ST JOSEPH'S VILLA FOUNDATION

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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

1998

Legal Domicile

Principal Officer

DAVID D REDMOND

Phone

8045533200

Tax Period

2023-07-01 to 2024-06-30

ST JOSEPH'S VILLA FOUNDATION, founded in 1998, is a small nonprofit in the Housing & Shelter sector that reported $911K in total revenue in fiscal year 2023. Revenue surged 108% from the prior year, signaling strong growth momentum. Expenses of $1.2M exceeded revenue, resulting in a 37% operating deficit.

Mission

ST. JOSEPH'S VILLA FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, AND PARTICULARLY: *TO SOLICIT, RECEIVE AND ADMINISTER GIFTS, GRANTS, CONTRIBUTIONS AND DONATIONS FOR ST. JOSEPH'S VILLA, AND *TO DISTRIBUTE FUNDS TO ST. JOSEPH'S VILLA AND ITS THREE RELATED ORGANIZATIONS IN SUPPORT OF THEIR VARIOUS PROGRAMS AND ACTIVITIES. THESE DISTRIBUTIONS FORM AN INTEGRAL PART OF THE ON-GOING OPERATING BUDGET OF ST. JOSEPH'S VILLA.

Program Service Accomplishments

Program 1

Expenses: $1,132,981

THE ST. JOSEPH'S VILLA FOUNDATION FOCUSES ON RAISING AWARENESS AMONG DONORS AND PROSPECTIVE DONORS ABOUT THE BENEFITS OF GROWING ITS INVESTED FUNDS CORPUS THROUGH OUTRIGHT AND PLANNED GIFTS. TO...

THE ST. JOSEPH'S VILLA FOUNDATION FOCUSES ON RAISING AWARENESS AMONG DONORS AND PROSPECTIVE DONORS ABOUT THE BENEFITS OF GROWING ITS INVESTED FUNDS CORPUS THROUGH OUTRIGHT AND PLANNED GIFTS. TO SUPPORT THIS GOAL, THE FOUNDATION PROMOTED PLANNED GIVING THROUGH MULTIPLE CHANNELS, INCLUDING FEATURES IN ITS SEMI-ANNUAL PRINT NEWSLETTERS (REACHING 3,883 HOUSEHOLDS), A DEDICATED SECTION IN THE ANNUAL DONOR IMPACT REPORT (DISTRIBUTED TO 687 HOUSEHOLDS), AND TWO TARGETED MAILINGS (SENT TO 594 HOUSEHOLDS). ADDITIONALLY, THE FOUNDATION CONTRACTS WITH THE STELTER COMPANY TO DEVELOP, MAINTAIN, AND REGULARLY UPDATE THE ESTATE PLANNING SECTION OF THE ST. JOSEPH'S VILLA WEBSITE TO PROVIDE DONORS WITH ACCESSIBLE AND UP-TO-DATE INFORMATION.

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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 $9,145

Program Service Revenue $0

Investment Income $901,833

Other Revenue $0

TOTAL REVENUE $910,978

Expense Breakdown

Grants Paid $1,132,981

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,132,981

Other Expenses $113,481

TOTAL EXPENSES $1,246,462

Year-over-Year Comparison

	2023	2022	Change
Revenue	$910,978	$438,996	+1.1%
Expenses	$1,246,462	$1,293,796	0.0%
Net Income	$-335,484	$-854,800	-0.6%

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

$394,084

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ACKERLY IV	DIRECTOR	1.00	Director	$0	$0	$0
JOHN B CATLETT JR	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN C DUKE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER M LAYNE	DIRECTOR	1.00	Director	$0	$0	$0
JEANMARIE MCGOWAN	DIRECTOR/CHAIR - STARTED 3-2024	1.00	Officer Director	$0	$0	$0
J SARGEANT REYNOLDS JR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID D REDMOND	CHAIR - ENDED 3-2024	1.00	Officer Director	$0	$0	$0
KAREN ML WHELAN	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
SUZANNE HINTON	TREASURER	1.00	Officer	$0	$17,890	$180,372
JENNIFER FRIAR	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$23,410	$213,712
KATHLEEN BURKE BARRETT	CEO-FORMER	0.00		$0	$13,963	$490,897

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	$910,978	$1,246,462	$25,841,199	$-335,484
2023	$438,996	$1,293,796	$24,013,549	$-854,800
2022	$972,717	$1,336,557	$22,923,124	$-363,840
2021	$1,723,000	$1,307,439	$27,697,790	$415,561
2020	$377,716	$1,299,277	$22,627,264	$-921,561
2019	$268,312	$1,451,974	$23,409,357	$-1,183,662
2018	$3,268,386	$1,276,577	$23,502,065	$1,991,809