ST MARYS COMMUNITY FOUNDATION (EIN 237372270) - 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

1974

Legal Domicile

Principal Officer

DIANNA PENDLETON-DOMINGUEZ

Phone

4193945693

Tax Period

2024-07-01 to 2025-06-30

ST MARYS COMMUNITY FOUNDATION, founded in 1974, is a small nonprofit that reported $549K in total revenue in fiscal year 2024. The organization ran a surplus of $286K, a strong 52% operating margin.

Mission

EDUCATIONAL AND CHARITABLE FUNDING

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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 $128,239

Program Service Revenue $0

Investment Income $413,467

Other Revenue $7,347

TOTAL REVENUE $549,053

Expense Breakdown

Grants Paid $143,978

Salaries & Benefits $51,015

Fundraising Expenses $0

Program Expenses $197,415

Other Expenses $67,663

TOTAL EXPENSES $262,656

Year-over-Year Comparison

	2024	2023	Change
Revenue	$549,053	$526,074	+0.0%
Expenses	$262,656	$335,011	-0.2%
Net Income	$286,397	$191,063	+0.5%

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

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

$39,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL MAKLEY	EXECUTIVE DI	20.00	Officer	$39,333	$0	$39,333
CALVIN CAYWOOD	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK DOMINIK	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN GLASS	TRUSTEE	1.00	Director	$0	$0	$0
KURT KUFFNER	TRUSTEE	1.00	Director	$0	$0	$0
KRAIG NOBLE	ATTORNEY REP	1.00	Director	$0	$0	$0
EDWIN PIERCE	TRUSTEE	1.00	Director	$0	$0	$0
KATHY SAMPSON	TRUSTEE	1.00	Director	$0	$0	$0
DIANE SHANER	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF VOSSLER	VICE PRESIDE	2.00	Officer 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
2025	$549,053	$262,656	$11,883,975	$286,397
2024	No data	No data	No data	No data
2023	$743,448	$342,332	$9,941,518	$401,116
2022	$452,178	$325,608	$8,661,715	$126,570
2021	$629,555	$285,944	$9,747,209	$343,611
2020	$649,536	$329,857	$8,510,485	$319,679
2019	$420,469	$193,336	$8,940,321	$227,133
2018	$601,307	$171,799	$7,282,573	$429,508

ST MARYS COMMUNITY FOUNDATION