You are required to develop a financial analysis of a healthcare organization (Tenet Healthcare). The intent of this assignment is to evaluate the financial and operational health of the organization. You may pursue, analyze, and synthesize any information source you choose (e.g., website content, current resident personal interviews, organizational documentation, etc.).
Your content should be clear, logical, and report on (at a minimum) the business’ location(s) and competitive market(s). Use of a PESTLE and SWOT analysis is encouraged. From a financial perspective, your final presentations should contain analysis and discussion on 2- 3 ratios from each of the primary financial ratio categories discussed in Week 4 (e.g., liquidity, profitability, operating efficiency, and capital structure). A five year trend analysis – including the most recent year of available information/data – is expected for each ratio selected
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Interpret the ratios, the financial and market trends and provide your perspectives on the strengths and weaknesses of the organization.
Do not just report the data. Tell us what it means.
Ultimately, we want to know if the organization is financially sound and has strong long-term growth prospects.
Why or why not? Grading will focus on content development, depth of analysis and professionalism of delivery. Your final deliverable is a presentation of no more than 10 minutes in length, developed in a professional format suitable for presentation to the Board of Directors or a C-Suite executive team.
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Deliverables:
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financial analysis of a healthcare organization paper
– submit the papers in a White Paper format. Page count should be no less than 6 – 12 pages. An APA Title Page and Reference Page(s) is required. -
Video presentation (visual aids could be PPP, Prezi, poster, etc.) submit presentation to the video submission folder.
Video presentation means the presenter should be on camera and visible.
Here are the main parts to look into for now: (a) Introduction and Background (b) Methodology
Tenet Healthcare
This project will focus on analyzing Tenet Healthcare, a multinational healthcare service organization. It was founded in 1975 and is based in Dallas, Texas. Through its partnerships, joint ventures, brands, affiliates, and subsidiaries, the organization owns and facilitates diagnostic imaging centers, ambulatory surgery centers, care hospitals, and related healthcare facilities. (Forbes, 2022). Tenet Healthcare is one of the largest “for-profit” Healthcare systems in the United States operating with about 65 hospitals across the nation (Beckers Hospital Review, 2022). Their latest Financial report was for their 3rd Quarter in 2021 and showed some pretty positive figures in terms of their financial health, such as an increase of net income and earnings compared to last year’s 3rd quarter reports (Tenet Health, 2021). They have just announced that they are going to release their 2021 4th quarter report through their company’s website (
https://investor.tenethealth.com/press-releases
).
The goal of this paper would be to determine if Tenet Healthcare Corporation is stable, solvent, liquid or profitable enough to guarantee investments which will entail the use of Tenet Healthcare’s financial data to evaluate its performance and make recommendations regarding how it could improve going forward (Corporate Finance Institute, 2022).
References
Beckers Hospital Review (2022). 100 of the largest hospitals and health systems in America: 2021. Beckers Hospital Review. Retrieved from
https://www.beckershospitalreview.com/100-of-the-largest-hospitals-and-health-systems-in-america-2021.html
Corporate Finance Institute. (2022). Types of Financial Analysis. Corporate Finance Institute. Retrieved 29 January 2022, from
https://corporatefinanceinstitute.com/resources/kn…
Forbes, (2022). Tenet Healthcare (THC). Retrieved from
https://www.forbes.com/companies/tenet-healthcare/…
Tenet Healthcare (2021, October 20). Tenet Reports Third Quarter 2021 Results; Raises 2021 Financial Guidance. Tenet Healthcare. Retrieved from
https://investor.tenethealth.com/press-releases/pr…
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White Paper on [Add Title/Topic Here]
Your Name
Institution Name
HCAD 640: Financial Management for Healthcare Organizations
Instructor’s Name
Date:
*****DELETE THIS BOX BEFORE SUBMITTING ASSIGNMENT****
HCAD 640 Spring 2022 White Paper Guidelines
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Use this template for all “White Paper” assignments this term.
Font must follow the syllabus (Arial or Times New Roman).
APA formatted Title and Reference pages are required. Add your name to the title
page. Add the title of your White Paper on the top line of this page.
Body of the White Paper may be single spaced, but recommend following this
example as shown in the ‘Paragraph Menu’ of this document template. Document
spacing is set at Multiple at 1.15 in the Paragraph Menu.
References and in-text citations are required (APA 7 format)
All graphs, tables, and other visual data must be labeled and follow APA 7
formatting standards.
Page Numbers Upper Right document header (as shown).
A Running Head is NOT USED in the Course – do not include.
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TABLE OF CONTENTS
Introduction ………………………………………………………………………………………………………………… 2
Product/Service/Methodology ……………………………………………………………………………………….. 3
Key Findings……………………………………………………………………………………………………………. 4
Key Findings #1 ……………………………………………………………………………………………………….. 4
Key Findings #2 ……………………………………………………………………………………………………….. 4
Key Findings #3 ……………………………………………………………………………………………………….. 4
Visual Data ………………………………………………………………………………………………………………… 5
Conclusion …………………………………………………………………………………………………………………. 5
Key Takeaways…………………………………………………………………………………………………………… 5
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INTRODUCTION
In a few words, identify and address a problem and a proposed solution. You can focus on
common dilemmas, new trends, changing techniques, industry comparisons, new entries to
market, etc. How do you propose on solving this issue and what are your recommendations? The
solution is based on a thorough examination of the problem and potential solutions.
Make sure you that you have your audience in mind when you write your white paper. Who is
your audience and what are you trying to convey? Are they industry experts or is this an
investment pitch to a business audience? This should help you set the tone and the correct
verbiage for your paper.
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PRODUCT/SERVICE/METHODOLGY
Describe the methods and demographics you used to obtain your data. Why did you choose the
research tactics you implemented? How will this strategy inform on the topic you’re covering?
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KEY FINDINGS
Key Finding #1
Research and argument 1
[To replace a photo with your own, just delete it and then, on the Insert tab, click Picture. Label
all graphics, tables, and figures as described in APA 7]
Key Finding #2
Research and argument 2
[To replace a photo with your own, just delete it and then, on the Insert tab, click Picture. Label
all graphics, tables, and figures as described in APA 7]
Key Finding #3
Research and argument
[To replace a photo with your own, just delete it and then, on the Insert tab, click Picture. Label
all graphics, tables, and figures as described in APA 7]
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Visual Data
[Insert any data tables/charts/graphs/infographics etc. Label all graphics, tables, and figures as
described in APA 7]
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CONCLUSION
Time to wrap it up. What is your conclusion? How would you synthesize all the information into
something even the busiest CEO wants to read? What are the key takeaways? How does your
product/service/methodology uniquely address the issues raised by your study?
Key Takeaways
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Key Takeaway 1
Key Takeaway 2
Key Takeaway 3
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References
Ozmeral, A., Reiter, K., Holmes, G. & Pink, G. (2012). A comparative study of financial data
sources for critical access hospitals: Audited financial statements, the Medicare cost
report, and the Internal Revenue Service form 990. The Journal of Rural Health 28(4),
416-424.
Reiter, K. & Song, P. (2021). Gapenski’s healthcare finance: An introduction to accounting and
financial management, (3rd ed.). Health Administration Press.
Financial Analysis of Tenet Healthcare
NAME:
Instituition
HCAD 640: Financial Management for Healthcare Organizations
Instructor
Date
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Overview
• Introduction & Background
• Methodology
• Key Findings
– PESTLE and SWOT
– Financial Ratios and Five-Year Trends
– Assessment of Financial Health
• Major Takeaways
2
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