Saint Joseph Villa (EIN 231700999) - 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

1968

Legal Domicile

Principal Officer

CATHERINE WISE

Phone

2158364179

Tax Period

2024-07-01 to 2025-06-30

Saint Joseph Villa, founded in 1968, is a mid-sized nonprofit that reported $37.6M in total revenue in fiscal year 2024.

Mission

SKILLED NURSING SERVICES PRIMARILY TO SISTERS OF ST. JOSEPH OF CHESTNUT HILL AND OTHERS.

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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 $2,764,604

Program Service Revenue $34,737,924

Investment Income $177

Other Revenue $129,986

TOTAL REVENUE $37,632,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,547,153

Fundraising Expenses $0

Program Expenses $33,773,852

Other Expenses $12,852,228

TOTAL EXPENSES $37,399,381

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,632,691	$37,393,659	+0.0%
Expenses	$37,399,381	$35,560,187	+0.1%
Net Income	$233,310	$1,833,472	-0.9%

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

542

Volunteers

108

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

$261,229

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE WISE	EXECUTIVE DIRECTOR	40.0	Officer	$235,535	$25,694	$261,229
NANCY MANDES	CONTROLLER	40.0	Highest	$177,001	$21,483	$198,484
ELEANOR NOCITO	CONVENT ADMINISTRATOR	40.0	Highest	$173,557	$21,336	$194,893
DIANE PATECKIS	DIRECTOR OF NURSING	40.0	Highest	$141,838	$18,953	$160,791
Lynne L Watkins-Trice	Nursing Home Administrator	40.0	Highest	$136,090	$18,539	$154,629
Thomas M Colgan	Human Resources Director	40.0	Highest	$133,915	$18,383	$152,298
SISTER EILEEN MARNIEN	PRESIDENT	1.0	Officer Director	$0	$0	$0
SISTER OWEN P BONNER	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
SISTER KAREN DIETRICH	GENERAL COUNCIL	1.0	Director	$0	$0	$0
SISTER MARY BETH HAMM	GENERAL COUNCIL	1.0	Director	$0	$0	$0
SISTER MICHELLE LESHER	GENERAL COUNCIL	1.0	Director	$0	$0	$0
JOHN PRENDERGAST	TREASURER (THRU 12/24)	1.0	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	$37,632,691	$37,399,381	$37,035,028	$233,310
2024	$37,393,659	$35,560,187	$36,632,099	$1,833,472
2023	$34,766,620	$34,467,406	$35,191,091	$299,214
2022	$32,816,438	$32,816,639	$35,648,653	$-201
2021	$32,242,876	$31,188,260	$35,079,497	$1,054,616
2020	$25,467,713	$29,717,929	$36,830,383	$-4,250,216
2019	$25,124,164	$26,662,976	$36,710,146	$-1,538,812
2018	$27,637,822	$24,679,107	$37,726,706	$2,958,715

Saint Joseph Villa