Benedictine Health Foundation Inc

Nonprofit profile at a glance

EIN
222243537
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Kingston, NY, USA
Phone
8454811371
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Hospital, General

Official website

Reported finances

Revenue
$1,178,675
Expenses
$374,833
Assets
$7,114,447
Liabilities
$40,842

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • EDWARD T HILL JR CFP (PRESIDENT)
  • MARYROSE WARCHOLAK (IMMEDIATE PAST PRESIDENT)
  • JENNIFER A ZELL (1ST VICE PRESIDENT)
  • EPHIE TRATAROS (2ND VICE PRESIDENT)
  • BERNADETTE REXFORD (EXECUTIVE DIRECTOR)

Highest reported compensation

  • BERNADETTE REXFORD (EXECUTIVE DIRECTOR): $116,702 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To raise and distribute financial resources to those struggling with a cancer diagnosis and whose financial means limit their ability to access or receive the care that they need. To provide assistance to ulster county residents and their families or those from neighboring counties receiving medical services in ulster county.

What it reported doing in 2025

To support programs and services founded on compassionate care that provide direct financial support to those in need. The single focus is direct assistance to patients diagnosed with cancer whose financial means limit their ability to access or receive the care that they need.cancer patient assistance fund provides up to $800 of annual assistance to applicants in the form of grocery gift cards and/or fuel gift cards.cancer patient emergency financial assistance fund provides emergency financial assistance to patients with a current diagnosis of cancer. Upon approval of the application, the foundation will pay up to $400 annually in support of essential services; payments will be made directly to the billing organization.

Operating model

Revenue model
Donor-supported. 91% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 37
  • Transparency & Controls: 92
  • Accountability: 90
  • Sustainability: 81
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 25.9%; rating input score 26
  • Program expense ratio: 50.8%; rating input score 51
  • Fundraising efficiency: $15.35 raised per $1 spent on fundraising; rating input score 48; 48th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 68.2%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 18.98; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 64; 64th percentile among comparable filings
  • Officer compensation ratio: 31.1%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: -6% per year; rating input score 0; 7th percentile among comparable filings
  • Revenue growth: -3.7% per year; rating input score 0; 5th percentile among comparable filings
  • Asset growth: 0.7% per year; rating input score 100; 18th percentile among comparable filings

Details

  • Where the money goes: 25.9% of revenue deployed · 50.8% of spending went to programs
  • Governance: 15 of 15 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $190K in reported program spending
  • Leadership: top reported pay $117K · 16 people listed
  • Consistency: 32 of 32 current checks pass
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 26/100.
  • Review — Financial Efficiency: Program expense ratio scored 51/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 48/100.
  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 7/100.