NOTRE DAME DE LA BAIE FOUNDATION INC

EIN: 391697736 501(c)(3) Education

GREEN BAY, WI

Total Revenue
$4,570,378
Total Expenses
$350,102
Total Assets
$11,824,776
Net Assets
$10,434,335
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
WI
Principal Officer
MARY POTT
Phone
9204296108
Tax Period
2024-07-01 to 2025-06-30

NOTRE DAME DE LA BAIE FOUNDATION INC, founded in 1991, is a community nonprofit in the Education sector that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 1160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.2M, a strong 92% operating margin.

Mission

NOTRE DAME DE LA BAIE FOUNDATION GRANTS MONEY TO NOTRE DAME DE LA BAIE ACADEMY, RESTRICTED FOR USE IN GRANTING SCHOLARSHIPS. NOTRE DAME DE LA BAIE FOUNDATION HAS REVIEWED NOTRE DAME DE LA BAIE ACADAMY'S CRITERIA FOR GRANTING SCHOLARSHIPS AND APPROVES OF THE CRITERIA AND METHODS USED TO DETERMINE TO WHOM THE SCHOLARSHIPS ARE GRANTED.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,351,462
Program Service Revenue $0
Investment Income $218,916
Other Revenue $0
TOTAL REVENUE $4,570,378

Expense Breakdown

Grants Paid $257,486
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $257,486
Other Expenses $92,616
TOTAL EXPENSES $350,102

Year-over-Year Comparison

2024 2023 Change
Revenue $4,570,378 $362,809 +11.6%
Expenses $350,102 $336,833 +0.0%
Net Income $4,220,276 $25,976 +161.5%
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

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Governance

Voting Members
9
Independent Members
8
Employees
N/A
Volunteers
10

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
5
$145,083
Total Directors
9
$182,729
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY POTT PRESIDENT 1.00
Officer Director
$0 $0 $0
ROBERT RICKARDS VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
CRAIG DARLING TREASURER 1.00
Officer Director
$0 $0 $0
KAREN KONOP SECRETARY 1.00
Officer Director
$0 $0 $0
CECILE FALLER BOARD MEMBER 1.00
Director
$0 $0 $0
DEAN GERONDALE BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTOPHER HANDRICK BOARD MEMBER 1.00
Director
$0 $0 $0
TOM KIELY BOARD MEMBER 1.00
Director
$0 $9,450 $182,729
KELLY SMULLEN BOARD MEMBER 1.00
Director
$0 $0 $0
KEN FLATEN EXEC DIRECTOR OF FIN & BUS OPERATIONS 3.00
Officer
$0 $24,099 $145,083
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 $4,570,378 $350,102 $11,824,776 $4,220,276
2024 $362,809 $336,833 $6,999,351 $25,976
2023 $760,060 $308,695 $6,559,029 $451,365
2022 $-1,448,900 $2,082,659 $5,837,101 $-3,531,559
2021 $1,430,430 $293,787 $8,693,981 $1,136,643
2020 $1,024,880 $279,551 $6,572,961 $745,329
2019 $684,199 $277,102 $6,828,591 $407,097
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