ST JAMES GROUP INC

EIN: 611367385 501(c)(3) Housing & Shelter

LOUISVILLE, KY

Total Revenue
N/A
Total Expenses
N/A
Total Assets
N/A
Net Assets
N/A
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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
KY
Principal Officer
HARRIET WAGNER
Phone
5022599101
Tax Period
2023-01-01 to 2023-12-31

Mission

THE CORPORATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF PRESBYTERIAN HOMES AND SERVICES FOUNDATION, INC. AND TO PROVIDE FACILITIES FOR THE ELDERLY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue N/A N/A N/A
Expenses N/A N/A N/A
Net Income N/A $0 N/A
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
N/A

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
4
$211,688
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MS MARY-STUART REICHARD CHAIR 1.00
Officer Director
$0 $0 $0
MS MISSY DEARK MULL VICE CHAIR 1.00
Officer Director
$0 $0 $0
MS ANNE SWOPE MEMBER-AT-LARGE 1.00
Director
$0 $0 $0
MS MARGARET SEIFFERT MEMBER-AT-LARGE 1.00
Director
$0 $0 $0
MR J MICHAEL DALTON SECRETARY 1.00
Officer Director
$0 $0 $0
DR HARRIET WAGNER PRESIDENT/CEO 1.00
Officer
$0 $2,126 $211,688
MR BEN DURHAM EXECUTIVE VICE PRESIDENT 1.00
Highest
$0 $1,576 $150,633
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
2024 No data No data No data No data
2023 No data No data No data No data
2022 No data No data No data No data
2021 No data No data No data No data
2020 No data No data No data No data
2019 No data No data No data No data
2018 No data No data No data No data
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