SANTA LUCIA FOUNDATION

EIN: 832660382 501(c)(3) Human Services

EDMOND, OK

Total Revenue
$95,080
Total Expenses
$276,589
Total Assets
$7,923
Net Assets
$7,923
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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
2018
Principal Officer
JAMES J DOHERTY
Phone
4053016757
Tax Period
2025-01-01 to 2025-12-31

SANTA LUCIA FOUNDATION, founded in 2018, is a micro nonprofit in the Human Services sector that reported $95K in total revenue in fiscal year 2025. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $277K exceeded revenue, resulting in a 191% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE ASSISTANCE FOR MEDICAL CARE, SURGERY AND TREATEMENT OF EYE DISEASES AND OTHER VISUAL PROBLEMS FOR DISABLED, INDIGENT OR NEEDY PERSONS; TO PROVIDE RESOURCES AND COMMUNITY SUPPORT FOR ENCOURAGING AND SUPPORTING PATIENT CARE, MEDICAL EDUCATION, COMMUNITY EDUCATION AND SCIENTIFIC RESEARCH RELATING TO EYE DESEASE AND OTHER VISUAL PROBLEMS; TO MAKE CHARITABLE DONATIONS TO THE ARCHDIOCESE OF OKLAHOMA CITY, CATHOLIC CHARITIES AND OTHER CHARITABLE ORGANIZATIONS, INCLUDING PRIVATE UNIVERSITIES AND CHURCHES, TO FACILITATE MISSION WORK IN THE UNITED STATES AND ABROAD TO PROVIDE HEALTH AND MEDICAL CARE AND SOCIAL SERVICES TO THE NEEDY AND FOR HUMANITARIAN PURPOSES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $79,140
Program Service Revenue $0
Investment Income $15,940
Other Revenue $0
TOTAL REVENUE $95,080

Expense Breakdown

Grants Paid $275,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $275,756
Other Expenses $1,589
TOTAL EXPENSES $276,589

Year-over-Year Comparison

2025 2024 Change
Revenue $95,080 $64,371 +0.5%
Expenses $276,589 $11,697 +22.6%
Net Income $-181,509 $52,674 -4.4%
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

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES J DOHERTY DIRECTOR N/A
Officer
$0 $0 $0
RHONDA J DOHERTY DIRECTOR N/A
Officer
$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 $95,080 $276,589 $7,923 $-181,509
2024 $64,371 $11,697 $189,432 $52,674
2023 $11 $50,495 $136,758 $-50,484
2022 $26 $130,485 $187,242 $-130,459
2021 $30 $50,475 $317,701 $-50,445
2020 $61 $20,687 $368,146 $-20,626
2019 $184 $7,365 $388,772 $-7,181
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