SERVANTS OF JESUS AND MARY INC (EIN 222396744) - 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

1988

Legal Domicile

Principal Officer

ELLEN MONTGOMERY

Phone

5184838260

Tax Period

2024-01-01 to 2024-12-31

SERVANTS OF JESUS AND MARY INC, founded in 1988, is a small nonprofit in the Religion sector that reported $634K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $602K left a modest 5% surplus.

Mission

TO PROMOTE THE FULL MESSAGE OF FATIMA THROUGHOUT THE UNITED STATES AND THE WHOLE WORLD

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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 $631,372

Program Service Revenue $0

Investment Income $548

Other Revenue $2,023

TOTAL REVENUE $633,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $196,846

Fundraising Expenses $29,527

Program Expenses $433,792

Other Expenses $405,167

TOTAL EXPENSES $602,013

Year-over-Year Comparison

	2024	2023	Change
Revenue	$633,943	$1,039,138	-0.4%
Expenses	$602,013	$586,427	+0.0%
Net Income	$31,930	$452,711	-0.9%

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

Volunteers

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
ELLEN MONTGOMERY	VICE PRESIDENT	020.00	Officer Director	$0	$0	$0
CORNELIA FERREIRA	DIRECTOR	001.00	Director	$0	$0	$0
FATHER PAUL KRAMER	PRESIDENT	010.00	Officer Director	$0	$0	$0
TOM MASSETT	TREASURER	001.00	Officer Director	$0	$0	$0
ROLAND POIRIER	DIRECTOR	001.00	Director	$0	$0	$0
CORALIE GRAHAM	SECRETARY	020.00	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	$633,943	$602,013	$943,720	$31,930
2023	$1,039,138	$586,427	$1,014,958	$452,711
2022	$526,521	$557,751	$438,520	$-31,230
2021	$495,612	$751,879	$483,722	$-256,267
2020	$944,261	$757,223	$762,423	$187,038
2019	$930,689	$1,069,980	$591,753	$-139,291
2018	$870,245	$834,065	$740,939	$36,180

SERVANTS OF JESUS AND MARY INC