St Mary Medical Center Auxiliary (EIN 356065088) - 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

1953

Legal Domicile

Principal Officer

Lula McDuffie

Phone

2199476022

Tax Period

2023-01-01 to 2023-12-31

St Mary Medical Center Auxiliary, founded in 1953, is a micro nonprofit that reported $63K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

Provide volunteers and financial support to St. Mary Medical Center and other 501(c)(3) organizations.

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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 $7,612

Program Service Revenue $0

Investment Income $44

Other Revenue $54,865

TOTAL REVENUE $62,521

Expense Breakdown

Grants Paid $58,854

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,854

Other Expenses $5,355

TOTAL EXPENSES $64,209

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,521	$66,014	-0.1%
Expenses	$64,209	$51,442	+0.2%
Net Income	$-1,688	$14,572	-1.1%

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

129

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lula McDuffie	President	12.00	Officer Director	$0	$0	$0
Joseph Mihalov	Treasurer	2.00	Officer Director	$0	$0	$0
Nancy Defrier	Recording Secretary	2.00	Officer Director	$0	$0	$0
Judith Burhing	Board Member	5.00	Director	$0	$0	$0
Beckie Govert	Board Member	4.00	Director	$0	$0	$0
Carol Presdorf	Board Member	6.00	Director	$0	$0	$0
Fay Iorio	Board Member	1.00	Director	$0	$0	$0
Patricia Pawlik	Board Member	6.00	Director	$0	$0	$0
Kay W Roos	Board Member	3.00	Director	$0	$0	$0
Emma Greenwood	Board Member	4.00	Director	$0	$0	$0
Carol Szklarski	Board Member	6.00	Director	$0	$0	$0
William White	Board Member	4.00	Director	$0	$0	$0
Barbara Layton	Board Member	8.00	Director	$0	$0	$0
Cheryl Anderson	Board Member	4.00	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	No data	No data	No data	No data
2023	$62,521	$64,209	$109,141	$-1,688
2022	$66,014	$51,442	$110,829	$14,572
2021	$69,425	$24,693	$96,257	$44,732
2020	$51,642	$82,829	$51,525	$-31,187
2019	$81,979	$98,860	$82,712	$-16,881

St Mary Medical Center Auxiliary