ST JOSEPH HEALTH SYSTEM (EIN 953589356) - 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

1981

Legal Domicile

Principal Officer

ERIK WEXLER

Phone

9493814000

Tax Period

2023-01-01 to 2023-12-31

ST JOSEPH HEALTH SYSTEM, founded in 1981, is a major nonprofit in the Health Care sector that reported $191.3M in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

AS EXPRESSIONS OF GOD'S HEALING LOVE, WITNESSED THROUGH THE MINISTRY OF JESUS, WE ARE STEADFAST IN SERVING ALL, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

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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 $380,813

Program Service Revenue $172,662,011

Investment Income $17,732,469

Other Revenue $507,544

TOTAL REVENUE $191,282,837

Expense Breakdown

Grants Paid $9,877,357

Salaries & Benefits $78,008,573

Fundraising Expenses $0

Program Expenses $138,917,633

Other Expenses $107,806,369

TOTAL EXPENSES $195,692,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$191,282,837	$260,896,312	-0.3%
Expenses	$195,692,299	$198,738,334	0.0%
Net Income	$-4,409,462	$62,157,978	-1.1%

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

994

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

$13,869,271

Total Directors

$405,151

Key Employees

$943,695

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIK WEXLER	PRESIDENT/CEO	0.50	Officer	$0	$461,693	$5,616,067
GREG HOFFMAN	EVP & CFO/TREASURER	0.50	Officer	$0	$334,955	$3,539,549
JO ANN ESCASA-HAIGH	FRMR EVP/TREASURER/CFO	0.00		$0	$10,754	$3,302,551
ANNA NEWSOM	EVP & CHIEF LEGAL OFFICER/SECRETARY	1.00	Officer	$0	$412,545	$2,329,749
KEVIN MANEMANN	FRMR KE - PSJH EVP CE SO CA	0.00		$0	$13,287	$2,039,677
JEREMY ZOCH	FRMR KE - SJO CE	0.00		$0	$36,993	$1,910,283
BRIAN LEE HELLELAND	FRMR KE - DIV COO - SOUTH	0.00		$0	$245,496	$1,881,980
RICHARD PARKS	FRMR OFF - EXEC. ADVISOR	0.00		$0	$37,055	$1,822,649
WALTER CATHEY	FRMR KE - NM/TX REG CE	0.00		$0	$203,418	$1,645,841
SETH TEIGEN	FRMR KE - MISSION CE	0.00		$0	$205,108	$1,389,695
JIM WATSON ESQ	ASSISTANT SECRETARY	0.50	Officer	$0	$146,931	$1,115,622
JIM MARTIN	ASSISTANT TREASURER (PART YEAR)	1.00	Officer	$0	$115,635	$944,563
TERRI WARREN	CHIEF COMMUNITY SRVCS - HCC	26.50	Key Emp	$0	$238,537	$943,695
JOHN WHIPPLE	FRMR SECRETARY	0.00		$0	$0	$541,701
MICHAEL ROBINSON	CHIEF HOME HEALTH	50.00	Highest	$413,097	$53,201	$466,298
MICHELE GLOVER	EXEC DIR, HOME HEALTH	50.00	Highest	$290,317	$49,281	$339,598
DONALD ANDERSON JR	ASSISTANT SECRETARY FOR ENROLLMENT	0.50	Officer	$0	$30,846	$323,721
KEVIN KLOCKENGA	FRMR KE - REG CHIEF EXECUTIVE-NO CA	0.00		$0	$0	$281,492
ALLAN KOMAREK	EXEC. DIRECTOR CLINICAL EXCELLENCE	50.00	Highest	$253,610	$24,415	$278,025
JILL LAMB	CLINICAL PHARMACIST	50.00	Highest	$244,644	$31,835	$276,479
STEFFI ELLEIN DE LEON	OCCUPATIONAL THERAPIST	50.00	Highest	$229,749	$37,538	$267,287
MARY LYONS PHD	TRUSTEE	0.50	Director	$0	$0	$100,085
MICHAEL MURPHY	BOARD CHAIR	1.00	Director	$0	$0	$75,066
CHARLES SORENSON MD	TRUSTEE	0.50	Director	$0	$0	$50,000
ISIAAH CRAWFORD PHD	TRUSTEE	0.50	Director	$0	$0	$50,000
RICHARD BLAIR	TRUSTEE	0.50	Director	$0	$0	$50,000
ERIC SPRUNK	TRUSTEE	0.50	Director	$0	$0	$40,000
MARY BETH KINGSTON	TRUSTEE	0.50	Director	$0	$0	$40,000
MARVIN O'QUINN	TRUSTEE (PART YEAR)	0.50	Director	$0	$0	$0
SISTER CAROL PACINI LCM	TRUSTEE	0.50	Director	$0	$0	$0
SISTER DIANE HEJNA CSJ RN	TRUSTEE	0.50	Director	$0	$0	$0
SISTER PHYLLIS HUGHES RSM DRPH	TRUSTEE	0.50	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	No data	No data	No data	No data
2023	$191,282,837	$195,692,299	$1,906,852,713	$-4,409,462
2022	$260,896,312	$198,738,334	$1,265,692,573	$62,157,978
2021	$486,034,349	$504,624,195	$413,746,652	$-18,589,846
2020	$481,765,148	$486,428,109	$465,201,527	$-4,662,961
2019	$547,491,234	$559,839,702	$2,690,773,867	$-12,348,468
2018	$518,576,562	$559,587,948	$2,607,554,873	$-41,011,386

ST JOSEPH HEALTH SYSTEM