ST LUKE'S HOSPITAL FOUNDATION (EIN 341292849) - 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

1979

Legal Domicile

Principal Officer

BRIAN BALUTANSKI

Phone

8103421169

Tax Period

2023-10-01 to 2024-09-30

ST LUKE'S HOSPITAL FOUNDATION, founded in 1979, is a small nonprofit that reported $382K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $333K, a strong 87% operating margin.

Mission

ST. LUKE'S HOSPITAL FOUNDATION, THROUGH ITS SUPPORT OF ST. LUKE'S HOSPITAL, CONTRIBUTES TO THE PROVISION OF HEALTHCARE AND ENHANCING THE QUALITY OF LIFE FOR PEOPLE IN OUR COMMUNITY.

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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 $15,843

Program Service Revenue $0

Investment Income $365,774

Other Revenue $0

TOTAL REVENUE $381,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $48,803

TOTAL EXPENSES $48,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$381,617	$536,926	-0.3%
Expenses	$48,803	$338,379	-0.9%
Net Income	$332,814	$198,547	+0.7%

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

$1,031,734

Total Directors

$1,162,202

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER MONTGOMERY	TRUSTEE/FORMER ST. LUKE'S HOSPITAL CEO	1.00	Officer Director	$0	$41,209	$1,031,734
REBECCA SIDERS DO	TRUSTEE	1.00	Director	$0	$6,221	$130,468
RHONDA WISE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KEVIN CARMONY	TRUSTEE	1.00	Director	$0	$0	$0
BROOKE BROWN	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN BRUSS	TRUSTEE	1.00	Director	$0	$0	$0
TIM GOLIGOSKI	TRUSTEE/MSL CHAIRPERSON	1.00	Director	$0	$0	$0
JARED KALB	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH KNIGHT	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE STALTER	TRUSTEE	1.00	Director	$0	$0	$0
MARY ANNE STEINBAUGH	TRUSTEE/AUX CO-PRESIDENT	1.00	Director	$0	$0	$0
JR TOLAND	TRUSTEE	1.00	Director	$0	$0	$0
NAZARENE TUBMAN	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA WINEMAN-KRIEGER	TRUSTEE/AUX CO-PRESIDENT	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
2024	$381,617	$48,803	No data	$332,814
2023	$536,926	$338,379	$18,610,389	$198,547
2022	$1,440,142	$518,409	$16,695,518	$921,733
2021	$5,574,799	$4,090,902	$20,672,645	$1,483,897
2019	$1,930,092	$956,817	$23,565,067	$973,275
2018	$2,068,534	$5,891,204	$20,619,768	$-3,822,670

ST LUKE'S HOSPITAL FOUNDATION