Roper St Francis Foundation (EIN 571068509) - 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

1998

Legal Domicile

Phone

8437242958

Tax Period

2023-01-01 to 2023-12-31

Roper St Francis Foundation, founded in 1998, is a mid-sized nonprofit in the Health Care sector that reported $13.2M in total revenue in fiscal year 2023. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 24% operating margin.

Mission

The Roper St. Francis Foundation's mission is to advance the Roper St. Francis Healthcare mission of healing all people with compassion, faith, and excellence through philanthropy.

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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 $11,753,823

Program Service Revenue $0

Investment Income $1,792,489

Other Revenue $-390,912

TOTAL REVENUE $13,155,400

Expense Breakdown

Grants Paid $3,875,969

Salaries & Benefits $3,020,269

Fundraising Expenses $3,441,992

Program Expenses $3,875,969

Other Expenses $3,075,362

TOTAL EXPENSES $9,971,600

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,155,400	$5,975,101	+1.2%
Expenses	$9,971,600	$13,044,330	-0.2%
Net Income	$3,183,800	$-7,069,229	-1.5%

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

$576,133

Total Directors

$4,212,215

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Vice Chairperson	0.5	Officer Director	$0	$0	$0
N/A	Chairperson	0.5	Officer Director	$0	$0	$0
N/A	Board Treasurer	0.5	Officer Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member (End 01/23)	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member (End 10/23)	0.5	Director	$0	$0	$0
N/A	Board Member, President/CEO RSFH (End 12/23)	0.5	Director	$0	$93,814	$1,199,591
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member, RSFH SVP & Chief Nursing Officer	0.5	Director	$0	$92,275	$574,860
N/A	Board Member, RSFH Chief Transformation Officer & President - BSSF/MPH	0.5	Director	$0	$101,452	$561,513
N/A	Board Member, Interim President/CEO (Beg 12/23)	0.5	Director	$0	$67,568	$760,277
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member (End 04/23)	0.5	Director	$0	$0	$0
N/A	Board Member (End 04/23)	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member, RSFH AVP CMO - Quality & Cont Care	0.5	Director	$0	$70,111	$598,821
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member (Beg 03/23), Regional President - RH/BH & VP Continuing Care	0.5	Director	$0	$93,603	$517,153
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Board Member	0.5	Director	$0	$0	$0
N/A	Secretary, VP & President RSF Foundation	50.0	Officer	$502,194	$73,939	$576,133
N/A	Senior Director Grant Services	50.0	Highest	$129,330	$21,074	$150,404
N/A	Senior Director of Development	50.0	Highest	$194,878	$43,177	$238,055
N/A	Major Gifts Director	50.0	Highest	$109,805	$3,336	$113,141

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
2024	No data	No data	No data	No data
2023	$13,155,400	$9,971,600	$44,523,003	$3,183,800
2022	$5,975,101	$13,044,330	$39,090,855	$-7,069,229
2021	$15,997,832	$6,601,634	$53,287,068	$9,396,198
2020	$5,085,217	$6,165,318	$46,251,778	$-1,080,101
2019	$7,971,181	$7,853,675	$41,761,214	$117,506
2018	$16,369,838	$10,781,330	$50,655,100	$5,588,508

Roper St Francis Foundation