St Andrew's Charitable Trust (EIN 363366319) - 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

1984

Legal Domicile

Principal Officer

Steven J Mercure

Phone

4023353368

Tax Period

2023-01-01 to 2023-12-31

St Andrew's Charitable Trust, founded in 1984, is a micro nonprofit that reported $33K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $40K exceeded revenue, resulting in a 22% operating deficit.

Mission

All net income of St. Andrews Charitable Trust is expended for benefit of and to perform functions of or to carryout the purposes of St. Andrew Catholic Church and St. Andrew Catholic School in Tecumseh, Nebraska.

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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 $184

Other Revenue $32,830

TOTAL REVENUE $33,014

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $2,823

Fundraising Expenses $0

Program Expenses $36,688

Other Expenses $29,438

TOTAL EXPENSES $40,261

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,014	$54,684	-0.4%
Expenses	$40,261	$23,176	+0.7%
Net Income	$-7,247	$31,508	-1.2%

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

$2,823

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven J Mercure	Trustee	2.00	Director	$2,823	$0	$2,823

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	$33,014	$40,261	$1,199,938	$-7,247
2022	$54,684	$23,176	$1,178,332	$31,508
2021	$5,096	$33,675	$1,146,824	$-28,579
2020	$47,172	$19,091	$1,175,402	$28,081
2019	$34,711	$23,500	$1,154,609	$11,211

St Andrew's Charitable Trust