ST ANDREW'S AT FRANCIS PLACE

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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

1968

Legal Domicile

Principal Officer

BILL HOLMAN

Phone

3147260111

Tax Period

2023-06-01 to 2024-05-31

ST ANDREW'S AT FRANCIS PLACE, founded in 1968, is a mid-sized nonprofit that reported $13.2M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $15.4M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO EMPOWER ELDERS AND THEIR CAREGIVERS THROUGH CHOICES AND OPTIONS THAT FOSTER A VITAL LIFE.

Program Service Accomplishments

Program 1

Expenses: $13,106,186 Revenue: $10,482,834

PROVIDE SKILLED NURSING AND MEMORY CARE FOR THE ELDERLY.ST. ANDREW'S AT FRANCIS PLACE PROVIDES TOP-QUALITY, LONG-TERM SKILLED NURSING SERVICES AND ACCOMMODATIONS SPECIFICALLY DESIGNED FOR SENIORS...

PROVIDE SKILLED NURSING AND MEMORY CARE FOR THE ELDERLY.ST. ANDREW'S AT FRANCIS PLACE PROVIDES TOP-QUALITY, LONG-TERM SKILLED NURSING SERVICES AND ACCOMMODATIONS SPECIFICALLY DESIGNED FOR SENIORS WITH MORE SIGNIFICANT HEALTH NEEDS.IF YOUR LOVED ONE REQUIRES ACCESS TO 24/7 CARE, PLEASE CONSIDER OUR CARING, PERSON-CENTERED, EUREKA-BASED COMMUNITY.OUR MODERN TECHNIQUES, ACTIVITIES, AND EXPERTLY-TRAINED ST. ANDREW'S AT FRANCIS PLACE TEAM INDIVIDUALIZES OUR TREATMENT TO BEST SERVE OUR RESIDENTS NEEDING MEMORY CARE.

Program 2

Expenses: $953,765 Revenue: $762,858

ST. ANDREW'S AT FRANCIS PLACE REHABILITATIVE PROGRAMS HELP SENIORS REACH THEIR FULL POTENTIAL, OFTEN ENABLING THEM TO RETURN TO THEIR HOMES. REHABILITATION SPECIALISTS ENCOURAGE EACH PATIENT AS THEY WORK TOWARD RECOVERY FROM ILLNESS, SURGERY, OR INJURIES. OUR TEAM OF EXPERIENCED PROFESSIONALS CREATE INDIVIDUALIZED TREATMENT PROGRAMS SPECIFICALLY DESIGNED FOR THE FULL RECOVERY OF EACH PATIENT. WE UTILIZE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES; MOST ARE MEDICARE-APPROVED.

Program 3

Expenses: $0 Revenue: $0

THE ORGANIZATION PROVIDES CARE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES TO RESIDENTS AND OTHER CLIENTS MEETING CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY. BECAUSE THE PROJECT DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THESE AMOUNTS ARE REPORTED AS A DEDUCTION TO NET RESIDENT SERVICE REVENUE.

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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 $1,839,533

Program Service Revenue $11,245,692

Investment Income $37,235

Other Revenue $81,312

TOTAL REVENUE $13,203,772

Expense Breakdown

Grants Paid $150

Salaries & Benefits $5,501,523

Fundraising Expenses $0

Program Expenses $14,059,951

Other Expenses $9,900,741

TOTAL EXPENSES $15,402,414

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,203,772	$9,516,266	+0.4%
Expenses	$15,402,414	$14,598,478	+0.1%
Net Income	$-2,198,642	$-5,082,212	-0.6%

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

171

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

$1,244,627

Total Directors

$753,393

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL HOLMAN	PRESIDENT & CEO/CHAIR	1.00	Officer Director	$0	$44,911	$466,525
SR RITA ANN BREGENHORN	VICE CHAIR	0.50	Officer Director	$0	$0	$0
RALPH H THAMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
SR MARY ANN DOOLING	BOARD MEMBER (END TERM)	0.50	Director	$0	$0	$0
JOSEPH GIRARDI	CFO/SECRETARY/TREASURER	1.00	Officer Director	$0	$20,491	$286,868
SALLY MAGUIRE	BOARD MEMBER	0.50	Director	$0	$0	$0
SUSAN LEONARD	CIO	1.00	Officer	$0	$13,375	$165,786
JANET LEIGH	CDO	1.00	Officer	$0	$1,191	$133,683
MAUREEN DUNN	CPSO	5.00	Officer	$0	$13,835	$191,765
BRAD QUEEN	EXECUTIVE DIRECTOR	40.00	Highest	$0	$13,472	$171,233

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	$13,203,772	$15,402,414	$35,901,560	$-2,198,642
2023	$9,516,266	$14,598,478	$36,369,966	$-5,082,212
2022	$8,150,592	$11,755,048	$37,727,897	$-3,604,456
2021	$10,304,338	$9,238,486	$40,593,564	$1,065,852
2020	$8,084,911	$8,353,427	$10,897,782	$-268,516
2019	$7,186,653	$8,428,450	$10,489,228	$-1,241,797
2018	$6,391,277	$7,157,737	$11,000,271	$-766,460