St Joseph the Worker (EIN 860600437) - 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

1989

Legal Domicile

Principal Officer

Carrie Masters

Phone

6027555627

Tax Period

2024-07-01 to 2025-06-30

St Joseph the Worker, founded in 1989, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring.

Mission

Job placement and aftercare services to poor and homeless individuals.

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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 $2,999,836

Program Service Revenue $4,000

Investment Income $8,621

Other Revenue $144,006

TOTAL REVENUE $3,156,463

Expense Breakdown

Grants Paid $830,907

Salaries & Benefits $2,067,192

Fundraising Expenses $251,300

Program Expenses $2,855,105

Other Expenses $470,998

TOTAL EXPENSES $3,369,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,156,463	$4,948,918	-0.4%
Expenses	$3,369,097	$3,881,951	-0.1%
Net Income	$-212,634	$1,066,967	-1.2%

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

$492,286

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carrie Masters	Chief Executive Officer	40.00	Officer	$147,761	$9,626	$157,387
Petrona Zickgraf	Controller	40.00	Officer	$126,453	$9,380	$135,833
Daren Strunk	Chief Operating Officer	40.00	Officer	$105,593	$8,636	$114,229
Cassidy Penney	Chief Development Officer	40.00	Officer	$83,608	$1,229	$84,837
Garth Stevens	Board Chair	4.00	Director	$0	$0	$0
Juana Hernandez	Vice Chair	4.00	Director	$0	$0	$0
Nick Morrison	Governance Co-Chair	4.00	Director	$0	$0	$0
Kelly Geary	Governance Co-Chair	4.00	Director	$0	$0	$0
Juan Kingsbury	Development Chair	4.00	Director	$0	$0	$0
Kyle Folmsbee	Treasurer	4.00	Director	$0	$0	$0
Chris Klecka	Director	4.00	Director	$0	$0	$0
Scott Magnano	Director	4.00	Director	$0	$0	$0
Miles Miley	Director	4.00	Director	$0	$0	$0
Brian Cole	Director	4.00	Director	$0	$0	$0
Sarah Fluke	Director	4.00	Director	$0	$0	$0
Joseph Baer	Director	4.00	Director	$0	$0	$0
Susan Connelly	Director	4.00	Director	$0	$0	$0
Electa Thompson	Director	4.00	Director	$0	$0	$0
Lisa Ahnen	Director	4.00	Director	$0	$0	$0
Eric Keosky-Smith	Director	4.00	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	$3,156,463	$3,369,097	$3,036,722	$-212,634
2024	$4,948,918	$3,881,951	$2,940,697	$1,066,967
2023	$5,929,113	$6,156,555	$2,069,834	$-227,442
2022	$5,073,013	$4,407,622	$2,788,284	$665,391
2021	$2,764,793	$2,569,244	$1,213,582	$195,549
2020	$1,956,910	$1,869,406	$1,182,183	$87,504
2019	$1,755,234	$1,702,603	$827,311	$52,631
2018	$1,258,560	$1,183,583	$675,095	$74,977

St Joseph the Worker