St Luke's Health Foundation Ltd (EIN 810600973) - 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

2002

Legal Domicile

Principal Officer

Travis Bradburn

Phone

2083812222

Tax Period

2023-10-01 to 2024-09-30

St Luke's Health Foundation Ltd, founded in 2002, is a mid-sized nonprofit in the Health Care sector that reported $21.9M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $8.3M, a strong 38% operating margin.

Mission

Cultivate philanthropy for related organizations within the St. Luke's Health System.

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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 $21,158,279

Program Service Revenue $0

Investment Income $986,168

Other Revenue $-237,006

TOTAL REVENUE $21,907,441

Expense Breakdown

Grants Paid $9,880,502

Salaries & Benefits $0

Fundraising Expenses $872,774

Program Expenses $11,619,566

Other Expenses $3,722,515

TOTAL EXPENSES $13,654,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,907,441	$18,577,694	+0.2%
Expenses	$13,654,017	$10,545,920	+0.3%
Net Income	$8,253,424	$8,031,774	+0.0%

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

N/A

Volunteers

204

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

$323,918

Total Directors

$1,916,339

Key Employees

$185,254

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Roth	Director	2.00	Director	$0	$60,738	$1,916,339
Joe Forney	Chair	2.00	Officer Director	$0	$0	$0
Dave Snelson	Director	2.00	Director	$0	$0	$0
Jeanna Still	Director (End 8/2024)	2.00	Director	$0	$0	$0
John Wright	Director	2.00	Director	$0	$0	$0
Kelli Parker	Director	2.00	Director	$0	$0	$0
Lloyd Knight	Director (End 9/2024)	2.00	Director	$0	$0	$0
Paula Riggs	Director	2.00	Director	$0	$0	$0
Rich Raimondi	Director	2.00	Director	$0	$0	$0
Margaret Dougherty	Secretary	2.00	Officer	$0	$30,548	$323,918
Travis Bradburn	VP, Chief Philanthropy Officer	40.00	Key Emp	$0	$15,812	$185,254
Dawn Soto	Executive Director	40.00	Highest	$0	$26,276	$167,558
Curtis Maier	Director; Major & Planned Gifts	40.00	Highest	$0	$20,615	$147,155
Christen Wilmer	Director; Major & Planned Gifts	40.00	Highest	$0	$24,080	$138,320
Sarah Foltman	Director; Strategic Philanthropy	40.00	Highest	$0	$14,694	$134,632
Monica Hoffer	Director; Development	40.00	Highest	$0	$15,686	$127,879
Jeffrey Cilek	Former Executive Director	0.00		$0	$44,818	$552,144

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	$21,907,441	$13,654,017	$79,559,118	$8,253,424
2023	$18,577,694	$10,545,920	$64,165,867	$8,031,774
2022	$16,178,243	$8,129,297	$50,836,691	$8,048,946
2021	$12,367,207	$11,225,037	$50,176,105	$1,142,170
2020	$12,460,693	$10,562,536	$42,478,533	$1,898,157
2019	$12,729,356	$26,040,747	$40,408,799	$-13,311,391
2018	$12,322,045	$5,632,922	$54,142,799	$6,689,123

St Luke's Health Foundation Ltd