ST ANDREWS CHARITABLE FOUNDATION (EIN 260568165) - 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

2007

Legal Domicile

Principal Officer

CHAD SNEED

Phone

3149689313

Tax Period

2024-06-01 to 2025-05-31

ST ANDREWS CHARITABLE FOUNDATION, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $983K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $1.6M exceeded revenue, resulting in a 61% operating deficit.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR SENIORS-IN-NEED THROUGH RELIABLE AND COMPASSIONATE 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 (2024)

Revenue Breakdown

Contributions & Grants $902,919

Program Service Revenue $0

Investment Income $108,251

Other Revenue $-28,065

TOTAL REVENUE $983,105

Expense Breakdown

Grants Paid $1,084,600

Salaries & Benefits $310,574

Fundraising Expenses $104,031

Program Expenses $1,383,682

Other Expenses $184,356

TOTAL EXPENSES $1,579,530

Year-over-Year Comparison

	2024	2023	Change
Revenue	$983,105	$1,691,089	-0.4%
Expenses	$1,579,530	$1,593,925	0.0%
Net Income	$-596,425	$97,164	-7.1%

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

$1,439,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BROOKE A HUNADY	CHAIR	1.00	Officer Director	$0	$0	$0
NATASHA HRYCAUK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NIKKI BOLDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANNE FOREMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLA PATTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LEIGHANN TERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARON WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD ZIMMERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL HOLMAN	PRESIDENT & CEO	1.00	Officer	$0	$55,078	$470,032
JOSEPH GIRARDI	CFO	1.00	Officer	$0	$53,394	$325,807
SUSAN LEONARD	CIO	1.00	Officer	$0	$14,743	$168,980
MAUREEN DUNN	CHIEF PERFORMANCE OFFICER	1.00	Officer	$0	$26,334	$224,593
JANET LEIGH	CDO	33.00	Officer	$133,222	$2,229	$135,451
CHRISTINE RUTHERFORD	CDO	33.00	Officer	$104,869	$9,388	$114,257

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	$983,105	$1,579,530	$3,371,192	$-596,425
2024	$1,691,089	$1,593,925	$3,881,145	$97,164
2023	$1,075,127	$1,274,309	$3,506,194	$-199,182
2022	$1,220,756	$1,296,074	$3,960,667	$-75,318
2021	$1,257,662	$1,299,709	$4,514,454	$-42,047
2020	$1,451,569	$1,426,260	$4,019,551	$25,309
2019	$2,804,822	$1,438,902	$3,978,678	$1,365,920
2018	$1,106,295	$1,280,987	$3,060,723	$-174,692

ST ANDREWS CHARITABLE FOUNDATION