ST LUKE FOUNDATION (EIN 341407996) - 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

1983

Legal Domicile

Principal Officer

JOYCE MOHLER

Phone

3304992486

Tax Period

2023-01-01 to 2023-12-31

ST LUKE FOUNDATION, founded in 1983, is a small nonprofit in the Health Care sector that reported $734K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $658K, a strong 90% operating margin.

Mission

ST. LUKE FOUNDATION PROVIDES FAITH-BASED SERVICES TO ENRICH THE LIVES OF OLDER ADULTS AND TO MAKE DISTRIBUTIONS TO EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) THAT PROVIDE SUPPORT FOR LONG-TERM 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 (2023)

Revenue Breakdown

Contributions & Grants $542,326

Program Service Revenue $0

Investment Income $118,093

Other Revenue $73,951

TOTAL REVENUE $734,370

Expense Breakdown

Grants Paid $26,584

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,149

Other Expenses $49,973

TOTAL EXPENSES $76,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$734,370	$1,260,924	-0.4%
Expenses	$76,557	$417,849	-0.8%
Net Income	$657,813	$843,075	-0.2%

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

$508,970

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SPIELER	CEO	5.00	Officer	$0	$42,651	$403,314
JOYCE MOHLER	CFO	5.00	Officer	$0	$10,445	$105,656
KAREN JESKE	TRUSTEE	1.00	Director	$0	$0	$0
RONALD L KYLE	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES A MANDATOR	TRUSTEE	1.00	Director	$0	$0	$0
JOHN L REYES	TRUSTEE	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
2023	$734,370	$76,557	$7,443,175	$657,813
2022	$1,260,924	$417,849	$6,646,960	$843,075
2021	$400,031	$217,413	$7,368,059	$182,618
2020	$206,401	$118,928	$7,313,063	$87,473
2019	$400,082	$144,701	$6,935,885	$255,381
2018	$303,057	$182,529	$6,276,938	$120,528

ST LUKE FOUNDATION