SAINT AGATHA FOUNDATION (EIN 260012966) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

CHRISTINA HACK

Phone

2152773010

Tax Period

2024-07-01 to 2025-06-30

SAINT AGATHA FOUNDATION, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2024. Net assets of $77.9M represent 387 months of operating reserves.

Mission

THE MISSION OF THE SAINT AGATHA FOUNDATION IS TO PROVIDE SUPPORT, COMFORT AND CARE FOR THOSE AFFLICTED WITH BREAST CANCER PRIMARILY IN CENTRAL NEW YORK STATE WHICH IS IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE SAINT AGATHA FOUNDATION IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $483,103

Program Service Revenue $0

Investment Income $2,087,950

Other Revenue $-154,819

TOTAL REVENUE $2,416,234

Expense Breakdown

Grants Paid $1,840,768

Salaries & Benefits $0

Fundraising Expenses $86,774

Program Expenses $2,097,720

Other Expenses $667,570

TOTAL EXPENSES $2,508,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,416,234	$2,542,859	0.0%
Expenses	$2,508,338	$2,890,032	-0.1%
Net Income	$-92,104	$-347,173	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,610,547

Total Directors

$1,355,345

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EILEEN R HEISMAN	DIRECTOR	1.00	Director	$0	$27,936	$1,063,757
JAY DONATO	DIRECTOR (AS OF 2/26/25)	3.00	Director	$0	$38,725	$291,588
ANN DUGAN	DIRECTOR	1.00	Director	$0	$0	$0
MANISH SHAH	DIRECTOR (THRU 2/26/25)	1.00	Director	$0	$0	$0
KATHLEEN MEZZALINGUA	DIRECTOR, PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL MEZZALINGUA	DIRECTOR, VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTINA HACK	TREASURER	3.00	Officer	$0	$39,803	$451,762
ANDREA RUSH	ASST. SECRETARY	3.00	Officer	$0	$51,571	$372,050
JEREMY SCHWARTZ	ASST. TREASURER	3.00	Officer	$0	$40,676	$344,320
DEBRA FALK	SECRETARY	3.00	Officer	$0	$43,822	$306,252
QUINN ROWAN	ASST. SECRETARY	3.00	Officer	$0	$34,645	$136,163

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	$2,416,234	$2,508,338	$78,758,505	$-92,104
2024	No data	No data	No data	No data
2023	$1,128,385	$2,666,890	$67,251,330	$-1,538,505
2022	$3,100,980	$1,201,117	$63,612,687	$1,899,863
2021	$10,314,455	$1,896,331	$71,182,612	$8,418,124
2020	$1,821,533	$1,426,884	$52,843,568	$394,649
2019	$2,080,143	$1,586,179	$52,309,627	$493,964
2018	$2,002,237	$2,075,767	$52,065,321	$-73,530

SAINT AGATHA FOUNDATION