Mount St Joseph-St Elizabeth (EIN 942384035) - 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

1852

Legal Domicile

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 strengthens family life through programs faithful to the beliefs of the Catholic Church, rooted in Judeo-Christian values and the tradition of service of the Daughters of Charity of St. Vincent de Paul.

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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 $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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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

$171,356

Total Directors

Key Employees

Highest Compensated

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

Mount St Joseph-St Elizabeth