SISTERS OF ST JOSEPH MISSION AND MINISTRIES FOUNDATION (EIN 472591434) - 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

2015

Legal Domicile

Principal Officer

ALMI CLERKIN

Phone

8148364100

Tax Period

2024-01-01 to 2024-12-31

SISTERS OF ST JOSEPH MISSION AND MINISTRIES FOUNDATION, founded in 2015, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 148% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 53% operating margin.

Mission

TO SUPPORT THE CONGREGATION OF THE SISTERS OF ST. JOSEPH OF NORTHWESTERN PENNSYLVANIA, ITS CURRENT AND FUTURE MINISTRIES, AND OTHER ORGANIZATIONS WITH LIKE-MINDED MISSIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,168,635

Program Service Revenue $0

Investment Income $1,434,322

Other Revenue $0

TOTAL REVENUE $2,602,957

Expense Breakdown

Grants Paid $767,992

Salaries & Benefits $0

Fundraising Expenses $193,786

Program Expenses $831,196

Other Expenses $453,662

TOTAL EXPENSES $1,221,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,602,957	$1,049,080	+1.5%
Expenses	$1,221,654	$813,091	+0.5%
Net Income	$1,381,303	$235,989	+4.9%

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

N/A

Volunteers

125

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

$91,526

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SR MARY DREXLER	TRUSTEE	1.50	Director	$0	$0	$0
SR MARY HERRMANN	TRUSTEE	1.50	Director	$0	$0	$0
WILLIAM HILBERT JR	TRUSTEE	1.50	Director	$0	$0	$0
JAMES BIRD	CHAIRMAN	1.50	Officer Director	$0	$0	$0
ERIC CONSIGLIO	TRUSTEE	1.50	Director	$0	$0	$0
BRITTANY TAYLOR	TREASURER	1.50	Officer Director	$0	$0	$0
DR CHRIS CLARK	TRUSTEE	1.50	Director	$0	$0	$0
HON ERNEST DISANTIS JR	TRUSTEE	1.50	Director	$0	$0	$0
MEGHAN FUHRMAN	VICE CHAIRMAN	1.50	Officer Director	$0	$0	$0
MS ADRIENNE KALIVODA	TRUSTEE	1.50	Director	$0	$0	$0
STEPHANIE POWERS	TRUSTEE	1.50	Director	$0	$0	$0
MR JOSEPH E KLOECKER	TRUSTEE	1.50	Director	$0	$0	$0
DED SENG	TRUSTEE	1.50	Director	$0	$0	$0
CINDY STONE	TRUSTEE	1.50	Director	$0	$0	$0
SR PHYLLIS MCCRACKEN	TRUSTEE	1.50	Director	$0	$0	$0
MS LISA WINSCHEL	TRUSTEE	1.50	Director	$0	$0	$0
TINA MENGINE	TRUSTEE	1.50	Director	$0	$0	$0
CAROL MOREHOUSE	TRUSTEE	1.50	Director	$0	$0	$0
ALMI CLERKIN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$11,780	$91,526

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	$2,602,957	$1,221,654	$18,212,787	$1,381,303
2023	$1,049,080	$813,091	$16,472,538	$235,989
2022	$1,554,693	$719,056	$14,385,616	$835,637
2021	$1,570,156	$708,803	$16,667,866	$861,353
2020	$995,680	$703,245	$14,800,959	$292,435
2019	$1,040,118	$463,635	$13,203,691	$576,483
2018	$1,175,401	$500,288	$11,057,575	$675,113

SISTERS OF ST JOSEPH MISSION AND MINISTRIES FOUNDATION