ERLANGER HEALTH (EIN 883616696) - 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

2022

Legal Domicile

Principal Officer

STEPHANIE GARY

Phone

4237787000

Tax Period

2024-07-01 to 2025-06-30

ERLANGER HEALTH, founded in 2022, is a large national nonprofit in the Health Care sector that reported $1.6B in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.5B left a modest 5% surplus.

Mission

TO BE A CENTER OF EXCELLENCE IN PROVIDING HIGH-QUALITY HEALTH CARE.

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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 $12,810,820

Program Service Revenue $1,587,595,940

Investment Income $19,020,011

Other Revenue $4,229,166

TOTAL REVENUE $1,623,655,937

Expense Breakdown

Grants Paid $31,745

Salaries & Benefits $750,365,278

Fundraising Expenses $1,596,108

Program Expenses $1,188,784,914

Other Expenses $796,419,503

TOTAL EXPENSES $1,546,816,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,623,655,937	$1,312,869,369	+0.2%
Expenses	$1,546,816,526	$1,248,160,976	+0.2%
Net Income	$76,839,411	$64,708,393	+0.2%

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

8319

Volunteers

701

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

$6,279,411

Total Directors

$864,941

Key Employees

$4,891,925

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHEILA BOYINGTON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
VICKY GREGG	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEFFREY WOODARD	BOARD SECRETARY, CHIEF LEGAL OFFICER	40.00	Officer Director	$820,244	$44,697	$864,941
JOHN GERM	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES HAYNES MD	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE INGRAM	BOARD MEMBER	1.00	Director	$0	$0	$0
BARRY LARGE	BOARD MEMBER	1.00	Director	$0	$0	$0
WARREN MCEWEN	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA MOSS MINES	BOARD MEMBER UNTIL 7/24	1.00	Director	$0	$0	$0
MITCH MUTTER MD	BOARD MEMBER UNTIL 7/24	1.00	Director	$0	$0	$0
CHRIS POOLE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
LORIE RUNGE	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY SIZEMORE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
LEMON WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
LARVIZO WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM COLEMAN	PRESIDENT & CEO	40.00	Officer	$1,635,521	$36,507	$1,672,028
LYNN DEJACO	EVP, CFO & TREASURER	40.00	Officer	$1,144,437	$32,872	$1,177,309
WENDY FOURNET	EVP, CHIEF ADMINISTRATIVE OFFICER	40.00	Officer	$601,857	$9,810	$611,667
TYLER WINKS	EVP, CHIEF OPERATING OFFICER	40.00	Officer	$823,569	$43,878	$867,447
RACHEL HARRIS	EVP, CHIEF NURSING OFFICER	40.00	Officer	$647,009	$25,444	$672,453
MARTHA ARVIN VP CHIEF	COMPLIANCE & PRIVACY OFFICER	40.00	Officer	$379,162	$34,404	$413,566
STEVEN BURKETT VP OF	STRATEGY & BUSINESS DEVELOPMENT	40.00	Key Emp	$412,135	$18,886	$431,021
JENSEN HYDE	CHIEF MEDICAL OFFICER - VP	40.00	Key Emp	$543,564	$17,549	$561,113
JEANNA ADLER	VP CORPORATE FINANCE	40.00	Key Emp	$349,262	$34,606	$383,868
PETER DEVERSA	CORP MEDICAL DIR REVENUE INTEGRITY	40.00	Key Emp	$341,410	$28,770	$370,180
MISTY BRACKETT	SVP REVENUE CYCLE	40.00	Key Emp	$280,274	$45,635	$325,909
TRACI JENNINGS	VP OPERATIONS	40.00	Key Emp	$337,486	$35,463	$372,949
ADAM ROYER	VP OPERATIONS	40.00	Key Emp	$361,270	$17,338	$378,608
ADAM CAMPBELL	SVP CHF QLTY & PT SAFETY OFFICER	40.00	Key Emp	$400,145	$34,264	$434,409
ADAM FALL	CORP MEDICAL DIR PHYS ADVISOR	40.00	Key Emp	$437,515	$29,363	$466,878
MARK STAFNE	EVP & CHIEF GROWTH OFFICER	40.00	Key Emp	$380,587	$40,358	$420,945
CINNAMON MATHEWS	SVP & CDIO	40.00	Key Emp	$353,006	$33,493	$386,499
STANFORD STEPHENS	VP FACS, CONST & SUPPT SVCS	40.00	Key Emp	$330,655	$28,891	$359,546
JESSE DOTY	PHYSICIAN	40.00	Highest	$1,870,069	$18,346	$1,888,415
DANIEL KUETER	PHYSICIAN	40.00	Highest	$2,540,725	$33,339	$2,574,064
MATTHEW HIGGINS	PHYSICIAN	40.00	Highest	$1,817,664	$42,607	$1,860,271
JOSEPH MILLER	PHYSICIAN	40.00	Highest	$2,066,682	$45,258	$2,111,940
PETER BOEHM	PHYSICIAN	40.00	Highest	$1,805,419	$42,972	$1,848,391
GREGG GENTRY	FORMER EVP, CAO	40.00		$609,041	$377,265	$986,306
ROBERT MALONEY	FORMER EVP, COO	40.00		$986,487	$107,243	$1,093,730
DAVID GARRETT FORMER SVP	& CHIEF INFORMATION OFFICER	40.00		$427,632	$12,214	$439,846

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	$1,623,655,937	$1,546,816,526	$1,307,876,311	$76,839,411
2024	No data	No data	No data	No data

ERLANGER HEALTH