St Gerard House (EIN 450948760) - 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

2011

Legal Domicile

Principal Officer

Kelli Spector

Phone

8286934223

Tax Period

2023-01-01 to 2023-12-31

St Gerard House, founded in 2011, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $4.0M left a modest 6% surplus.

Mission

Our Mission is to help individuals with autism and their families experience more joy and achieve meaningful life outcomes by providing evidence-based therapies, innovative programs and continuous advocacy.

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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 $1,619,401

Program Service Revenue $2,626,693

Investment Income $21,486

Other Revenue $34,797

TOTAL REVENUE $4,302,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,465,534

Fundraising Expenses $201,067

Program Expenses $3,289,113

Other Expenses $563,697

TOTAL EXPENSES $4,029,231

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,302,377	$3,400,642	+0.3%
Expenses	$4,029,231	$3,547,871	+0.1%
Net Income	$273,146	$-147,229	-2.9%

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

$165,916

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caroline Long	CEO	40.00	Officer	$68,258	$7,780	$76,038
Brad Ward	CFO	40.00	Officer	$75,677	$14,201	$89,878
Kelly Spector	Chair	1.00	Officer Director	$0	$0	$0
Julie Wilmot	Vice Chair	1.00	Officer Director	$0	$0	$0
Joe Ward	Treasurer	1.00	Officer Director	$0	$0	$0
Lee Mulligan	Secretary	1.00	Officer Director	$0	$0	$0
Maurean Adams	Past Chair	1.00	Director	$0	$0	$0
Tom Brackett	Board Member	1.00	Director	$0	$0	$0
Bob Lange	Board Member	1.00	Director	$0	$0	$0
Dave McFarland	Board Member	1.00	Director	$0	$0	$0
Ogo Okpala	Board Member	1.00	Director	$0	$0	$0
Jan Letendre	Board Member	1.00	Director	$0	$0	$0
Michelle Stills	Board Member	1.00	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	$4,302,377	$4,029,231	$2,075,782	$273,146
2022	$3,400,642	$3,547,871	$1,752,628	$-147,229
2021	$3,416,208	$2,931,015	$1,860,315	$485,193
2020	$2,519,762	$2,352,008	$1,750,319	$167,754
2019	$2,003,510	$1,946,851	$1,225,334	$56,659
2018	$1,959,204	$1,763,312	$1,229,575	$195,892

St Gerard House