ST JOSEPH MANOR

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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

1997

Legal Domicile

Principal Officer

MONTE BOSTWICK

Phone

9797763777

Tax Period

2024-07-01 to 2025-06-30

ST JOSEPH MANOR, founded in 1997, is a small nonprofit in the Health Care sector that reported $165K in total revenue in fiscal year 2024. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $765K exceeded revenue, resulting in a 362% operating deficit.

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: $706,197 Revenue: $29,369

CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY.

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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 $0

Program Service Revenue $29,369

Investment Income $0

Other Revenue $136,090

TOTAL REVENUE $165,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $706,197

Other Expenses $764,783

TOTAL EXPENSES $764,783

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,459	$8,475,128	-1.0%
Expenses	$764,783	$10,626,112	-0.9%
Net Income	$-599,324	$-2,150,984	-0.7%

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

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

$6,332,120

Total Directors

$6,550,869

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
T DOUGLAS LAWSON PHD	PRESIDENT, SOUTH REGION (THRU 2/21/25)	1.00	Officer Director	$0	$101,450	$3,876,407
MONTE BOSTWICK	MARKET PRESIDENT	1.00	Officer Director	$0	$75,491	$1,051,092
KIM SHAW	PRESIDENT/CEO (THRU 2/7/25)	1.00	Officer Director	$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
LAURA SURVANT	FORMER OFFICER	0.00		$0	$24,540	$256,722
JO JOHNSON	FORMER HCE	0.00		$0	$40,249	$212,297
BRENDA KOCMAN	CLINICAL PHARMACIST	5.00	Highest	$2,905	$29,089	$187,118
KIA PARSI MD	FORMER OFFICER	0.00		$0	$34	$170,145
JOHN WILLIAMS MD	BOARD MEMBER/ PRESIDENT OF MEDICAL STAFF	1.00	Director	$0	$0	$27,392
ANTONIO ARREOLA-RISA PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK ASHLEY III	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN BOONE RN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLES ELLISON	VICE-CHAIR	1.00	Officer 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
JOHN SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
SR NANCY SURMA	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT UPCHURCH	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL O'QUINN	CHAIR	1.00	Officer Director	$0	$0	$0
BECKY BLAIR	BOARD MEMBER	1.00	Director	$0	$0	$0
HANS HAMMOND	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE BLALOCK	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	$165,459	$764,783	$4,880,764	$-599,324
2024	$8,475,128	$10,626,112	$5,673,845	$-2,150,984
2023	$9,698,947	$9,542,975	$18,237,373	$155,972
2022	$7,642,089	$10,701,570	$15,638,621	$-3,059,481
2021	$6,915,192	$9,962,531	$14,734,053	$-3,047,339
2020	$7,559,736	$9,813,638	$18,294,233	$-2,253,902
2019	$9,056,108	$9,188,896	$19,199,523	$-132,788
2018	$9,332,880	$8,756,135	$17,132,391	$576,745