MOUNT ST JOSEPH (EIN 362639774) - 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

1946

Legal Domicile

Principal Officer

SR KATHY STARK

Phone

8474385050

Tax Period

2023-07-01 to 2024-06-30

MOUNT ST JOSEPH, founded in 1946, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2018. Expenses of $9.9M exceeded revenue, resulting in a 39% operating deficit.

Mission

HOME FOR DEVELOPMENTALLY DISABLED, DEVELOPMENTAL TRAINING CENTER AND PROGRAMS.

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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 $549,329

Program Service Revenue $8,014,962

Investment Income $875

Other Revenue $0

TOTAL REVENUE $8,565,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,538,537

Fundraising Expenses $0

Program Expenses $9,604,790

Other Expenses $4,079,898

TOTAL EXPENSES $10,618,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,565,166	$7,605,911	+0.1%
Expenses	$10,618,435	$10,745,726	0.0%
Net Income	$-2,053,269	$-3,139,815	-0.3%

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

147

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SR KATHY STARK	PRESIDENT	40.00	Officer Director	$0	$0	$0
SR RITA BUTLER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SR JANET KOSMAN	SECRETARY	40.00	Officer Director	$0	$0	$0
SR MADONNA WARZEL	TREASURER	40.00	Officer Director	$0	$0	$0
SR NANCY MCLENNON	DIRECTOR	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	$8,565,166	$10,618,435	$14,871,694	$-2,053,269
2023	$7,605,911	$10,745,726	$16,959,659	$-3,139,815
2022	$8,392,155	$11,095,538	$18,625,069	$-2,703,383
2021	$7,338,789	$10,063,784	$21,280,145	$-2,724,995
2020	$7,200,855	$9,721,648	$23,967,887	$-2,520,793
2019	$7,108,002	$9,873,983	$25,802,950	$-2,765,981

MOUNT ST JOSEPH