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COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC

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Public IRS 990 nonprofit record

COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC

EIN 85-0919176 · Roman Catholic (X22)

What they do

COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL, LLC ("CSH OIP") HOLDS and INVESTS THE OPERATING CAPITAL for COMMONSPIRIT HEALTH ("COMMONSPIRIT"), A COLORADO NONPROFIT CORPORATION, and MANY of ITS RELATED ENTITIES, WHICH COLLECTIVELY CARRY OUT THE RELIGIOUS and HEALTHCARE PURPOSES of CATHOLIC HEALTH CARE FEDERATION and OPERATE CONSISTENT WITH ITS PURPOSES, ARE DESCRIBED IN SECTION 501(C)(3) of THE CODE and ARE PUBLIC CHARITIES UNDER 509(A) of THE CODE, and ARE EITHER DIRECTLY or INDIRECTLY CONTROLLED SUBSIDIARIES, AFFILIATES of SUCH SUBSIDIARIES (SUCH AS A JOINT OPERATING COMPANY), or CONGREGATIONS of RELIGIOUS WHO WERE THE FOUNDING RELIGIOUS SPONSORS of VARIOUS HOSPITALS WITHIN THE CORPORATE FAMILY.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders2 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

4.10%of revenue went to mission work100.0% of expenses · Program services
$4.10spent for every $100 of revenueRevenue covered expenses this year.
$495.41in assets for every $1 spent this yearSome assets cannot be spent right away.
0.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $263,007 for LISA ZUCKERMAN (SVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$822,592,553
Mission workProgram services$33,727,4824.10% of revenue100.0% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$788,865,07195.90% of revenueShown in gray on the chart
Total expenses$33,727,4824.10% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 4.10% of revenue
2023Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 6.30% of revenue
2022Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 4.99% of revenue
2021Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 5.11% of revenue
2020Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 3.13% of revenue

Money in and money out

Revenue$822,592,553
Expenses$33,727,482
Annual surplus $788,865,071 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$33,727,482 · 100.0% of expenses
See all reported dollar amounts
Revenue$822,592,553
Expenses$33,727,482
Assets$16,709,046,868
Income$15,938,461,647
Contributions$5,000
Mission work (program services)$33,727,482
Stocks and bonds$15,157,366,618
Investing fees$32,588,368
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
LISA ZUCKERMANSVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST · 5 hrs/week $263,007Base · Other $263,007
DANIEL J MORISSETTE CPASEVP, CFO COMMONSPIRIT HEALTH · 1 hrs/week $125,735Base · Other $125,735

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (2)

LISA ZUCKERMANSVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST

DANIEL J MORISSETTE CPASEVP, CFO COMMONSPIRIT HEALTH

About this charity

Recognized since
January 2020
Location
3033 N 3RD AVE, PHOENIX, AZ 85013-4447
County
City and County of San Francisco
In care of
% COMMONSPIRIT HEALTH SOLE MBR
Primary officer
BENJIE LOANZON, SVP CORPORATE CONTROLLER

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
COMMONSPIRIT HEALTH
NTEE classification
Roman Catholic (X22)
IRS tax category
Roman Catholic

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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