ST JOSEPH MANOR

EIN: 742847594 501(c)(3) Health Care

PHOENIX, AZ

Total Revenue
$165,459
Total Expenses
$764,783
Total Assets
$4,880,764
Net Assets
$-8,918,179
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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
TX
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

THE MISSION IS TO PROVIDE EXCELLENT HEALTH CARE TO PROMOTE WELLNESS THROUGHOUT THE BRAZOS VALLEY.

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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%)

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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

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Governance

Voting Members
16
Independent Members
13
Employees
81
Volunteers
13

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
7
$6,332,120
Total Directors
18
$6,550,869
Key Employees
0
$0
Highest Compensated
1
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
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