$523,928
JAMES SORRELL MD	PHYSICIAN	40.00	Highest	$466,659	$49,988	$516,647
JAMES THIEHEN MD	PHYSICIAN	40.00	Highest	$379,379	$23,448	$402,827
ELLIOTT MILLER MD	PHYSICIAN	40.00	Highest	$429,457	$57,666	$487,123
LISA MURRAY MD	PHYSICIAN	40.00	Highest	$489,210	$26,914	$516,124

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	$156,438,442	$131,421,027	$146,117,852	$25,017,415
2022	$143,441,136	$124,749,250	$131,024,993	$18,691,886
2021	$145,158,192	$114,472,494	$135,384,314	$30,685,698
2020	$124,306,426	$112,088,575	$109,967,706	$12,217,851
2019	$124,148,965	$105,839,332	$88,468,951	$18,309,633
2018	$29,238,668	$28,190,442	$73,531,437	$1,048,226

METHODIST FREMONT HEALTH