ST JOSEPH'S HEALTH FUND (EIN 133833645) - 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

1989

Legal Domicile

Principal Officer

MICHAEL SPICER

Phone

9143787000

Tax Period

2023-01-01 to 2023-12-31

ST JOSEPH'S HEALTH FUND, founded in 1989, is a community nonprofit in the Unknown sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $2.0M left a modest 5% surplus.

Mission

SUPPORT SJMC, INC. AND ST. JOSEPH'S MEDICAL CENTER TO PROMOTE QUALITY HEALTH CARE FOR THE COMMUNITY.

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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 $1,844,482

Program Service Revenue $0

Investment Income $237,893

Other Revenue $0

TOTAL REVENUE $2,082,375

Expense Breakdown

Grants Paid $1,042,391

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,550,425

Other Expenses $940,648

TOTAL EXPENSES $1,983,039

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,082,375	$1,699,755	+0.2%
Expenses	$1,983,039	$1,121,738	+0.8%
Net Income	$99,336	$578,017	-0.8%

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

$1,524,627

Total Directors

$1,524,627

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL J SPICER	TREASURER	1.00	Officer Director	$0	$226,075	$1,524,627
RICHARD O'NEILL	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
WILLIAM W DOTY	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN CORBETT	SECRETARY	1.00	Officer Director	$0	$0	$0
RONALD J SYLVESTRI	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
SR DONNA DODGE	TRUSTEE	1.00	Director	$0	$0	$0
JAMES LANDY	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$2,082,375	$1,983,039	$7,656,828	$99,336
2022	$1,699,755	$1,121,738	$7,272,550	$578,017
2021	$2,171,069	$996,718	$7,384,909	$1,174,351
2020	$1,349,670	$389,037	$6,312,341	$960,633
2019	$2,076,871	$1,376,486	$4,747,434	$700,385
2018	$566,849	$761,685	$3,926,340	$-194,836

ST JOSEPH'S HEALTH FUND