St Joseph Foundation of Kokomo Ind… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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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

St. Joseph Foundation of Kokomo, Indiana, Inc. supports the charitable programs of St. Joseph Hospital and Health Center, Inc. in pursuit of its mission: "Rooted in the loving ministry of Jesus as healer, we commit ourselves to serving all persons with special attention to those who are poor and vulnerable. Our Catholic health ministry is dedicated to spiritually centered, holistic care, which sustains and improves the health of individuals and communities. We are advocates for a compassionate and just society through our actions and our words."

Program Service Accomplishments

Program 1

Expenses: $406,945 Revenue: $0

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO...

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. Since 1913, the mission at St. Vincent Kokomo has been to serve all persons, with special attention to the poor and vulnerable. The St. Vincent Kokomo Foundation is a separately incorporated not-for-profit organization that exists solely to develop resources that support St. Vincent Kokomo and allow the hospital to fulfill its mission. The Foundation solicits and manages charitable gifts for a wide variety of projects, including new equipment and facilities, continuing medical education, and direct patient care for those who cannot afford it.

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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

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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