St Louis de Montfort Educational Foundation Inc

EIN: 204986173 501(c)(3)

Fishers, IN

Total Revenue
$15,170
Total Expenses
$2,057
Total Assets
N/A
Net Assets
N/A
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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
2006
Legal Domicile
IN
Principal Officer
Thomas J Haan
Tax Period
2020-08-01 to 2021-07-31

St Louis de Montfort Educational Foundation Inc, founded in 2006, is a micro nonprofit that reported $15K in total revenue in fiscal year 2020. The organization ran a surplus of $13K, a strong 86% operating margin.

Mission

To support St. Louis de Montfort Catholic Church and School.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $15,170
Other Revenue $0
TOTAL REVENUE $15,170

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $2,057
TOTAL EXPENSES $2,057

Year-over-Year Comparison

2020 2019 Change
Revenue $15,170 N/A N/A
Expenses $2,057 N/A N/A
Net Income $13,113 N/A N/A
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

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Governance

Voting Members
3
Independent Members
2
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
3
$27,983
Total Directors
0
$0
Key Employees
1
$73,750
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robert W Stephanak Accounting Manager 2.00
Key Emp
$0 $0 $73,750
Thomas J Haan Chairperson 1.00
Officer
$0 $0 $27,983
Lisa Merz Treasurer 1.00
Officer
$0 $0 $0
Eric J Benner Secretary 1.00
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
2021 $15,170 $2,057 No data $13,113
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