ST JOSEPH MEDICAL GROUP (EIN 208544021) - 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

2007

Legal Domicile

Principal Officer

JOSEPH FRANK

Phone

6103782300

Tax Period

2022-07-01 to 2023-06-30

ST JOSEPH MEDICAL GROUP, founded in 2007, is a mid-sized nonprofit in the Health Care sector that reported $74.6M in total revenue in fiscal year 2022.

Mission

PHYSICIAN HEALTHCARE SERVICES IN AN ACUTE CARE AND PHYSICIAN WOUND CARE CLINIC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $41,337,162

Program Service Revenue $32,873,437

Investment Income $74

Other Revenue $400,282

TOTAL REVENUE $74,610,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,204,267

Fundraising Expenses $0

Program Expenses $74,051,121

Other Expenses $16,317,987

TOTAL EXPENSES $76,522,254

Year-over-Year Comparison

	2022	2021	Change
Revenue	$74,610,955	$70,750,093	+0.1%
Expenses	$76,522,254	$68,941,774	+0.1%
Net Income	$-1,911,299	$1,808,319	-2.1%

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

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

$1,470,916

Total Directors

$1,701,322

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER DILLON MD	DIRECTOR / PSH EVP	1.00	Director	$0	$55,758	$1,074,328
MARC ROVITO	CHAIR / DIR/ VP MED AFF. SJRHN	1.00	Officer Director	$0	$52,933	$626,994
HEIDI B MASANO	VICE CHAIR / DIRECTOR	1.00	Officer Director	$0	$0	$0
KIMBERLY WOLF	EXEC. DIR. / SJRHN SR. MED DIR.	1.00	Officer	$0	$40,281	$347,777
JIM BENNETT	VP & COO SJRHN	1.00	Officer	$0	$37,442	$311,614
CHRIS SCHENKEL	SEC / TREAS / PSH DIR OF FINANCE	1.00	Officer	$0	$41,263	$184,531
ANDRE ROBINSON MD	PHYSICIAN	40.00	Highest	$566,310	$61,553	$627,863
ZHI-GANG ZHU MD	PHYSICIAN	40.00	Highest	$471,351	$40,820	$512,171
JORGE ARBOLEDA DO	PHYSICIAN	40.00	Highest	$432,146	$61,613	$493,759
ANUP MALIK MD	PHYSICIAN	40.00	Highest	$403,292	$61,574	$464,866
RICHARD GARCIA-MUNOZ MD	PHYSICIAN	40.00	Highest	$401,945	$62,539	$464,484
JEFFREY HELD MD	FMR VP, MEDICAL AFFAIRS (THRU 07/21)	0.00		$0	$0	$219,699

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	No data	No data	No data	No data
2023	$74,610,955	$76,522,254	$18,895,940	$-1,911,299
2022	$70,750,093	$68,941,774	$7,542,079	$1,808,319
2021	$64,685,081	$63,927,774	$5,215,799	$757,307
2020	$66,576,399	$62,350,360	$4,844,499	$4,226,039
2019	$55,790,168	$57,429,703	$3,005,957	$-1,639,535
2018	$48,055,657	$49,333,633	$2,941,218	$-1,277,976

ST JOSEPH MEDICAL GROUP