Nonprofit · EIN 85-0919176
COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $822,592,553 | $33,727,482 | $788,865,071 | $16,709,046,868 | $1,555,110,102 | $15,153,936,766 |
| June 30, 2024 | 990 | $584,475,882 | $36,815,469 | $547,660,413 | $15,340,792,042 | $930,086,237 | $14,410,705,805 |
| June 30, 2023 | 990 | $367,744,159 | $18,334,201 | $349,409,958 | $15,221,541,695 | $672,464,831 | $14,549,076,864 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $822,592,553
- Net gain from sales of assets
- $595,529,276
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $33,727,482
Balance sheet and other
- Total assets, start of year
- $15,340,792,042
- Total assets, end of year
- $16,709,046,868
- Total liabilities, end of year
- $1,555,110,102
- Net assets, end of year
- $15,153,936,766
- Publicly traded securities
- $15,157,366,618
- Net assets without donor restrictions
- $15,153,936,766
- Gross unrelated business income
- -$7,101,763
- Gross receipts
- $15,938,461,647
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2020
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL J MORISSETTE CPA | SEVP, CFO COMMONSPIRIT HEALTH Officer | 1 | $0 | $5,048,102 | $125,735 |
| LISA ZUCKERMAN | SVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST Officer | 5 | $0 | $2,834,370 | $263,007 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL J MORISSETTE CPA | SEVP, CFO COMMONSPIRIT HEALTH Officer | 1 | $0 | $7,232,588 | $610,668 |
| LISA ZUCKERMAN | SVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST Officer | 5 | $0 | $1,804,008 | $190,386 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL J MORISSETTE CPA | SEVP, CFO COMMONSPIRIT HEALTH Officer | 1 | $0 | $3,684,455 | $503,207 |
| LISA Z GAMSHAD | SVP, TREASURY, CAPITAL PLANNING & STRATEGIC INVEST Officer | 5 | $0 | $1,571,467 | $157,220 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- In care of
- % COMMONSPIRIT HEALTH SOLE MBR
- Principal officer (990 for 2024)
- LISA ZUCKERMAN, 3033 N 3RD AVE, PHOENIX, AZ 85013
- Signed the 990
- BENJIE LOANZON, SVP CORPORATE CONTROLLER
- Phone
- (415) 438-5500
- Return prepared by
- COMMONSPIRIT HEALTH
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.
Program accomplishments
- IN ORDER TO INCREASE OPERATIONAL EFFICIENCIES, DECREASE COSTS, BENEFIT FROM ECONOMIES OF SCALE AND ACCESS SOPHISTICATED INSTITUTIONAL ASSET MANAGERS, CSH OIP HOLDS AND MANAGES ITS MEMBERS' POOLED OPERATING CAPITAL (AS COMBINED, THE "OPERATING POOL"). THE OPERATING POOL HOLDS SUBSTANTIAL FUNDS CRITICAL TO THE OPERATIONS OF COMMONSPIRIT AND ITS SUBSIDIARIES. BY STEWARDING AND GROWING THE CAPITAL THROUGH THE OPERATING POOL, CSH OIP FURTHERS THE ABILITY OF COMMONSPIRIT AND ITS SUBSIDIARIES TO WORK TO FULFILL THE OBJECTIVES ASSOCIATED WITH CATHOLIC HEALTH CARE FEDERATION AND THE CHURCH.Expenses $33,727,482
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0919176
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X22)
- Assets (IRS master file)
- $16,709,046,868
- Income (IRS master file)
- $15,938,461,647
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $822,592,553 | $33,727,482 | $16,709,046,868 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $584,475,882 | $36,815,469 | $15,340,792,042 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $367,744,159 | $18,334,201 | $15,221,541,695 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $921,229,161 | $47,048,974 | $15,205,466,340 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0919176).
Questions about COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC
- What is the EIN of COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC?
- The employer identification number (EIN) of COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC is 85-0919176.
- Is COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC?
- The 990 for the year ended June 30, 2025 names LISA ZUCKERMAN.
- Who are the officers and directors of COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC?
- The 990 for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does COMMONSPIRIT HEALTH OPERATING INVESTMENT POOL LLC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $822,592,553, expenses of $33,727,482 and total assets of $16,709,046,868 at year end.
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