LIFE ST MARY

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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

2008

Legal Domicile

Principal Officer

DANIEL DRAKE

Phone

2679917600

Tax Period

2024-07-01 to 2025-06-30

LIFE ST MARY, founded in 2008, is a mid-sized nonprofit in the Health Care sector that reported $28.8M in total revenue in fiscal year 2024. Expenses of $26.5M left a modest 8% surplus.

Mission

WE, TRINITY HEALTH PACE AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.LIFE ST. MARY IS A MEMBER OF TRINITY HEALTH PACE AND TRINITY HEALTH.

Program Service Accomplishments

Program 1

Expenses: $24,875,503 Revenue: $28,564,092

LIFE ST. MARY IS THE NEWEST HEALTH CARE CHOICE FOR OLDER PEOPLE LIVING IN BUCKS AND PARTS OF MONTGOMERY COUNTY, PA. LIFE ST. MARY IS A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). THIS...

LIFE ST. MARY IS THE NEWEST HEALTH CARE CHOICE FOR OLDER PEOPLE LIVING IN BUCKS AND PARTS OF MONTGOMERY COUNTY, PA. LIFE ST. MARY IS A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). THIS UNIQUE MODEL OF CARE HELPS PEOPLE LIVE SAFELY AT HOME WITH ASSISTANCE FROM A TEAM OF COMPASSIONATE HEALTH CARE EXPERTS. LIFE ST. MARY OFFERS A TOTAL SOLUTION FOR OLDER ADULTS WHO EXPERIENCE HEALTH PROBLEMS THAT LIMIT THEIR DAILY ACTIVITIES AND FOR THEIR FAMILY CAREGIVERS. BY PROVIDING COMPLETE MEDICAL, HEALTH, AND SOCIAL SERVICES IN A CENTRALIZED LOCATION, AS WELL AS IN PARTICIPANTS' HOMES, LIFE ENABLES OLDER ADULTS TO LIVE INDEPENDENTLY.PLEASE VISIT THE WEBSITE FOR ADDITIONAL INFORMATION: WWW.TRINITYHEALTHPACE.ORG/PENNSYLVANIA/LIFE-ST-MARY

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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 $10,325

Program Service Revenue $28,563,374

Investment Income $223,433

Other Revenue $718

TOTAL REVENUE $28,797,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,138,163

Fundraising Expenses $0

Program Expenses $24,875,503

Other Expenses $18,350,287

TOTAL EXPENSES $26,488,450

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,797,850	$27,701,817	+0.0%
Expenses	$26,488,450	$23,532,460	+0.1%
Net Income	$2,309,400	$4,169,357	-0.4%

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

$3,075,243

Total Directors

$5,119,551

Key Employees

$535,471

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL DRAKE	DIR; PRESIDENT & CEO CONT CARE	1.00	Officer Director	$0	$49,465	$1,010,454
ARTHUR HENKEL	DIRECTOR & CHAIR THROUGH 12/24	0.10	Officer Director	$0	$0	$0
ANNE LEWIS	DIR/CHAIR/LSM PRES AT 1/25; PACE COO	1.00	Officer Director	$0	$52,388	$423,801
ANNA MARIE TAG RSM	DIRECTOR & VICE CHAIR THROUGH 12/24	0.10	Officer Director	$0	$0	$0
BENJAMIN CARTER	DIRECTOR THR 12/24; TRIN EVP & COO	0.10	Director	$0	$52,582	$3,488,982
JOANNE HANDY	DIRECTOR THROUGH 12/24	0.10	Director	$0	$0	$0
BLANCA MARTIR	DIRECTOR AS OF 1/25	1.00	Director	$0	$0	$0
WILLIAM MINNIX	DIRECTOR THROUGH 12/24	0.10	Director	$0	$0	$0
DANIEL MOORE	DIR AT 1/25; LSM EXECUTIVE DIRECTOR	45.00	Director	$0	$27,810	$196,314
LEJON POOLE	DIRECTOR THROUGH 12/24	0.10	Director	$0	$0	$0
NOREEN RANDT	DIRECTOR AS OF 1/25	1.00	Director	$0	$0	$0
ANTONIA VILLARRUEL	DIRECTOR THROUGH 12/24	0.10	Director	$0	$0	$0
DEWAYNE WELLS	DIRECTOR THROUGH 12/24	0.10	Director	$0	$0	$0
MARCUS BOWENS	TREASURER; CFO CONTINUING CARE	1.00	Officer	$0	$111,392	$726,523
MANDI MURRAY	SEC THR 12/24; TRIN VP MANAGING CNSL	1.00	Officer	$0	$53,249	$632,831
CHRISTINE SEPPALA	SEC AT 1/25; TRIN ASSOCIATE COUNSEL	1.00	Officer	$0	$45,923	$281,634
KAREN NICHOLS MD	CHIEF MEDICAL OFFICER	1.00	Key Emp	$0	$33,934	$535,471
ANTONIA SOJAN MD	MEDICAL DIRECTOR	50.00	Highest	$0	$34,176	$292,766
CHRISTINE SHERK	NURSE PRACTITIONER	40.00	Highest	$0	$11,820	$138,270
KATIE MICHEL	DIR; QLTY, RISK MANAGEMENT & COMP	40.00	Highest	$0	$27,350	$151,081
CAROLYN CZOP	NURSE MANAGER	40.00	Highest	$0	$13,656	$135,555
CHRISTINE PHAIR	REGISTERED NURSE	40.00	Highest	$0	$7,756	$121,795
JAMES WOODWARD	FRMR OFFCR; THMA PRES & CEO THR 1/25	0.00		$0	$57,915	$1,492,517
CATHERINE MIKUS	FORMER OFFCR; THMA VP MANAGING CNSL	0.00		$0	$50,624	$598,651
KIMBERLY SAXTON	FORMER OFFICER	0.00		$0	$79,224	$387,966

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	$28,797,850	$26,488,450	$11,843,907	$2,309,400
2024	No data	No data	No data	No data
2023	$27,028,333	$20,876,371	$19,009,667	$6,151,962
2022	$26,506,095	$19,769,566	$13,458,301	$6,736,529
2021	$27,954,426	$20,720,314	$24,507,893	$7,234,112
2020	$25,085,934	$21,425,136	$19,638,077	$3,660,798
2019	$22,362,759	$19,314,330	$12,915,473	$3,048,429
2018	$20,537,233	$18,433,182	$14,468,076	$2,104,051