ST MARY'S FOUNDATION OF STORM LAKE (EIN 421433381) - 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

1978

Legal Domicile

Principal Officer

MARILYN NELSEN

Phone

7127323110

Tax Period

2024-07-01 to 2025-06-30

ST MARY'S FOUNDATION OF STORM LAKE, founded in 1978, is a small nonprofit in the Religion sector that reported $288K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 28% operating margin.

Mission

OUR MISSION IS TO PROMOTE THE WELFARE OF ST MARY'S PARISH AND SCHOOL

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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 $78,570

Program Service Revenue $0

Investment Income $209,189

Other Revenue $0

TOTAL REVENUE $287,759

Expense Breakdown

Grants Paid $183,159

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $183,159

Other Expenses $24,143

TOTAL EXPENSES $207,302

Year-over-Year Comparison

	2024	2023	Change
Revenue	$287,759	$202,497	+0.4%
Expenses	$207,302	$132,815	+0.6%
Net Income	$80,457	$69,682	+0.2%

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

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
MIKE BRUNGARDT	DIRECTOR	0.50	Director	$0	$0	$0
DALE FEILMEIER	DIRECTOR	0.50	Director	$0	$0	$0
JEFF FOELL	DIRECTOR	0.50	Director	$0	$0	$0
MOST REV JOHN KEEHNER	DIRECTOR	0.50	Director	$0	$0	$0
JANE KESTEL	SECRETARY	0.50	Officer Director	$0	$0	$0
LEIGH LAVEN	DIRECTOR	0.50	Director	$0	$0	$0
REV BRENT LINGLE	DIRECTOR	1.00	Director	$0	$0	$0
MSR KEVIN MCCOY	DIRECTOR	0.50	Director	$0	$0	$0
DUANE MILLER	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
JOHN MURRAY	TREASURER	1.00	Officer Director	$0	$0	$0
MARILYN NELSEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRAD STRADER	DIRECTOR	0.50	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	$287,759	$207,302	$4,737,852	$80,457
2024	$202,497	$132,815	$4,447,242	$69,682
2023	$182,426	$92,065	$4,106,747	$90,361
2022	$638,192	$255,923	$3,746,258	$382,269
2021	$753,285	$135,182	$4,457,934	$618,103
2020	$232,114	$134,357	$3,536,659	$97,757
2019	$136,784	$254,973	$3,392,458	$-118,189

ST MARY'S FOUNDATION OF STORM LAKE