ASCENSION SETON FOUNDATION (EIN 742212968) - 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

1981

Legal Domicile

Phone

3147338000

Tax Period

2023-07-01 to 2024-06-30

ASCENSION SETON FOUNDATION, founded in 1981, is a community nonprofit that reported $8.9M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.2M, a strong 25% operating margin.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR ASCENSION SETON, SO THAT THEY MAY IMPROVE THE HEALTH AND WELL-BEING OF ALL THE PEOPLE IN THE COMMUNITIES THEY SERVE.

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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 $6,675,583

Program Service Revenue $0

Investment Income $2,421,500

Other Revenue $-214,187

TOTAL REVENUE $8,882,896

Expense Breakdown

Grants Paid $5,559,636

Salaries & Benefits $0

Fundraising Expenses $881,425

Program Expenses $5,662,953

Other Expenses $1,115,412

TOTAL EXPENSES $6,675,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,882,896	$8,153,368	+0.1%
Expenses	$6,675,048	$9,792,553	-0.3%
Net Income	$2,207,848	$-1,639,185	-2.3%

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

123

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

$1,208,926

Total Directors

$472,656

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW MORGAN	CHAIR	1.0	Officer Director	$0	$0	$0
EDWARD MOODY	TREASURER	1.0	Officer Director	$0	$0	$0
JOHN A MENCHACA	SECRETARY	1.0	Officer Director	$0	$0	$0
MIGUEL ROMANO JR	EX-OFFICIO/PRESIDENT	0.0	Officer Director	$0	$33,431	$472,656
PAM GIBLIN	VICE CHAIR	1.0	Officer Director	$0	$0	$0
CATHY MARTINEZ KREITZ	DIRECTOR	1.0	Director	$0	$0	$0
CHUCK LISPCOMB	DIRECTOR	1.0	Director	$0	$0	$0
CLIFFORD CHIU	DIRECTOR	1.0	Director	$0	$0	$0
EDVIN BEASLEY	DIRECTOR	1.0	Director	$0	$0	$0
GENNY HILL	DIRECTOR	1.0	Director	$0	$0	$0
JOHN MINTER	DIRECTOR	1.0	Director	$0	$0	$0
LAURA BEUERLEIN	DIRECTOR	1.0	Director	$0	$0	$0
LAURA MATZ	DIRECTOR	1.0	Director	$0	$0	$0
MEREDITH DELK	DIRECTOR	1.0	Director	$0	$0	$0
TAYLOR HARPER	DIRECTOR	1.0	Director	$0	$0	$0
TIMOTHY MOONEY	DIRECTOR	1.0	Director	$0	$0	$0
TRACEY MARSHALL	DIRECTOR	1.0	Director	$0	$0	$0
WILL MATTHEWS	DIRECTOR	1.0	Director	$0	$0	$0
DANIEL W HUFFINE	CFO, MINISTRY MARKET	0.0	Officer	$0	$36,782	$736,270
SCOTT HERNDON	FORMER OFFICER (END 8/2022)	0.0		$0	$59,215	$1,624,101

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	No data	No data	No data	No data
2024	$8,882,896	$6,675,048	$129,327,181	$2,207,848
2023	$8,153,368	$9,792,553	$116,027,116	$-1,639,185
2022	$7,512,320	$3,768,000	$116,881,165	$3,744,320
2021	$19,000,707	$4,153,875	$119,311,593	$14,846,832
2020	$10,354,229	$12,359,658	$84,674,324	$-2,005,429
2019	$15,086,819	$18,847,414	$87,255,859	$-3,760,595
2018	$10,019,467	$17,399,192	$87,292,982	$-7,379,725

ASCENSION SETON FOUNDATION