SAINT FRANCIS 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

1977

Legal Domicile

Principal Officer

MATTHEW BRANDT

Phone

5733313000

Tax Period

2023-07-01 to 2024-06-30

SAINT FRANCIS FOUNDATION, founded in 1977, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 34% operating margin.

Mission

THE SAINT FRANCIS MEDICAL CENTER FOUNDATION IS A NOT-FOR-PROFIT CORPORATION OPERATED EXCLUSIVELY FOR THE BENEFIT OF SAINT FRANCIS HEALTHCARE SYSTEM AND SAINT FRANCIS MEDICAL CENTER. ITS PURPOSE IS TO ACQUIRE THE RESOURCES NEEDED FOR THE MEDICAL CENTER TO FULFILL ITS GOALS AND OBJECTIVES. THESE GOALS INCLUDE TAKING A LEADERSHIP POSITION IN PROVIDING HIGH QUALITY, COST-EFFECTIVE ACUTE CARE AND OUTPATIENT SERVICES TO THE PEOPLE OF THIS AREA. THE FOUNDATION'S MISSION WILL REFELECT THE MEDICAL CENTER'S PRIORITIES. IT WILL STRIVE TO INCREASE AWARENESS, UNDERSTANDING AND ACCEPTANCE AMONG THE FACILITY'S MANY PUBLICS. ALL FUNDRAISING EFFORTS WILL BE AIMED AT STRENGTHENING THE INSTITUTION OVERALL AND REAFFIRMING ITS MISSION TO ITS FULLEST POTENTIAL. THE FOUNDATION WILL SECURE FINANCIAL SUPPORT FOR CURRENT OPERATIONS, SPECIAL PROJECTS, CAPITAL EXPANSION, LONG-TERM FINANCIAL STABILITY AND OTHER NEEDS AS IDENTIFIED BY THE MEDICAL CENTER.

Program Service Accomplishments

Program 1

Expenses: $53,000

AMOUNT REPRESENTS TUITION PAID TO THIRTY-FOUR STUDENTS IN THE HEALTHCARE FIELD TO FURTHER THEIR EDUCATION.

Program 2

Expenses: $173,925

AMOUNT REPRESENTS ASSISTANCE PAID TO EMPLOYEES OF SAINT FRANCIS MEDICAL CENTER WHO ARE EXPERIENCING CRISIS SITUATIONS.

Program 3

Expenses: $2,851,159

AMOUNT REPRESENTS ASSISTANCE PAID TO SAINT FRANCIS MEDICAL CENTER AND OTHER LOCAL AGENCIES AND INDIVIDUALS FOR NURSING, BUILDING AND EQUIPMENT PURCHASES, LODGING ASSISTANCE, TRANSPORTATION...

AMOUNT REPRESENTS ASSISTANCE PAID TO SAINT FRANCIS MEDICAL CENTER AND OTHER LOCAL AGENCIES AND INDIVIDUALS FOR NURSING, BUILDING AND EQUIPMENT PURCHASES, LODGING ASSISTANCE, TRANSPORTATION ASSISTANCE, TOBACCO PREVENTION AND CESSATION, ASSISTANCE FOR CANCER PATIENTS, NICU, FAMILY BIRTHPLACE, ARTHRITIS PROGRAMS, HOSPICE PROGRAMS, AND NEW SERVICES AND TECHNOLOGY.

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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 $3,657,144

Program Service Revenue $0

Investment Income $1,011,026

Other Revenue $-32,711

TOTAL REVENUE $4,635,459

Expense Breakdown

Grants Paid $876,286

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,078,084

Other Expenses $2,201,798

TOTAL EXPENSES $3,078,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,635,459	$2,335,397	+1.0%
Expenses	$3,078,084	$1,355,925	+1.3%
Net Income	$1,557,375	$979,472	+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

N/A

Volunteers

108

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

$1,376,888

Total Directors

$2,356,890

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW BOLDREY MD	DIRECTOR	2.00	Director	$0	$38,770	$562,358
TUCKER DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
LAURIE FITZGERALD	DIRECTOR	2.00	Director	$0	$16,267	$141,225
LORI FOWLER	DIRECTOR	2.00	Director	$0	$0	$0
GARRETT OZBUN	CHAIR	2.00	Director	$0	$0	$0
SAGAR PATEL MD	DIRECTOR	2.00	Director	$0	$29,354	$725,691
ANGIE WOMACK	SECRETARY	2.00	Director	$0	$0	$0
CARLOS ROBLES MD	DIRECTOR	2.00	Director	$0	$46,323	$786,035
REQUI SALTER	DIRECTOR	2.00	Director	$0	$0	$0
TODD MARCHI	DIRECTOR	2.00	Director	$0	$0	$0
BOBBI PALMER	DIRECTOR	2.00	Director	$0	$17,040	$141,581
MATT WELKER	TREASURER	2.00	Director	$0	$0	$0
JOHN DENKLER	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN DAVISON	CEO	2.00	Officer	$0	$33,164	$889,979
JAMES WILFERTH	VP - SUPPORT SERVICES	2.00	Officer	$0	$40,778	$342,546
STACY HUFF	EXECUTIVE DIRECTOR	2.00	Officer	$0	$3,771	$144,363

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	$4,635,459	$3,078,084	$11,746,860	$1,557,375
2023	$2,335,397	$1,355,925	$10,207,457	$979,472
2022	$1,805,390	$1,293,718	$8,285,039	$511,672
2021	$2,658,568	$1,325,171	$9,373,946	$1,333,397
2020	$1,658,500	$2,003,386	$6,430,538	$-344,886
2019	$1,324,756	$1,476,392	$6,488,123	$-151,636
2018	$1,752,579	$1,812,224	$6,475,583	$-59,645