ST JOSEPH'S HELPERS OF DALLAS INC (EIN 752145755) - 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

1985

Legal Domicile

Principal Officer

JULIE EICHELMAN

Phone

2148245942

Tax Period

2023-08-01 to 2024-07-31

ST JOSEPH'S HELPERS OF DALLAS INC, founded in 1985, is a small nonprofit that reported $586K in total revenue in fiscal year 2023. Expenses of $515K left a modest 12% surplus.

Mission

CRISIS PREGNANCY COUNSELING

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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 $498,083

Program Service Revenue $0

Investment Income $38,782

Other Revenue $49,264

TOTAL REVENUE $586,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $248,689

Fundraising Expenses $10,047

Program Expenses $421,024

Other Expenses $266,035

TOTAL EXPENSES $514,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$586,129	$573,125	+0.0%
Expenses	$514,724	$424,186	+0.2%
Net Income	$71,405	$148,939	-0.5%

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

$66,421

Total Directors

$66,421

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUZ SOTO DE ROMERO	PRESIDENT	2.00	Officer Director	$0	$0	$0
GERALDINE EVERETT	VICE PRESIDENT	20.00	Officer Director	$0	$0	$0
DEBORAH FABIAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLES KLEUSER	TREASURER	2.00	Officer Director	$0	$0	$0
JULIE EICHELMAN	EXECUTIVE DIRECTOR	40.00	Officer Director	$66,421	$0	$66,421

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
2024	$586,129	$514,724	$2,585,275	$71,405
2023	$573,125	$424,186	$2,510,999	$148,939
2022	$505,179	$420,811	$2,366,057	$84,368
2021	$666,096	$390,985	$2,289,042	$275,111
2020	$496,745	$429,191	$2,053,170	$67,554
2019	$413,416	$427,892	$1,937,343	$-14,476
2018	$328,304	$500,851	$1,953,042	$-172,547

ST JOSEPH'S HELPERS OF DALLAS INC