ST AMBROSE ENDOWMENT FOUNDATION (EIN 208404220) - 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

2007

Legal Domicile

Principal Officer

RANDY FUERST

Phone

3304607300

Tax Period

2025-01-01 to 2025-12-31

ST AMBROSE ENDOWMENT FOUNDATION, founded in 2007, is a small nonprofit in the Religion sector that reported $107K in total revenue in fiscal year 2025. Revenue fell 76% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $78K, a strong 73% operating margin.

Mission

FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SOCIAL SERVICE CONSISTENT WITH THE PRINCIPLES, TEACHINGS AND PHILOSOPHY OF THE ROMAN CATHOLIC CHURCH.

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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 $9,849

Program Service Revenue $0

Investment Income $97,111

Other Revenue $0

TOTAL REVENUE $106,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,317

Other Expenses $29,317

TOTAL EXPENSES $29,317

Year-over-Year Comparison

	2025	2024	Change
Revenue	$106,960	$452,902	-0.8%
Expenses	$29,317	$50,010	-0.4%
Net Income	$77,643	$402,892	-0.8%

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
REV ROBERT STEC	MEMBER	N/A	Director	$0	$0	$0
RANDY FUERST	CHAIR	N/A	Officer	$0	$0	$0
MARY JO HALENAR	SECRETARY	N/A	Officer	$0	$0	$0
MICHAEL KOLER	VICE CHAIR	N/A	Officer	$0	$0	$0
HEATHER WELSH	TREASURER	N/A	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	$106,960	$29,317	$2,257,509	$77,643
2024	$452,902	$50,010	$2,032,744	$402,892
2023	$314,224	$5,379	$1,783,083	$308,845
2022	$133,994	$5,753	$1,369,369	$128,241
2021	$314,818	$5,987	$1,440,435	$308,831
2020	$118,775	$9,845	$1,131,603	$108,930
2019	$159,203	$5,801	$1,022,663	$153,402
2018	$2,525	$54,933	$869,020	$-52,408

ST AMBROSE ENDOWMENT FOUNDATION