Stonehill Benevolent Foundation

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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

1989

Legal Domicile

Principal Officer

Peggy Stockel

Phone

5635570849

Tax Period

2023-07-01 to 2024-06-30

Stonehill Benevolent Foundation, founded in 1989, is a small nonprofit in the Human Services sector that reported $736K in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. Expenses of $652K left a modest 11% surplus.

Mission

The Stonehill Benevolent Foundation provides financial assistance for needy residents of Stonehill Care Center, assists Stonehill Care Center in its general operations, generates and attracts substantial support from the public to receive contributions and grants, and holds, administers, converts, invests, reinvests and manages such contributions and grants for the benefit of Stonehill Franciscan Services in various ways.

Program Service Accomplishments

Program 1

Expenses: $351,571 Revenue: $0

During the year Stonehill Benevolent Foundation successfully completed the annual appeal, yearend appeal, in support of the Stonehill Franciscan Services Mission and Ministry. A portion of the annual appeal and the yearend appeal funds were designated for capital items while the capital campaign was designated for the building of an Assisted Living expansion necessary to accomplish the objective of a person-centered care center. Most of the funds raised are used for residents who need financial assistance at Stonehill Franciscan Services.

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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 $477,777

Program Service Revenue $0

Investment Income $258,502

Other Revenue $0

TOTAL REVENUE $736,279

Expense Breakdown

Grants Paid $351,571

Salaries & Benefits $0

Fundraising Expenses $300,831

Program Expenses $351,571

Other Expenses $300,831

TOTAL EXPENSES $652,402

Year-over-Year Comparison

	2023	2022	Change
Revenue	$736,279	$342,105	+1.2%
Expenses	$652,402	$496,213	+0.3%
Net Income	$83,877	$-154,108	-1.5%

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
Justine Bemis	Chair	0.50	Officer Director	$0	$0	$0
Jayme Kluesner	Vice Chair	0.50	Officer Director	$0	$0	$0
Matt Dodds	Director	0.50	Director	$0	$0	$0
Pat Sunseri	Director	0.50	Director	$0	$0	$0
Paul Kronlage	Director	0.50	Director	$0	$0	$0
Derek Duehr	Director	0.50	Director	$0	$0	$0
John McDermott	Director	0.50	Director	$0	$0	$0
David Harris	Director	0.50	Director	$0	$0	$0
Sr Kate Katoski	Director	0.50	Director	$0	$0	$0
Paula Friedman	Director	0.50	Director	$0	$0	$0
Michelle Watters	Director as of Oct 2023	0.50	Director	$0	$0	$0
Sr Maureen Leach	Director until July 2023	0.50	Director	$0	$0	$0
Gretchen Brown-CEO Stonehill	Franciscan Services until Aug 2023	2.00	Officer	$0	$0	$0
Peggy Stockel-CEO Stonehill	Franciscan Services as of Aug 2023	2.00	Officer	$0	$0	$0
Susan Pearce - SecTreas	CFO Stonehill Franciscan Services	2.00	Officer	$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
2025	No data	No data	No data	No data
2024	$736,279	$652,402	$8,674,249	$83,877
2023	$342,105	$496,213	$7,973,042	$-154,108
2022	$893,481	$522,465	$7,559,642	$371,016
2021	$755,281	$556,139	$9,075,749	$199,142
2020	$3,852,917	$5,484,850	$8,110,229	$-1,631,933
2019	$984,040	$581,173	$10,289,799	$402,867