SAINT JOSEPH'S HEALTH SYSTEM INC (EIN 581744848) - 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

1985

Legal Domicile

Principal Officer

KATHRYN LAWLER

Phone

6788438500

Tax Period

2023-07-01 to 2024-06-30

SAINT JOSEPH'S HEALTH SYSTEM INC, founded in 1985, is a mid-sized nonprofit in the Health Care sector that reported $16.0M in total revenue in fiscal year 2023. Revenue surged 318% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.8M, a strong 36% operating margin.

Mission

TO PROVIDE HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT

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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 $5,961,581

Program Service Revenue $0

Investment Income $10,022,966

Other Revenue $0

TOTAL REVENUE $15,984,547

Expense Breakdown

Grants Paid $8,219,265

Salaries & Benefits $607,366

Fundraising Expenses $0

Program Expenses $9,462,402

Other Expenses $1,348,896

TOTAL EXPENSES $10,175,527

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,984,547	$3,826,479	+3.2%
Expenses	$10,175,527	$7,400,462	+0.4%
Net Income	$5,809,020	$-3,573,983	-2.6%

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

$827,750

Total Directors

$1,357,195

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN LAWLER	DIRECTOR; PRESIDENT & CEO	35.00	Officer Director	$0	$90,702	$441,390
MICHAEL ANDERSON	DIRECTOR; CHAIR	2.00	Officer Director	$0	$0	$0
MARY ELLEN GARRETT	DIRECTOR; VICE CHAIR	2.00	Officer Director	$0	$0	$0
JANE GERETY RSM	DIR; SEC; SJMCS CHIEF MISSION OFFCR	10.00	Officer Director	$0	$11,413	$11,413
GAYLEN KEMP BAXTER	DIRECTOR THROUGH 12/23	2.00	Director	$0	$0	$0
KEVIN BRENAN	DIRECTOR	2.00	Director	$0	$0	$0
SELETHA BUTLER	DIRECTOR	2.00	Director	$0	$0	$0
PHILIP COLETTI	DIRECTOR THROUGH 12/23	2.00	Director	$0	$0	$0
DAVID CRAWFORD	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA EBBERWEIN RSM	DIRECTOR	2.00	Director	$0	$0	$0
DAVID FITZGERALD	DIRECTOR	2.00	Director	$0	$0	$0
PETER HENNESSY	DIRECTOR	2.00	Director	$0	$0	$0
ED LEE	DIRECTOR	2.00	Director	$0	$0	$0
KIM MARCHNER	DIRECTOR	2.00	Director	$0	$0	$0
NANCY PARIS	DIRECTOR	2.00	Director	$0	$0	$0
EUGENIA PASCUAL	DIRECTOR THROUGH 12/23	2.00	Director	$0	$0	$0
DINA RICHARD	DIRECTOR; TRINITY SVP TREASURY	2.00	Director	$0	$44,815	$904,392
FRANCENA TURNER	DIRECTOR	2.00	Director	$0	$0	$0
VICKI LUNDY WILBON	DIRECTOR THROUGH 12/23	2.00	Director	$0	$0	$0
ROBERT WINBORNE	DIRECTOR THROUGH 12/23	2.00	Director	$0	$0	$0
EVONNE YANCEY	DIRECTOR	2.00	Director	$0	$0	$0
ERICA STOKES	TREAS;CFO;SJMCS INT PRES THR 11/23	5.00	Officer	$0	$53,378	$319,520
JANICE WALLACE	ASST SEC & EXECUTIVE ASST THR 12/23	37.00	Officer	$0	$3,867	$55,427
PAUL ANDERSON	DIRECTOR, INFORMATION SYSTEMS	40.00	Highest	$0	$38,569	$161,964
LA SHON LONG	CHIEF HUMAN RESOURCES OFFICER	40.00	Highest	$0	$19,769	$140,454
DIANA LEWIS	MANAGER, MARKETING & ADVOCACY	40.00	Highest	$0	$19,770	$136,951
EARL THOMAS ANDREWS	FORMER OFFICER; CONSULTANT	10.00		$0	$0	$155,429

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	$15,984,547	$10,175,527	$192,464,630	$5,809,020
2023	$3,826,479	$7,400,462	$176,144,467	$-3,573,983
2022	$11,050,276	$5,840,506	$172,067,530	$5,209,770
2021	$19,576,654	$10,008,414	$191,737,988	$9,568,240
2020	$9,017,059	$7,926,399	$162,474,303	$1,090,660
2019	$8,055,664	$7,866,519	$180,031,490	$189,145
2018	$6,862,524	$6,015,517	$165,634,394	$847,007

SAINT JOSEPH'S HEALTH SYSTEM INC