ST LUKE'S FOUNDATION (EIN 453811485) - 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

2011

Legal Domicile

Principal Officer

MICHAEL LAWSON

Phone

8323551000

Tax Period

2023-07-01 to 2024-06-30

ST LUKE'S FOUNDATION, founded in 2011, is a community nonprofit in the Health Care sector that reported $9.2M in total revenue in fiscal year 2023. Expenses of $10.6M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROMOTE HEALTHCARE EXCELLENCE, ADVANCES IN MEDICAL SCIENCE AND IMPROVEMENT IN COMMUNITY HEALTH IN THE AREAS SERVED BY THE CHI ST. LUKE'S HEALTH SYSTEM IN TEXAS.

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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 $6,867,359

Program Service Revenue $0

Investment Income $2,340,978

Other Revenue $0

TOTAL REVENUE $9,208,337

Expense Breakdown

Grants Paid $7,908,072

Salaries & Benefits $1,766,569

Fundraising Expenses $202,078

Program Expenses $9,963,234

Other Expenses $936,017

TOTAL EXPENSES $10,610,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,208,337	$8,792,536	+0.0%
Expenses	$10,610,658	$8,208,756	+0.3%
Net Income	$-1,402,321	$583,780	-3.4%

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

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

$4,728,150

Total Directors

$3,962,164

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
T DOUGLAS LAWSON PHD	PRESIDENT, SOUTH REGION	1.00	Officer Director	$0	$218,609	$3,615,147
LINDA KULHANEK	CFO, SOUTH REGION	1.00	Officer	$0	$31,236	$765,986
DONNA BUDAK	EX-OFFICIO/DIV VP DEVELOPMENT	50.00	Officer Director	$331,231	$15,786	$347,017
ERIN MEADE	DIRECTOR-DEVELOPMENT (THRU 1/2/24)	50.00	Highest	$258,864	$25,671	$284,535
ROBERT FAUGHNAN	FORMER OFFICER	0.00		$0	$17,614	$206,549
BARBARA MENDEL	MANAGER-FOUNDATION DEV COMM	50.00	Highest	$156,143	$22,082	$178,225
ELIZABETH FAHNDERS	DIRECTOR PHILANTHROPY OPS	50.00	Highest	$109,745	$47,415	$157,160
STAN MAREK JR	CHAIR	1.00	Officer Director	$0	$0	$0
GLORIA PORTELA JD	BOARD MEMBER	1.00	Director	$0	$0	$0
LEONARD TALLERINE JR	BOARD MEMBER	1.00	Director	$0	$0	$0
CHESTER BORSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM CRAVENS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES GREMILLION III	BOARD MEMBER	1.00	Director	$0	$0	$0
ALOYSIUS WICKLIFF JR	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL BECK	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN HACKETT	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL LAYNE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE MALLOY	BOARD MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$9,208,337	$10,610,658	$102,708,472	$-1,402,321
2023	$8,792,536	$8,208,756	$94,114,381	$583,780
2022	$6,231,972	$6,672,903	$84,297,994	$-440,931
2021	$8,207,901	$6,316,985	$85,245,198	$1,890,916
2020	$2,186,791	$10,097,067	$11,280,979	$-7,910,276
2019	$2,805,504	$3,932,013	$17,113,920	$-1,126,509
2018	$4,128,017	$4,602,730	$16,850,055	$-474,713

ST LUKE'S FOUNDATION