MOUNT ST JOSEPH (EIN 010274998) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

DANIEL DRAKE

Phone

7343436600

Tax Period

2024-07-01 to 2025-06-30

MOUNT ST JOSEPH, founded in 1965, is a micro nonprofit in the Health Care sector that reported $3K in total revenue in fiscal year 2024. Revenue fell 131% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE NURSING AND RESIDENTIAL CARE TO THE ELDERLY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-3,499

Other Revenue $0

TOTAL REVENUE $-3,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $149,550

Other Expenses $149,690

TOTAL EXPENSES $149,690

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-3,499	$11,429	-1.3%
Expenses	$149,690	$145,904	+0.0%
Net Income	$-153,189	$-134,475	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$6,021,254

Total Directors

$14,747,818

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY ANDERSON PHD	DIRECTOR AT 1/25; TRINITY EVP, CSO	1.00	Director	$0	$285,343	$1,612,310
CORINNE FRANCIS	DIR 1/25;TRIN EVP,CHIEF MISSION OFCR	1.00	Director	$0	$212,082	$1,177,761
DANIEL ISACKSEN JR	DIR AS OF 1/25; TRINITY EVP, CFO	1.00	Director	$0	$448,380	$2,827,147
JOSHUA MOORE	DIR 1/25;TRIN SVP,DEPUTY GEN COUNSEL	1.00	Director	$0	$170,186	$886,910
DANIEL ROTH MD	DIR 1/25; TRINITY CHIEF CLIN OFFICER	1.00	Director	$0	$55,387	$2,494,986
MARK WALKER	DIRECTOR & CHAIR THROUGH 12/24	1.00	Officer Director	$0	$0	$0
ANN KANE CSJ	DIRECTOR & SECRETARY THROUGH 12/24	1.00	Officer Director	$0	$0	$0
JACLYN HARRIS	DIR/PRES/CEO TRIN SNR COMM THR 7/24	1.00	Officer Director	$0	$16,313	$513,661
GAGANDEEP SINGH MD	DIR THR 12/24; ST FRANCIS PHYSICIAN	1.00	Director	$0	$58,464	$735,607
CHRISTOPHER CLARKE	DIRECTOR THROUGH 12/24	1.00	Director	$0	$0	$0
PATRICIA MCKEON RSM	DIRECTOR THROUGH 12/24	1.00	Director	$0	$0	$0
BENJAMIN CARTER	DIR & CHAIR AS OF 1/25; TRINITY COO	1.00	Officer Director	$0	$52,582	$3,488,982
DANIEL DRAKE	DIR/PRES/CEO CONT CARE 8/24;CEO PACE	1.00	Officer Director	$0	$49,465	$1,010,454
MARCUS BOWENS	TREASURER; CFO CONTINUING CARE	1.00	Officer	$0	$111,392	$726,523
CHRISTINE SEPPALA	SEC AS OF 1/25; TRINITY ASSOC COUNSL	1.00	Officer	$0	$45,923	$281,634
JANICE HAMILTON-CRAWFORD	FORMER OFFICER	0.00		$0	$0	$141,092

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$-3,499	$149,690	$6,667,644	$-153,189
2024	$11,429	$145,904	$6,917,213	$-134,475
2023	$-368	$159,406	$7,124,752	$-159,774
2022	$295,286	$544,360	$7,806,462	$-249,074
2021	$13,297,899	$14,050,838	$12,890,337	$-752,939
2020	$14,016,170	$15,164,043	$10,436,452	$-1,147,873
2019	$13,581,755	$14,666,286	$10,928,726	$-1,084,531
2018	$12,631,343	$14,015,824	$10,718,534	$-1,384,481

MOUNT ST JOSEPH