ST MARGARET HALL (EIN 310655031) - 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

1962

Legal Domicile

Principal Officer

SR JEANNE FRANCIS HALEY

Phone

5137515880

Tax Period

2023-01-01 to 2023-12-31

ST MARGARET HALL, founded in 1962, is a micro nonprofit in the Human Services sector that reported $8.4M in total revenue in fiscal year 2023.

Mission

TO PROVIDE PATIENT CARE AND HOUSING TO THE AGED IN CONFORMANCE WITH ROMAN CATHOLIC CHURCH TEACHINGS.

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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 $20,617

Program Service Revenue $0

Investment Income $-6,603,616

Other Revenue $-1,833,718

TOTAL REVENUE $-8,416,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $95,750

TOTAL EXPENSES $95,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-8,416,717	$-1,609,373	+4.2%
Expenses	$95,750	$81,170	+0.2%
Net Income	$-8,512,467	$-1,690,543	+4.0%

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

232

Volunteers

N/A

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

$761,648

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SR JEANNE FRANCIS HALEY O CARM	PRESIDENT	1.00	Officer Director	$0	$0	$0
SR MAUREEN MURRAY OCARM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MR JAMES HAGERTY	MEMBER	1.00	Director	$0	$0	$0
MR WILLIAM D HOWE ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
MR WILLIAM HAGERTY	TREASURER	1.00	Officer Director	$0	$0	$0
SR ANN ELIZABETH BROWN O CARM	MEMBER	1.00	Director	$0	$0	$0
MRS MARY FRANCES CLAUDER	MEMBER	1.00	Director	$0	$0	$0
SR ANN MCCARTNEY O CARM	MEMBER	1.00	Director	$0	$0	$0
SR MARIA MULLEN	MEMBER	1.00	Director	$0	$0	$0
MRS SUE NEWMAN	MEMBER	1.00	Director	$0	$0	$0
SR ALICE WEBSTER O CARM	MEMBER	1.00	Director	$0	$0	$0
PATRICIA GATHERS	PRESIDENT / CEO / COO	1.00	Officer	$0	$48,935	$761,648

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
2024	No data	No data	No data	No data
2023	$-8,416,717	$95,750	$19,935,212	$-8,512,467
2022	$-1,609,373	$81,170	$28,293,863	$-1,690,543
2021	$11,048,308	$9,649,131	$35,566,000	$1,399,177
2020	$10,789,330	$10,519,177	$35,367,288	$270,153
2019	$11,950,595	$10,614,992	$32,258,938	$1,335,603
2018	$12,187,546	$10,312,584	$28,994,483	$1,874,962

ST MARGARET HALL