JOHN MUIR HEALTH (EIN 941461843) - 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

1958

Legal Domicile

Principal Officer

MICHAEL THOMAS

Phone

9259393000

Tax Period

2023-01-01 to 2023-12-31

JOHN MUIR HEALTH, founded in 1958, is a large national nonprofit in the Health Care sector that reported $1.8B in total revenue in fiscal year 2023.

Mission

JOHN MUIR HEALTH IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION. JOHN MUIR HEALTH OFFERS THE COMMUNITY A NETWORK OF PRIMARY CARE AND SPECIALTY PHYSICIANS, TWO MEDICAL CENTERS, INCLUDING THE COUNTY'S ONLY TRAUMA CENTER AND A BEHAVIORAL HEALTH CENTER. THE HEALTH SYSTEM ALSO OFFERS A FULL-RANGE OF MEDICAL SERVICES, INCLUDING PRIMARY CARE, OUTPATIENT, AND IMAGING SERVICES, AND IS WIDELY RECOGNIZED AS A LEADER IN MANY SPECIALTIES - NEUROSCIENCES, ORTHOPEDIC, CANCER, CARDIOVASCULAR, TRAUMA, EMERGENCY, PEDIATRICS AND HIGH-RISK OBSTETRICS 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 (2023)

Revenue Breakdown

Contributions & Grants $15,883,892

Program Service Revenue $1,695,796,092

Investment Income $57,337,271

Other Revenue $7,146,188

TOTAL REVENUE $1,776,163,443

Expense Breakdown

Grants Paid $147,775,868

Salaries & Benefits $941,232,239

Fundraising Expenses $0

Program Expenses $1,483,630,573

Other Expenses $768,900,848

TOTAL EXPENSES $1,857,908,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,776,163,443	$1,753,594,803	+0.0%
Expenses	$1,857,908,955	$1,806,196,589	+0.0%
Net Income	$-81,745,512	$-52,601,786	+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

Governance

Voting Members

Independent Members

Employees

5881

Volunteers

368

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

$3,405,091

Total Directors

$2,835,607

Key Employees

$3,465,485

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY HARRIS	CHAIRMAN	5.00	Officer Director	$0	$0	$0
ROGER BAILEY	VICE CHAIRMAN	5.00	Officer Director	$18,750	$0	$18,750
JOHN SAYRES	SECRETARY & TREASURER	5.00	Officer Director	$18,750	$0	$18,750
KATHLEEN ODNE	DIRECTOR	5.00	Director	$18,750	$0	$18,750
LAURA MARKSTEIN	DIRECTOR	5.00	Director	$18,750	$0	$18,750
JACK THOMPSON	DIRECTOR	5.00	Director	$0	$0	$0
ANNE GRODIN	DIRECTOR	5.00	Director	$18,750	$0	$18,750
PETER WILSON	DIRECTOR	5.00	Director	$18,750	$0	$18,750
FATIMA ANGELES	DIRECTOR	5.00	Director	$18,750	$0	$18,750
VIVIAN WING MD	DIRECTOR	5.00	Director	$18,750	$0	$18,750
CHINNAVUTH DE MONTEIRO MD	DIRECTOR	5.00	Director	$18,750	$0	$18,750
RAVI HUNDAL MD	DIRECTOR	5.00	Director	$18,750	$0	$18,750
CAROLYN LACEY MD	DIRECTOR	5.00	Director	$18,750	$0	$18,750
MARK MUSCO MD	DIRECTOR	5.00	Director	$18,750	$0	$18,750
JOHANNES JOE PETERS MD	DIRECTOR	5.00	Director	$18,750	$0	$18,750
MICHAEL S THOMAS	PRESIDENT/CEO	60.00	Officer Director	$1,725,770	$866,087	$2,591,857
CHRISTIAN PASS	SVP/CFO (THRU 2/10/23)	60.00	Officer	$375,567	$11,980	$387,547
MELINDA ESTEP	SVP/CFO (AS OF 8/14/23)	60.00	Officer	$321,729	$66,458	$388,187
MAX REYNOLDS	SVP/GENERAL COUNSEL	60.00	Key Emp	$735,844	$712,155	$1,447,999
JANE WILLEMSEN	CHIEF OPERATING OFFICER	60.00	Key Emp	$1,481,379	$536,107	$2,017,486
LISA FOUST	SVP HUMAN RESOURCES	60.00	Highest	$1,230,818	$290,652	$1,521,470
GEORGE SAUTER	SVP/CHIEF STRATEGY OFFICER	60.00	Highest	$703,265	$694,567	$1,397,832
MICHELLE LOPES RN	SVP HOSPITAL OPERATIONS	60.00	Highest	$626,631	$681,986	$1,308,617
RUSSELL RODRIGUEZ	SVP/CHIEF MEDICAL OFFICER	60.00	Highest	$883,579	$272,331	$1,155,910
PAUL DEERINGER	SVP/CSO (AS OF 5/7/23)	60.00	Highest	$652,214	$246,714	$898,928
CALVIN KNIGHT	FORMER PRESIDENT/CEO	0.00		$1,272,988	$0	$1,272,988

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	$1,776,163,443	$1,857,908,955	$3,380,744,220	$-81,745,512
2022	$1,753,594,803	$1,806,196,589	$3,323,424,314	$-52,601,786
2021	$1,938,391,883	$1,750,008,012	$3,688,896,996	$188,383,871
2020	$1,751,388,748	$1,677,093,940	$3,391,962,500	$74,294,808
2019	$1,670,748,570	$1,529,389,598	$3,035,811,373	$141,358,972
2018	$1,605,300,390	$1,542,074,828	$2,686,690,040	$63,225,562

JOHN MUIR HEALTH