SAINT THOMAS HEALTH FOUNDATIONS (EIN 581663055) - 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

1979

Legal Domicile

Phone

3147338000

Tax Period

2023-07-01 to 2024-06-30

SAINT THOMAS HEALTH FOUNDATIONS, founded in 1979, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 20% operating margin.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR SAINT THOMAS HEALTH, SO THAT THEY MAY IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE IN THE COMMUNITIES THEY 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 $7,722,630

Program Service Revenue $0

Investment Income $3,787,631

Other Revenue $-349,637

TOTAL REVENUE $11,160,624

Expense Breakdown

Grants Paid $7,556,488

Salaries & Benefits $0

Fundraising Expenses $883,081

Program Expenses $7,638,202

Other Expenses $1,389,464

TOTAL EXPENSES $8,945,952

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,160,624	$5,337,306	+1.1%
Expenses	$8,945,952	$5,929,590	+0.5%
Net Income	$2,214,672	$-592,284	-4.7%

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

$2,594,016

Total Directors

$1,274,161

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH NEWELL	CHAIR	1.0	Officer Director	$0	$0	$0
BRANDON MICHAEL WILLIAMS	DIRECTOR/CFO, MINISTRY MARKET	0.0	Officer Director	$0	$56,039	$1,001,368
BRYAN BELL	TREASURER	1.0	Officer Director	$0	$0	$0
DOUGLAS SMALL	VICE CHAIR	1.0	Officer Director	$0	$0	$0
SUSAN MOSLEY-HOWARD	SECRETARY	1.0	Officer Director	$0	$0	$0
ADELAIDE DAVIS	DIRECTOR	1.0	Director	$0	$0	$0
ALLISON JONES	DIRECTOR	1.0	Director	$0	$0	$0
BILL MARTIN	DIRECTOR	1.0	Director	$0	$0	$0
BROOKS PARKER	DIRECTOR	1.0	Director	$0	$0	$0
BRYANT TIRRILL	DIRECTOR	1.0	Director	$0	$0	$0
CAROL TITUS	DIRECTOR	1.0	Director	$0	$0	$0
CARROLL CROSSLIN	DIRECTOR	1.0	Director	$0	$0	$0
DAN THOMPSON	DIRECTOR (END 7/2023)	0.0	Director	$0	$17,607	$262,142
DANNY BESS	DIRECTOR	1.0	Director	$0	$0	$0
FABIAN BEDNE	DIRECTOR	1.0	Director	$0	$0	$0
HAROLD FOGELBERG	DIRECTOR	1.0	Director	$0	$0	$0
JAMES H CLAYTON III	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL SCHATZLEIN	DIRECTOR (END 8/2023)	1.0	Director	$0	$0	$0
MOLLY PETRONI	DIRECTOR	1.0	Director	$0	$0	$0
NANCY ZORETIC	DIRECTOR	1.0	Director	$0	$0	$0
PATRICIA KYGER	DIRECTOR	1.0	Director	$0	$0	$0
R PATRICK SHEPHERD	DIRECTOR	1.0	Director	$0	$0	$0
ROBERT BARBIERI	DIRECTOR	1.0	Director	$0	$0	$0
SCOTT MERTIE	DIRECTOR	1.0	Director	$0	$0	$0
STUART SPEARS	DIRECTOR	1.0	Director	$0	$0	$0
TROY LEE MUNN	DIRECTOR (START 11/2023)	0.0	Director	$0	$0	$10,651
FAHAD TAHIR	PRESIDENT/CEO, MINISTRY MARKET	0.0	Officer	$0	$62,225	$1,592,648
LISA RENEE DAVIS	FORMER OFFICER (END 10/2022)	0.0		$0	$38,974	$1,348,994
TIMOTHY PAUL ADAMS	FORMER OFFICER (END 1/2023)	0.0		$0	$68,273	$3,067,923

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	$11,160,624	$8,945,952	$95,847,877	$2,214,672
2023	$5,337,306	$5,929,590	$85,887,265	$-592,284
2022	$9,347,487	$4,874,512	$82,676,015	$4,472,975
2021	$10,168,106	$4,803,494	$94,987,166	$5,364,612
2020	$5,448,464	$2,730,790	$73,499,305	$2,717,674
2019	$7,213,543	$2,714,408	$70,836,066	$4,499,135
2018	$7,030,678	$3,868,666	$65,791,437	$3,162,012

SAINT THOMAS HEALTH FOUNDATIONS