ST BERNARDS DEVELOPMENT FOUNDATION

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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

1982

Legal Domicile

Phone

8702072500

Tax Period

2023-10-01 to 2024-09-30

ST BERNARDS DEVELOPMENT FOUNDATION, founded in 1982, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $638K, a strong 26% operating margin.

Mission

TO SUPPORT AND ENHANCE THE MISSION OF ST. BERNARDS HEALTHCARE THROUGH FUNDING, VOLUNTEERISM, AND COMMUNITY AWARENESS.

Program Service Accomplishments

Program 1

Expenses: $1,010,311 Revenue: $0

SUPPORT AND ENHANCE THE MISSION OF ST. BERNARDS HEALTHCARE THROUGH FUNDING, VOLUNTEERISM, AND COMMUNITY AWARENESS. VOLUNTEER ORGANIZATIONS INCLUDE THE WOMEN'S ADVISORY COUNCIL, ADVOCATES, HOSPICE...

SUPPORT AND ENHANCE THE MISSION OF ST. BERNARDS HEALTHCARE THROUGH FUNDING, VOLUNTEERISM, AND COMMUNITY AWARENESS. VOLUNTEER ORGANIZATIONS INCLUDE THE WOMEN'S ADVISORY COUNCIL, ADVOCATES, HOSPICE HOUSE, AND AUXILIARY. SUPPORT CONTINUES FOR LODGING AND TRANSPORTATION FOR PATIENTS RECEIVING TREATMENT FOR CANCER.

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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 $2,362,376

Program Service Revenue $0

Investment Income $168,584

Other Revenue $-49,238

TOTAL REVENUE $2,481,722

Expense Breakdown

Grants Paid $360,938

Salaries & Benefits $543,788

Fundraising Expenses $226,087

Program Expenses $1,010,311

Other Expenses $938,740

TOTAL EXPENSES $1,843,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,481,722	$3,948,315	-0.4%
Expenses	$1,843,466	$2,796,385	-0.3%
Net Income	$638,256	$1,151,930	-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

N/A

Volunteers

450

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

$1,157,145

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANT PERKINS	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
MOTHER MARY CLARE BEZNER	CHAIRPERSON	1.0	Officer Director	$0	$0	$0
SCOTT DURHAM	SBDF BOARD CHAIRMAN	1.0	Officer Director	$0	$0	$0
BRAD EDWARDS	DIRECTOR	1.0	Director	$0	$0	$0
BRENT STIDMAN	DIRECTOR	1.0	Director	$0	$0	$0
DAVID PYLE	DIRECTOR	1.0	Director	$0	$0	$0
DEANA WEEKS	DIRECTOR	1.0	Director	$0	$0	$0
DR ELIZABETH SALES	DIRECTOR	1.0	Director	$0	$0	$0
JEFF PURYEAR	DIRECTOR	1.0	Director	$0	$0	$0
JOAN CASH	DIRECTOR	1.0	Director	$0	$0	$0
LEO BALTZ	DIRECTOR	1.0	Director	$0	$0	$0
LINDA WOFFORD	DIRECTOR	1.0	Director	$0	$0	$0
MATT RANKIN	DIRECTOR	1.0	Director	$0	$0	$0
ROSIE YOUNG	DIRECTOR	1.0	Director	$0	$0	$0
SISTER GLOREA KNAGGS	DIRECTOR	1.0	Director	$0	$0	$0
STEVE COX	DIRECTOR	1.0	Director	$0	$0	$0
CHRIS BARBER	PRESIDENT & CEO	1.0	Officer	$0	$45,068	$927,876
KILA OWENS	PRESIDENT THROUGH 09/23/23	1.0	Officer	$0	$10,876	$109,936
LYDIA PARKEY	PRESIDENT STARTING 09/23/23	1.0	Officer	$0	$22,144	$119,333

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	$2,481,722	$1,843,466	$6,967,901	$638,256
2023	$3,948,315	$2,796,385	$5,933,890	$1,151,930
2022	$1,815,099	$3,209,515	$4,755,488	$-1,394,416
2021	$1,820,130	$1,487,756	$5,895,793	$332,374
2020	$1,990,887	$2,588,947	$5,635,802	$-598,060
2019	$4,215,735	$2,846,746	$6,328,888	$1,368,989
2018	$2,967,861	$1,929,112	$4,923,613	$1,038,749