LUTHERAN HOSPITAL ASSOC OF THE SAN LUIS VALLEY (EIN 840255530) - 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

1928

Legal Domicile

Phone

7195892511

Tax Period

2024-07-01 to 2025-06-30

LUTHERAN HOSPITAL ASSOC OF THE SAN LUIS VALLEY, founded in 1928, is a major nonprofit in the Health Care sector that reported $135.6M in total revenue in fiscal year 2024.

Mission

TO BE A PREMIER, FULLY INTEGRATED RURAL HEALTH CARE SYSTEM PROVIDING EXCEPTIONAL PATIENT-CENTERED SERVICES TO THE SAN LUIS VALLEY.

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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 $3,456,959

Program Service Revenue $130,892,570

Investment Income $533,871

Other Revenue $694,511

TOTAL REVENUE $135,577,911

Expense Breakdown

Grants Paid $98,808

Salaries & Benefits $71,383,498

Fundraising Expenses $510,771

Program Expenses $100,275,119

Other Expenses $60,840,351

TOTAL EXPENSES $132,322,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,577,911	$130,445,539	+0.0%
Expenses	$132,322,657	$128,050,033	+0.0%
Net Income	$3,255,254	$2,395,506	+0.4%

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

897

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

$2,777,350

Total Directors

$1,006,415

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM EHRLICH	VICE PRESIDENT	2.0	Officer Director	$800	$0	$800
KARLA HARDESTY	PRESIDENT	2.0	Officer Director	$2,750	$0	$2,750
KENDALL KNAUS	SEC/TREAS	2.0	Officer Director	$1,100	$0	$1,100
CARLA CHRIST	TRUSTEE, PHYSICIAN	40.0	Director	$582,455	$73,714	$656,169
DONALD SHAWCROFT	TRUSTEE	2.0	Director	$1,100	$0	$1,100
JAN GAY	TRUSTEE	2.0	Director	$1,100	$0	$1,100
JEFF MOTZ	TRUSTEE BEG 05/25	2.0	Director	$0	$0	$0
KASEY RUSSELL	TRUSTEE	2.0	Director	$1,100	$0	$1,100
KATHY LORENZ	TRUSTEE	2.0	Director	$900	$0	$900
MARCIE SCHULZ	TRUSTEE BEG 05/25	2.0	Director	$0	$0	$0
MELISSA VOUTSALATH	TRUSTEE, PHYSICIAN BEG 08/24	40.0	Director	$275,487	$64,009	$339,496
ROSALIE MARTINEZ	TRUSTEE END 02/25	2.0	Director	$900	$0	$900
SUSAN GEIGER	TRUSTEE	2.0	Director	$1,000	$0	$1,000
ANTONIO GURULE	CLINIC ADMINISTRATOR	40.0	Officer	$238,612	$79,397	$318,009
CARMELO HERNANDEZ	CMO	40.0	Officer	$451,067	$101,300	$552,367
CHRISTINE HETTINGER-HUNT	COO	40.0	Officer	$263,743	$90,706	$354,449
KONNIE MARTIN	CEO	40.0	Officer	$575,125	$96,540	$671,665
ROBERTA BEAN	COO	40.0	Officer	$243,513	$39,619	$283,132
SHANE MORTENSEN	CFO	40.0	Officer	$288,443	$52,054	$340,497
ZACHARY WEIDERSPON	CCH ADMINISTRATOR	40.0	Officer	$183,322	$69,259	$252,581
CARISSA TRIPI	PHYSICIAN	40.0	Highest	$677,894	$58,250	$736,144
JAMES GRIGSBY	PHYSICIAN	40.0	Highest	$423,224	$88,744	$511,968
JASON DEFEE	PHYSICIAN	40.0	Highest	$633,506	$69,705	$703,211
JULIAN MAENDEL	PHYSICIAN	40.0	Highest	$563,273	$96,576	$659,849
JUSTIN BUCHHOLZ	PHYSICIAN	40.0	Highest	$534,813	$69,471	$604,284

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
2025	$135,577,911	$132,322,657	$122,118,441	$3,255,254
2024	No data	No data	No data	No data
2023	$124,667,103	$123,277,692	$115,778,291	$1,389,411
2022	$122,624,881	$118,705,372	$120,012,858	$3,919,509
2021	$116,651,217	$108,294,141	$124,351,894	$8,357,076
2020	$103,307,815	$102,330,297	$124,950,273	$977,518
2019	$109,150,212	$102,866,720	$104,788,043	$6,283,492
2018	$104,201,501	$98,341,156	$95,190,560	$5,860,345

LUTHERAN HOSPITAL ASSOC OF THE SAN LUIS VALLEY