ST ROCCO SOCIETY (EIN 141275637) - 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

1908

Legal Domicile

Principal Officer

RICHARD WETZEL

Phone

8458319735

Tax Period

2023-01-01 to 2023-12-31

ST ROCCO SOCIETY, founded in 1908, is a small nonprofit that reported $100K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25K, a strong 25% operating margin.

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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 (2023)

Revenue Breakdown

Contributions & Grants $19,000

Program Service Revenue $59,000

Investment Income $11,614

Other Revenue $10,455

TOTAL REVENUE $100,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,541

Other Expenses $75,455

TOTAL EXPENSES $75,455

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,069	$158,022	-0.4%
Expenses	$75,455	$87,045	-0.1%
Net Income	$24,614	$70,977	-0.7%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD WETZEL	TREASURER	020.00	Officer Director	$0	$0	$0
JOHN MESNICK	PRESIDENT	015.00	Officer	$0	$0	$0
JAMES FARMER	VICE PRESIDENT	010.00	Officer	$0	$0	$0
MICHAEL SANFILLIPPO	CORRS SECRETARY	010.00	Officer	$0	$0	$0
PERRY PENDELTON	FIN SECRETARY	005.00	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
2024	No data	No data	No data	No data
2023	$100,069	$75,455	$676,949	$24,614
2022	$153,348	$87,045	$642,281	$66,303
2021	$107,374	$55,514	$664,923	$51,860
2020	$57,200	$63,336	$612,569	$-6,136
2019	$112,492	$85,220	$618,944	$27,272
2018	$110,793	$75,542	$591,684	$35,251

ST ROCCO SOCIETY