ST LUKE FOUNDATION (EIN 640902808) - 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

2002

Legal Domicile

Principal Officer

NORMAN PRICE

Phone

6012491176

Tax Period

2023-10-01 to 2024-09-30

ST LUKE FOUNDATION, founded in 2002, is a mid-sized nonprofit in the Health Care sector that reported $17.3M in total revenue in fiscal year 2023. Expenses of $14.9M left a modest 14% surplus.

Mission

HEALTH CARE RELATED SERVICES TO THE SOUTHWEST MS COMMUNITY

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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 $14,891,056

Investment Income $32,254

Other Revenue $2,335,334

TOTAL REVENUE $17,258,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,881,533

Fundraising Expenses $0

Program Expenses $10,661,623

Other Expenses $4,969,134

TOTAL EXPENSES $14,850,667

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,258,644	$16,141,792	+0.1%
Expenses	$14,850,667	$12,152,919	+0.2%
Net Income	$2,407,977	$3,988,873	-0.4%

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

175

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

$478,547

Total Directors

$930,273

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORMAN PRICE	PRESIDENT	25.00	Officer Director	$0	$0	$252,666
MALLORY GINN	SECRETARY/TREASURER	4.00	Officer Director	$0	$0	$225,881
DR KEVIN RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$451,726
DEBRA MOORE	DIRECTOR	0.00	Director	$0	$0	$0
CLINT DILLON	DIRECTOR	0.00	Director	$0	$0	$0
CINDY JOHNS	DIRECTOR	0.00	Director	$0	$0	$0
BRENDA HALL	DIRECTOR	0.00	Director	$0	$0	$0
CLAY ENGLISH	PHYSICAL THERAPIST	40.00	Highest	$122,507	$0	$122,507
JAMES D MAY	PHYSICAL THERAPIST	40.00	Highest	$163,722	$0	$163,722
CHRISTOPHER THOMPSON	PHYSICAL THERAPIST	40.00	Highest	$251,507	$0	$251,507
MATTHEW MATTOX	PHYSICAL THERAPIST	40.00	Highest	$148,413	$0	$148,413
BRIAN WALLACE	PHYSICAL THERAPIST	40.00	Highest	$118,050	$0	$118,050

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	$17,258,644	$14,850,667	$36,382,652	$2,407,977
2023	$16,141,792	$12,152,919	$34,654,309	$3,988,873
2022	$14,765,981	$14,451,090	$37,633,920	$314,891
2021	$17,739,199	$12,816,603	$33,823,952	$4,922,596
2020	$14,294,983	$11,583,094	$30,379,857	$2,711,889
2019	$11,484,899	$9,899,670	$25,554,769	$1,585,229
2018	$10,201,690	$9,477,888	$22,820,256	$723,802

ST LUKE FOUNDATION