ST AGNES FOUNDATION INC

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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

THE ASCENSION ST. AGNES FOUNDATION IS IN LOCK STEP WITH THE ASCENSION HEALTH'S OVERALL MISSION: ROOTED IN THE LOVING MINISTRY OF JESUS AS A HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE LIVING IN POVERTY AND THE VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS. THE FOUNDATION ENSURES THIS MISSION IS MET EACH AND EVERY DAY THROUGH THE SUPPORT OF VARIOUS PHILANTHROPIC PARTNERS.

Program Service Accomplishments

Program 1

Expenses: $2,825,695 Revenue: $0

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO...

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. WITH THE SUPPORT OF GENEROUS PHILANTHROPIC PARTNERS, WHETHER A GRATEFUL PATIENT, BOARD MEMBER, CLINICIAN, OR EMPLOYEE, ASCENSION SAINT AGNES WILL CONTINUE TO CHANGE THE LIVES OF THOSE WE SERVE BECAUSE OF YOUR SUPPORT. IN PARTNERSHIP WITH OUR PHILANTHROPIC INVESTORS, THE ASCENSION SAINT AGNES FOUNDATION PROVIDED FUNDING TO SUPPORT VARIOUS INITIATIVES WITHIN SUCH AS CREATING A MOBILE UNIT CARE DELIVERY SYSTEM TO PROVIDE HEALTH SERVICES TO THE MOST VULNERABLE IN OUR COMMUNITY WHO HAVE NO OR LIMITED ACCESS TO CARE. IN ADDITION, THE FOUNDATION FUNDS PATIENT NAVIGATIONAL SERVICES, COMMUNITY-BASED SERVICES AND PROGRAMS, CLINICAL TRAINING, AND ROBUST PERFORMANCE IMPROVEMENT, FACILITIES AND EQUIPMENT EFFORTS TO INCLUDE THE BUILD OUT OF A BRAND NEW FAMILY BIRTHING CENTER THAT WILL BEGIN TO SEE PATIENTS IN 2026. UNDERSTANDING THE MANY ASPECTS OF LIFE THAT IMPACT ONE'S HEALTH, SAINT AGNES AND THE FOUNDATION ARE COMMITTED TO IMPROVING THE OVERALL WELL-BEING OF THE COMMUNITIES AND PEOPLE WE ARE SO PRIVILEGED TO 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