ST JOSEPH REAL ESTATE SERVICES CORPORATION (EIN 390807054) - 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

1880

Legal Domicile

Principal Officer

BARBARA WEISS

Phone

9204377531

Tax Period

2024-07-01 to 2025-06-30

ST JOSEPH REAL ESTATE SERVICES CORPORATION, founded in 1880, is a community nonprofit in the Religion sector that reported $5.1M in total revenue in fiscal year 2024.

Mission

THE PURPOSE OF ST. JOSEPH CORPORATION IS TO DEVELOP PROPERTIES AND TO PROVIDE MANAGEMENT SERVICES FOR THE BUILDINGS, PROPERTIES, AND OFFICES THROUGHOUT THE DIOCESE OF GREEN BAY, INCLUDING MANAGING THE PROPERTY AND LIABILITY INSURANCE PROGRAMS.

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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 $200,050

Program Service Revenue $4,432,249

Investment Income $213,850

Other Revenue $300,173

TOTAL REVENUE $5,146,322

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $809,299

Fundraising Expenses $0

Program Expenses $5,147,095

Other Expenses $4,270,167

TOTAL EXPENSES $5,229,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,146,322	$5,093,015	+0.0%
Expenses	$5,229,466	$4,646,304	+0.1%
Net Income	$-83,144	$446,711	-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

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

$131,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOST REVEREND DAVID RICKEN	DIRECTOR/CHAIRMAN	0.50	Officer Director	$0	$0	$0
VERY REVEREND JOHN W GIROTTI	DIRECTOR/VICE-CHAIRMAN	0.50	Officer Director	$0	$0	$0
TAMMY BASTEN	DIRECTOR/SECRETARY	0.50	Officer Director	$0	$0	$0
MARK BOLAND	DIRECTOR/TREASURER	0.50	Officer Director	$0	$0	$0
JACESON HAUSER	DIRECTOR	0.50	Director	$0	$0	$0
PAMELA SCHNEIDER	DIRECTOR	0.50	Director	$0	$0	$0
ERIC RAKERS	DIRECTOR	0.50	Director	$0	$0	$0
BARBARA WEISS	PRESIDENT	37.50	Officer	$105,359	$26,333	$131,692

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	$5,146,322	$5,229,466	$9,814,766	$-83,144
2024	$5,093,015	$4,646,304	$9,914,031	$446,711
2023	$4,101,991	$3,811,554	$9,262,463	$290,437
2022	$3,700,773	$3,724,289	$9,099,106	$-23,516
2021	$4,005,178	$3,481,069	$9,019,758	$524,109
2020	$3,792,172	$3,568,392	$9,007,512	$223,780
2019	$3,671,507	$3,571,277	$8,579,742	$100,230

ST JOSEPH REAL ESTATE SERVICES CORPORATION