ST JOSEPH'S SOCIAL CARE AND THRIFT… - Form 990 Financial Data

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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

1997

Legal Domicile

Principal Officer

JEFF BARTA

Phone

7017958614

Tax Period

2023-01-01 to 2023-12-31

ST JOSEPH'S SOCIAL CARE AND THRIFT STORE, founded in 1997, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023.

Mission

FOOD CUPBOARD AND DIRECT FINANCIAL AID TO INDIVIDUALS AND FAMILIES IN NEED

Program Service Accomplishments

Program 1

Expenses: $1,165,888 Revenue: $1,271,884

EMERGENCY ASSISTANCE CONSISTING OF FINANCIAL ASSISTANCE WITH RENT EVICTIONS, UTILITY DISCONNECTS, MEDICATIONS, FUNERAL AND EMERGENCY MEDICAL TRAVEL NEEDS GIVEN TO INDIVIDUALS/FAMILIES IN CRISIS...

EMERGENCY ASSISTANCE CONSISTING OF FINANCIAL ASSISTANCE WITH RENT EVICTIONS, UTILITY DISCONNECTS, MEDICATIONS, FUNERAL AND EMERGENCY MEDICAL TRAVEL NEEDS GIVEN TO INDIVIDUALS/FAMILIES IN CRISIS. THRIFT STORE VOUCHERS ALLOW US TO SERVE CONSUMERS WHO ARE IN NEED OF BASIC NECESSITIES. THE FOOD PANTRY IS AVAILABLE FOR INDIVIDUALS AND FAMILIES IN NEED OF SUPPLEMENTAL FOOD. THE FREE SUMMER LUNCH FOR YOUTH SERVES LUNCH AT FIVE SITES IN JUNE, JULY AND AUGUST.

Program 2

Expenses: $28,672 Revenue: $24,373

THREE UNITS OF PERMANENT SUPPORTIVE HOUSING ARE AVAILABLE TO QUALIFIED FAMILIES, WHICH PROVIDE A COMBINATION OF HOUSING AND SERVICES AS A WAY TO HELP HOMELESS FAMILIES WITH A DISABLED MEMBER TO LIVE...

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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 $1,258,841

Program Service Revenue $24,373

Investment Income $11,742

Other Revenue $1,301

TOTAL REVENUE $1,296,257

Expense Breakdown

Grants Paid $650,189

Salaries & Benefits $459,489

Fundraising Expenses $28,228

Program Expenses $1,194,560

Other Expenses $246,354

TOTAL EXPENSES $1,356,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,296,257	$1,284,197	+0.0%
Expenses	$1,356,032	$1,315,191	+0.0%
Net Income	$-59,775	$-30,994	+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

Volunteers

275

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

$89,557

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF BARTA	PRESIDENT	1.00	Officer Director	$0	$0	$0
JACK CALL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HAROLD WILDE	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE HERGERT	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHY BENDA	DIRECTOR	1.00	Director	$0	$0	$0
PETER BOULEY	DIRECTOR	1.00	Director	$0	$0	$0
STACEY DAHL	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE GAGELIN	DIRECTOR	1.00	Director	$0	$0	$0
MARY JO SCHILL	DIRECTOR	1.00	Director	$0	$0	$0
MICKEY MUNSON	EXECUTIVE DIRECTOR	40.00	Officer	$86,917	$2,640	$89,557

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	No data	No data	No data	No data
2023	$1,296,257	$1,356,032	$1,102,588	$-59,775
2022	$1,284,197	$1,315,191	$1,167,267	$-30,994
2021	$1,028,403	$1,017,145	$1,261,763	$11,258
2020	$1,430,271	$1,040,446	$1,230,516	$389,825
2019	$1,103,333	$1,218,418	$1,091,992	$-115,085
2018	$1,230,870	$1,280,786	$1,094,136	$-49,916

ST JOSEPH'S SOCIAL CARE AND THRIFT STORE