THE FOUNDATION OF SAINT JOSEPH REG… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

SHAWN VINCENT

Phone

5743354540

Tax Period

2024-07-01 to 2025-06-30

THE FOUNDATION OF SAINT JOSEPH REGIONAL MEDICAL CENTER INC, founded in 1985, is a community nonprofit in the Health Care sector that reported $1.8M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 30% operating deficit.

Mission

WE, SAINT JOSEPH REGIONAL MEDICAL CENTER AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.THE FOUNDATION OF SAINT JOSEPH REGIONAL MEDICAL CENTER IS A MEMBER OF SAINT JOSEPH REGIONAL MEDICAL CENTER AND TRINITY HEALTH.

Program Service Accomplishments

Program 1

Expenses: $2,407,568

THE FOUNDATION OF SAINT JOSEPH REGIONAL MEDICAL CENTER, D/B/A THE FOUNDATION OF SAINT JOSEPH HEALTH SYSTEM, BEGAN ITS OPERATIONS IN 1985 AND IS LOCATED IN SOUTH BEND, INDIANA. THE FOUNDATION IS THE PHILANTHROPIC ARM OF SAINT JOSEPH REGIONAL MEDICAL CENTER SYSTEM. THE FOUNDATION RAISED OVER $1,005,559 IN FISCAL YEAR 2025. THESE CONTRIBUTIONS HELP SUPPORT NURSING EDUCATION, HOSPITAL DEPARTMENTS, AND MANY OUTREACH PROGRAMS INCLUDING A MOBILE MEDICAL UNIT, PEDIATRIC SPECIALTY CLINICS, COMMUNITY HEALTH CENTERS AND THE WOMAN'S TASK FORCE.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.SJMED.COM/FOUNDATION/ABOUT-US/

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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 $1,005,559

Program Service Revenue $0

Investment Income $844,436

Other Revenue $0

TOTAL REVENUE $1,849,995

Expense Breakdown

Grants Paid $2,213,541

Salaries & Benefits $143,867

Fundraising Expenses $0

Program Expenses $2,407,568

Other Expenses $53,322

TOTAL EXPENSES $2,410,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,849,995	$2,362,772	-0.2%
Expenses	$2,410,730	$1,053,255	+1.3%
Net Income	$-560,735	$1,309,517	-1.4%

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

$347,439

Total Directors

$115,865

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DRU CASH	DIRECTOR; SECRETARY	0.50	Officer Director	$0	$0	$0
BRIAN STANLEY	DIRECTOR; CHAIR	0.50	Officer Director	$0	$0	$0
AIMEE MATTHEWS	DIRECTOR; VICE CHAIR	0.50	Officer Director	$0	$0	$0
CARLA CRITTENDON	DIRECTOR	0.50	Director	$0	$0	$0
BECKY FLETCHER	DIR AS OF 3/25	0.50	Director	$0	$0	$0
STEVEN FUNK	DIRECTOR; DIR OF PHILANTHROPHY	0.50	Director	$0	$17,815	$115,865
DEBI GIDLEY	DIRECTOR	0.50	Director	$0	$0	$0
JASON HERTEL	DIRECTOR AS OF 1/25	0.50	Director	$0	$0	$0
JOETTA HUELSMANN PHJC	DIRECTOR	0.50	Director	$0	$0	$0
SUZANNE PATTERSON CSC	DIRECTOR	0.50	Director	$0	$0	$0
JOHN RIES	DIRECTOR	0.50	Director	$0	$0	$0
WENDELL WELLS	DIRECTOR	0.50	Director	$0	$0	$0
BEN ZIOLKOWSKI	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT SINK	INT TREAS THR 1/25; TREAS AT 1/25	1.00	Officer	$0	$30,421	$347,439
DOUGLAS STRONG	FMR OFF;INT CEO HOLY CROSS THR 12/24	0.50		$0	$23,642	$794,025

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	$1,849,995	$2,410,730	$25,904,187	$-560,735
2024	No data	No data	No data	No data
2023	$2,400,021	$1,508,306	$25,581,016	$891,715
2022	$2,374,639	$3,358,701	$22,183,325	$-984,062
2021	$3,920,972	$3,426,180	$26,121,067	$494,792
2020	$2,002,476	$3,107,936	$20,199,570	$-1,105,460
2019	$2,821,530	$2,031,311	$19,008,104	$790,219
2018	$3,842,927	$2,762,034	$18,262,837	$1,080,893

THE FOUNDATION OF SAINT JOSEPH REGIONAL MEDICAL CENTER INC