St Peter & Paul Heritage Association (EIN 311597941) - 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

1997

Legal Domicile

Principal Officer

Kim Dobratz

Phone

6207917217

Tax Period

2024-01-01 to 2024-12-31

St Peter & Paul Heritage Association, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $354K in total revenue in fiscal year 2024. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $321K, a strong 91% operating margin.

Mission

Maintain and preserve a historic building for religious and educational purposes.

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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 $342,940

Program Service Revenue $0

Investment Income $7,926

Other Revenue $3,302

TOTAL REVENUE $354,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,718

Other Expenses $32,718

TOTAL EXPENSES $32,718

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,168	$143,424	+1.5%
Expenses	$32,718	$65,052	-0.5%
Net Income	$321,450	$78,372	+3.1%

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

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
Kim Dobratz	President	1.00	Officer	$0	$0	$0
Jamie Zink	Treasurer	5.00	Officer	$0	$0	$0
Candace Hamlin	Secretary	1.00	Officer	$0	$0	$0
Kathleen Hines	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
2025	No data	No data	No data	No data
2024	$354,168	$32,718	$1,376,948	$321,450
2023	$143,424	$65,052	$1,055,498	$78,372
2022	$78,913	$36,620	$977,126	$42,293
2021	$67,508	$39,787	$934,833	$27,721
2020	$70,046	$39,974	$907,112	$30,072
2019	$61,269	$69,639	$908,679	$-8,370
2018	$92,366	$60,025	$949,390	$32,341

St Peter & Paul Heritage Association