Sister Margaret Freeman Foundation (EIN 311470427) - 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

1996

Legal Domicile

Principal Officer

Bill Van Law

Phone

7278211200

Tax Period

2023-10-01 to 2024-09-30

Sister Margaret Freeman Foundation, founded in 1996, is a micro nonprofit in the Human Services sector that reported $59K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $59K, a strong 100% operating margin.

Mission

Supporting Organization for the St. Petersburg Free Clinic, A 501C3 Organization.

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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 $58,633

Other Revenue $0

TOTAL REVENUE $58,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10

TOTAL EXPENSES $10

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,633	$90,642	-0.4%
Expenses	$10	$75	-0.9%
Net Income	$58,623	$90,567	-0.4%

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
Guy Van Middlesworth	Director	0.50	Director	$0	$0	$0
Hartmut Liebel	Director	0.50	Director	$0	$0	$0
Bill Van Law	Chair	0.75	Officer Director	$0	$0	$0
Janet Adams	Director	0.50	Director	$0	$0	$0
Valerie DiGennaro	Director	0.50	Director	$0	$0	$0
Bert Martin	Director	0.50	Director	$0	$0	$0
Bill Sweeney	Director	0.50	Director	$0	$0	$0
Bill McQueen	Director	0.50	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	$58,633	$10	$2,746,695	$58,623
2023	$90,642	$75	$2,312,318	$90,567
2022	$98,859	$28,018	$2,055,598	$70,841
2021	$101,338	$97,149	$2,590,062	$4,189
2020	$374,068	$79,437	$2,159,932	$294,631
2019	$156,552	$38,261	$2,070,519	$118,291
2018	$159,002	$156,947	$1,925,134	$2,055

Sister Margaret Freeman Foundation