BURLESON ST JOSEPH HEALTH CENTER

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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

1995

Legal Domicile

Principal Officer

MONTE BOSTWICK

Phone

9797763777

Tax Period

2024-07-01 to 2025-06-30

BURLESON ST JOSEPH HEALTH CENTER, founded in 1995, is a mid-sized nonprofit in the Health Care sector that reported $15.5M in total revenue in fiscal year 2024. Expenses of $14.3M left a modest 8% surplus.

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $3,993,995 Revenue: $5,218,939

BURLESON ST. JOSEPH HEALTH CENTER IS A 25-BED CRITICAL ACCESS HOSPITAL IN CALDWELL, TEXAS OFFERING A LEVEL IV TRAUMA CENTER, IN-PATIENT AND OUT-PATIENT SERVICES, INCLUDING PHYSICAL THERAPY, EMERGENCY CARE, RESPIRATORY THERAPY, INJURY TREATMENT, A LEVEL III STROKE CARE FACILITY, A SKILLED NURSING CARE FACILITY AND MORE. BURLESON ST. JOSEPH HEALTH CENTER PROVIDED EMERGENCY CARE TO 6,882 PATIENTS DURING FYE 6/30/2025.

Program 2

Expenses: $2,392,799 Revenue: $3,126,662

BURLESON ST. JOSEPH HEALTH CENTER PROVIDED INPATIENT SERVICES FOR 2,072 INPATIENT DAYS DURING FYE 6/30/2025.

Program 3

Expenses: $1,258,601 Revenue: $1,644,609

BURLESON ST. JOSEPH HEALTH CENTER PERFORMED 44,715 LABORATORY PROCEDURES TO INPATIENTS AND OUTPATIENTS DURING FYE 6/30/2025.

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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 $131,145

Program Service Revenue $15,237,546

Investment Income $464

Other Revenue $180,577

TOTAL REVENUE $15,549,732

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $6,824,890

Fundraising Expenses $0

Program Expenses $11,661,122

Other Expenses $7,504,556

TOTAL EXPENSES $14,336,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,549,732	$15,353,710	+0.0%
Expenses	$14,336,446	$13,431,194	+0.1%
Net Income	$1,213,286	$1,922,516	-0.4%

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

163

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

$2,455,713

Total Directors

$4,483,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
T DOUGLAS LAWSON PHD	PRESIDENT, SOUTH REGION (THRU 02/25)	1.00	Director	$0	$101,450	$3,876,407
MONTE BOSTWICK	MARKET PRESIDENT EAST TX & BRAZOS VALLEY	1.00	Officer	$0	$75,491	$1,051,092
KIM SHAW	CEO (THRU 02/07/25)	1.00	Officer	$0	$91,555	$988,635
MICHAEL STEINES MD	BOARD MEMBER/ PHYSICIAN	1.00	Director	$0	$47,224	$607,343
KEVIN WALTERS	MARKET VP FINANCE	5.00	Officer	$0	$58,197	$415,986
KIMBERLY FEESE	PHARMACY DIRECTOR/ FORMER HCE	0.00		$0	$47,777	$295,677
ERIN MARIETTA	VP OPERATIONS	10.00	Highest	$9,386	$33,183	$277,753
LAURA SURVANT	FORMER OFFICER	0.00		$0	$24,540	$256,722
LOURNA LUNA	HOUSE SUPERVISOR RN	20.00	Highest	$72,487	$42,114	$219,366
SHERI POUNDS	FORMER HCE	0.00		$0	$22,746	$204,032
LUPE DIAZ	RN	1.00	Highest	$6,228	$4,733	$202,911
JULIE SMITH	RN/FORMER HCE	0.00		$0	$12,662	$196,171
JAILENE PENA	FLOAT RN III B	1.00	Highest	$1,649	$10,781	$195,113
SAMANTHA TRINIDAD	FLOAT RN III B	10.00	Highest	$38,828	$5,058	$184,712
KIA PARSI MD	FORMER OFFICER	0.00		$0	$34	$170,145
JANE AINSWORTH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
FRANK ASHLEY III	CHAIR	1.00	Officer Director	$0	$0	$0
BROOKS BASS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD BEERS	SECRETARY	1.00	Officer Director	$0	$0	$0
DEMETRESS HARRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT UPCHURCH	BOARD MEMBER	1.00	Director	$0	$0	$0
INDIRA VISHNAMPET	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY WHITLOCK	BOARD MEMBER	1.00	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
2025	$15,549,732	$14,336,446	$20,089,993	$1,213,286
2024	No data	No data	No data	No data
2023	$13,449,331	$13,151,175	$16,799,133	$298,156
2022	$15,628,854	$12,665,988	$17,200,085	$2,962,866
2021	$13,899,654	$11,563,281	$18,400,650	$2,336,373
2020	$11,914,859	$10,950,988	$16,087,511	$963,871
2019	$11,864,716	$10,228,772	$7,401,363	$1,635,944
2018	$15,507,523	$13,695,087	$4,562,853	$1,812,436