BENEDICTINE HEALTH FOUNDATION INC (EIN 222243537) - 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

1977

Legal Domicile

Principal Officer

CRYSTAL OAKES

Phone

8454811303

Tax Period

2024-01-01 to 2024-12-31

BENEDICTINE HEALTH FOUNDATION INC, founded in 1977, is a small nonprofit in the Health Care sector that reported $479K in total revenue in fiscal year 2024. The organization ran a surplus of $118K, a strong 25% operating margin.

Mission

TO RAISE AND DISTRIBUTE FINANCIAL RESOURCES TO THOSE STRUGGLING WITH A CANCER DIAGNOSIS AND WHOSE FINANCIAL MEANS LIMIT THEIR ABILITY TO ACCESS OR RECEIVE THE CARE THAT THEY NEED.

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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 $315,349

Program Service Revenue $0

Investment Income $167,574

Other Revenue $-3,665

TOTAL REVENUE $479,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,028

Fundraising Expenses $71,567

Program Expenses $176,140

Other Expenses $321,056

TOTAL EXPENSES $361,084

Year-over-Year Comparison

	2024	2023	Change
Revenue	$479,258	$460,189	+0.0%
Expenses	$361,084	$347,791	+0.0%
Net Income	$118,174	$112,398	+0.1%

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

150

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

$40,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD T HILL JR CFP	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARYROSE WARCHOLAK	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER A ZELL	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTOPHER HARRIS CIC	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CRYSTAL OAKES	TREASURER	1.00	Officer Director	$0	$0	$0
EMILY GLASS DEGASPERIS	SECRETARY	1.00	Officer Director	$0	$0	$0
JOAN QUIGLEY	DIRECTOR	1.00	Director	$0	$0	$0
SISTER MARY FEEHAN OSB	DIRECTOR	1.00	Director	$0	$0	$0
SISTER PHILOMENA FLECK OSB	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT J GRUNER JR	DIRECTOR	1.00	Director	$0	$0	$0
SISTER DOROTHY HUGGARD OSB	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS K PETRO ESQ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL NACCARATO	DIRECTOR	1.00	Director	$0	$0	$0
EPHIE TRATAROS	DIRECTOR	1.00	Director	$0	$0	$0
SEAN DEVINE	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN ARESENAULT	DIRECTOR	1.00	Director	$0	$0	$0
TOMMY STRUZZIERI	DIRECTOR	1.00	Director	$0	$0	$0
RONALD WARD	DIRECTOR	1.00	Director	$0	$0	$0
BERNADETTE REXFORD	EXECUTIVE DIRECTOR	20.00	Officer	$40,028	$0	$40,028

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	$479,258	$361,084	$5,913,338	$118,174
2023	$460,189	$347,791	$5,430,064	$112,398
2022	$524,526	$329,736	$5,082,862	$194,790
2021	$627,537	$299,804	$5,458,266	$327,733
2020	$530,101	$269,081	$4,920,552	$261,020
2019	$625,263	$386,551	$4,568,530	$238,712
2018	$758,363	$507,017	$4,010,774	$251,346

BENEDICTINE HEALTH FOUNDATION INC