THE HOSPICE FOUNDATION OF MARTIN & ST LUCIE INC (EIN 650047497) - 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

1987

Legal Domicile

Principal Officer

JACKIE KENDRICK

Phone

7724034500

Tax Period

2022-10-01 to 2023-09-30

THE HOSPICE FOUNDATION OF MARTIN & ST LUCIE INC, founded in 1987, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2022. Net assets of $34.8M represent 72 months of operating reserves.

Mission

TO SUPPORT HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC. AND TAX-EXEMPT SUBSIDIARIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,117,440

Program Service Revenue $778,894

Investment Income $586,123

Other Revenue $290,106

TOTAL REVENUE $5,772,563

Expense Breakdown

Grants Paid $1,437,068

Salaries & Benefits $0

Fundraising Expenses $1,201,629

Program Expenses $2,669,188

Other Expenses $4,743,536

TOTAL EXPENSES $6,180,604

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,772,563	$5,865,185	0.0%
Expenses	$6,180,604	$5,810,356	+0.1%
Net Income	$-408,041	$54,829	-8.4%

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

N/A

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

$682,461

Total Directors

Key Employees

$882,276

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CONCORAN DOODY	CHAIRMAN	3.00	Officer Director	$0	$0	$0
RICHARD PAUL MISHOCK	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
CRAIG WILLIAM DREYER	SECRETARY	2.00	Officer Director	$0	$0	$0
MELINDA MILKA JACOBS	TREASURER	2.00	Officer Director	$0	$0	$0
MARTIN JOHN CARMODY	BOARD MEMBER	1.00	Director	$0	$0	$0
JORDAN IRA FIELDS	CHAIRMAN EMERITUS	1.00	Director	$0	$0	$0
GLENN GRAVES	IMMEDIATE PAST CHAIRMAN	1.00	Director	$0	$0	$0
ANNE DYSART GRAZIANO	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES GOULD	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT HARRIS HOFFMAN	BOD CHAIRMAN	1.00	Director	$0	$0	$0
BONNEY ANN JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE KAUFMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL LAZARUS	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD LEIGH LYNCH	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL ANN MAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN PAUL NGO	BOARD MEMBER	1.00	Director	$0	$0	$0
EILEEN MOORE EMERY	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER LOREN DESANTIS KYPREOS	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH WILKINS O'NEILL	BOARD MEMBER	1.00	Director	$0	$0	$0
DEIDRE CONRAD FRANK	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE KENDRICK CHPCA	PRESIDENT & CEO	5.00	Officer	$0	$43,039	$398,429
JEFFREY WHITE	CORPORATE SECRETARY / CHIEF COMPLIANCE & PRIVACY O	2.00	Officer	$0	$19,297	$206,882
GLENN BEVILLE CPA	CFO	5.00	Officer	$0	$0	$77,150
ROSE MILAGROS GUILBE MD	VICE PRESIDENT OF MEDICAL SERVICES	0.00	Key Emp	$0	$23,970	$356,394
KENNETH MURRAY FOURNIE MED CFRE	VICE PRESIDENT OF PHILANTROPY AND OPERATIONS	15.00	Key Emp	$0	$43,544	$310,224
APRIL PRICE RN CHPCA	VP OF CLINICAL OPERATIONS	0.00	Key Emp	$0	$26,280	$215,658
JOHN CROUCH DO	PHYSICIAN	0.00	Highest	$0	$12,503	$279,027
M ANGELLA WILLIAMS MBA	VP OF PEOPLE AND BUSINESS DEVELOPMENT	5.00	Highest	$0	$18,763	$200,272
CARL MARTELLO BA	CONTROLLER	10.00	Highest	$0	$19,003	$171,129
CALVIN KROM DO	PHYSICIAN	0.00	Highest	$0	$37	$162,535
LEE ANN GIARDINO	APRN	0.00	Highest	$0	$5,824	$146,656

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	$5,772,563	$6,180,604	$36,157,652	$-408,041
2022	$5,865,185	$5,810,356	$33,608,832	$54,829
2021	$6,423,921	$5,340,008	$38,872,394	$1,083,913
2020	$5,170,893	$5,072,479	$36,112,984	$98,414
2019	$11,497,413	$5,928,836	$35,706,403	$5,568,577
2018	$9,253,862	$3,520,683	$31,433,009	$5,733,179

THE HOSPICE FOUNDATION OF MARTIN & ST LUCIE INC