SAINT FRANCIS PHO FOUNDATION INC (EIN 208176133) - 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

2006

Legal Domicile

Principal Officer

LISA TRUMBLE

Phone

8607145606

Tax Period

2023-01-01 to 2023-12-31

SAINT FRANCIS PHO FOUNDATION INC, founded in 2006, is a small nonprofit in the Health Care sector that reported $613K in total revenue in fiscal year 2023. Revenue surged 120% from the prior year, signaling strong growth momentum.

Mission

THE FOUNDATION WAS FORMED TO FOCUS ON IMPROVING THE QUALITY OF CARE DELIVERED TO PATIENTS THROUGH RESEARCH INITIATIVES BASED ON EVIDENCE-BASED PRACTICE GUIDELINES AND THE USE OF INFORMATIONAL TECHNOLOGY TOOLS.

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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 $0

Program Service Revenue $613,143

Investment Income $0

Other Revenue $0

TOTAL REVENUE $613,143

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $613,143

Other Expenses $613,347

TOTAL EXPENSES $613,347

Year-over-Year Comparison

	2023	2022	Change
Revenue	$613,143	$278,890	+1.2%
Expenses	$613,347	$29,440	+19.8%
Net Income	$-204	$249,450	-1.0%

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

$643,198

Total Directors

$643,198

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY POSTERARO MD	CHAIRMAN OF BOARD	1.00	Officer Director	$0	$0	$0
ARI GELLER DO	TRESURER	1.00	Director	$0	$0	$0
ERIK CARLSON MD	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE GARRETT MD	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES UBERTI MD	VICE CHAIR OF BOARD	1.00	Officer Director	$0	$0	$0
LISA TRUMBLE MBA	PRESIDENT/CEO/DIRECTOR	1.00	Officer Director	$0	$25,698	$643,198
JAMES BRAKONIECKI MD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HOWLETT	DIRECTOR	1.00	Director	$0	$0	$0
FRANCINE YORK	DIRECTOR	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	$613,143	$613,347	$657,650	$-204
2022	$278,890	$29,440	$2,820,024	$249,450
2021	$2,050,000	$150,687	$2,070,574	$1,899,313

SAINT FRANCIS PHO FOUNDATION INC