St Joseph Foundation of Kokomo Indiana Inc (EIN 237313206) - 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

1974

Legal Domicile

Phone

3147338000

Tax Period

2022-07-01 to 2023-06-30

St Joseph Foundation of Kokomo Indiana Inc, founded in 1974, is a small nonprofit in the Health Care sector that reported $696K in total revenue in fiscal year 2022. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $112K, a strong 16% operating margin.

Mission

To actively seek and invest charitable support for St. Joseph Hospital & Health Center, 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 (2022)

Revenue Breakdown

Contributions & Grants $217,422

Program Service Revenue $0

Investment Income $479,010

Other Revenue $0

TOTAL REVENUE $696,432

Expense Breakdown

Grants Paid $398,696

Salaries & Benefits $0

Fundraising Expenses $77,094

Program Expenses $406,945

Other Expenses $185,558

TOTAL EXPENSES $584,254

Year-over-Year Comparison

	2022	2021	Change
Revenue	$696,432	$1,146,673	-0.4%
Expenses	$584,254	$639,009	-0.1%
Net Income	$112,178	$507,664	-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

N/A

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

$530,284

Total Directors

$398,914

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	CHAIR	1.0	Officer Director	$0	$0	$0
N/A	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
N/A	EX-OFFICIO/FOUNDATION DIRECTOR	0.0	Officer Director	$0	$32,603	$143,932
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	0.0	Director	$0	$38,593	$254,982
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	VP, FINANCE	0.0	Officer	$0	$38,986	$386,352
N/A	FORMER OFFICER (END 1/2019)	0.0		$0	$34,493	$417,516
N/A	FORMER OFFICER (END 5/2022)	0.0		$0	$14,083	$126,113

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	$696,432	$584,254	$11,126,216	$112,178
2022	$1,146,673	$639,009	$10,594,176	$507,664
2021	$1,509,124	$470,716	$12,079,329	$1,038,408
2020	$1,321,981	$393,963	$10,238,062	$928,018
2019	$719,927	$598,834	$9,200,788	$121,093
2018	$1,246,134	$299,322	$8,519,193	$946,812

St Joseph Foundation of Kokomo Indiana Inc