SVMC Holdings Inc (EIN 832550272) - 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

Christopher Given

Phone

4752106193

Tax Period

2023-10-01 to 2024-09-30

SVMC Holdings Inc, founded in 2018, is a major nonprofit in the Health Care sector that reported $637.9M in total revenue in fiscal year 2023.

Mission

To improve the health and well-being of all people in the communities we serve.

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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 $5,820,415

Program Service Revenue $637,837,061

Investment Income $134,917

Other Revenue $-5,855,829

TOTAL REVENUE $637,936,564

Expense Breakdown

Grants Paid $650,835

Salaries & Benefits $231,046,232

Fundraising Expenses $1,374,278

Program Expenses $654,685,713

Other Expenses $452,035,003

TOTAL EXPENSES $683,732,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$637,936,564	$616,264,745	+0.0%
Expenses	$683,732,070	$637,943,962	+0.1%
Net Income	$-45,795,506	$-21,679,217	+1.1%

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

2996

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

$2,132,925

Total Directors

$1,665,318

Key Employees

$2,947,944

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Jennings	President/Director	60.00	Officer Director	$0	$191,193	$1,665,318
Michael Daglio	Former President	0.00		$0	$188,591	$1,488,416
Daniel Gottschall MD	VP	60.00	Key Emp	$0	$71,208	$684,928
Christopher Given	VP	60.00	Officer	$0	$30,357	$467,607
John Rossi	VP	60.00	Key Emp	$0	$64,425	$446,771
Teresa Fuller	VP	60.00	Key Emp	$0	$58,144	$434,359
Peter Mumma	VP	60.00	Key Emp	$333,345	$47,347	$380,692
Deborah Lee	VP	60.00	Key Emp	$0	$65,576	$373,645
Karen Kaiser	VP	60.00	Key Emp	$265,950	$52,072	$318,022
William Hoey	VP (Thru July 2024)	60.00	Key Emp	$265,801	$43,726	$309,527
Melissa Lanza	Registered Nurse	60.00	Highest	$252,579	$55,572	$308,151
Irene Brown-Reid	Registered Nurse	60.00	Highest	$269,800	$34,068	$303,868
Maureen Gethings	Dir Perioperative Svcs	60.00	Highest	$269,364	$30,801	$300,165
Nicole Loiz	Dir Clinical Operations	60.00	Highest	$237,547	$30,245	$267,792
Manuel Lavoura	Pharmacist	60.00	Highest	$213,835	$50,269	$264,104
Rina Bakalar	Director	2.00	Director	$0	$0	$0
Carol Birks	Director	2.00	Director	$0	$0	$0
Robin Cautin	Director	2.00	Director	$0	$0	$0
Peter Cimino MD	Director	2.00	Director	$0	$0	$0
George Estrada	Director	2.00	Director	$0	$0	$0
Douglass Grabe	Director	2.00	Director	$0	$0	$0
Rahul Gupta MD	Director	2.00	Director	$0	$0	$0
Debra Liebowitz	Director	2.00	Director	$0	$0	$0
Jane Manning	Director	2.00	Director	$0	$0	$0
Dara Richards MD	Director	2.00	Director	$0	$0	$0
Strick Woods MD	Director	2.00	Director	$0	$0	$0
Deacon Patrick Toole	Chair	3.00	Officer Director	$0	$0	$0
Lucy Teixeira	Vice Chair	3.00	Officer 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	$637,936,564	$683,732,070	$372,892,410	$-45,795,506
2023	$616,264,745	$637,943,962	$313,245,742	$-21,679,217
2022	$538,205,339	$573,402,290	$277,401,595	$-35,196,951
2021	$500,998,042	$521,318,268	$272,531,090	$-20,320,226
2021	$500,998,042	$521,318,268	$272,531,090	$-20,320,226
2020	$429,886,007	$437,484,072	$272,750,174	$-7,598,065
2019	No data	No data	No data	No data

SVMC Holdings Inc