ST CLEMENT COMMUNITY FOUNDATION (EIN 161631602) - 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

2003

Legal Domicile

Principal Officer

CARL GROSS

Phone

6188532678

Tax Period

2024-07-01 to 2025-06-30

ST CLEMENT COMMUNITY FOUNDATION, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $142K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $94K, a strong 66% operating margin.

Mission

TO SOLICIT PUBLIC SUPPORT FOR HEALTH RELATED ENTITIES OPERATED FOR CHARITABLE, RELIGIOUS OR EDUCATIONAL PURPOSES FROM THE PUBLIC GENERALLY AND UTILIZING A BOARD OF DIRECTORS WHICH IS REPRESENTATIVE OF THE PUBLIC AND THE COMMUNITIES IN A DEFINED SERVICE AREA. MONIES ARE TO BE UTILIZED TO PROMOTE HEALTH RELATED AND SOCIAL WORK ACTIVITIES.

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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 $50

Program Service Revenue $0

Investment Income $142,314

Other Revenue $0

TOTAL REVENUE $142,364

Expense Breakdown

Grants Paid $44,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,000

Other Expenses $4,236

TOTAL EXPENSES $48,236

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,364	$119,916	+0.2%
Expenses	$48,236	$41,768	+0.2%
Net Income	$94,128	$78,148	+0.2%

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

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
JANE LUCHT	DIRECTOR	1	Director	$0	$0	$0
SUSAN HARMS	DIRECTOR	1	Director	$0	$0	$0
JANE YATES	DIRECTOR	1	Director	$0	$0	$0
BARBARA KOESTER	DIRECTOR	1	Director	$0	$0	$0
KRISTIN WOLTER	DIRECTOR	1	Director	$0	$0	$0
MEGHAN MARKOTAY	DIRECTOR	1	Director	$0	$0	$0
LISA RIECHMAN	DIRECTOR	1	Director	$0	$0	$0
SUSAN HARBAUGH	DIRECTOR	1	Director	$0	$0	$0
CARL GROSS	TREASURER	1	Officer	$0	$0	$0
PAT RAMSEY	VICE PRESIDENT	1	Officer	$0	$0	$0
STEPHANIE LIEFER	PRESIDENT	1	Officer	$0	$0	$0
SUSAN HARBAUGH	SECRETARY	1	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	$142,364	$48,236	$1,204,331	$94,128
2024	$119,916	$41,768	$1,110,203	$78,148
2023	$70,195	$42,542	$1,032,055	$27,653
2022	$43,815	$42,936	$1,004,402	$879
2021	$1,230	$44,688	$1,137,223	$-43,458
2020	$36,104	$38,356	$986,223	$-2,252
2019	$4,155	$38,359	$1,018,215	$-34,204

ST CLEMENT COMMUNITY FOUNDATION