ST VINCENT'S FOUNDATION INC (EIN 592219923) - 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

1982

Legal Domicile

Phone

3147338000

Tax Period

2024-07-01 to 2025-06-30

ST VINCENT'S FOUNDATION INC, founded in 1982, is a mid-sized nonprofit that reported $14.3M in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. Net assets of $80.6M represent 67 months of operating reserves.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR ST. VINCENT'S HEALTH SYSTEM, 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 (2024)

Revenue Breakdown

Contributions & Grants $4,624,334

Program Service Revenue $0

Investment Income $9,878,661

Other Revenue $-155,809

TOTAL REVENUE $14,347,186

Expense Breakdown

Grants Paid $14,218,326

Salaries & Benefits $985,036

Fundraising Expenses $1,014,009

Program Expenses $14,324,568

Other Expenses $352,757

TOTAL EXPENSES $15,556,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,347,186	$7,215,423	+1.0%
Expenses	$15,556,119	$12,003,252	+0.3%
Net Income	$-1,208,933	$-4,787,829	-0.7%

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

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

$3,230,121

Total Directors

$5,338,015

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA LALIBERTE	CHAIR	1.0	Officer Director	$0	$0	$0
JEANMARIE GRIMSLEY	SECRETARY	1.0	Officer Director	$0	$0	$0
PATTY OTTERSON	TREASURER	1.0	Officer Director	$0	$0	$0
ABDI ABBASSI MD	DIRECTOR	1.0	Director	$0	$0	$0
ALI CHAHLAVI MD	DIRECTOR	0.0	Director	$0	$82,905	$3,171,705
ALY LEEPER	DIRECTOR	1.0	Director	$0	$0	$0
AUDRIEANNA BURGIN	DIRECTOR	1.0	Director	$0	$0	$0
CARTER BRYAN	DIRECTOR	1.0	Director	$0	$0	$0
DAVID G KULIK	DIRECTOR	1.0	Director	$0	$0	$0
DAVID KOEHLER MD	DIRECTOR	1.0	Director	$0	$0	$0
JOHN OTTERSON	DIRECTOR	1.0	Director	$0	$0	$0
MARTHA BARRETT	DIRECTOR	1.0	Director	$0	$0	$0
MATTHEW CHANG	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD ERICKSON	DIRECTOR	1.0	Director	$0	$0	$0
SAUMIL R OZA MD	DIRECTOR	0.0	Director	$0	$66,568	$1,505,344
W ROBINSON FRAZIER III	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM R MAYHER	DIRECTOR	0.0	Director	$0	$56,142	$660,966
DON E KING	CEO, MINISTRY MARKET	0.0	Officer	$0	$50,903	$2,226,391
JALIMA TRANK	CFO, MINISTRY MARKET	0.0	Officer	$0	$28,859	$1,003,730
DARREN ASHLEY WHITE	DIRECTOR, FOUNDATION DEVELOPMENT	50.0	Highest	$116,970	$16,310	$133,280
MARY ANNE THOMAS	DIRECTOR, FOUNDATION DEVELOPMENT	50.0	Highest	$143,727	$16,711	$160,438
PAULINE JANET POIRRIER	DIRECTOR, FOUNDATION DEVELOPMENT	50.0	Highest	$107,513	$10,476	$117,989
TINA CALLOWAY ROBERSON	MANAGER, FOUNDATION DEVELOPMENT	50.0	Highest	$104,427	$7,687	$112,114
COBA SUSAN CORNEJO	FORMER OFFICER (END 6/2020)	0.0		$0	$63,669	$1,433,557
PATRICK NOLAN HENRY	FORMER OFFICER (END 5/2024)	50.0		$196,032	$16,226	$212,258
STEPHAN F QUIRICONI	FORMER OFFICER (END 11/2022)	0.0		$0	$0	$215,092

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	$14,347,186	$15,556,119	$84,150,466	$-1,208,933
2024	$7,215,423	$12,003,252	$89,094,513	$-4,787,829
2023	$17,311,513	$5,825,172	$85,605,159	$11,486,341
2022	$9,644,262	$6,028,205	$71,432,964	$3,616,057
2021	$5,037,924	$4,807,498	$82,916,320	$230,426
2020	$2,390,746	$4,460,068	$73,432,657	$-2,069,322
2019	$17,215,554	$6,427,431	$73,820,434	$10,788,123
2018	$11,357,990	$7,342,716	$64,502,952	$4,015,274

ST VINCENT'S FOUNDATION INC