ST JOSEPH'S FOUNDATION INC (EIN 223118736) - 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

1990

Legal Domicile

Principal Officer

COLLEEN E STEELE

Phone

3153933780

Tax Period

2025-01-01 to 2025-12-31

ST JOSEPH'S FOUNDATION INC, founded in 1990, is a small nonprofit that reported $159K in total revenue in fiscal year 2025. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $152K, a strong 96% operating margin.

Mission

TO SPONSOR AND ASSIST PROGRAMS IN THE FIELD OF AGING.

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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 (2025)

Revenue Breakdown

Contributions & Grants $83,441

Program Service Revenue $0

Investment Income $75,416

Other Revenue $0

TOTAL REVENUE $158,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,762

Other Expenses $6,957

TOTAL EXPENSES $6,957

Year-over-Year Comparison

	2025	2024	Change
Revenue	$158,857	$197,476	-0.2%
Expenses	$6,957	$26,251	-0.7%
Net Income	$151,900	$171,225	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANICE SHOEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIANN CLIFF	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS HANNAN JR	TREASURER	1.00	Officer Director	$0	$0	$0
MARY COSMO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FATHER JOSEPH MORGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALICE LEBEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
COLLEEN STEELE	ADMINISTRATOR/CEO	1.00	Officer	$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
2025	$158,857	$6,957	$3,233,755	$151,900
2024	$197,476	$26,251	$3,078,419	$171,225
2023	$109,881	$23,004	$2,735,431	$86,877
2022	$93,888	$19,229	$2,583,098	$74,659
2021	$109,050	$7,809	$2,783,811	$101,241
2020	$101,942	$26,081	$2,500,905	$75,861
2019	$233,792	$17,747	$2,312,597	$216,045
2018	$124,134	$58,492	$2,074,673	$65,642

ST JOSEPH'S FOUNDATION INC