ST JOSEPH MANOR (EIN 721226960) - 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

1990

Legal Domicile

Principal Officer

ED BOUTERIE

Phone

9854469050

Tax Period

2024-07-01 to 2025-06-30

ST JOSEPH MANOR, founded in 1990, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $944K, a strong 26% operating margin.

Mission

RETIREMENT COMMUNITY PROVIDING LIFESTYLE OPTIONS FOR SENIORS

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,611

Program Service Revenue $2,525,377

Investment Income $1,153,629

Other Revenue $583

TOTAL REVENUE $3,681,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,276,616

Fundraising Expenses $0

Program Expenses $1,817,466

Other Expenses $1,460,530

TOTAL EXPENSES $2,737,146

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,681,200	$2,583,866	+0.4%
Expenses	$2,737,146	$2,661,638	+0.0%
Net Income	$944,054	$-77,772	-13.1%

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

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

$84,751

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERALD BLOCK	PRESIDENT	2.00	Officer Director	$0	$0	$0
ED BOUTERIE	SECRETARY/TREAS	1.00	Officer Director	$0	$0	$0
DR MARIA CRUSE	DIRECTOR	1.00	Director	$0	$0	$0
CARROLL FALCON	DIRECTOR	1.00	Director	$0	$0	$0
ANN THIBODAUX	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS RODRIGUE SR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GROS	DIRECTOR	1.00	Director	$0	$0	$0
BEN BOLTON	ADMINISTRATOR	45.00	Officer	$75,000	$9,751	$84,751

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
2025	$3,681,200	$2,737,146	$12,086,100	$944,054
2024	No data	No data	No data	No data
2023	$2,427,728	$2,543,172	$11,428,518	$-115,444
2022	$2,581,739	$2,485,097	$11,386,738	$96,642
2021	$2,416,836	$2,243,935	$12,261,980	$172,901
2020	$2,354,397	$2,339,039	$11,891,673	$15,358
2019	$2,238,514	$2,204,480	$12,568,022	$34,034
2018	$2,374,426	$2,140,784	$12,107,553	$233,642

ST JOSEPH MANOR