SOUTHWEST HEALTH SYSTEM INC (EIN 841337350) - 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

1996

Legal Domicile

Principal Officer

ADAM CONLEY

Phone

9705656666

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST HEALTH SYSTEM INC, founded in 1996, is a mid-sized nonprofit in the Health Care sector that reported $79.6M in total revenue in fiscal year 2023.

Mission

TO PROVIDE THE HIGHEST QUALITY HEALTH CARE TO OUR COMMUNITY BY BRINGING EXCELLENCE, VALUE AND SERVICE TOGETHER TO PROMOTE, IMPROVE AND RESTORE HEALTH

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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 $2,487,815

Program Service Revenue $76,352,604

Investment Income $218,666

Other Revenue $544,504

TOTAL REVENUE $79,603,589

Expense Breakdown

Grants Paid $8,439

Salaries & Benefits $44,811,247

Fundraising Expenses $0

Program Expenses $74,057,935

Other Expenses $34,111,029

TOTAL EXPENSES $78,930,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,603,589	$77,308,607	+0.0%
Expenses	$78,930,715	$78,166,858	+0.0%
Net Income	$672,874	$-858,251	-1.8%

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

574

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

$806,753

Total Directors

Key Employees

$186,081

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADEN JONES	CLINIC PHYSICIAN	40.00	Highest	$1,086,281	$55,435	$1,141,716
KEVIN MATTESON MD	CHIEF OF STAFF	40.00	Officer	$516,833	$60,944	$577,777
ERIN SCHMITT	CLINIC PHYSICIAN	40.00	Highest	$444,729	$67,695	$512,424
JOEL BAGLEY	CLINIC PHYSICIAN	40.00	Highest	$441,123	$65,055	$506,178
RANDY DAVIDSON	HOSPITAL PHYSICIAN	40.00	Highest	$429,016	$53,253	$482,269
KENTON ASCHE	HOSPITAL PHYSICIAN	40.00	Highest	$413,231	$58,773	$472,004
CHARLES KRUPA	CIO	40.00	Officer	$194,022	$34,954	$228,976
TRAVIS PARKER	CHIEF HR OFFICER	40.00	Key Emp	$153,520	$32,561	$186,081
SHIRLEY JONES	CHAIR	2.00	Officer Director	$0	$0	$0
SUSAN HODGDON	VICE-CHAIR	3.00	Officer Director	$0	$0	$0
SEAN KILLOY	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
DAN VALVERDE	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSEPH THEINE	CEO (BEG 07/23)	40.00	Officer	$0	$0	$0
JEANIE GENTRY	CEO (END 02/23)	40.00	Officer	$0	$0	$0
SHELLE DIEHM	INTERIM CFO (BEG 05/23)	40.00	Officer	$0	$0	$0
JULIE LEONARD	CFO (END 05/23)	40.00	Officer	$0	$0	$0
LISA GATES	CNO	40.00	Officer	$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	$79,603,589	$78,930,715	$59,801,397	$672,874
2022	$77,308,607	$78,166,858	$62,496,517	$-858,251
2021	$73,002,542	$71,823,222	$66,730,739	$1,179,320
2020	$68,429,924	$67,796,517	$64,837,245	$633,407
2019	$62,537,866	$62,188,416	$58,698,823	$349,450
2018	$60,053,388	$66,712,257	$63,263,111	$-6,658,869

SOUTHWEST HEALTH SYSTEM INC