ST LUKE'S FOUNDATION INC

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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

Principal Officer

JULIA GABRIELE

Phone

2039665612

Tax Period

2022-07-01 to 2023-06-30

ST LUKE'S FOUNDATION INC, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $34.1M in total revenue in fiscal year 2022. Net assets of $94.0M represent 33 months of operating reserves.

Mission

AN EXCEPTIONAL EDUCATION THAT INSPIRES A DEEP LOVE OF LEARNING, A STRONG MORAL COMPASS, THE COMMITMENT TO SERVE, AND THE CONFIDENCE TO LEAD.

Program Service Accomplishments

Program 1

Expenses: $23,814,981 Revenue: $30,005,605

ACADEMIC PROGRAM - FROM THE BOLD-LETTERED "ENTER TO LEARN, GO FORTH TO SERVE" MOTTO THAT EVERY STUDENT SEES AS THE DAY BEGINS, TO THE RICH LEARNING OPPORTUNITIES IN AND OUT OF THE CLASSROOM, THE ST. LUKE'S COMMUNITY INSPIRES STUDENTS TO REACH BEYOND THEMSELVES AS EMERGING LEADERS IN ACADEMICS, ATHLETICS, SERVICE AND THE ARTS.THE SCHOOL'S DYNAMIC CURRICULUM AND CARING FACULTY CREATE A COMMUNITY WHERE ACADEMIC RIGOR IS BALANCED WITH A THOUGHTFUL SUPPORT THAT HAS THE SUCCESS OF EACH STUDENT IN MIND. TEACHERS ENCOURAGE STUDENTS TO CHALLENGE THEMSELVES THROUGH COLLABORATIVE, EXPERIENCE-BASED LEARNING. FROM THE MIDDLE SCHOOL'S CHALLENGE 20/20, IN WHICH ST. LUKE'S IS PAIRED WITH AN INTERNATIONAL SCHOOL TO TACKLE A GLOBAL ISSUE, TO THE GLOBAL SCHOLARS HONORS DISTINCTION IN THE UPPER SCHOOL, STUDENTS APPLY CRITICAL THINKING, ANALYSIS AND CREATIVE PROBLEM-SOLVING TO REAL-WORLD EXAMPLES.

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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 $4,393,775

Program Service Revenue $30,005,605

Investment Income $-346,502

Other Revenue $8,278

TOTAL REVENUE $34,061,156

Expense Breakdown

Grants Paid $3,731,125

Salaries & Benefits $19,574,538

Fundraising Expenses $2,052,114

Program Expenses $23,814,981

Other Expenses $11,787,253

TOTAL EXPENSES $35,092,916

Year-over-Year Comparison

	2022	2021	Change
Revenue	$34,061,156	$32,603,721	+0.0%
Expenses	$35,092,916	$32,979,737	+0.1%
Net Income	$-1,031,760	$-376,016	+1.7%

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

242

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

$1,497,526

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER FOSTER	CHAIR	5.00	Officer Director	$0	$0	$0
CHRISTOPHER ROSOW	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
ROBERT CIOFFI	TREASURER	5.00	Officer Director	$0	$0	$0
CHRISTY HAHN	SECRETARY	5.00	Officer Director	$0	$0	$0
CHRISTOPHER WEARING	TRUSTEE	1.00	Director	$0	$0	$0
LA'VANDRA DUPREE	TRUSTEE	1.00	Director	$0	$0	$0
MYLES GAINES	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW HOBSON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL KRAMER	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
FARHAN MEMON	TRUSTEE	1.00	Director	$0	$0	$0
KATHERINE OWSLEY	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL PRATT	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD RILEY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET SARKELA	TRUSTEE	1.00	Director	$0	$0	$0
KAREN STAMOULIS	TRUSTEE	1.00	Director	$0	$0	$0
JILL STUTE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID DJ WOLFF	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW GERBER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL RICCARDI	TRUSTEE	1.00	Director	$0	$0	$0
KATHERINE ROTHSCHILD	TRUSTEE	1.00	Director	$0	$0	$0
DARLENE SEITZ	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW DRAPKIN	TRUSTEE	1.00	Director	$0	$0	$0
PAM FELDSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA LISHER	TRUSTEE	1.00	Director	$0	$0	$0
GRETCHEN WAGNER	TRUSTEE	1.00	Director	$0	$0	$0
MARY H CARTER	HEAD OF SCHOOL (AS OF 07/22)	40.00	Officer	$327,321	$79,003	$406,324
JULIA A GABRIELE	ASSOCIATE HEAD OF SCHOOL & CFO	40.00	Officer	$405,739	$102,421	$508,160
JAMES FOLEY	ASST. HOS FOR LEADERSHIP & INNOVATION	40.00	Officer	$211,036	$86,143	$297,179
JONATHAN JODKA	DIRECTOR OF DEVELOPMENT	40.00	Officer	$218,763	$67,100	$285,863
ELIZABETH PERRY	HEAD OF UPPER SCHOOL	40.00	Highest	$233,265	$69,098	$302,363
NANCY TROEGER	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$175,031	$76,185	$251,216
SONIA BELL	DIR OF COLLEGE COUNSELING	40.00	Highest	$173,068	$10,034	$183,102
AMBER BERRY	HEAD OF MIDDLE SCHOOL	40.00	Highest	$159,757	$15,934	$175,691
MARGARET PAULSON	ASSOCIATE DIRECTOR OF DEVELOPMENT	40.00	Highest	$158,904	$54,412	$213,316
MARK DAVIS	FORMER HEAD OF SCHOOL (UNITL 6/22)	0.00		$459,289	$121,765	$581,054

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	$34,061,156	$35,092,916	$133,220,248	$-1,031,760
2022	$32,603,721	$32,979,737	$127,058,323	$-376,016
2021	$33,947,852	$31,111,017	$131,495,510	$2,836,835
2020	$30,589,510	$29,640,773	$116,252,275	$948,737
2019	$30,880,309	$28,496,143	$95,042,775	$2,384,166
2018	$30,579,700	$26,992,114	$95,572,758	$3,587,586