THE SAINT JOSEPH FOUNDATION (EIN 742339653) - 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

1984

Legal Domicile

Principal Officer

PHILIP CL GRAY JCL

Phone

7409372054

Tax Period

2023-01-01 to 2023-12-31

THE SAINT JOSEPH FOUNDATION, founded in 1984, is a small nonprofit that reported $692K in total revenue in fiscal year 2023. Revenue surged 185% from the prior year, signaling strong growth momentum. The organization ran a surplus of $546K, a strong 79% operating margin.

Mission

CATHOLIC CHURCH LAW REPRESENTATION

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $671,984

Program Service Revenue $0

Investment Income $19,881

Other Revenue $0

TOTAL REVENUE $691,865

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $62,882

Fundraising Expenses $0

Program Expenses $131,219

Other Expenses $79,637

TOTAL EXPENSES $145,519

Year-over-Year Comparison

	2023	2022	Change
Revenue	$691,865	$243,127	+1.8%
Expenses	$145,519	$148,540	0.0%
Net Income	$546,346	$94,587	+4.8%

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

$102,750

Total Directors

$102,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP CL GRAY JCL	PRESIDENT/CHAIRMAN	40.00	Officer Director	$0	$9,900	$102,750
ANNE WILSON	DIRECTOR	1.00	Director	$0	$0	$0
DUANE LCM GALLES	DIRECTOR	1.00	Officer Director	$0	$0	$0
DENISE FLANIGEN	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
EMILY M GRAY	TREASURER	3.00	Officer	$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	No data	No data	No data	No data
2023	$691,865	$145,519	$1,081,386	$546,346
2022	$243,127	$148,540	$531,105	$94,587
2021	$272,351	$171,933	$436,849	$100,418
2020	$233,474	$192,490	$336,301	$40,984
2019	$267,055	$223,902	$296,373	$43,153
2018	$262,353	$179,044	$253,591	$83,309

THE SAINT JOSEPH FOUNDATION