Partners For St Joseph Regional Medical Center (EIN 396159122) - 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

2000

Legal Domicile

Principal Officer

Jodi Jaeger

Phone

4144472163

Tax Period

2020-07-01 to 2021-06-30

Partners For St Joseph Regional Medical Center, founded in 2000, is a micro nonprofit in the Health Care sector that reported $17K in total revenue in fiscal year 2020. Revenue surged 72% from the prior year, signaling strong growth momentum. Net assets of $50K represent 35 months of operating reserves.

Mission

Support of Wheaton Franciscan - St. Joseph Regional Medical Center by operating a gift shop including special sales. Proceeds are used for projects benefiting patients, staff, and the community surrounding the hospital.

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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 (2020)

Revenue Breakdown

Contributions & Grants $108

Program Service Revenue $0

Investment Income $0

Other Revenue $17,352

TOTAL REVENUE $17,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,269

Fundraising Expenses $0

Program Expenses $15,536

Other Expenses $13,097

TOTAL EXPENSES $18,366

Year-over-Year Comparison

	2020	2019	Change
Revenue	$17,460	$10,135	+0.7%
Expenses	$18,366	$27,011	-0.3%
Net Income	$-906	$-16,876	-0.9%

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
Kerri Burmester	Chair	001.00	Officer Director	$0	$0	$0
Gerald Krug	Treasurer	001.00	Officer Director	$0	$0	$0
Colleen Paschke	Director	001.00	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
2021	$17,460	$18,366	$51,773	$-906
2020	$10,135	$27,011	$55,922	$-16,876
2019	$12,842	$18,046	$66,959	$-5,204
2018	$34,473	$48,587	$74,492	$-14,114

Partners For St Joseph Regional Medical Center