AUXILIARY TO ST BERNARDS REGIONAL MEDICAL CENTER (EIN 710493824) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Phone

8702074100

Tax Period

2023-10-01 to 2024-09-30

AUXILIARY TO ST BERNARDS REGIONAL MEDICAL CENTER, founded in 1963, is a small nonprofit in the Health Care sector that reported $217K in total revenue in fiscal year 2017. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $208K left a modest 4% surplus.

Mission

THE PURPOSE OF THIS ORGANIZATION IS TO PROVIDE PERSONAL AND GIFT ITEMS TO PATIENTS, VISITORS, AND EMPLOYEES OF ST. BERNARDS MEDICAL CENTER. ALL PROFITS ARE TO BE DONATED TO SBMC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,437

Program Service Revenue $0

Investment Income $6,966

Other Revenue $208,434

TOTAL REVENUE $224,837

Expense Breakdown

Grants Paid $89,908

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,158

Other Expenses $43,629

TOTAL EXPENSES $133,537

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,837	$126,919	+0.8%
Expenses	$133,537	$68,818	+0.9%
Net Income	$91,300	$58,101	+0.6%

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

100

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETTY MOAD	GIFT SHOP MANAGER	1.0	Officer Director	$0	$0	$0
JACKIE LEECH	PRESIDENT	1.0	Officer Director	$0	$0	$0
JANE ORNDORFF	TREASURER	1.0	Officer Director	$0	$0	$0
KAREN OLSON	RECORDING SECRETARY	1.0	Officer Director	$0	$0	$0
MARY NELL MASTERSON	COUNSELOR/PARLIAMENTARIAN	1.0	Officer Director	$0	$0	$0
MYRA DEACON	CORRESPONDING SECRETARY	1.0	Officer Director	$0	$0	$0
REBECCA STARKS	VICE-PRESIDENT	1.0	Officer 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	$224,837	$133,537	$498,023	$91,300
2023	$126,919	$68,818	$403,350	$58,101
2022	$136,565	$61,994	$335,589	$74,571
2021	$74,458	$71,323	$261,018	$3,135
2020	$113,121	$74,023	$259,816	$39,098
2019	$137,026	$211,907	$231,015	$-74,881
2018	$217,291	$208,403	$298,420	$8,888

AUXILIARY TO ST BERNARDS REGIONAL MEDICAL CENTER