Steward Health Care Disaster Relief Foundation (EIN 850546474) - 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

2020

Legal Domicile

Principal Officer

Patrick Lombardo

Phone

4693418444

Tax Period

2024-01-01 to 2024-12-31

Steward Health Care Disaster Relief Foundation, founded in 2020, is a micro nonprofit in the Health Care sector that reported $10K in total revenue in fiscal year 2024. Revenue surged 146% from the prior year, signaling strong growth momentum. Expenses of $49K exceeded revenue, resulting in a 398% operating deficit.

Mission

To Provide Emergency Disaster Relief Assistance to Employees of Steward Health Care System, LLC & Subs

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,920

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $9,920

Expense Breakdown

Grants Paid $49,354

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,354

Other Expenses $0

TOTAL EXPENSES $49,354

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,920	$4,039	+1.5%
Expenses	$49,354	$10,059	+3.9%
Net Income	$-39,434	$-6,020	+5.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Sr Marie Puleo	Director	Director	$0	$0	$0
James Karam	Director	Director	$0	$0	$0
Robert Guyon	Director	Director	$0	$0	$0
Patrick Lombardo	Interim President	Officer	$0	$0	$0
Nathalie Hibble	Secretary	Officer	$0	$0	$0
Eugene Sullivan	Interim Treasurer	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
2024	$9,920	$49,354	$189,590	$-39,434
2023	$4,039	$10,059	$229,024	$-6,020
2022	$2,385	$12,098	$235,044	$-9,713
2021	$50,874	$34,060	$244,757	$16,814
2020	$293,391	$65,448	$227,943	$227,943

Steward Health Care Disaster Relief Foundation