ST JOSEPH'S FOUNDATION OF SAN JOAQ… - 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

2002

Legal Domicile

Principal Officer

DAVID ZIOLKOWSKI

Phone

2094676381

Tax Period

2024-07-01 to 2025-06-30

ST JOSEPH'S FOUNDATION OF SAN JOAQUIN, founded in 2002, is a community nonprofit that reported $5.6M in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Net assets of $15.2M represent 32 months of operating reserves.

Mission

TO RECEIVE, HOLD, INVEST, ADMINISTER, AND DISBURSE FUNDS FOR THE USE AND BENEFIT OF ST. JOSEPH'S MEDICAL CENTER AND ST. JOSEPH'S BEHAVIORAL HEALTH CENTER OF STOCKTON, CALIFORNIA AND ITS LOCAL AFFILIATES WHICH ARE DOING BUSINESS AS DIGNITY HEALTH AND AS PORT CITY OPERATING COMPANY LLC. DEDICATED TO RAISING FUNDS FOR ST. JOSEPH'S MEDICAL CENTER AND ITS AFFILIATES IN STOCKTON, CALIFORNIA. ST. JOSEPH'S FOUNDATION RECEIVES AND MANAGES FUNDS GIVEN BY DONORS TO BENEFIT ST. JOSEPH'S MEDICAL CENTER AND ST. JOSEPH'S BEHAVORIAL HEALTH CENTER.

Program Service Accomplishments

Program 1

Expenses: $4,351,669

THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH AND PORT CITY OPERATING COMPANY LLC, DBA ST. JOSEPH'S MEDICAL CENTER, AND ST. JOSEPH'S BEHAVIORAL HEALTH CENTER...

THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH AND PORT CITY OPERATING COMPANY LLC, DBA ST. JOSEPH'S MEDICAL CENTER, AND ST. JOSEPH'S BEHAVIORAL HEALTH CENTER, (SUPPORTED ORGANIZATIONS). AS A SUPPORTING ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE SUPPORTED ORGANIZATIONS WHICH INCLUDE MAKING PAYMENTS DIRECTLY TO THE BENEFICIARY ORGANIZATIONS.

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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 $4,912,953

Program Service Revenue $0

Investment Income $691,658

Other Revenue $12,321

TOTAL REVENUE $5,616,932

Expense Breakdown

Grants Paid $4,351,669

Salaries & Benefits $0

Fundraising Expenses $175,466

Program Expenses $4,351,669

Other Expenses $1,302,735

TOTAL EXPENSES $5,679,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,616,932	$9,047,471	-0.4%
Expenses	$5,679,654	$4,586,845	+0.2%
Net Income	$-62,722	$4,460,626	-1.0%

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

$1,978,478

Total Directors

$1,921,088

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD J WILEY	EX-OFF BM/PRESIDENT (THRU 11/8/24)	4.00	Officer Director	$0	$267,745	$1,216,351
DREW A GAGNER	FORMER OFFICER (VP, FOUNDATION)	0.00		$0	$77,847	$530,268
ANDREA NIKKI OCHOA	BOARD MEMBER/CFO	1.00	Officer Director	$0	$66,279	$473,574
JULIE ECKARDT	VICE PRESIDENT, FOUNDATION	50.00	Officer	$0	$28,350	$288,553
DENISE SUEN	BOARD MEMBER (THRU 6/30/25)	1.00	Director	$0	$61,536	$221,387
SISTER ABBY NEWTON OP	BOARD MEMBER	1.00	Director	$0	$9,776	$9,776
ANTHONY BOTT	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK RISHWAIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PATRICK VELASQUEZ	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID ZIOLKOWSKI	EX-OFF BM/PRESIDENT (EFF 2/10/25)	4.00	Officer Director	$0	$0	$0
JAMES ACOSTA	BOARD MEMBER	1.00	Director	$0	$0	$0
SISTER KATHERINE HAMILTON OP	BOARD MEMBER	1.00	Director	$0	$0	$0
PALLAVI REDDY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE SILVA	BOARD MEMBER	1.00	Director	$0	$0	$0
BALRAJ SINGH	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNETTE STEPHENS	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA WONG	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	$5,616,932	$5,679,654	$16,418,855	$-62,722
2024	$9,047,471	$4,586,845	$15,985,875	$4,460,626
2023	$4,844,741	$5,609,785	$12,324,922	$-765,044
2022	$6,340,816	$4,234,175	$13,159,842	$2,106,641
2021	$4,962,365	$3,530,862	$10,649,146	$1,431,503
2020	$4,877,386	$4,263,517	$7,201,478	$613,869
2019	$3,576,252	$3,000,702	$7,600,048	$575,550
2018	$3,894,337	$3,048,300	$5,826,126	$846,037

ST JOSEPH'S FOUNDATION OF SAN JOAQUIN