SANCTA FAMILIA MEDICAL ASSOCIATES INC (EIN 273606960) - 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

2010

Legal Domicile

Principal Officer

LLOYD A PIERRE JR

Phone

4029913393

Tax Period

2023-01-01 to 2023-12-31

SANCTA FAMILIA MEDICAL ASSOCIATES INC, founded in 2010, is a community nonprofit in the Health Care sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 9% surplus.

Mission

TO PROVIDE EXCELLENT HOLISTIC PRIMARY HEALTH CARE IN ADHERENCE TO THE ROMAN CATHOLIC CHURCH'S MORAL TEACHING AS PERTINENT AND APPLICABLE TO HEALTH CARE AND ITS DELIVERY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,181

Program Service Revenue $2,085,968

Investment Income $0

Other Revenue $-8,418

TOTAL REVENUE $2,080,731

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,163,867

Fundraising Expenses $4,759

Program Expenses $1,766,033

Other Expenses $738,470

TOTAL EXPENSES $1,902,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,080,731	$1,661,750	+0.3%
Expenses	$1,902,337	$1,738,276	+0.1%
Net Income	$178,394	$-76,526	-3.3%

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

$299,735

Total Directors

$154,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM KOCH	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK SHIMERDLA	BOARD MEMBER	1.00	Director	$0	$0	$0
DR LLOYD A PIERRE JR	PRESIDENT	1.00	Officer Director	$147,262	$7,038	$154,300
DEANNA L PIERRE	TREASURER, SECRETARY	1.00	Officer Director	$0	$0	$0
ANGELINA GILES	APRN/ CEO	40.00	Officer	$141,366	$4,069	$145,435
TERESA A KENNEY	APRN-NP	40.00	Highest	$111,921	$1,372	$113,293

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
2023	$2,080,731	$1,902,337	$473,153	$178,394
2022	$1,661,750	$1,738,276	$290,295	$-76,526
2021	$1,665,167	$1,703,349	$336,572	$-38,182
2020	$1,789,428	$1,571,433	$457,399	$217,995
2019	$1,429,999	$1,398,332	$257,628	$31,667
2018	$1,232,512	$1,087,826	$243,263	$144,686

SANCTA FAMILIA MEDICAL ASSOCIATES INC