ST MARY'S ALUMNI ASSOCIATION INC (EIN 450426822) - 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

1992

Legal Domicile

Principal Officer

MICHAEL SCHMITZ

Phone

7012249753

Tax Period

2023-01-01 to 2023-12-31

ST MARY'S ALUMNI ASSOCIATION INC, founded in 1992, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $81K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $26K, a strong 32% operating margin.

Mission

PROVIDE FUNDING FOR STUDENT FINANCIAL AID, SCHOLARSHIP, AND FACILITY IMPROVEMENTS.

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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 $0

Program Service Revenue $0

Investment Income $81,450

Other Revenue $0

TOTAL REVENUE $81,450

Expense Breakdown

Grants Paid $55,460

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,460

Other Expenses $0

TOTAL EXPENSES $55,460

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,450	$75,214	+0.1%
Expenses	$55,460	$2,306	+23.1%
Net Income	$25,990	$72,908	-0.6%

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
MICHAEL SCHMITZ	PRESIDENT	0.20	Officer Director	$0	$0	$0
MICHAEL WEISBECK	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
JEFFREY BAUMGARTNER	SECRETARY/TREASURER	0.20	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
2024	No data	No data	No data	No data
2023	$81,450	$55,460	$2,276,039	$25,990
2022	$75,214	$2,306	$2,250,049	$72,908
2021	$505,874	$2,174	$2,177,141	$503,700
2020	$544,681	$46,735	$1,673,441	$497,946
2019	$117,084	$129,115	$1,175,495	$-12,031
2018	$56,708	$48,354	$1,187,526	$8,354

ST MARY'S ALUMNI ASSOCIATION INC