Overview
Large nonprofit Catholic health system operating across multiple U.S. states.1
Investment assets support liquidity, operations, capital investment, and healthcare mission.1
Investment program
- Estimated AUM
- $16.8B as of Jun 30, 20253
- Capital pool
- Healthcare system investment pool2
- Investment model
- Not listed yet4
- Investment approach
- Not listed yet4
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: venture capital, real estate, infrastructure, fixed income.5
- Performance
- Not listed yet
- Governance
- Adoption of AI tools: CommonSpirit has adopted more than 200 AI tools across many areas of the ministry, monitored through a robust AI governance framework.5
- Investment team
- Not listed yet4
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 4, 2026 · Verified
Officer compensation
Reported on IRS Form 990, tax year 2025. Figures are as filed and include reportable compensation from the organization and related organizations plus other compensation. 2 additional officers reported no compensation.
| Name | Title | Total |
|---|---|---|
| WRIGHT LASSITER III MHA | CHIEF EXECUTIVE OFFICER AND CORPORATE PRESIDENT | $14,175,319 |
| TAMMARA WILCOX | SYSTEM SVP, PAYER STRATEGY & RELATIONSHIPS (THROUG | $9,242,123 |
| TERIKA RICHARDSON MPH FACHE | SEVP, CHIEF OPERATING OFFICER | $8,345,090 |
| JULIE SPRENGEL | PRESIDENT, CALIFONIA REGION | $7,074,593 |
| JOHN E PETERSDORF | SYSTEM SVP, OPERATIONAL FINANCE | $5,864,923 |
| KETUL PATEL | PRESIDENT, NORTHWEST REGION | $5,754,859 |
| THOMAS MCGINN MD MPH | SEVP, CHIEF PHYSICIAN EXECUTIVE OFFICER | $5,539,630 |
| DANIEL J MORISSETTE CPA MBA | SEVP, CHIEF FINANCIAL OFFICER/TREASURER | $5,173,837 |
| DANIEL BARCHI MEM | SEVP, CHIEF INFORMATION OFFICER | $4,919,846 |
| MITCH MELFI ESQ JD | SEVP, CHIEF LEGAL OFFICER/SECRETARY | $4,666,901 |
| ROBERT WIEBE MD | EVP, CHIEF MEDICAL OFFICER (THROUGH 1/10/25) | $4,174,774 |
| PETER BANKO | PRESIDENT, MOUNTAIN REGION (THROUGH 2/17/24) | $3,955,729 |
| T DOUGLAS LAWSON PHD | PRESIDENT, SOUTH REGION (THROUGH 2/21/25) | $3,876,407 |
| SHERI SHAPIRO MBA | SEVP, CHIEF STRATEGY OFFICER | $3,812,862 |
| MICHELLE JOHNSON-TIDJANI JD MBA | SEVP, CHIEF ADMINISTRATIVE OFFICER | $3,792,171 |
| LILICIA BAILEY PHD MBA | SEVP, CHIEF PEOPLE OFFICER | $3,101,906 |
| LISA ZUCKERMAN | SYSTEM SVP, TREASURY AND STRATEGIC INVESTMENTS | $3,097,377 |
| KATHLEEN SANFORD DBA RN FAAN | SEVP, CHIEF NURSING OFFICER | $3,039,133 |
| TIM BRICKER | PRESIDENT, CENTRAL REGION | $2,889,751 |
| BENJIE M LOANZON | SYSTEM SVP, FINANCE AND CORPORATE CONTROLLER | $2,814,388 |
| THOMAS KOPFENSTEINER STD | SEVP, CHIEF MISSION OFFICER | $2,811,144 |
| SHELLY SCHLENKER | EVP, CHIEF ADVOCACY OFFICER | $2,609,835 |
| ROSALYN CARPENTER | SYSTEM SVP, DIVERSITY AND INCLUSION (THROUGH 2/1/2 | $2,549,089 |
| LAWRENCE SCHUMACHER | EXECUTIVE CONSULTANT | $2,514,435 |
| DANIELLE WEBER | SYSTEM SVP, REVENUE CYCLE | $2,497,530 |
| ANDREW GAASCH | PRESIDENT, MOUNTAIN REGION (EFFECTIVE 5/27/24) | $2,430,606 |
| MATTHEW BROWN | INTERIM PRESIDENT, SOUTH REGION (EFFECTIVE 2/21/25 | $2,001,720 |
| KEVIN MURPHY | SYSTEM SVP MISSION INNOVATION ETHICS THEOLOGY | $1,970,373 |
| JOHN FLYNN | SYSTEM SVP, PHYSICIAN ENTERPRISE OPERATIONS - SOUT | $1,866,163 |
| ANTHONY HOUSTON | MARKET PRESIDENT ARIZONA | $1,767,367 |
| PATRICK STEELE | BOARD OF STEWARDSHIP TRUSTEES VICE CHAIR | $151,000 |
| CHRISTOPHER LOWNEY | BOARD OF STEWARDSHIP TRUSTEES CHAIR | $150,500 |
| PETER G HANELT CPA | TRUSTEE | $136,875 |
| ANTOINETTE HARDY-WALLER MJ BSN RN | TRUSTEE | $130,625 |
| GARY YATES MD | TRUSTEE | $121,250 |
| LINDA MEDLER | TRUSTEE | $121,250 |
| PHOEBE YANG | TRUSTEE | $121,250 |
| ANGELA ARCHON | TRUSTEE | $115,000 |
| CAROLINA REYES MD | TRUSTEE | $115,000 |
| GARY KAPLAN MD FACP FACMPE FACPE | TRUSTEE | $115,000 |
Sources
Last verified Jul 4, 2026 from public career and organization materials.
Fact notes
- Annual report (commonspirit.org)Parent organization overview, Pool purpose · checked Jul 4, 2026
- Manual research (commonspirit.org)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
- Annual report (commonspirit.org)Estimated AUM · checked Jul 4, 2026
- Website (commonspirit.org)Investment model, Investment approach, Investment team, Investment office page · checked Jul 4, 2026
- Job posting (commonspirit.org)Asset allocation, Governance · checked Jul 4, 2026
Reports and filings
- Annual reportAnnual report · checked Jul 4, 2026
- Large nonprofit Catholic health system operating across multiple U.S. states.Annual report · checked Jul 4, 2026
Profile and job sources
- Job posting (commonspirit.org)Job posting · checked Jul 4, 2026
- Manual research (commonspirit.org)Manual research · checked Jul 4, 2026
- Website (commonspirit.org)Website · checked Jul 4, 2026
- Website (commonspirit.org)Website · checked Jul 4, 2026
- Primary job/profile sourceJob posting · checked Jul 4, 2026