SAINT FRANCIS FOUNDATION

EIN: 922443296 501(c)(3) Philanthropy & Grantmaking

Tulsa, OK

Total Revenue
$5,290,427
Total Expenses
$2,568
Total Assets
$5,287,650
Net Assets
$5,287,650
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
OK
Phone
9184948418
Tax Period
2024-07-01 to 2025-06-30

SAINT FRANCIS FOUNDATION, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.3M in total revenue in fiscal year 2024. The organization ran a surplus of $5.3M, a strong 100% operating margin.

Mission

The Saint Francis Foundation will conduct educational activities in support of the charitable mission of Saint Francis Hospital and will make grants to public charities for charitable and educational purposes.

Program Service Accomplishments

Program 1
Expenses: $857 Revenue: $0

The Saint Francis Foundation, doing business as the Saint Francis Charitable Fund, was organized to support the charitable mission of Saint Francis Hospital and related community health initiatives...

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The Saint Francis Foundation, doing business as the Saint Francis Charitable Fund, was organized to support the charitable mission of Saint Francis Hospital and related community health initiatives. The organization receives charitable contributions and provides grants to qualified public charities and programs that advance charitable, educational, and religious purposes, including programs supporting healthcare services and community benefit activities. No grants or other program distributions were made. During the year the organization accumulated contributions and evaluated future grant opportunities. The organization evaluates potential funding opportunities and intends to provide financial support to qualified charitable programs consistent with its mission.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,174,366
Program Service Revenue $0
Investment Income $116,061
Other Revenue $0
TOTAL REVENUE $5,290,427

Expense Breakdown

Grants Paid $837
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $857
Other Expenses $1,731
TOTAL EXPENSES $2,568

Year-over-Year Comparison

2024 2023 Change
Revenue $5,290,427 N/A N/A
Expenses $2,568 N/A N/A
Net Income $5,287,859 $0 N/A
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

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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
3
Independent Members
N/A
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
3
$5,037,694
Total Directors
3
$5,037,694
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARRY L STEICHEN VICE PRESIDENT/COO 1.0
Officer Director
$0 $180,234 $1,554,280
CLIFF A ROBERTSON MD PRESIDENT/CEO/DIRECTOR 1.0
Officer Director
$0 $322,186 $2,411,088
DEBORAH DAGE TREASURER/CFO 1.0
Officer Director
$0 $109,892 $1,072,326
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 $5,290,427 $2,568 $5,287,650 $5,287,859
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