ST MARY'S HEALTH FOUNDATION INC (EIN 237045370) - 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

1969

Legal Domicile

Phone

3147338000

Tax Period

2024-07-01 to 2025-06-30

ST MARY'S HEALTH FOUNDATION INC, founded in 1969, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $583K, a strong 32% operating margin.

Mission

To actively seek and invest charitable support for St. Mary's Health, Inc., so that they may improve the health and well-being of all the people in the communities they serve.

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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 $1,397,548

Program Service Revenue $0

Investment Income $479,802

Other Revenue $-35,143

TOTAL REVENUE $1,842,207

Expense Breakdown

Grants Paid $901,586

Salaries & Benefits $0

Fundraising Expenses $259,368

Program Expenses $930,662

Other Expenses $357,788

TOTAL EXPENSES $1,259,374

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,842,207	$2,931,688	-0.4%
Expenses	$1,259,374	$1,220,461	+0.0%
Net Income	$582,833	$1,711,227	-0.7%

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

113

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

$519,197

Total Directors

$946,904

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER LYNN WHITAKER	EXECUTIVE DIRECTOR	0.0	Officer Director	$0	$10,733	$103,559
KEN HAYNIE	CHAIR	1.0	Officer Director	$0	$0	$0
SARAH HARDY	SECRETARY	1.0	Officer Director	$0	$0	$0
TED ZIEMER	TREASURER	1.0	Officer Director	$0	$0	$0
ALLISON R MELTON MD	DIRECTOR	0.0	Director	$0	$36,040	$406,580
AMBER SHEFFER	DIRECTOR	1.0	Director	$0	$0	$0
BRIAN BLALOCK	DIRECTOR	1.0	Director	$0	$0	$0
CHRISTIAN ALEXANDER BEUSCHEL MD	DIRECTOR	0.0	Director	$0	$42,378	$436,765
JUSTIN SODERLUND	DIRECTOR	1.0	Director	$0	$0	$0
KYLE MARKLE	DIRECTOR	1.0	Director	$0	$0	$0
NATALIE HEDDE	DIRECTOR	1.0	Director	$0	$0	$0
PATRICK GRIFFIN	DIRECTOR	1.0	Director	$0	$0	$0
SCOTT EVERNHAM	DIRECTOR	1.0	Director	$0	$0	$0
SHAY PHILLIPS	DIRECTOR	1.0	Director	$0	$0	$0
ZACH ZIRKELBACH	VP, FINANCE	0.0	Officer	$0	$40,403	$415,638
DANIEL A PAROD	FORMER OFFICER (END 12/2021)	0.0		$0	$61,974	$956,043
JOHN S GREANEY	FORMER OFFICER (END 4/2022)	0.0		$0	$49,814	$365,248
PARVEEN CHAND	FORMER OFFICER (END 6/2022)	0.0		$0	$57,549	$1,094,752

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	$1,842,207	$1,259,374	$19,227,954	$582,833
2024	$2,931,688	$1,220,461	$17,578,099	$1,711,227
2023	$1,326,605	$1,633,861	$14,871,108	$-307,256
2022	$2,186,598	$928,561	$13,561,586	$1,258,037
2021	$2,263,955	$1,359,720	$15,364,601	$904,235
2021	$2,263,955	$1,359,720	$15,364,601	$904,235
2020	$2,793,755	$2,058,185	$14,508,903	$735,570
2019	$2,115,266	$4,027,237	$15,236,436	$-1,911,971
2018	$3,326,014	$1,229,942	$16,580,412	$2,096,072

ST MARY'S HEALTH FOUNDATION INC