LAKELAND HOSPITAL AUXILIARY ST JOSEPH (EIN 383674457) - 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

2003

Legal Domicile

Principal Officer

JULIE ELLIOTT

Phone

2699838278

Tax Period

2024-01-01 to 2024-12-31

LAKELAND HOSPITAL AUXILIARY ST JOSEPH, founded in 2003, is a small nonprofit that reported $438K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 21% operating margin.

Mission

RENDER VOLUNTEER SERVICES TO COREWELL HEALTH SOUTH IN THE ST. JOSEPH, MI AREA.

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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 $3,125

Program Service Revenue $0

Investment Income $2,109

Other Revenue $432,680

TOTAL REVENUE $437,914

Expense Breakdown

Grants Paid $39,000

Salaries & Benefits $0

Fundraising Expenses $9,617

Program Expenses $309,787

Other Expenses $306,242

TOTAL EXPENSES $345,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$437,914	$278,571	+0.6%
Expenses	$345,242	$277,374	+0.2%
Net Income	$92,672	$1,197	+76.4%

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

N/A

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
SHERRY WALES	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROSEANNE SCHRAMM	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIE STOCKS	SECRETARY	1.00	Officer Director	$0	$0	$0
DEB TOUHEY	DIRECTOR	1.00	Director	$0	$0	$0
DIANNE ROSS	DIRECTOR	1.00	Director	$0	$0	$0
DOROTHY THAR	DIRECTOR	1.00	Director	$0	$0	$0
LUCY MCCAUSLIN	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	$437,914	$345,242	$611,988	$92,672
2023	$278,571	$277,374	$559,650	$1,197
2022	$121,034	$216,461	$548,973	$-95,427
2022	$80,110	$55,111	$550,656	$24,999
2021	$260,335	$339,224	$751,588	$-78,889
2020	$943,699	$710,902	$962,728	$232,797
2019	$889,362	$742,824	$775,944	$146,538
2018	$855,275	$703,167	$953,045	$152,108

LAKELAND HOSPITAL AUXILIARY ST JOSEPH