LOURDES ACADEMY FOUNDATION INC (EIN 391358583) - 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

1980

Legal Domicile

Principal Officer

MARY BUTTKE

Phone

9204263626

Tax Period

2024-07-01 to 2025-06-30

LOURDES ACADEMY FOUNDATION INC, founded in 1980, is a small nonprofit in the Education sector that reported $447K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $255K, a strong 57% operating margin.

Mission

PROVIDE SUPPORT FOR LOURDES ACADEMY OF OSHKOSH WISCONSIN, INC. GENERAL OPERATIONS AND TUITION ASSISTANCE FOR NEEDY FAMILIES.

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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 $261,349

Program Service Revenue $0

Investment Income $163,380

Other Revenue $21,880

TOTAL REVENUE $446,609

Expense Breakdown

Grants Paid $133,060

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,060

Other Expenses $58,913

TOTAL EXPENSES $191,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$446,609	$654,949	-0.3%
Expenses	$191,973	$218,732	-0.1%
Net Income	$254,636	$436,217	-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

$164,429

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN DINEGAN	EX-OFFICIO, LAO PRESIDENT	1.00	Director	$0	$38,464	$162,335
TONY WIHLM	ELECTED MEMBER	1.00	Director	$0	$0	$2,094
MARY BUTTKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOE KAUFMANN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GARY GRIEDL	TREASURER/SECRETARY	2.00	Officer Director	$0	$0	$0
DR BEN HEINZEN	SECRETARY - THRU 1/2025	2.00	Officer Director	$0	$0	$0
DAVE HETZEL - AS OF 102024	LAO SCHOOL LIAISON	2.00	Director	$0	$0	$0
CAROL STASZKIEWICZ	ELECTED MEMBER	2.00	Director	$0	$0	$0
ELLI WOLLANGK	ELECTED MEMBER	2.00	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	$446,609	$191,973	$5,121,959	$254,636
2024	$654,949	$218,732	$4,639,403	$436,217
2023	$534,377	$748,739	$4,042,640	$-214,362
2022	$477,275	$1,115,129	$4,036,226	$-637,854
2021	$164,271	$470,682	$5,792,396	$-306,411
2020	$238,238	$255,055	$5,824,877	$-16,817
2019	$557,214	$287,958	$5,985,092	$269,256

LOURDES ACADEMY FOUNDATION INC