ST MARY'S FOUNDATION INC (EIN 582544232) - 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

2000

Legal Domicile

Principal Officer

STONISH PIERCE

Phone

7063893938

Tax Period

2023-07-01 to 2024-06-30

ST MARY'S FOUNDATION INC, founded in 2000, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $1.6M exceeded revenue, resulting in a 48% operating deficit.

Mission

TO PROVIDE SUPPORT FOR THE PROGRAMS OF TRINITY HEALTH GEORGIA AND ITS AFFILIATES

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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 $787,775

Program Service Revenue $0

Investment Income $360,251

Other Revenue $-40,508

TOTAL REVENUE $1,107,518

Expense Breakdown

Grants Paid $1,203,263

Salaries & Benefits $375,992

Fundraising Expenses $384,954

Program Expenses $1,203,263

Other Expenses $54,663

TOTAL EXPENSES $1,633,918

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,107,518	$1,369,737	-0.2%
Expenses	$1,633,918	$1,101,361	+0.5%
Net Income	$-526,400	$268,376	-3.0%

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

$2,606,647

Total Directors

$916,778

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STONISH PIERCE	DIRECTOR, PRESIDENT & CEO	1.00	Officer Director	$0	$138,719	$916,778
HALEY ROBISON	DIRECTOR & CHAIR THROUGH 12/23	1.00	Officer Director	$0	$0	$0
SETH WALTMAN	DIR; VC THR 12/23; CHAIR AT 1/24	1.00	Officer Director	$0	$0	$0
KAREN BALDWIN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BURTON	DIRECTOR	1.00	Director	$0	$0	$0
LENN CHANDLER	DIRECTOR	1.00	Director	$0	$0	$0
MYRON DOWNS DVM	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS FITZ	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH GAINES MD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GRIFFITH	DIRECTOR THROUGH 12/23	1.00	Director	$0	$0	$0
LILLIAN KINCEY	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD PERKINS	DIRECTOR THROUGH 12/23	1.00	Director	$0	$0	$0
H MCCORD SMITH MD	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES UPCHURCH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GUSHO	TREAS AT 2/24; CFO SVC AREA SOUTH	1.00	Officer	$0	$65,232	$1,002,197
JANICE DUNN	TREASURER & CFO THROUGH 2/24	1.00	Officer	$0	$43,784	$394,670
ELIZABETH SCHOEN	SECRETARY; ASSOCIATE COUNSEL	1.00	Officer	$0	$42,423	$293,002
AARON JAMES	FOUNDATION DIRECTOR	45.00	Highest	$0	$36,093	$200,978
ANSLEY MARTIN	MAJOR GIFTS OFFICER	45.00	Highest	$0	$5,328	$115,757
D MONTEZ CARTER	FORMER OFFICER; TH OF NE PRES & CEO	0.00		$0	$270,752	$1,638,045
DAVID SPIVEY	FORMER OFF;PRES SAINT AGNES THR 1/24	0.00		$0	$48,533	$965,098

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	$1,107,518	$1,633,918	$10,441,007	$-526,400
2023	$1,369,737	$1,101,361	$10,380,305	$268,376
2022	$663,026	$1,109,231	$9,521,160	$-446,205
2021	$1,667,187	$1,064,170	$11,185,980	$603,017
2020	$1,814,831	$625,562	$9,483,402	$1,189,269
2019	$5,582,920	$707,718	$12,680,902	$4,875,202
2018	$1,823,706	$718,369	$13,141,094	$1,105,337

ST MARY'S FOUNDATION INC