Sisters of St Joseph Inc

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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

1966

Legal Domicile

Principal Officer

Sister Kathleen Carr

Phone

9048241752

Tax Period

2023-07-01 to 2024-06-30

Sisters of St Joseph Inc, founded in 1966, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.0M, a strong 18% operating margin.

Mission

The Sisters of St. Joseph of St. Augustine, Florida are a congregation of Catholic women living the consecrated life as vowed religious serving the needs of the dear neighbor in Florida.

Program Service Accomplishments

Program 1

Expenses: $3,506,320 Revenue: $5,049,443

Living the consecrated life as vowed religious serving the needs of the dear neighbor in Florida

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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 $5,049,443

Program Service Revenue $0

Investment Income $451,167

Other Revenue $28,078

TOTAL REVENUE $5,528,688

Expense Breakdown

Grants Paid $688,931

Salaries & Benefits $2,305,685

Fundraising Expenses $141,894

Program Expenses $3,506,320

Other Expenses $1,393,146

TOTAL EXPENSES $4,516,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,528,688	$5,008,486	+0.1%
Expenses	$4,516,032	$4,081,036	+0.1%
Net Income	$1,012,656	$927,450	+0.1%

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

Total Directors

Key Employees

$135,070

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SR KATHLEEN CARR SSJ	PRESIDENT	40.00	Officer Director	$0	$0	$0
SR JANE STOECKER SSJ	OFFICER	1.00	Officer Director	$0	$0	$0
SR SUZAN FOSTER SSJ	SECRETARY	1.00	Officer Director	$0	$0	$0
SR CAROlYN TUCKER SSJ	OFFICER	1.00	Officer Director	$0	$0	$0
SR STEPHANIE FLYNN SSJ	TREASURER	1.00	Officer Director	$0	$0	$0
FRANK CASTILLO	FINANCE ADMINISTRATOR	40.00	Key Emp	$135,070	$0	$135,070

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	$5,528,688	$4,516,032	$29,203,687	$1,012,656
2023	$5,008,486	$4,081,036	$26,049,445	$927,450
2022	$3,642,875	$3,953,782	$24,400,194	$-310,907
2021	$4,160,700	$3,217,184	$27,849,132	$943,516
2020	$1,966,226	$1,951,565	$24,283,694	$14,661