ST JOSEPH'S VILLA INC (EIN 470490837) - 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

1964

Legal Domicile

Principal Officer

TRISH STEAGER

Phone

4023673045

Tax Period

2021-07-01 to 2022-06-30

ST JOSEPH'S VILLA INC, founded in 1964, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2021. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $6.1M exceeded revenue, resulting in a 20% operating deficit.

Mission

NURSING HOME/ASSISTED LIVING CARE FOR THE ELDERLY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $128,919

Program Service Revenue $4,953,210

Investment Income $25,289

Other Revenue $0

TOTAL REVENUE $5,107,418

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $2,992,619

Fundraising Expenses $0

Program Expenses $5,474,691

Other Expenses $3,131,360

TOTAL EXPENSES $6,125,479

Year-over-Year Comparison

	2021	2020	Change
Revenue	$5,107,418	$8,177,620	-0.4%
Expenses	$6,125,479	$6,043,787	+0.0%
Net Income	$-1,018,061	$2,133,833	-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

138

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	Role	Reportable Comp	Other Comp	Total
SISTER FRANCES PYTLIK	CHAIRMAN	Officer Director	$0	$0	$0
WILLIAM PONEC	VICE CHAIRMAN	Officer Director	$0	$0	$0
MICHAEL R ADAMY	TREASURER	Officer Director	$0	$0	$0
KATHY ENGEL	SECRETARY	Officer Director	$0	$0	$0
LAURA KOBZA	DIRECTOR	Director	$0	$0	$0
KEN POLACEK	DIRECTOR	Director	$0	$0	$0
ALLEN MORAVEC	DIRECTOR	Director	$0	$0	$0
SUE BIRKEL	DIRECTOR	Director	$0	$0	$0
JEANNE JAKUB	DIRECTOR	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
2022	$5,107,418	$6,125,479	$9,338,511	$-1,018,061
2020	$5,565,319	$5,581,918	$12,847,373	$-16,599
2019	$5,540,682	$5,251,693	$12,227,355	$288,989

ST JOSEPH'S VILLA INC