Mount St Joseph-St Elizabeth

EIN: 942384035 501(c)(3) Human Services

San Francisco, CA

Total Revenue
$7,700,065
Total Expenses
$7,162,931
Total Assets
$15,595,276
Net Assets
$14,869,749
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Financial Trends

Organization Details

Formation Year
1852
Legal Domicile
CA
Principal Officer
Sr Betty Marie Dunkel
Phone
4155678370
Tax Period
2024-07-01 to 2025-06-30

Mount St Joseph-St Elizabeth, founded in 1852, is a community nonprofit in the Human Services sector that reported $7.7M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $7.2M left a modest 7% surplus.

Mission

Epiphany Center residential treatment programs strengthen family life through early interventions when possible and by healing trauma, treating mental illness and substance abuse, and ending cycles of homelessness and poverty through holistic client-centered care. Epiphany Center provides holistic client-centered care to a diverse population of children, women, and families who are the most vulnerable in our society. Our purpose is to strengthen family life and to enhance the physical, social-emotional, intellectual and spiritual growth of each person in our care.

Program Service Accomplishments

Program 1
Expenses: $2,811,722 Revenue: $66,964

Epiphany Center is a 3.1, 3.3, 3.5 ASAM (American Society of Addiction Medicine) designated facility offering holistic residential services to women struggling with addiction. We ascribe to the...

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Epiphany Center is a 3.1, 3.3, 3.5 ASAM (American Society of Addiction Medicine) designated facility offering holistic residential services to women struggling with addiction. We ascribe to the medical model of addiction as well as follow a harm reduction philosophy. We are Trauma Informed in our comprehensive care for our highly traumatized population. Our staff receive ongoing training and thus have keen understanding and insight into the neurological, biological, psychological, and social effects of trauma and the pervasiveness of these experiences in persons who seek and receive addiction recovery services. A unique feature that we provide is the capacity for our clients to enter our Program with their children (or in the midst of child reunification) ages 0-3. While the women are actively engaged in their recovery program, the children's unique needs are simultaneously being served through our Children Services Program. Further, the mother-child dyad is also served through our Family Treatment department offering a range of individual and family therapy including a focus on infant mental health. We have developed our very unique Wellness platform whereby we address every aspect of a client's individual wellness desires, concurrent with her recovery and mental health goals. Our holistic approach is unique, and we believe, leads to a more comprehensive and strength based recovery.Epiphany Center provides a variety of services to families from preventative services, including In Home Services which uses the SafeCare model of assessing and providing services to families in their own homes.With funding from SAMHSA (Substance Abuse and Mental Health Services) and in coordination with San Francisco Family Treatment Court, we support men and women who have completed addiction recovery programs through our Outpatient Program, but are required to have additional recovery services as part of their court mandated process to maintain or regain custody of their children. In addition to recovery services, case managers help them with day to day challenges.During the year, the Epiphany Center served 82 women and 23 children in our intensive recovery residential programs and 23 women and 13 children in our step down program. Numbers served were: Residential women, 99 (17 children); Childcare 30; Family Treatment Program 31; In-Home Services 64 families (96 children); Pediatric Clinic 49 families (63 children and 252 clinic visits); Outpatient 46 clients. Epiphany Center was named on Newsweek's List of America's Best Addiction Treatment Programs 2021, 2022, 2023, 2024.

Program 2
Expenses: $1,055,256

The Parent-Child Center provides early intervention and relationship-based care to expectant moms and to infants and toddlers. Additionally, parents receive parenting support in group and individual...

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The Parent-Child Center provides early intervention and relationship-based care to expectant moms and to infants and toddlers. Additionally, parents receive parenting support in group and individual sessions. Parenting programs lead to healthier behaviors. Our Parent-Child Center provides Therapeutic childcare, Developmental assessments, Early intervention and relationship-based care, Physical and occupational therapy consultations, Infant massage instruction, Parent Advisory Council, Parent-child interaction groups, and Smoking cessation and second-hand smoke education. During the year the center served 49 families.

Program 3
Expenses: $617,855

Epiphany's Step Down Program is a transitional living residence providing housing and supportive post-treatment aftercare services and bridges the gap between structured residential substance abuse...

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Epiphany's Step Down Program is a transitional living residence providing housing and supportive post-treatment aftercare services and bridges the gap between structured residential substance abuse treatment and full independence. Epiphany Step-Down provides women with transitional housing and support services, offers linkages to other effective clinical-community services and programs, and helps them build additional skills needed to navigate society as productive citizens. Our goal is to strengthen each woman's recovery skills and to support her in securing permanent housing and employment. At Epiphany Center Step-Down, we practice client-centered care and will walk with every woman through all aspects of her recovery journey.

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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 $7,078,968
Program Service Revenue $66,964
Investment Income $380,320
Other Revenue $173,813
TOTAL REVENUE $7,700,065

Expense Breakdown

Grants Paid $16,383
Salaries & Benefits $5,459,521
Fundraising Expenses $287,581
Program Expenses $5,587,205
Other Expenses $1,687,027
TOTAL EXPENSES $7,162,931

Year-over-Year Comparison

2024 2023 Change
Revenue $7,700,065 $10,602,708 -0.3%
Expenses $7,162,931 $6,631,088 +0.1%
Net Income $537,134 $3,971,620 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
79
Volunteers
40

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
6
$171,356
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sister Marjory Ann Baez DC BSN Board Chair (end 10/24) 2.00
Officer Director
$0 $0 $0
Sister Frances Vista DC Sec. & Treas./Bd. Chair(trans 11/24) 2.00
Officer Director
$0 $0 $0
Brenda MacLean Vice Chair 2.00
Officer Director
$0 $0 $0
Deacon Larry Chatmon Bd. Mem./Sec. & Treas. (trans 11/24) 2.00
Officer Director
$0 $0 $0
Tina M Ahn MBA Board Member 2.00
Director
$0 $0 $0
Betty Marie Dunkel DC MSW MPA; Executive Dir.(Epiphany Center) 40.00
Officer Director
$0 $0 $0
Estela Morales DC MSW Board Liaison (Daughters of Charity) 2.00
Director
$0 $0 $0
Sister Trinitas Hernandez DC Board Member 2.00
Director
$0 $0 $0
Frank Lindh MSW JD Board Member 2.00
Director
$0 $0 $0
Eugene Smith MSW MBA Board Member 2.00
Director
$0 $0 $0
Igor Tozlovan Controller/CFO (trans 6/24) 40.00
Officer
$162,436 $8,920 $171,356
Dr Linda Perez Psychologist 16.00
Highest
$134,058 $0 $134,058
Diane Oldenburg-Sutton HR Director 40.00
Highest
$112,183 $21,439 $133,622
Mary C Rhoades Development Director 40.00
Highest
$117,567 $21,576 $139,143
Tracy Weber Director of Children's Services 40.00
Highest
$109,455 $16,783 $126,238
Carla Graham Program Director 40.00
Highest
$107,677 $17,959 $125,636
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 $7,700,065 $7,162,931 $15,595,276 $537,134
2024 $10,602,708 $6,631,088 $14,826,879 $3,971,620
2023 $7,146,813 $6,136,792 $10,712,380 $1,010,021
2022 $5,834,606 $5,214,115 $9,406,934 $620,491
2021 $6,365,933 $5,001,726 $10,050,346 $1,364,207
2020 $4,870,179 $4,764,189 $8,683,156 $105,990
2019 $4,531,577 $4,235,848 $7,925,222 $295,729
2018 $4,391,706 $4,203,192 $7,753,547 $188,514
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