ST JOSEPH FOUNDATION OF BRYAN TEXAS (EIN 742351158) - 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

1984

Legal Domicile

Principal Officer

KIM SHAW

Phone

9797763777

Tax Period

2021-07-01 to 2022-06-30

ST JOSEPH FOUNDATION OF BRYAN TEXAS, founded in 1984, is a small nonprofit that reported $489K in total revenue in fiscal year 2021. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $557K exceeded revenue, resulting in a 14% operating deficit.

Mission

ST JOSEPH FOUNDATION OF BRYAN, TEXAS PROVIDES SUPPORT FOR THE OPERATION OF THE HEALTH CARE AFFILIATES OF SJSC THROUGH CONTRIBUTIONS AND PLEDGES FROM THE COMMUNITY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $361,756

Program Service Revenue $0

Investment Income $127,454

Other Revenue $0

TOTAL REVENUE $489,210

Expense Breakdown

Grants Paid $249,737

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $362,050

Other Expenses $307,759

TOTAL EXPENSES $557,496

Year-over-Year Comparison

	2021	2020	Change
Revenue	$489,210	$1,054,269	-0.5%
Expenses	$557,496	$1,135,441	-0.5%
Net Income	$-68,286	$-81,172	-0.2%

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

N/A

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

$4,783,531

Total Directors

$4,953,005

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
T DOUGLAS LAWSON PHD	CEO CHI TEXAS DIV. / EX-OFFICIO TRUSTEE	1.00	Officer Director	$0	$204,434	$3,040,585
JAMES WHITE MD	BOARD MEMBER	1.00	Director	$0	$52,904	$1,170,423
THERON PARK	MARKET PRESIDENT/CEO/CHI SJH	1.00	Officer	$0	$96,915	$1,168,228
MICHAEL STEINES MD	BOARD MEMBER	1.00	Director	$0	$46,065	$735,659
KIA PARSI MD	FORMER INTERIM PRES/CEO, EX-OFFICIO TRUSTEE	0.00		$0	$50,831	$702,372
RICARDO DIAZ	FORMER COO	0.00		$0	$51,369	$499,226
AUSTIN JONES	VP OF FINANCE	1.00	Officer	$0	$46,046	$327,102
LAURA SURVANT	INTERIM VP OF FINANCE	1.00	Officer	$0	$23,529	$247,616
PAUL GOEN MD	CHIEF OF MEDICAL STAFF	1.00	Director	$0	$0	$6,338
ANTONIO ARREOLA-RISA PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK ASHLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES BLAIR III	CHAIR (THRU 7/19/21)/BOARD MEMBER	1.00	Officer Director	$0	$0	$0
KAREN BOONE RN	SECRETARY	1.00	Officer Director	$0	$0	$0
BRYAN COLE PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES ELLISON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
GINA FLORES	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE MCDONALD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCIA ORY PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK SCARMARDO	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
SR NANCY SURMA	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT UPCHURCH	CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN WALTERS	MARKET VP FINANCE	1.00	Officer	$0	$0	$0
MARK REIFSTECK	INTERIM CEO/PRESIDENT	1.00	Officer Director	$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
2022	$489,210	$557,496	$4,475,169	$-68,286
2021	$1,054,269	$1,135,441	$4,179,811	$-81,172
2020	$295,293	$335,589	$3,542,751	$-40,296
2019	$187,911	$527,058	$3,191,525	$-339,147
2018	$542,870	$1,858,383	$3,287,506	$-1,315,513

ST JOSEPH FOUNDATION OF BRYAN TEXAS