Baptist Health Deaconess Medical Group (EIN 863269008) - 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

2021

Legal Domicile

Principal Officer

Alisa Coleman

Phone

2708255857

Tax Period

2023-09-01 to 2024-08-31

Baptist Health Deaconess Medical Group, founded in 2021, is a mid-sized nonprofit in the Health Care sector that reported $40.7M in total revenue in fiscal year 2023. Expenses of $68.1M exceeded revenue, resulting in a 67% operating deficit.

Mission

Provide medical services that promote the health and wellness of our community.

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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 $0

Program Service Revenue $40,709,750

Investment Income $339

Other Revenue $0

TOTAL REVENUE $40,710,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,108,754

Fundraising Expenses $0

Program Expenses $64,650,281

Other Expenses $17,967,935

TOTAL EXPENSES $68,076,689

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,710,089	$42,077,589	0.0%
Expenses	$68,076,689	$61,829,156	+0.1%
Net Income	$-27,366,600	$-19,751,567	+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

778

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

$305,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shawn McCoy	Chair	1.00	Officer Director	$0	$0	$0
Gerard Colman	Director	1.00	Director	$0	$0	$0
Isaac J Myers II MD	Director	1.00	Director	$0	$0	$0
James Porter MD	Director	1.00	Director	$0	$0	$0
Jared Florence	Director	1.00	Director	$0	$0	$0
Jody Prather MD	Director (Until mid-year)	1.00	Director	$0	$0	$0
Patrick Falvey	Director	1.00	Director	$0	$0	$0
Richard Carrico	Director	1.00	Director	$0	$0	$0
Lynn Lingafelter	Director	1.00	Director	$0	$0	$0
Alisa Coleman	President	2.00	Officer	$0	$0	$0
Kim Ashby	VP of Finance	2.00	Officer	$0	$11,469	$305,811
Cheryl Wathen	Treasurer	1.00	Officer	$0	$0	$0
Doug Welp	Secretary	1.00	Officer	$0	$0	$0
Tejas Modi	Hematology	40.00	Highest	$1,304,737	$38,135	$1,342,872
James Dodds	Orthopedics	40.00	Highest	$1,150,209	$37,797	$1,188,006
Adnan Sultan	Cardiologist	40.00	Highest	$1,026,242	$40,493	$1,066,735
Sumalatha Satoor MD	Gastroenterology	40.00	Highest	$995,600	$20,130	$1,015,730
Thomas Stanfield MD	Cardiothoracic Surgery	40.00	Highest	$985,263	$40,890	$1,026,153

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	$40,710,089	$68,076,689	$6,600,606	$-27,366,600
2023	$42,077,589	$61,829,156	$6,859,699	$-19,751,567
2022	$33,996,318	$59,619,488	$27,602,147	$-25,623,170

Baptist Health Deaconess Medical Group