ST MARY'S SPRINGS ACADEMY FOUNDATION INC

EIN: 237135259 501(c)(3) Education

FOND DU LAC, WI

Total Revenue
$375,390
Total Expenses
$189,884
Total Assets
$6,600,397
Net Assets
$6,600,397
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
WI
Principal Officer
KASON KLUMPYAN
Phone
9209214870
Tax Period
2023-01-01 to 2023-12-31

ST MARY'S SPRINGS ACADEMY FOUNDATION INC, founded in 2001, is a small nonprofit in the Education sector that reported $375K in total revenue in fiscal year 2023. Revenue surged 754% from the prior year, signaling strong growth momentum. The organization ran a surplus of $186K, a strong 49% operating margin.

Mission

TO SAFEGUARD, MANAGE AND DISTRIBUTE PERMANENTLY RESTRICTED FUNDS, TEMPORARILY RESTRICTED FUNDS, UNRESTRICTED FUNDS, AND AGENCY FUNDS FOR THE PURPOSE OF CATHOLIC ELEMENTARY AND SECONDARY EDUCATION IN THE FOND DU LAC AREA, CONSISTENT WITH THE INTENT OF PAST DONORS AND FUTURE DONORS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $38,522
Program Service Revenue $0
Investment Income $336,868
Other Revenue $0
TOTAL REVENUE $375,390

Expense Breakdown

Grants Paid $157,712
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $157,712
Other Expenses $32,172
TOTAL EXPENSES $189,884

Year-over-Year Comparison

2023 2022 Change
Revenue $375,390 $43,967 +7.5%
Expenses $189,884 $408,438 -0.5%
Net Income $185,506 $-364,471 -1.5%
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

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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
11
Independent Members
11
Employees
N/A
Volunteers
13

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
4
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SARA ANDREW PRESIDENT 1.00
Officer Director
$0 $0 $0
ANN BOEHNLEIN SECRETARY 1.00
Officer Director
$0 $0 $0
TRISTAN BROWN MEMBER 1.00
Director
$0 $0 $0
MIKE BUECHEL MEMBER 1.00
Director
$0 $0 $0
SHERRY HOLMES MEMBER 1.00
Director
$0 $0 $0
JIM KEBBLE VICE PRESIDE 1.00
Officer Director
$0 $0 $0
KASON KLUMPYAN TREASURER 1.00
Officer Director
$0 $0 $0
FR PAUL KOENIG MEMBER 1.00
Director
$0 $0 $0
MICHAEL A KORB MEMBER 1.00
Director
$0 $0 $0
SHAWN L LONGLEY MEMBER 1.00
Director
$0 $0 $0
SEAN TWOHIG MEMBER 1.00
Director
$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 No data No data No data No data
2023 $375,390 $189,884 $6,600,397 $185,506
2022 $43,967 $408,438 $5,891,874 $-364,471
2021 $506,966 $355,841 $7,692,904 $151,125
2020 $56,838 $376,777 $7,285,662 $-319,939
2019 $498,573 $321,235 $6,530,308 $177,338
2018 $1,036,112 $280,703 $5,822,033 $755,409
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