ST ALPHONSUS FOUNDATION

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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

1989

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ST ALPHONSUS FOUNDATION, founded in 1989, is a small nonprofit that reported $145K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $111K, a strong 77% operating margin.

Mission

TO DEFRAY ANY UNBUDGETED EXPENSES FOR PARISH MAINTENANCE AND TO HELP WITH THE EDUCATION OF PRIESTS AND BROTHERS.

Program Service Accomplishments

Program 1

Expenses: $18,045

REPLACE FLOORING AND PARTIAL RENOVATION OF RECTORY.

Program 2

Expenses: $10,576

PURCHASE AND INSTALLATION OF SNOW MELT SYSTEM FOR ACTIVITIES CENTER.

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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 $7,328

Program Service Revenue $0

Investment Income $137,893

Other Revenue $0

TOTAL REVENUE $145,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,621

Other Expenses $34,033

TOTAL EXPENSES $34,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,221	$192,776	-0.2%
Expenses	$34,033	$7,485	+3.5%
Net Income	$111,188	$185,291	-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

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
PATRICK NEWCOMBE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
BOB PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM J SIMON	TREASURER	1.00	Officer Director	$0	$0	$0
FR CHRISTOPHER EPPLETT	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY COMMAND	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
MOLLY NAWROCKI	SECRETARY	1.00	Officer 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	$145,221	$34,033	$3,026,851	$111,188
2022	$192,776	$7,485	$2,722,076	$185,291
2021	$194,314	$62,570	$3,081,443	$131,744
2020	$150,832	$10,440	$2,717,455	$140,392
2018	$126,640	$129,721	$2,137,544	$-3,081