PEACEHEALTH ST JOSEPH MEDICAL CENTER FOUNDATION (EIN 721545902) - 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

2003

Legal Domicile

Principal Officer

DONNA INGLIS

Phone

3607886866

Tax Period

2024-07-01 to 2025-06-30

PEACEHEALTH ST JOSEPH MEDICAL CENTER FOUNDATION, founded in 2003, is a community nonprofit in the Health Care sector that reported $8.6M in total revenue in fiscal year 2024. The organization ran a surplus of $5.3M, a strong 63% operating margin.

Mission

TO IMPROVE THE HEALTH & LIVES OF COMMUNITY MEMBERS BY RAISING FUNDS AND PROVIDING CHARITABLE SUPPORT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,960,462

Program Service Revenue $0

Investment Income $1,579,770

Other Revenue $15,556

TOTAL REVENUE $8,555,788

Expense Breakdown

Grants Paid $3,151,856

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,151,856

Other Expenses $55,944

TOTAL EXPENSES $3,207,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,555,788	$8,429,050	+0.0%
Expenses	$3,207,800	$758,914	+3.2%
Net Income	$5,347,988	$7,670,136	-0.3%

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

$317,627

Total Directors

$3,125,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE R VANDELLEN	TREASURER	1.00	Officer Director	$0	$0	$0
DONNA R INGLIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON STOANE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANISE D RANDS	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM ZANG	DIRECTOR	1.00	Director	$0	$0	$0
LYNNETTE A JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
VIVEKANANDH GOPAL	DIRECTOR	1.00	Director	$0	$0	$0
CHET E KENOYER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES PROSPER	DIRECTOR	1.00	Director	$0	$316,751	$1,552,368
KEILA TORRES	DIRECTOR	1.00	Director	$0	$54,134	$359,701
FRANK P IMHOF	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER NEWELL	DIRECTOR	1.00	Director	$0	$0	$0
DEREK A BUSE	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN V COUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
JANE CARTEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN P HUNTLEY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT M TULL	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT H WHITMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN F MACGREGOR MD	DIRECTOR	1.00	Director	$0	$113,705	$1,213,056
AMBER ASBJORNSEN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$16,919	$317,627

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	$8,555,788	$3,207,800	$103,462,319	$5,347,988
2024	No data	No data	No data	No data
2023	$19,057,445	$2,631,564	$88,738,036	$16,425,881
2022	$46,628,134	$1,558,608	$71,720,448	$45,069,526
2021	$13,592,132	$1,942,695	$27,536,056	$11,649,437
2020	$1,556,433	$1,106,775	$15,256,913	$449,658
2019	$1,781,779	$2,453,429	$14,908,644	$-671,650
2018	$6,877,666	$1,709,249	$15,814,206	$5,168,417

PEACEHEALTH ST JOSEPH MEDICAL CENTER FOUNDATION