SAINT THERESE (EIN 411704381) - 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

1991

Legal Domicile

Principal Officer

CRAIG ABBOTT

Phone

9522832206

Tax Period

2024-07-01 to 2025-06-30

SAINT THERESE, founded in 1991, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.2M in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.6M, a strong 37% operating margin.

Mission

PROVIDING FUNDRAISING, PLANNING, AND OTHER SUPPORT TO AFFILIATED ORGANIZATIONS.

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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 $634,756

Program Service Revenue $5,740,212

Investment Income $8,477,276

Other Revenue $311,598

TOTAL REVENUE $15,163,842

Expense Breakdown

Grants Paid $59,054

Salaries & Benefits $6,146,269

Fundraising Expenses $544,534

Program Expenses $109,468

Other Expenses $3,318,094

TOTAL EXPENSES $9,523,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,163,842	$9,250,184	+0.6%
Expenses	$9,523,417	$10,224,317	-0.1%
Net Income	$5,640,425	$-974,133	-6.8%

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

$1,110,626

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK TAFFE	CHAIR	1.00	Officer Director	$0	$0	$0
KATHRYN WORNSON	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE MEADS	TREASURER	1.00	Officer Director	$0	$0	$0
SR JANE HERB	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KRENN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HOFFMANN	DIRECTOR	1.00	Director	$0	$0	$0
JANE MCCROSSAN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HORSTMANN	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG ABBOTT	PRESIDENT AND CEO	3.00	Officer	$673,612	$34,746	$708,358
CALVIN SHELANGOSKI	CFO	3.00	Officer	$370,667	$31,601	$402,268
LISA KALLA	COO	40.00	Highest	$365,590	$24,490	$390,080
KYM L FISHER	CHIEF HR OFFICER	40.00	Highest	$264,553	$3,434	$267,987
JOSHUA ANDERSON	VP OF ANCILLARY SERVICES	40.00	Highest	$226,275	$25,665	$251,940
JESSICA A GIER	VP OF CLINICAL OPERATIONS	40.00	Highest	$201,386	$4,221	$205,607
DAVID KEANE	DIRECTOR OF INFORMATION TECHNOLOGY	40.00	Highest	$183,842	$7,722	$191,564

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	$15,163,842	$9,523,417	$40,626,329	$5,640,425
2024	No data	No data	No data	No data
2023	$6,101,837	$11,168,574	$14,337,023	$-5,066,737
2022	$15,274,475	$8,995,214	$17,546,559	$6,279,261
2021	$6,726,617	$5,400,091	$14,478,951	$1,326,526
2020	$14,636,547	$5,464,701	$9,765,386	$9,171,846
2019	$47,584,211	$43,744,981	$121,302,875	$3,839,230
2018	$42,387,456	$42,511,453	$124,271,635	$-123,997

SAINT THERESE