MOUNT ST JOSEPH

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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

2024-07-01 to 2025-06-30

MOUNT ST JOSEPH, founded in 1946, is a mid-sized nonprofit that reported $10.4M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $9.8M left a modest 6% surplus.

Mission

HOME FOR DEVELOPMENTALLY DISABLED, DEVELOPMENTAL TRAINING CENTER AND PROGRAMS

Program Service Accomplishments

Program 1

Expenses: $7,505,685 Revenue: $6,011,121

RESIDENTIAL SERVICES: PROVIDING INTERMEDIATE CARE AND A COMPLETE RESIDENTIAL PROGRAM FOR DEVELOPMENTALLY DISABLED WOMEN OVER 21 YEARS OF AGE. THE RESIDENTIAL PROGRAM PROVIDES RESIDENTIAL CARE AND...

RESIDENTIAL SERVICES: PROVIDING INTERMEDIATE CARE AND A COMPLETE RESIDENTIAL PROGRAM FOR DEVELOPMENTALLY DISABLED WOMEN OVER 21 YEARS OF AGE. THE RESIDENTIAL PROGRAM PROVIDES RESIDENTIAL CARE AND TRAINING IN PERSONAL CARE NEEDS FOR WOMEN WITH INTELLECTUAL DISABILITIES. IT INCLUDES MEDICAL SERVISES BY A DEDICATED NURSING STAFF AVAILABLE 24 HOURS A DAY. THE PROGRAM ALSO PROVIDES SERVICES FROM QUALIFIED INTELLECTUAL DISABILITY PROFESSIONALS, SOCIAL SERVICE PROVIDERS AND RECREATIONAL SERVICE PROVIDERS. THIS PROGRAM RUNS 365 DAYS PER YEAR, 24 HOURS PER DAY. ITS LICENSE CAPISITY IS 129, ALTHOUGH THE CURRENT CENSUS IS 86.

Program 2

Expenses: $1,538,312 Revenue: $1,476,617

DEVELOPMENTAL TRAINING: THE MOUNT ST. JOSEPH DEVELOPMENTAL TRAINING PROGRAM PROVIDES INDIVIDUALIZED CARE FOR WOMEN WITH DEVEOLPMENT DISABILITIES FROM THE RESIDENTIAL PROGRAM. ACTIVITIES FOCUS ON...

DEVELOPMENTAL TRAINING: THE MOUNT ST. JOSEPH DEVELOPMENTAL TRAINING PROGRAM PROVIDES INDIVIDUALIZED CARE FOR WOMEN WITH DEVEOLPMENT DISABILITIES FROM THE RESIDENTIAL PROGRAM. ACTIVITIES FOCUS ON TRAINING IN AREAS OTHER THAN PERSONAL CARE NEEDS. IT IS LICENSED BY THE DEPARTMENT OF HUMAN SERVICES.

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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 $2,862,660

Program Service Revenue $7,487,738

Investment Income $17,086

Other Revenue $0

TOTAL REVENUE $10,367,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,403,257

Fundraising Expenses $0

Program Expenses $9,043,997

Other Expenses $3,367,828

TOTAL EXPENSES $9,771,085

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,367,484	$8,565,166	+0.2%
Expenses	$9,771,085	$10,618,436	-0.1%
Net Income	$596,399	$-2,053,270	-1.3%

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 PRESIDE	1.00	Officer Director	$0	$0	$0
SR JANET KOSMAN	SEVRETARY	40.00	Officer Director	$0	$0	$0
SR MADONNA WARZEL	TREASURER	40.00	Officer Director	$0	$0	$0
SR NANCY MCLENNON	DIRECTOR	40.00	Officer 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
2025	$10,367,484	$9,771,085	$13,370,317	$596,399
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