ST JOSEPH'S MEMORIAL FOUNDATION INC (EIN 391455787) - 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

1983

Legal Domicile

Principal Officer

KRISTIE J MCCOIC

Phone

6084898259

Tax Period

2023-10-01 to 2024-09-30

ST JOSEPH'S MEMORIAL FOUNDATION INC, founded in 1983, is a small nonprofit that reported $106K in total revenue in fiscal year 2023. Revenue surged 112% from the prior year, signaling strong growth momentum. Expenses of $118K exceeded revenue, resulting in a 11% operating deficit.

Mission

ST. JOSEPH'S MEMORIAL FOUNDATION, INC. WAS FOUNDED IN 1983 AS A NOT-FOR-PROFIT ORGANIZATION TO ORIGINATE FUNDRAISING PROJECTS AND PROGRAMS WHOSE ULTIMATE GOAL IS TO ENHANCE THE CARE OF ST. JOSEPH'S HEALTH SERVICES, INC. PATIENTS, WHILE PROMOTING THE WELL-BEING OF THE COMMUNITIES WE SERVE AT LARGE.

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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 $106,491

Program Service Revenue $0

Investment Income $6,044

Other Revenue $-6,343

TOTAL REVENUE $106,192

Expense Breakdown

Grants Paid $111,242

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,242

Other Expenses $6,621

TOTAL EXPENSES $117,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$106,192	$50,038	+1.1%
Expenses	$117,863	$62,197	+0.9%
Net Income	$-11,671	$-12,159	0.0%

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

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

$234,783

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRBY WONG	CHAIR	2.00	Officer Director	$0	$0	$0
JOHN WEGER	CHAIR (THRU 10/2023)	2.00	Officer Director	$0	$0	$0
WENDY MANSER	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
DIANA MARSHALL	TREASURER	2.00	Officer Director	$0	$0	$0
BARBARA BERES	BOARD MEMBER (THRU 02/2024)	2.00	Director	$0	$0	$0
CONNIE DOROW	BOARD MEMBER	2.00	Director	$0	$0	$0
ELLEN GARDNER	BOARD MEMBER	2.00	Director	$0	$0	$0
JOE HAVLIK	BOARD MEMBER	2.00	Director	$0	$0	$0
JUNE HOOKER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARTA MCDONALD	BOARD MEMBER	2.00	Director	$0	$0	$0
BARB POTTER	BOARD MEMBER	2.00	Director	$0	$0	$0
SHIRLEY RICHARDSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DORY STAHLKOPF	BOARD MEMBER	2.00	Director	$0	$0	$0
LORI STANEK	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN THEIS	BOARD MEMBER	2.00	Director	$0	$0	$0
ANN WONG	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTIE J MCCOIC	ADMINISTRATOR	2.00	Officer	$0	$48,530	$234,783

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	$106,192	$117,863	$822,008	$-11,671
2023	$50,038	$62,197	$800,016	$-12,159
2022	$64,842	$431,791	$774,307	$-366,949
2021	$73,769	$524,912	$1,170,623	$-451,143
2020	$161,966	$743,192	$1,519,858	$-581,226
2019	$345,695	$15,467	$2,098,233	$330,228
2018	$317,507	$32,640	$1,701,835	$284,867

ST JOSEPH'S MEMORIAL FOUNDATION INC