ASCENSION ST JOHN FOUNDATION (EIN 202961579) - 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

2005

Legal Domicile

Phone

3147338000

Tax Period

2023-07-01 to 2024-06-30

ASCENSION ST JOHN FOUNDATION, founded in 2005, is a mid-sized nonprofit in the Health Care sector that reported $10.1M in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $20.6M exceeded revenue, resulting in a 104% operating deficit.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR ST. JOHN, SO THAT THEY MAY IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE IN THE COMMUNITIES THEY SERVE.

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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 $7,434,336

Program Service Revenue $0

Investment Income $2,662,272

Other Revenue $-19,577

TOTAL REVENUE $10,077,031

Expense Breakdown

Grants Paid $18,652,288

Salaries & Benefits $0

Fundraising Expenses $1,641,303

Program Expenses $18,815,834

Other Expenses $1,906,498

TOTAL EXPENSES $20,558,786

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,077,031	$13,221,773	-0.2%
Expenses	$20,558,786	$10,442,073	+1.0%
Net Income	$-10,481,755	$2,779,700	-4.8%

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

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

$1,456,785

Total Directors

$572,186

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG DEMARS	VICE CHAIR	1.0	Officer Director	$0	$0	$0
LISA VALLEE-SMITH	CHAIR	1.0	Officer Director	$0	$0	$0
MICHAEL LOVASCO	TREASURER	1.0	Officer Director	$0	$0	$0
ALEXIA MINANOV MD	DIRECTOR (START 11/2023)	1.0	Director	$0	$0	$0
AMY O'SHEA	DIRECTOR (START 3/2024)	1.0	Director	$0	$0	$0
ANDREW CRACCHIOLO	DIRECTOR (START 6/2024)	1.0	Director	$0	$0	$0
ANTHONY KALLABAT	DIRECTOR	1.0	Director	$0	$0	$0
CHERYL A WESEN MD	DIRECTOR	1.0	Director	$0	$0	$0
DANIEL MEGLER MD	DIRECTOR	1.0	Director	$0	$0	$0
DEBBIE BELLOVICH	DIRECTOR	1.0	Director	$0	$0	$0
DEBRA VAN ELSLANDER	DIRECTOR	1.0	Director	$0	$0	$0
JENNIFER KLUGE	DIRECTOR	1.0	Director	$0	$0	$0
JIM RIEHL III	DIRECTOR	1.0	Director	$0	$0	$0
JOHN DEWALD	DIRECTOR (START 9/2023)	1.0	Director	$0	$0	$0
JOHN GRAVES	DIRECTOR	1.0	Director	$0	$0	$0
MARCUS EBER DEGRAW MD	DIRECTOR	0.0	Director	$0	$55,742	$572,186
PETER DILELLA	DIRECTOR	1.0	Director	$0	$0	$0
RALPH G LIVINGSTON III	DIRECTOR	1.0	Director	$0	$0	$0
SARAH CLARKSON	DIRECTOR	1.0	Director	$0	$0	$0
VIC BATTANI	DIRECTOR	1.0	Director	$0	$0	$0
LISA MARIE KLAUKA	SECRETARY (END 4/2024)	0.0	Officer	$0	$3,476	$60,597
MALIKA L HOWARD	SECRETARY (START 4/2024)	0.0	Officer	$0	$21,916	$72,761
MICHAEL MCCULLOUGH	CFO, MINISTRY MARKET	0.0	Officer	$0	$41,393	$956,345
PATRICK RICHARD KELLY SR	ASCENSION MICHIGAN FOUNDATION, MARKET LEADER	0.0	Officer	$0	$38,667	$367,082
DOUGLAS TODD MYERS	FORMER OFFICER (END 3/2023)	0.0		$0	$12,783	$648,758
DOUGLAS W WINNER	FORMER OFFICER (END 6/2022)	0.0		$0	$18,418	$520,096

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	$10,077,031	$20,558,786	$71,684,871	$-10,481,755
2023	$13,221,773	$10,442,073	$78,051,881	$2,779,700
2022	$19,443,950	$9,047,938	$76,530,530	$10,396,012
2021	$15,321,918	$9,185,439	$103,759,239	$6,136,479
2020	$10,727,251	$6,130,665	$80,365,160	$4,596,586
2019	$10,414,670	$7,946,331	$75,181,971	$2,468,339
2018	$7,821,066	$8,399,618	$64,204,347	$-578,552

ASCENSION ST JOHN FOUNDATION