MISERICORDIA FOUNDATION (EIN 237285834) - 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

1965

Legal Domicile

Principal Officer

Lois Gates

Phone

7732733097

Tax Period

2023-07-01 to 2024-06-30

MISERICORDIA FOUNDATION, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $58.0M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52.5M, a strong 90% operating margin.

Mission

PURPOSE IS TO ORGANIZE AND IMPLEMENT FUNDRAISING PROGRAMS WITH GOAL OF MAKING CONTRIBUTIONS TO MISERICORDIA HOME.

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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 $53,320,840

Program Service Revenue $0

Investment Income $4,999,310

Other Revenue $-282,306

TOTAL REVENUE $58,037,844

Expense Breakdown

Grants Paid $3,121,066

Salaries & Benefits $1,621,300

Fundraising Expenses $1,957,629

Program Expenses $3,121,066

Other Expenses $786,646

TOTAL EXPENSES $5,529,012

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,037,844	$39,114,468	+0.5%
Expenses	$5,529,012	$9,703,580	-0.4%
Net Income	$52,508,832	$29,410,888	+0.8%

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

2000

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

$281,952

Total Directors

$97,437

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lois Gates	Executive Director	040.00	Officer	$184,177	$338	$184,515
Sister Rosemary Connelly	Chairman	040.00	Officer Director	$73,340	$24,097	$97,437
Brian Battle	Treasurer	001.00	Officer Director	$0	$0	$0
Jim Capraro	Director	001.00	Director	$0	$0	$0
Elida Hernandez	Director	001.00	Director	$0	$0	$0
Jennifer Fortner	Secretary	001.00	Officer Director	$0	$0	$0
Dan Walsh	Director	001.00	Director	$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	No data	No data	No data	No data
2024	$58,037,844	$5,529,012	$111,166,990	$52,508,832
2023	$39,114,468	$9,703,580	$53,817,365	$29,410,888
2022	$15,386,901	$2,327,956	$22,171,668	$13,058,945
2021	$7,621,221	$1,680,871	$5,961,254	$5,940,350
2020	$1,878,840	$1,897,592	$20,904	$-18,752
2019	$1,432,622	$1,437,053	$39,656	$-4,431
2018	$1,411,245	$1,427,996	$44,087	$-16,751

MISERICORDIA FOUNDATION