SAINT FRANCIS FOUNDATION (EIN 942597514) - 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

1979

Legal Domicile

Principal Officer

MATT BRADY

Phone

4153536650

Tax Period

2024-07-01 to 2025-06-30

SAINT FRANCIS FOUNDATION, founded in 1979, is a community nonprofit in the Health Care sector that reported $5.5M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $5.1M left a modest 8% surplus.

Mission

THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY.

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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 $684,677

Program Service Revenue $0

Investment Income $4,860,070

Other Revenue $3,600

TOTAL REVENUE $5,548,347

Expense Breakdown

Grants Paid $2,947,002

Salaries & Benefits $1,035,338

Fundraising Expenses $616,433

Program Expenses $3,180,622

Other Expenses $1,071,672

TOTAL EXPENSES $5,100,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,548,347	$6,183,291	-0.1%
Expenses	$5,100,935	$4,159,506	+0.2%
Net Income	$447,412	$2,023,785	-0.8%

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

$275,264

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW BRADY	CHAIR	1.00	Officer Director	$0	$0	$0
MICHELE HANSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LAURETTE HARTIGAN	TREASURER	1.00	Officer Director	$0	$0	$0
ANEESH KRISHNA	SECRETARY	1.00	Officer Director	$0	$0	$0
DR ADAM BONNINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSAY CALDWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
EZRA GARRETT	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGUERITE HUTCHINSON	BOARD MEMBER (THRU 03/25)	1.00	Director	$0	$0	$0
BETH JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM JUMP	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANDON A KLINE	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNIE LINEHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK MALIN MD	BOARD MEMBER	1.00	Director	$0	$0	$0
HARRY PRABANDHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
SOTHA SAING	BOARD MEMBER	1.00	Director	$0	$0	$0
SARITA SATPATHY MD	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
NORIKO LIM-TEPPER	BOARD MEMBER	1.00	Director	$0	$0	$0
HEIDI WITTENBERG MD	BOARD MEMBER (THRU 08/24)	1.00	Director	$0	$0	$0
BRENDA L WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH KATE SMITH	PRESIDENT	40.00	Officer	$275,264	$0	$275,264
JULIA LUDWIG	DIR. DEVELOPMENT AND MARKETING	40.00	Highest	$103,430	$9,487	$112,917
KEN WOOLSTON	DIR. ADMINISTRATION	40.00	Highest	$104,525	$21,057	$125,582
WILLIAM DOUGLAS	DIR. PROGRAMS AND COMMUNITY P'SHIP	40.00	Highest	$142,814	$18,740	$161,554
LAUREL DRUKE	DIR. FINANCE AND OPERATIONS	40.00	Highest	$131,346	$7,605	$138,951

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	$5,548,347	$5,100,935	$121,790,930	$447,412
2024	$6,183,291	$4,159,506	$117,823,239	$2,023,785
2023	$2,862,846	$4,989,330	$112,513,028	$-2,126,484
2022	$8,686,371	$8,227,870	$112,281,372	$458,501
2021	$10,295,805	$3,672,971	$117,497,508	$6,622,834
2020	$3,801,682	$2,868,584	$95,653,346	$933,098
2019	$4,332,044	$5,857,425	$95,757,283	$-1,525,381
2018	$5,930,565	$4,764,955	$95,110,412	$1,165,610

SAINT FRANCIS FOUNDATION