ST CROIX VALLEY HEALTHCARE FDN (EIN 391424605) - 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

1982

Legal Domicile

Principal Officer

BRIAN BLESI

Phone

7154830587

Tax Period

2023-01-01 to 2023-12-31

ST CROIX VALLEY HEALTHCARE FDN, founded in 1982, is a micro nonprofit that reported $47K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 18% operating margin.

Mission

THE MISSION IS TO CONDUCT CHARITABLE, EDUCATIONAL, SCIENTFIC, AND FUNDRAISING ACTIVITIES TO PROMOTE QUALITY HEALTH CARE IN THE ST. CROIX VALLEY. THE ORGANIZATION FOCUSES ON HEALTH CARE, COMMUNITY SERVICE, AND EDUCATION.

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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 $7,476

Program Service Revenue $0

Investment Income $31,671

Other Revenue $8,096

TOTAL REVENUE $47,243

Expense Breakdown

Grants Paid $31,906

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,906

Other Expenses $6,862

TOTAL EXPENSES $38,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,243	$38,350	+0.2%
Expenses	$38,768	$24,448	+0.6%
Net Income	$8,475	$13,902	-0.4%

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

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
BRIAN BLESI	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ALEC MORTEL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEANETTE ROCHFORD	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
MIKE ROCHFORD	BOARD MEMBER	0.50	Director	$0	$0	$0
KIMBERLY PAEHIKE	BOARD MEMBER	0.50	Director	$0	$0	$0
ELIZABETH EBENSPERGER	BOARD MEMBER	0.50	Director	$0	$0	$0
MARIETTE EICHTEN HOEFLER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOAN O'FALLON	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDREA JERRICK	BOARD MEMBER	0.50	Director	$0	$0	$0
DENISE TOMLINSON	BOARD MEMBER	0.50	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	$47,243	$38,768	$712,747	$8,475
2022	$38,350	$24,448	$671,025	$13,902
2021	$50,415	$16,589	$759,109	$33,826
2020	$57,113	$57,456	$684,270	$-343
2019	$81,614	$55,897	$684,613	$25,717
2018	$77,894	$71,802	$658,896	$6,092

ST CROIX VALLEY HEALTHCARE FDN