ST JOSEPH HEALTH INITIATIVE INC

EIN: 550357048 501(c)(3)

WHEELING, WV

Total Revenue
$309,003
Total Expenses
$66,203
Total Assets
$8,649,607
Net Assets
$8,649,607
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
WV
Principal Officer
MARGUERITE O'BRIEN
Phone
3042328160
Tax Period
2024-07-01 to 2025-06-30

ST JOSEPH HEALTH INITIATIVE INC, founded in 2001, is a small nonprofit that reported $309K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $243K, a strong 79% operating margin.

Mission

TO OWN, CONDUCT, OPERATE, AND MANAGE A HOSPITAL, LONG TERM CARE FACILITY, OR OTHER RELATED ENTITIES OR INSTITUTIONS FOR THE CARE OF THE SICK AND INFIRM, AND FOR THE TRAINING OF NURSES FOR SUCH PURPOSES; TO PROMOTE AND SUPPORT HEALTHCARE AND CHARITABLE WORKS OF THE SISTERS OF ST. JOSEPH THROUGH EDUCATION, HEALTHCARE, PASTORAL AND SOCIAL MINISTRIES AND TO COLLABORATE WITH OTHERS FOR THE LIFE AND MISSION OF THE CHURCH AND THE PEOPLE OF WEST VIRGINIA; TO MAKE GIFTS, GRANTS, OR DONATIONS FOR PUBLIC CHARITABLE PURPOSES, INCLUDING, BUT NOT LIMITED TO, QUALIFYING CHARITABLE ACTIVITIES AFFILIATED WITH THE CONGREGATION OF ST. JOSEPH.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $307,388
Other Revenue $1,615
TOTAL REVENUE $309,003

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $66,203
TOTAL EXPENSES $66,203

Year-over-Year Comparison

2024 2023 Change
Revenue $309,003 $240,937 +0.3%
Expenses $66,203 $64,796 +0.0%
Net Income $242,800 $176,141 +0.4%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
N/A

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
4
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VIRGINIA YEAGER DIRECTOR 1.00
Director
$0 $0 $0
NANCY CONWAY PRESIDENT 1.00
Officer
$0 $0 $0
JOAN KREYENBUHL VICE PRESIDE 1.00
Officer
$0 $0 $0
MARGUERITE O'BRIEN TREASURER 1.00
Officer
$0 $0 $0
RUTHANN SCHERER SECRETARY 1.00
Officer
$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 $309,003 $66,203 $8,649,607 $242,800
2024 $240,937 $64,796 $8,291,010 $176,141
2023 $119,942 $65,624 $7,986,975 $54,318
2022 $148,555 $70,789 $7,765,535 $77,766
2021 $1,101,383 $69,525 $8,315,948 $1,031,858
2020 $129,796 $73,026 $7,044,737 $56,770
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