ST MARY'S FOUNDATION C/O MEADE WHITAKER (EIN 271077672) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

MEADE WHITAKER JR

Phone

2055218261

Tax Period

2023-01-01 to 2023-12-31

ST MARY'S FOUNDATION C/O MEADE WHITAKER, founded in 2009, is a small nonprofit in the Religion sector that reported $269K in total revenue in fiscal year 2018. Revenue surged 147% from the prior year, signaling strong growth momentum. Expenses of $651K exceeded revenue, resulting in a 142% operating deficit.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR ST. MARY'S ON THE HIGHLANDS EPISCOPAL CHURCH LOCATED IN BIRMINGHAM, ALABAMA AND ITS SUCCESSORS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $307,490

Program Service Revenue $0

Investment Income $181,469

Other Revenue $0

TOTAL REVENUE $488,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,673

Other Expenses $124,048

TOTAL EXPENSES $124,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$488,959	$360,425	+0.4%
Expenses	$124,048	$125,896	0.0%
Net Income	$364,911	$234,529	+0.6%

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
LISA Q MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN R BAKER JR	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM A TERRY	DIRECTOR	1.00	Director	$0	$0	$0
MEADE WHITAKER JR	DIRECTOR	1.00	Director	$0	$0	$0
NANCY G WHITSON	DIRECTOR	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	$488,959	$124,048	$4,073,332	$364,911
2022	$360,425	$125,896	$3,443,543	$234,529
2021	$435,920	$120,468	$3,812,130	$315,452
2020	$670,751	$420,468	$3,438,090	$250,283
2019	$130,755	$649,079	$3,046,596	$-518,324
2018	$268,736	$651,021	$3,236,663	$-382,285

ST MARY'S FOUNDATION C/O MEADE WHITAKER