St Josephs Dwelling Place (EIN 030341369) - 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

1993

Legal Domicile

Phone

8022284952

Tax Period

2025-01-01 to 2025-12-31

St Josephs Dwelling Place, founded in 1993, is a small nonprofit in the Religion sector that reported $108K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $95K left a modest 12% surplus.

Mission

Provide spiritual guidance to visitors to our facilities, through retreats and through pre-arranged conferences. To operate an educational and religious retreat and institution in a quiet and contemplative setting which is capable of providing lodging and sustenance. To provide additional services relating to the operation of a religious and educational retreat and institution including, but not limited to, spiritual guidance, counseling, education, lecture tours, and other services as may be appropriate.

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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 (2025)

Revenue Breakdown

Contributions & Grants $82,571

Program Service Revenue $25,228

Investment Income $0

Other Revenue $61

TOTAL REVENUE $107,860

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,191

Fundraising Expenses $0

Program Expenses $86,917

Other Expenses $88,055

TOTAL EXPENSES $95,246

Year-over-Year Comparison

	2025	2024	Change
Revenue	$107,860	$94,429	+0.1%
Expenses	$95,246	$97,912	0.0%
Net Income	$12,614	$-3,483	-4.6%

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

N/A

Employees

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

Total Directors

$6,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Catherine Joanne Yavarone	President	50.00	Director	$6,300	$0	$6,300
Gillian Pond	Vice President	0.00	Officer	$0	$0	$0
Kathryn Poston	Secretary	0.00	Officer	$0	$0	$0

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	$107,860	$95,246	$343,666	$12,614
2024	$94,429	$97,912	$571,481	$-3,483
2023	$145,494	$104,994	$597,174	$40,500
2022	$93,450	$66,177	$586,461	$27,273
2021	$79,494	$67,709	$588,546	$11,785
2020	$108,112	$75,128	$600,526	$32,984
2020	$108,112	$75,128	$580,526	$32,984
2019	$99,808	$88,123	$554,402	$11,685
2018	$104,520	$101,900	$554,791	$2,620

St Josephs Dwelling Place