SAINT JOSEPH BEREA HOSPITAL FOUNDATION (EIN 260152877) - 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

2003

Legal Domicile

Principal Officer

K DELAINE THIEL

Phone

8593131000

Tax Period

2022-07-01 to 2023-06-30

SAINT JOSEPH BEREA HOSPITAL FOUNDATION, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $652K in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $220K, a strong 34% operating margin.

Mission

SAINT JOSEPH BEREA FOUNDATION SUPPORTS CHI SAINT JOSEPH HEALTH'S DRIVE FOR EXCELLENCE BY INSPIRING DONORS TO MAKE A TANGIBLE DIFFERENCE THROUGH THEIR PHILANTHROPIC INVESTMENT IN OUTSTANDING PATIENT CARE FACILITIES AND SERVICES, THE EDUCATION OF CAREGIVERS, ADVANCED CLINICAL RESEARCH AND IMPROVED ACCESS TO QUALITY MEDICAL CARE.

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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 $461,919

Program Service Revenue $0

Investment Income $195,791

Other Revenue $-5,963

TOTAL REVENUE $651,747

Expense Breakdown

Grants Paid $431,956

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $431,956

Other Expenses $0

TOTAL EXPENSES $431,956

Year-over-Year Comparison

	2022	2021	Change
Revenue	$651,747	$584,216	+0.1%
Expenses	$431,956	$548,550	-0.2%
Net Income	$219,791	$35,666	+5.2%

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

$826,634

Total Directors

$1,503,638

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY HOUSTON	MARKET CEO	1.00	Director	$0	$52,292	$1,076,228
CHRISTY SPITSER	MARKET VP - CFO	1.00	Officer	$0	$48,674	$399,224
LESLIE SMART	PRESIDENT FOUNDATIONS (PARTIAL YEAR)	10.00	Officer Director	$0	$18,791	$376,209
K DELAINE THIEL	INTERIM VICE PRESIDENT, PHILANTHROPY	10.00	Officer Director	$0	$68	$51,201
JAKOB DUERSON	TREASURER	1.00	Officer Director	$0	$0	$0
BRAD LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
DOMINIQUE MARTIN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID MAYO	CHAIR	1.00	Officer Director	$0	$0	$0
JANEL DAVENPORT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSH COFFMAN	BOARD MEMBER (PARTIAL YEAR)	1.00	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	No data	No data	No data	No data
2023	$651,747	$431,956	$5,380,006	$219,791
2022	$584,216	$548,550	$4,949,846	$35,666
2021	$722,437	$669,625	$5,569,996	$52,812
2020	$472,975	$392,588	$4,695,953	$80,387
2019	$549,474	$275,595	$4,298,322	$273,879
2018	$529,855	$557,632	$4,058,774	$-27,777

SAINT JOSEPH BEREA HOSPITAL FOUNDATION