ZION HEALTH (EIN 832537408) - 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

ASHTON CASPER

Phone

8889209466

Tax Period

2024-01-01 to 2024-12-31

ZION HEALTH, founded in 2018, is a mid-sized nonprofit in the Health Care sector that reported $93.7M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $90.4M left a modest 4% surplus.

Mission

ZION HEALTHSHARE IS A NONPROFIT MEDICAL HEALTHSHARE PROGRAM THAT PROVIDES AN ORGANIZED STRUCTURE FOR MEMBERS TO CONTRIBUTE TOWARD EACH OTHER'S MEDICAL COSTS.

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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 $4,283

Program Service Revenue $92,142,322

Investment Income $751,720

Other Revenue $819,321

TOTAL REVENUE $93,717,646

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,527,685

Fundraising Expenses $0

Program Expenses $87,149,009

Other Expenses $84,887,226

TOTAL EXPENSES $90,414,911

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,717,646	$75,674,970	+0.2%
Expenses	$90,414,911	$71,576,043	+0.3%
Net Income	$3,302,735	$4,098,927	-0.2%

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

113

Volunteers

N/A

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

$401,279

Total Directors

$241,541

Key Employees

$180,855

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF LEE	BOARD MEMBER	3.00	Director	$0	$0	$0
NATHAN UDY	CHAIRMAN OF THE BOARD	3.00	Officer Director	$0	$0	$0
BECKY BAIN	BOARD MEMBER	3.00	Director	$0	$0	$0
STEVE NEU	BOARD MEMBER	1.00	Director	$0	$0	$0
BROCK BUCKWAY	INTERIM PRESIDENT	40.00	Officer Director	$192,150	$18,051	$210,201
DAN DECEUSTER	SALES & MARKETING DIRECTOR	40.00	Director	$21,182	$10,158	$31,340
SETH SAUNDERS	FORMER PRESIDENT	40.00	Officer	$158,391	$32,687	$191,078
EMILY SORENSEN	COMPLIANCE DIRECTOR	40.00	Key Emp	$148,502	$32,353	$180,855
BEN ONTIVEROS	ASSOCIATE DIRECTOR, DEVELOPMENT	40.00	Highest	$101,785	$3,553	$105,338

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	$93,717,646	$90,414,911	$23,090,833	$3,302,735
2024	No data	No data	No data	No data
2023	$75,674,970	$71,576,043	$18,320,259	$4,098,927
2022	$54,055,798	$55,451,758	$13,768,523	$-1,395,960
2022	$54,506,633	$53,234,564	$13,472,035	$1,272,069
2021	$30,278,817	$21,935,401	$13,690,027	$8,343,416
2021	$30,278,817	$21,935,401	$13,690,027	$8,343,416
2020	$9,267,936	$4,446,484	$5,211,453	$4,821,452
2020	$9,267,936	$4,446,484	$5,211,453	$4,821,452
2019	$1,373,844	$1,054,014	$329,201	$319,830

ZION HEALTH