SISTERS OF ST JOSEPH CHARITABLE FUND INC (EIN 550751850) - 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

1996

Legal Domicile

Principal Officer

RENEE STEFFEN

Phone

3044246080

Tax Period

2024-07-01 to 2025-06-30

SISTERS OF ST JOSEPH CHARITABLE FUND INC, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $444K, a strong 21% operating margin.

Mission

TO SUPPORT THE BENEVOLENT, CHARITABLE, SCIENTIFIC, RELIGIOUS, AND EDUCATIONAL ACTIVITIES OF PUBLIC CHARITABLE CORPORATIONS. TO PERFORM, FOSTER AND SUPPORT ACTS OF CHRISTIAN CHARITY AMONG THE SICK, AILING AND NEEDY, AND TO PROVIDE RESOURCES FOR THE RESTORATION OF HEALTH AND THE PREVENTION OF DISEASE.

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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 $0

Program Service Revenue $0

Investment Income $2,103,576

Other Revenue $12,634

TOTAL REVENUE $2,116,210

Expense Breakdown

Grants Paid $1,090,679

Salaries & Benefits $391,868

Fundraising Expenses $0

Program Expenses $1,532,724

Other Expenses $189,464

TOTAL EXPENSES $1,672,011

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,116,210	$1,777,066	+0.2%
Expenses	$1,672,011	$1,980,295	-0.2%
Net Income	$444,199	$-203,229	-3.2%

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

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

$134,559

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA ALKIRE	DIRECTOR	2.00	Director	$0	$0	$0
JO ANN POWELL	DIRECTOR	2.00	Director	$0	$0	$0
MARK AUGENSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
ANGIE DOMICO-COX	DIRECTOR	2.00	Director	$0	$0	$0
GWEN CRUM	DIRECTOR	2.00	Director	$0	$0	$0
SHERRY WEST	DIRECTOR	2.00	Director	$0	$0	$0
JIM OFFENBERGER	DIRECTOR	2.00	Director	$0	$0	$0
SHERRY SHAMBLIN	PRESIDENT	2.00	Officer	$0	$0	$0
JENNIFER RANDOLPH	TREASURER	2.00	Officer	$0	$0	$0
DAVE DROZEK	VICE PRESIDENT	2.00	Officer	$0	$0	$0
KATHLEEN ROEDERSHEIMER	SECRETARY	2.00	Officer	$0	$0	$0
RENEE STEFFEN	EXECUTIVE DIRECTOR	40.00	Officer	$108,939	$25,620	$134,559

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	$2,116,210	$1,672,011	$25,786,257	$444,199
2024	$1,777,066	$1,980,295	$24,890,547	$-203,229
2023	$865,733	$1,794,218	$23,858,300	$-928,485
2022	$1,332,585	$1,772,610	$23,615,613	$-440,025
2021	$2,883,843	$1,598,922	$29,254,970	$1,284,921
2020	$1,673,296	$1,764,200	$24,722,215	$-90,904
2019	$1,252,828	$1,466,000	$24,893,705	$-213,172

SISTERS OF ST JOSEPH CHARITABLE FUND INC