ST LUKES FAMILY FOUNDATION (EIN 383681072) - 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

Legal Domicile

Principal Officer

DR RICHARD J HECK MD

Phone

2095491057

Tax Period

2023-01-01 to 2023-12-31

ST LUKES FAMILY FOUNDATION is a micro nonprofit in the Health Care sector that reported $13K in total revenue in fiscal year 2023. Revenue fell 95% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4K, a strong 32% operating margin.

Mission

A GENERAL PRACTICE MEDICAL CLINICAL PROVIDING MEDICAL SERVICES TO INDIVIDUALS AND FAMILIES IN MODESTO WHO DO NOT QUALIFY FOR ANY OTHER FREE GOVERNMENT HEALTH CARE PROGRAMS AND HAVE NO HEALTH INSURANCE AND CANNOT AFFORD TO PAY FOR THEIR HEALTH CARE.

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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 $555

Program Service Revenue $0

Investment Income $12,410

Other Revenue $0

TOTAL REVENUE $12,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,702

Other Expenses $8,766

TOTAL EXPENSES $8,766

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,965	$257,838	-0.9%
Expenses	$8,766	$3,167	+1.8%
Net Income	$4,199	$254,671	-1.0%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
JESSE HERNANDEZ	President	Director	$0	$0	$0
MICHAEL HICKS	CFO	Director	$0	$0	$0
RALPH CURTIS	Secretary	Director	$0	$0	$0
DR BOB FORESTER	BOARD MEMBER	Director	$0	$0	$0
DR ERIN KIESEL	BOARD MEMBER	Director	$0	$0	$0
EDWIN RIZO	BOARD MEMBER	Director	$0	$0	$0
RENAE DIAS	BOARD MEMBER	Director	$0	$0	$0
JOAN HART	BOARD MEMBER	Director	$0	$0	$0
DR RICHARD J HECK MD	CEO	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	$12,965	$8,766	$636,339	$4,199
2022	$257,838	$3,167	$589,467	$254,671
2019	$958	$38	$527,199	$920
2018	$2,981	$5,916	$526,279	$-2,935

ST LUKES FAMILY FOUNDATION