ST JAMES GROUP 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

2000

Legal Domicile

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.

Program Service Accomplishments

Program 1

THE ORGANIZATION RENTED FACILITIES FOR NURSING CARE AND RETIREMENT HOUSING TO PRESBYTERIAN HOMES AND SERVICES OF KENTUCKY, INC.

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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 $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

Governance

Voting Members

Independent Members

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

$211,688

Total Directors

Key Employees

Highest Compensated

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