ST PAUL'S FAMILY RESOURCES FOUNDATION (EIN 411406562) - 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

1981

Legal Domicile

Principal Officer

PHILIP FRIEDLUND

Phone

6513296495

Tax Period

2024-10-01 to 2025-09-30

ST PAUL'S FAMILY RESOURCES FOUNDATION, founded in 1981, is a small nonprofit that reported $175K in total revenue in fiscal year 2024. Revenue surged 447% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 87% operating margin.

Mission

MAINTAIN INVESTMENT ASSETS FOR CHARITABLE, HEALTH, AND EDUCATIONAL PURPOSES.

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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 $0

Program Service Revenue $0

Investment Income $174,714

Other Revenue $0

TOTAL REVENUE $174,714

Expense Breakdown

Grants Paid $2,480

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,480

Other Expenses $20,842

TOTAL EXPENSES $23,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,714	$31,926	+4.5%
Expenses	$23,322	$35,106	-0.3%
Net Income	$151,392	$-3,180	-48.6%

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
PHILIP FRIEDLUND	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARTY WATSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CRAIG MILLER	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC KEHLE	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
2025	$174,714	$23,322	$1,274,490	$151,392
2024	$31,926	$35,106	$1,352,223	$-3,180
2023	$68,852	$41,802	$1,105,868	$27,050
2022	$56,179	$36,694	$1,002,455	$19,485
2021	$46,496	$26,500	$1,234,056	$19,996
2020	$49,146	$31,345	$1,021,351	$17,801
2019	$107,042	$38,071	$1,015,066	$68,971
2018	$129,583	$41,306	$1,028,114	$88,277

ST PAUL'S FAMILY RESOURCES FOUNDATION