HEALTH CARE PLAN OF THE SUNDT COMPANIES

EIN: 866139042

TUCSON, AZ

Total Revenue
$33,948,094
Total Expenses
$33,756,369
Total Assets
$9,423,669
Net Assets
$5,772,223
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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
1980
Legal Domicile
AZ
Principal Officer
KEENAN DRISCOLL
Phone
5207504673
Tax Period
2023-10-01 to 2024-09-30

HEALTH CARE PLAN OF THE SUNDT COMPANIES, founded in 1980, is a mid-sized nonprofit that reported $33.9M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

PROVIDE HEALTH CARE BENEFITS FOR PLAN PARTICIPANTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $33,948,094
Investment Income $0
Other Revenue $0
TOTAL REVENUE $33,948,094

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $33,756,369
Other Expenses $1,832,936
TOTAL EXPENSES $33,756,369

Year-over-Year Comparison

2023 2022 Change
Revenue $33,948,094 $25,275,803 +0.3%
Expenses $33,756,369 $24,820,495 +0.4%
Net Income $191,725 $455,308 -0.6%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
G MICHAEL HOOVER PRESIDENT/CEO, SUNDT 0.00
Director
$0 $0 $0
KEENAN DRISCOLL SENIOR VP/CFO, SUNDT 0.00
Director
$0 $0 $0
NICOLE N CALAMAIO VP/CHRO, SUNDT 0.00
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 $33,948,094 $33,756,369 $9,423,669 $191,725
2023 $25,275,803 $24,820,495 $9,235,230 $455,308
2022 $18,045,210 $18,073,483 $8,772,979 $-28,273
2021 $19,279,027 $19,362,738 $8,801,187 $-83,711
2020 $19,425,472 $19,385,471 $8,885,001 $40,001
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