ST MARY'S ENDOWMENT FUND

EIN: 237024977 501(c)(3)

MEDFORD, OR

Total Revenue
$41,238
Total Expenses
$127,838
Total Assets
$433,402
Net Assets
$433,402
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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
1970
Legal Domicile
OR
Principal Officer
TOM BECKER
Phone
5419732557
Tax Period
2022-01-01 to 2022-12-31

ST MARY'S ENDOWMENT FUND, founded in 1970, is a micro nonprofit that reported $41K in total revenue in fiscal year 2022. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $128K exceeded revenue, resulting in a 210% operating deficit.

Mission

SUPPORT CATHOLIC EDUCATION IN JACKSON COUNTY, OREGON

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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 (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $41,116
Other Revenue $122
TOTAL REVENUE $41,238

Expense Breakdown

Grants Paid $19,170
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $124,176
Other Expenses $108,668
TOTAL EXPENSES $127,838

Year-over-Year Comparison

2022 2021 Change
Revenue $41,238 $75,864 -0.5%
Expenses $127,838 $17,415 +6.3%
Net Income $-86,600 $58,449 -2.5%
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
8
Independent Members
8
Employees
N/A
Volunteers
8

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TOM BECKER PRESIDENT N/A
$0 $0 $0
DANIEL KOSMATKA SECRETARY N/A
$0 $0 $0
DOUGLAS PICKEL DIRECTOR N/A
$0 $0 $0
DR RICHARD SCHAEFER DIRECTOR N/A
$0 $0 $0
JOHN BATZER DIRECTOR N/A
$0 $0 $0
MIKE NAUMES DIRECTOR N/A
$0 $0 $0
MIKE MAHAR DIRECTOR N/A
$0 $0 $0
JAMES SERVOSS DIRECTOR N/A
$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
2022 $41,238 $127,838 $433,402 $-86,600
2021 $75,864 $17,415 $520,003 $58,449
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