ST FRANCIS OF ASSISI TRUST (EIN 266352790) - 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

2008

Legal Domicile

Principal Officer

SANDRA L HATCH

Tax Period

2023-01-01 to 2023-12-31

ST FRANCIS OF ASSISI TRUST, founded in 2008, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $84K in total revenue in fiscal year 2023.

Mission

TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF ST. FRANCIS OF ASSISI CATHOLIC CHURCH IN NECEDAH, WISCONSIN. SPECIFICALLY, THE TRUST PROVIDES FUNDING TO ASSIST THE CHURCH WITH THE MAINTENANCE OF AND IMPROVEMENTS TO THE CHURCH BUILDING, CHURCH GROUNDS, CEMETARY AND CEMETARY GROUNDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-84,367

Other Revenue $0

TOTAL REVENUE $-84,367

Expense Breakdown

Grants Paid $55,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,700

Other Expenses $8,500

TOTAL EXPENSES $64,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-84,367	$-203,674	-0.6%
Expenses	$64,200	$72,943	-0.1%
Net Income	$-148,567	$-276,617	-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

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
WILLIAM G HATCH	TRUSTEE	N/A	Director	$0	$0	$0
SANDRA L HATCH	TRUSTEE	N/A	Director	$0	$0	$0
GEORGE E SCHUMER	TRUSTEE	N/A	Director	$0	$0	$0
REVEREND WESLEY JANOWSKI	TRUSTEE	N/A	Director	$0	$0	$0
DEACON PAUL ARBANAS	TRUSTEE	N/A	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$-84,367	$64,200	$1,476,886	$-148,567
2022	$-203,674	$72,943	$1,625,453	$-276,617
2021	$631,557	$61,049	$1,902,070	$570,508
2020	$5,666	$61,002	$1,331,562	$-55,336
2019	$74,981	$60,853	$1,386,898	$14,128
2018	$163,525	$58,783	$1,372,770	$104,742

ST FRANCIS OF ASSISI TRUST