ST MARGARET FOUNDATION (EIN 251520340) - 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

1986

Legal Domicile

Principal Officer

SETH W SILVERMAN

Phone

4127844205

Tax Period

2024-01-01 to 2024-12-31

ST MARGARET FOUNDATION, founded in 1986, is a community nonprofit in the Health Care sector that reported $4.1M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.3M, a strong 57% operating margin.

Mission

ST. MARGARET FOUNDATION INVESTS IN HEALTH AND WELLNESS INITIATIVES AT UPMC ST. MARGARET AND WITHIN COMMUNITIES SERVED BY THE HOSPITAL

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,075,265

Program Service Revenue $0

Investment Income $2,848,362

Other Revenue $140,932

TOTAL REVENUE $4,064,559

Expense Breakdown

Grants Paid $1,005,204

Salaries & Benefits $385,880

Fundraising Expenses $144,796

Program Expenses $1,154,937

Other Expenses $355,046

TOTAL EXPENSES $1,746,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,064,559	$3,495,859	+0.2%
Expenses	$1,746,130	$1,737,542	+0.0%
Net Income	$2,318,429	$1,758,317	+0.3%

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

$326,684

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID T MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN LAGNESE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT G HOFMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDITH W GRANATO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID PATTON	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER G ELLIS MD	BOARD MEMBER	1.00	Director	$0	$0	$0
SETH SILVERMAN	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
WILLIAM H SIMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MICLOT	BOARD MEMBER	1.00	Director	$0	$0	$0
VINCENT SILVAGGIO MD	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN FELTON BAUM	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE KEANE DOMEISEN D MIN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
C JAMES ZESZUTEK	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD J DONNELLY III MD	SECRETARY	1.00	Officer Director	$0	$0	$0
C TALBOT HEPPENSTALL JR	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHEN A BOTOS	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
ERIC A FRANKEL MD	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS N WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY LEE GANNON	PRESIDENT	40.00	Officer	$197,510	$44,527	$326,684

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
2024	$4,064,559	$1,746,130	$34,209,248	$2,318,429
2023	$3,495,859	$1,737,542	$31,619,366	$1,758,317
2022	$2,599,387	$1,490,250	$28,435,618	$1,109,137
2021	$4,124,548	$3,787,857	$33,338,161	$336,691
2020	$3,621,947	$1,302,970	$31,500,552	$2,318,977
2019	$3,375,357	$839,296	$29,023,495	$2,536,061
2018	$1,584,431	$1,116,157	$25,212,725	$468,274

ST MARGARET FOUNDATION