BURLESON ST JOSEPH MANOR (EIN 742913931) - 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

1999

Legal Domicile

Principal Officer

KIM SHAW

Phone

9797763777

Tax Period

2023-07-01 to 2024-06-30

BURLESON ST JOSEPH MANOR, founded in 1999, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $6.5M exceeded revenue, resulting in a 39% operating deficit.

Mission

IN THE FRANCISCAN TRADITION, OUT OF THE REVERENCE FOR THE DIGNITY OF EVERY PERSON. THE MANOR'S MISSION IS TO PROVIDE EXCELLENT HEALTH CARE AND PROMOTE WELLNESS THROUGH OUT 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $25,987

Program Service Revenue $1,731,711

Investment Income $2,519,961

Other Revenue $374,728

TOTAL REVENUE $4,652,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,443,345

Fundraising Expenses $0

Program Expenses $5,663,688

Other Expenses $4,042,305

TOTAL EXPENSES $6,485,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,652,387	$4,293,056	+0.1%
Expenses	$6,485,650	$7,314,688	-0.1%
Net Income	$-1,833,263	$-3,021,632	-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

107

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

$4,912,853

Total Directors

$6,133,374

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	$218,609	$3,615,147
JAMES WHITE MD	BOARD MEMBER (PARTIAL YEAR)	1.00	Director	$0	$55,736	$986,453
KIM SHAW	MARKET PRESIDENT/CEO	1.00	Officer Director	$0	$35,161	$897,767
MICHAEL STEINES MD	BOARD MEMBER	1.00	Director	$0	$47,274	$634,007
RICARDO DIAZ	FORMER COO	0.00		$0	$22,052	$517,307
KEVIN WALTERS	MARKET VP FINANCE	5.00	Officer	$0	$52,670	$399,939
LAURA SURVANT	FORMER VP OF FINANCE	0.00		$0	$23,617	$253,268
FLORENCIA LACANDOLA	FORMER HCE	0.00		$0	$16,292	$233,271
TAMMY SIMMONS	DIRECTOR-NURSING	20.00	Highest	$64,803	$41,891	$187,880
BRENDA KOCMAN	CLINICAL PHARMACIST	5.00	Highest	$12,935	$27,597	$183,113
KIA PARSI MD	FORMER INTERIM PRES/CEO, EX-OFFICIO TRUSTEE	0.00		$0	$9,295	$170,587
WENDA BLACKMAN	FORMER HCE	0.00		$0	$43,141	$154,074
RON BLASIG	DIRECTOR LONG TERM CARE	40.00	Highest	$125,976	$24,668	$150,644
APRIL OWENS	RN II	5.00	Highest	$1,835	$25,305	$130,154
CHRISTOPHER JOHNSON	DIRECTOR LONG TERM CARE	5.00	Highest	$3,685	$11,763	$117,250
ANTONIO ARREOLA-RISA PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK ASHLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN BOONE RN	SECRETARY	1.00	Officer Director	$0	$0	$0
BRYAN COLE PHD	BOARD MEMBER (PARTIAL YEAR)	1.00	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	CHAIR	1.00	Officer Director	$0	$0	$0
JAMIE SOUTH	CHIEF OF MEDICAL STAFF	1.00	Director	$0	$0	$0
MICHAEL O'QUINN	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	No data	No data	No data	No data
2024	$4,652,387	$6,485,650	$2,234,465	$-1,833,263
2023	$4,293,056	$7,314,688	$6,391,259	$-3,021,632
2022	$4,978,526	$7,934,900	$6,425,306	$-2,956,374
2021	$5,205,759	$7,172,274	$6,008,601	$-1,966,515
2020	$6,053,718	$6,875,056	$5,938,327	$-821,338
2019	$6,035,239	$6,538,539	$6,633,077	$-503,300
2018	$5,700,433	$5,961,315	$6,284,378	$-260,882

BURLESON ST JOSEPH MANOR