ST JOSEPH INSTITUTE (EIN 208035545) - 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

1932

Legal Domicile

Principal Officer

KATIE PATRICK

Phone

4024741600

Tax Period

2024-07-01 to 2025-06-30

ST JOSEPH INSTITUTE, founded in 1932, is a micro nonprofit in the Unknown sector that reported $30K in total revenue in fiscal year 2024. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $235K exceeded revenue, resulting in a 683% operating deficit.

Mission

TO HOLD TITLE TO PROPERTY FOR THE BENEFIT OF CATHOLIC SOCIAL SERVICES.

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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 $0

Other Revenue $29,974

TOTAL REVENUE $29,974

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $234,820

TOTAL EXPENSES $234,820

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,974	$1,333,715	-1.0%
Expenses	$234,820	$204,585	+0.1%
Net Income	$-204,846	$1,129,130	-1.2%

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

$93,197

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BROUILLETTE	PRESIDENT & SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN PERKINGTON	TREASURER & DIRECTOR	1.00	Officer Director	$0	$0	$0
CALEB LARUE	DIRECTOR	1.00	Director	$0	$0	$0
KATIE PATRICK	DIRECTOR	1.00	Director	$0	$8,200	$93,197

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	$29,974	$234,820	$8,025,539	$-204,846
2024	$1,333,715	$204,585	$8,147,384	$1,129,130
2023	$1,755,097	$137,198	$7,018,254	$1,617,899
2022	$783,742	$134,028	$5,400,355	$649,714
2021	$211,910	$123,940	$4,750,641	$87,970
2020	$-539,026	$132,981	$4,662,671	$-672,007
2019	$277,292	$142,287	$5,334,678	$135,005
2018	$31,087	$146,195	$5,199,673	$-115,108

ST JOSEPH INSTITUTE