ST FRANCIS FOUNDATION OF SANTA BARBARA (EIN 237137119) - 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

1957

Legal Domicile

Principal Officer

TINA FRONTADO

Phone

8055634702

Tax Period

2023-07-01 to 2024-06-30

ST FRANCIS FOUNDATION OF SANTA BARBARA, founded in 1957, is a small nonprofit in the Health Care sector that reported $668K in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. Expenses of $1.7M exceeded revenue, resulting in a 149% operating deficit.

Mission

THE MISSION OF ST. FRANCIS FOUNDATION OF SANTA BARBARA IS TO PROMOTE AND SUPPORT HEALTH CARE IN THE ST. FRANCIS TRADITION IN THE SANTA BARBARA SOUTH COAST COMMUNITY, WITH PARTICULAR ATTENTION TO THOSE MOST IN 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 (2023)

Revenue Breakdown

Contributions & Grants $163,549

Program Service Revenue $0

Investment Income $501,832

Other Revenue $2,900

TOTAL REVENUE $668,281

Expense Breakdown

Grants Paid $1,324,000

Salaries & Benefits $116,523

Fundraising Expenses $0

Program Expenses $1,469,346

Other Expenses $221,785

TOTAL EXPENSES $1,662,308

Year-over-Year Comparison

	2023	2022	Change
Revenue	$668,281	$354,408	+0.9%
Expenses	$1,662,308	$973,380	+0.7%
Net Income	$-994,027	$-618,972	+0.6%

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

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

$105,190

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBBIE CLOUD	DIRECTOR-GRANTS/EVENTS	0.25	Director	$0	$0	$0
HEIDI HOLLY	DIRECTOR	0.25	Director	$0	$0	$0
SAM CAPRA	TREASURER	0.25	Officer Director	$0	$0	$0
REV MARY MORENO RICHARDSON	DIRECTOR	0.25	Director	$0	$0	$0
JAN INGRAM	DIRECTOR-GRANTS/EVENTS	0.25	Director	$0	$0	$0
MIKE ELISON	DIRECTOR-PR	0.25	Director	$0	$0	$0
SALVATORE TORY N MILAZZO CFP	CURRENT PRESIDENT	0.25	Officer Director	$0	$0	$0
MARY SOLIS	SECRETARY	0.25	Officer Director	$0	$0	$0
WHITT HOLLIS	DIRECTOR	0.25	Director	$0	$0	$0
SYDNEY WALKER	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
FR LARRY	DIRECTOR-EVENTS	0.25	Director	$0	$0	$0
JEANNE WEST	DIRECTOR-GRANTS/EVENTS	0.25	Director	$0	$0	$0
SUE ADAMS	FORMER DIRECTOR	0.25	Director	$0	$0	$0
TINA FRONTADO	CURRENT EXECUTIVE DIRECTOR	40.00	Officer	$100,000	$5,190	$105,190

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	$668,281	$1,662,308	$16,619,459	$-994,027
2023	$354,408	$973,380	$16,227,328	$-618,972
2022	$1,099,439	$1,180,823	$15,689,904	$-81,384
2021	$1,306,920	$1,305,919	$18,990,616	$1,001
2020	$298,773	$1,157,181	$15,836,808	$-858,408
2019	$676,890	$1,327,772	$16,673,788	$-650,882
2018	$1,702,132	$1,553,238	$17,316,994	$148,894

ST FRANCIS FOUNDATION OF SANTA BARBARA