The St Patrick's of Perry Foundation Inc (EIN 421313295) - 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

1987

Legal Domicile

Principal Officer

ENRIQUE CRUZ-GARCIA

Phone

5154655882

Tax Period

2023-01-01 to 2023-12-31

The St Patrick's of Perry Foundation Inc, founded in 1987, is a micro nonprofit that reported $10K in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $19K exceeded revenue, resulting in a 96% operating deficit.

Mission

Direct support of St Patrick Catholic Church and School in Perry IA

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,185

Program Service Revenue $0

Investment Income $7,523

Other Revenue $0

TOTAL REVENUE $9,708

Expense Breakdown

Grants Paid $14,348

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,348

Other Expenses $4,633

TOTAL EXPENSES $18,981

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,708	$24,368	-0.6%
Expenses	$18,981	$38,821	-0.5%
Net Income	$-9,273	$-14,453	-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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
CRAIG HASTINGS	Secretary Treasurer	N/A	Officer	$0	$0	$0
ENRIQUE C CRUZE	President	N/A	Officer	$0	$0	$0
KATHRYN J FINNESETH	Vice President	N/A	Officer	$0	$0	$0
THOMAS F LIPOVAC	Director	N/A	Director	$0	$0	$0
REV LUIS A MEJIA	Director	N/A	Director	$0	$0	$0
STACY L VAUGHN	Director	N/A	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
2024	No data	No data	No data	No data
2023	$9,708	$18,981	$871,274	$-9,273
2022	$24,368	$38,821	$768,765	$-14,453
2021	$125,872	$42,464	$1,041,211	$83,408
2020	$60,718	$35,421	$945,602	$25,297
2019	$50,096	$30,145	$846,925	$19,951

The St Patrick's of Perry Foundation Inc