The Portiuncula Foundation

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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

2003

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

The Portiuncula Foundation, founded in 2003, is a micro nonprofit that reported $82K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $188K exceeded revenue, resulting in a 131% operating deficit.

Mission

To support efforts to advance the health and well-being of society in communities where The Sisters of St. Francis of the Neumann Communities Minister.

Program Service Accomplishments

Program 1

Expenses: $185,815

Funds are granted by the foundation in furtherance of public health care ministries, to promote health care related education and to advance the health and well-being of society in communities where...

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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 (2023)

Revenue Breakdown

Contributions & Grants $54,069

Program Service Revenue $0

Investment Income $27,511

Other Revenue $0

TOTAL REVENUE $81,580

Expense Breakdown

Grants Paid $133,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $185,815

Other Expenses $55,442

TOTAL EXPENSES $188,442

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,580	$123,451	-0.3%
Expenses	$188,442	$165,201	+0.1%
Net Income	$-106,862	$-41,750	+1.6%

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

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter Valotta	Chair	0.20	Director	$0	$0	$0
Yvonne Dursh	SecretaryTreasurer	0.20	Director	$0	$0	$0
Jason Staley	Vice Chair	0.20	Officer Director	$0	$0	$0

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	No data	No data	No data	No data
2024	$81,580	$188,442	$5,852,270	$-106,862
2023	$123,451	$165,201	$5,229,228	$-41,750
2022	$290,696	$176,971	$4,790,122	$113,725
2021	$339,597	$239,698	$5,749,824	$99,899
2020	$112,441	$200,898	$4,713,806	$-88,457
2019	$314,481	$198,111	$4,542,577	$116,370
2018	$830,656	$191,939	$4,613,604	$638,717