Sharp Memorial Hospital (EIN 953782169) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Phone

8584995150

Tax Period

2023-10-01 to 2024-09-30

Sharp Memorial Hospital, founded in 1981, is a large national nonprofit in the Health Care sector that reported $1.6B in total revenue in fiscal year 2023. Expenses of $1.4B left a modest 9% surplus.

Mission

Sharp Memorial Hospital provides comprehensive medical services to the San Diego Community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $22,442,006

Program Service Revenue $1,524,794,386

Investment Income $41,086,363

Other Revenue $2,386,703

TOTAL REVENUE $1,590,709,458

Expense Breakdown

Grants Paid $725,706

Salaries & Benefits $698,005,539

Fundraising Expenses $0

Program Expenses $1,324,286,357

Other Expenses $749,682,006

TOTAL EXPENSES $1,448,413,251

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,590,709,458	$1,539,570,652	+0.0%
Expenses	$1,448,413,251	$1,318,965,927	+0.1%
Net Income	$142,296,207	$220,604,725	-0.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

6659

Volunteers

334

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

$6,268,882

Total Directors

$4,857,617

Key Employees

$1,166,408

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher D Howard	PRESIDENT & CEO SHC	1.0	Officer Director	$0	$17,675	$2,467,123
Emily Cole MD	SECRETARY	2.0	Officer Director	$22,650	$0	$22,650
Lori Moore	CHAIR	2.0	Officer Director	$0	$0	$0
Marilyn Brown	TREASURER	3.0	Officer Director	$0	$0	$0
Patricia Khaleghi	SVP MARKET CEO	50.0	Officer Director	$0	$35,877	$1,145,921
Stefanie Benvenuto	VICE CHAIR	2.0	Officer Director	$0	$0	$0
Aasif Parekh	DIRECTOR THRU 01/2024	2.0	Director	$0	$12,876	$107,444
Casey Castillo	DIRECTOR	1.0	Director	$0	$0	$0
Charles Athill MD	DIRECTOR	5.0	Director	$48,261	$0	$50,634
Christopher Walker	DIRECTOR AS OF 05/2024, COO	2.0	Director	$0	$47,709	$450,577
Craig Saffer MD	DIRECTOR THRU 12/2023, CHIEF OF STAFF	3.0	Director	$116,700	$0	$116,700
Derek Quackenbush	DIRECTOR	2.0	Director	$0	$0	$0
Frederick Johnson MD	DIRECTOR	1.0	Director	$0	$0	$0
Howard Smart MD	DIRECTOR THRU 12/2023	1.0	Director	$14,475	$0	$14,475
James Smith III	DIRECTOR	2.0	Director	$0	$0	$0
Jershonda Hartsfield MD	DIRECTOR AS OF 01/2024	2.0	Director	$7,800	$0	$7,800
Joe Bellezzo MD	DIRECTOR THRU 07/01/2024	2.0	Director	$39,000	$0	$39,000
Linda Caballero-Sotelo	DIRECTOR THRU 12/31/23	2.0	Director	$0	$0	$0
Pamela Wells	VP PATIENT CARE SVCS THRU 05/06/2024	50.0	Director	$0	$30,769	$435,293
Paola Avila	DIRECTOR	1.0	Director	$0	$0	$0
Richard Coutts MD	DIRECTOR	1.0	Director	$0	$0	$0
Tom Gildred	DIRECTOR	1.0	Director	$0	$0	$0
Anthony Guerra	CHIEF FINANCE-MARKET GROWTH OFFICER-SMH	50.0	Officer	$0	$52,688	$490,256
Doug Watson	SVP & CFO SHC THRU 2/2/2024	2.0	Officer	$0	$0	$804,905
Rick L Grossman	SVP GENERAL COUNSEL	3.0	Officer	$0	$11,062	$1,338,027
Susan Green	EVP & CFO SHC AS OF 1/15/2024	2.0	Officer	$0	$0	$0
Gregory Blank	CHIEF ADMINISTRATIVE OFFICER	40.0	Key Emp	$0	$22,945	$358,317
Julie Abraham	DIR PHARMACY	40.0	Key Emp	$0	$42,574	$366,659
Maria Colombo	CNO SPECIALTY HOSP	40.0	Key Emp	$0	$47,006	$441,432
Christiana Paul	VP PATIENT CARE CONTINUUM	40.0	Highest	$0	$34,234	$345,699
Danny Dubon	PERFUSIONIST	40.0	Highest	$0	$8,293	$307,036
Fadi Nicolas	CMO SHARP BEHAVIORAL HEALTH	40.0	Highest	$0	$39,541	$636,129
Leny Flores-Lim	LD CLINICAL NURSE	40.0	Highest	$0	$46,829	$362,502
Thomas Lawrie	CHIEF MEDICAL OFFICER	40.0	Highest	$0	$38,768	$525,093
Brett G McClain	FORMER OFFICER	5.0		$0	$17,675	$1,672,971
Staci L Dickerson	FORMER OFFICER	0.0		$0	$24,847	$983,119

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	$1,590,709,458	$1,448,413,251	$4,680,922,482	$142,296,207
2023	$1,539,570,652	$1,318,965,927	$3,959,324,151	$220,604,725
2022	$1,438,940,478	$1,259,904,561	$3,688,824,619	$179,035,917
2021	$1,514,036,093	$1,232,494,937	$3,875,566,851	$281,541,156
2020	$1,371,656,268	$1,157,911,232	$3,482,350,019	$213,745,036
2019	$1,310,160,010	$1,102,262,379	$3,122,712,639	$207,897,631
2018	$1,344,781,960	$1,113,906,882	$2,882,644,852	$230,875,078

Sharp Memorial Hospital