STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC

2024 · Form 990 · revenue $822.6M · expenses $33.7M · assets $16.71B

Also known as
POOL LLC
EIN
85-0919176
Address
3033 N 3RD AVE, PHOENIX, AZ 85013-4447
NTEE code
X22
Subsection
501(c)(3)
Ruling year
2020
Cross-check
ProPublica Nonprofit Explorer

Mission

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Daniel Morissette SEVP, CFO COMMONSPIRIT HEALTH2020-2024 $5,173,837$25,898,503 13
Lisa Zuckerman SVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST2020-2024 $3,097,377$8,502,492 4
Lisa Z Gamshad (former) SVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST2022 $1,728,687$1,728,687 4

People by year

2024 · 2 people listed · 2 paid, $8.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J MORISSETTE CPA SEVP, CFO COMMONSPIRIT HEALTH1 $0$5,048,102$125,735 $5,173,83713
LISA ZUCKERMAN SVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST5 $0$2,834,370$263,007 $3,097,3774
2023 · 2 people listed · 2 paid, $9.8M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J MORISSETTE CPA SEVP, CFO COMMONSPIRIT HEALTH1 $0$7,232,588$610,668 $7,843,25613
LISA ZUCKERMAN SVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST5 $0$1,804,008$190,386 $1,994,3944
2022 · 2 people listed · 2 paid, $5.9M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J MORISSETTE CPA SEVP, CFO COMMONSPIRIT HEALTH1 $0$3,684,455$503,207 $4,187,66213
LISA Z GAMSHAD SVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST5 $0$1,571,467$157,220 $1,728,6874
2021 · 2 people listed · 2 paid, $6.8M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J MORISSETTE CPA SEVP, CFO COMMONSPIRIT HEALTH1 $0$4,395,351$563,544 $4,958,89513
LISA GAMSHAD ZUCKERMAN SVP TREASURY & STRATEGIC INVESTMENT5 $0$1,669,964$149,397 $1,819,3614
2020 · 2 people listed · 2 paid, $5.3M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J MORISSETTE CPA SEVP, CFO COMMONSPIRIT HEALTH1 $0$3,318,389$416,464 $3,734,85313
LISA GAMSHAD ZUCKERMAN SVP TREASURY & STRATEGIC INVESTMENT10 $0$1,456,745$134,615 $1,591,3604

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Grants received from DAF sponsors and foundations

2 grants to this organization reported by other filers, $112,737 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

YearGrantorGrantor typeAmountPurposeMatched byFiling
2023PATHWAYS COMMUNITY HUB INSTITUTE INCPublic charity $56,905TO ASSIST IN FUNDING THE IMPLEMENTATION OF PATHWAYS COMMUNITY HUBS.ein view
2022PATHWAYS COMMUNITY HUB INSTITUTE INCPublic charity $55,832TO ASSIST IN FUNDING THE IMPLEMENTATION OF PATHWAYS COMMUNITY HUBS.ein view

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$822,592,553$33,727,482 $16,709,046,868$15,153,936,766 $0$0 $000
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$584,475,882$36,815,469 $15,340,792,042$14,410,705,805 $0$0 $000
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$367,744,159$18,334,201 $15,221,541,695$14,549,076,864 $0$0 $000
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$921,229,161$47,048,974 $15,205,466,340$14,511,101,789 $0$0 $000
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$875,334,016$27,436,148 $15,970,629,139$15,479,707,356 $0$0 $000

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $33,727,482 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $32,588,368$32,588,368-- 96.6%
Other (as described)UBI TAXES PAID $1,139,114$1,139,114-- 3.4%
Total$33,727,482100%

View the filing

2023 · Form 990 · $36,815,469 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $35,425,345$35,425,345-- 96.2%
Other (as described)UBI TAXES PAID $1,390,124$1,390,124-- 3.8%
Total$36,815,469100%

View the filing

2022 · Form 990 · $18,334,201 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $17,382,405$17,382,405-- 94.8%
Other (as described)UBI TAXES PAID $951,796$951,796-- 5.2%
Total$18,334,201100%

View the filing

2021 · Form 990 · $47,048,974 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $46,154,382$46,154,382-- 98.1%
Other (as described)UBI TAXES PAID $894,592$894,592-- 1.9%
Total$47,048,974100%

View the filing

2020 · Form 990 · $27,436,148 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $27,436,148$27,436,148-- 100.0%
Total$27,436,148100%

View the filing