ST JAMES HEALTHCARE FOUNDATION INC (EIN 651202190) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

JANET COE

Phone

4067825640

Tax Period

2023-01-01 to 2023-12-31

ST JAMES HEALTHCARE FOUNDATION INC, founded in 2003, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 10% surplus.

Mission

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,217,699

Program Service Revenue $0

Investment Income $63,682

Other Revenue $5,266

TOTAL REVENUE $1,286,647

Expense Breakdown

Grants Paid $784,448

Salaries & Benefits $213,022

Fundraising Expenses $144,527

Program Expenses $813,278

Other Expenses $159,569

TOTAL EXPENSES $1,157,039

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,286,647	$1,059,341	+0.2%
Expenses	$1,157,039	$797,246	+0.5%
Net Income	$129,608	$262,095	-0.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

$901,361

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE MORRISON MD	DIRECTOR	1.00	Director	$0	$18,820	$522,565
HOLLY FERGUSON	DIRECTOR	1.00	Director	$0	$76,783	$244,293
KACIE BRINEY	DIRECTOR	50.00	Director	$0	$32,862	$134,503
JANET COE	CHAIR	1.00	Officer Director	$0	$0	$0
DAN DENNEHY	DIRECTOR	1.00	Director	$0	$0	$0
LIZ DENNEHY	DIRECTOR	1.00	Director	$0	$0	$0
SOPHIE KITSON	DIRECTOR	1.00	Director	$0	$0	$0
KRISSY KRACZKOWSKY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MORGAN	DIRECTOR	1.00	Director	$0	$0	$0

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	$1,286,647	$1,157,039	$2,830,750	$129,608
2022	$1,059,341	$797,246	$2,472,829	$262,095
2021	$871,774	$453,807	$5,637,961	$417,967
2020	$2,425,779	$1,233,651	$5,647,797	$1,192,128
2019	$1,160,681	$593,790	$5,393,709	$566,891
2018	$4,022,843	$540,204	$4,689,109	$3,482,639

ST JAMES HEALTHCARE FOUNDATION INC