ST AGNES FOUNDATION INC (EIN 521415083) - 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

1985

Legal Domicile

Phone

3147338000

Tax Period

2023-07-01 to 2024-06-30

ST AGNES FOUNDATION INC, founded in 1985, is a community nonprofit in the Health Care sector that reported $5.0M in total revenue in fiscal year 2023. Revenue surged 116% from the prior year, signaling strong growth momentum. The organization ran a surplus of $949K, a strong 19% operating margin.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR ST. AGNES HEALTHCARE, SO THAT THEY MAY IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE IN THE COMMUNITIES THEY SERVE.

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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 $2,334,611

Program Service Revenue $0

Investment Income $2,715,119

Other Revenue $0

TOTAL REVENUE $5,049,730

Expense Breakdown

Grants Paid $2,737,905

Salaries & Benefits $0

Fundraising Expenses $1,074,612

Program Expenses $2,825,695

Other Expenses $1,362,802

TOTAL EXPENSES $4,100,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,049,730	$2,332,572	+1.2%
Expenses	$4,100,707	$2,038,364	+1.0%
Net Income	$949,023	$294,208	+2.2%

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

$957,249

Total Directors

$1,455,881

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY BEHRENS MD	VICE CHAIR	1.0	Officer Director	$0	$0	$0
MITCHELL G LOMAX	CFO, MINISTRY MARKET	0.0	Officer Director	$0	$50,896	$453,541
PATRICK V TROTTA CPA CHC	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
RALPH SAPIA ESQ	CHAIR	1.0	Officer Director	$0	$0	$0
WILLIAM B HIGGINBOTHAM	PRESIDENT & CEO, MINISTRY MARKET	0.0	Officer Director	$0	$51,050	$503,708
CASSANDRA STEVENSON	DIRECTOR	1.0	Director	$0	$0	$0
EUGENE DELARA PHARMD MBA	DIRECTOR	1.0	Director	$0	$0	$0
GREGORY KIRBY	DIRECTOR	1.0	Director	$0	$0	$0
JOHN SINGER MD	DIRECTOR	1.0	Director	$0	$0	$0
KATIE COUNSELMAN CAPLE CPCU ARM	DIRECTOR	1.0	Director	$0	$0	$0
KRISTEN FERNANDEZ MD	DIRECTOR	0.0	Director	$0	$52,561	$498,632
SAM SYDNEY MD	DIRECTOR	1.0	Director	$0	$0	$0
STEPHEN M SCHAEFER ESQ	DIRECTOR	1.0	Director	$0	$0	$0
TABITHA ATKINS	DIRECTOR	1.0	Director	$0	$0	$0
EDWARD R LOVERN	FORMER OFFICER (END 5/2023)	0.0		$0	$24,114	$284,555
SCOTT M FURNISS	FORMER OFFICER (END 1/2020)	0.0		$0	$50,662	$478,895

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	$5,049,730	$4,100,707	$27,830,988	$949,023
2023	$2,332,572	$2,038,364	$25,252,434	$294,208
2022	$2,327,762	$1,443,873	$24,501,192	$883,889
2021	$3,817,391	$1,009,809	$25,721,328	$2,807,582
2020	$1,787,862	$961,740	$22,919,478	$826,122
2019	$2,592,430	$2,485,149	$21,351,410	$107,281
2018	$2,005,465	$1,451,485	$20,283,551	$553,980

ST AGNES FOUNDATION INC