St Margarets House (EIN 351913328) - 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

1990

Legal Domicile

Principal Officer

Katie Elliot

Phone

5742347795

Tax Period

2023-01-01 to 2023-12-31

St Margarets House, founded in 1990, is a community nonprofit in the Recreation & Sports sector that reported $1.3M in total revenue in fiscal year 2023. Net assets of $2.8M represent 27 months of operating reserves.

Mission

St. Margaret's House is a day center that welcomes women and children who live in economic poverty. The organization provides meals, addresses immediate needs and offers assistance in breaking the bonds of isolation and helping the guests acquire skills to better their lives. The organization's philosophy of shared ownership allows guests to be empowerd by participating in planning and decision making.

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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 $1,063,543

Program Service Revenue $0

Investment Income $92,565

Other Revenue $94,940

TOTAL REVENUE $1,251,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $894,891

Fundraising Expenses $204,889

Program Expenses $817,497

Other Expenses $407,068

TOTAL EXPENSES $1,301,959

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,251,048	$1,192,983	+0.0%
Expenses	$1,301,959	$995,483	+0.3%
Net Income	$-50,911	$197,500	-1.3%

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

125

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
Katie Elliot	Executive Dir.	40.00	Director	$0	$0	$0
Nicole Read	Secretary	1.00	Officer Director	$0	$0	$0
John Conway	Treasurer	1.00	Officer Director	$0	$0	$0
Eileen Hughes	Vice President	0.00	Officer Director	$0	$0	$0
Laura Faulstich	Director	0.00	Director	$0	$0	$0
Duane Wilson	Director	0.00	Director	$0	$0	$0
Marybeth Inabit	Director	0.00	Director	$0	$0	$0
Denise Foster	Director	0.00	Director	$0	$0	$0
Natalie Liskey	President	1.00	Officer Director	$0	$0	$0
Lynne Gerstner	Director	0.00	Director	$0	$0	$0
Janet Evelyn	Director	0.00	Director	$0	$0	$0
Paulette Washington	Director	0.00	Director	$0	$0	$0
Brian Grantz	Director	0.00	Director	$0	$0	$0
Tim Haywood	Director	0.00	Director	$0	$0	$0
Kate Lee	Director	0.00	Director	$0	$0	$0
Melissa Renner	Director	0.00	Director	$0	$0	$0
Anita Veldman	Director	0.00	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	$1,251,048	$1,301,959	$2,847,215	$-50,911
2022	$1,192,983	$995,483	$2,753,814	$197,500
2021	$1,550,820	$1,049,008	$3,080,061	$501,812
2020	$1,351,229	$976,944	$2,515,358	$374,285
2019	$1,074,538	$903,246	$2,011,181	$171,292
2018	$854,777	$896,403	$1,702,059	$-41,626
2017	$1,229,917	$942,405	$1,826,245	$287,512

St Margarets House