ST JOSEPHS RETIRMENT COMMUNITY FOUNDATION (EIN 470790644) - 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

1995

Legal Domicile

Principal Officer

SHEA STOKELY

Phone

4023726706

Tax Period

2023-01-01 to 2023-12-31

ST JOSEPHS RETIRMENT COMMUNITY FOUNDATION, founded in 1995, is a small nonprofit in the Health Care sector that reported $342K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $188K, a strong 55% operating margin.

Mission

PROVIDE SUPPORT FOR ST JOSEPHS RETIRMENT COMMUNITY AND NURSING HOME

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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 $281,270

Program Service Revenue $0

Investment Income $60,872

Other Revenue $0

TOTAL REVENUE $342,142

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,000

Other Expenses $3,649

TOTAL EXPENSES $153,649

Year-over-Year Comparison

	2023	2022	Change
Revenue	$342,142	$226,559	+0.5%
Expenses	$153,649	$235,544	-0.3%
Net Income	$188,493	$-8,985	-22.0%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shea Stoklely	Pres	1.00	Officer Director	$0	$0	$0
Chris Strehle	Treas	1.00	Officer Director	$0	$0	$0
Kylie Kai	V Pres	1.00	Officer Director	$0	$0	$0
Brenda Martin	Secretary	1.00	Officer Director	$0	$0	$0
Anne Ausdemore	Director	1.00	Director	$0	$0	$0
Lindsay Eisenmenger	Director	1.00	Director	$0	$0	$0
Jim Falk	Director	1.00	Director	$0	$0	$0
Makenna Weborg	Director	1.00	Director	$0	$0	$0
Ben Borgmann	Director	1.00	Director	$0	$0	$0
Ginger Hunke	Director	1.00	Director	$0	$0	$0
Terry Ramig	Director	1.00	Director	$0	$0	$0
Carole Stofferahn	Director	1.00	Director	$0	$0	$0
Sr Louis Hembrecht	Director	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
2024	No data	No data	No data	No data
2023	$342,142	$153,649	$1,375,530	$188,493
2022	$226,559	$235,544	$1,187,037	$-8,985
2021	$318,854	$362,099	$1,196,022	$-43,245
2020	$382,636	$833,035	$1,267,206	$-450,399
2019	$167,647	$110,351	$1,435,071	$57,296

ST JOSEPHS RETIRMENT COMMUNITY FOUNDATION