SMC BOOKSHOP INC (EIN 463074069) - 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

2014

Legal Domicile

Principal Officer

Jeffrey Bull

Phone

9374390227

Tax Period

2024-07-01 to 2025-06-30

SMC BOOKSHOP INC, founded in 2014, is a small nonprofit in the Religion sector that reported $122K in total revenue in fiscal year 2024. The organization ran a surplus of $20K, a strong 16% operating margin.

Mission

Operate a christian Catholic bookshop to be self supporting and generate revenue to make donations to Catholic and Marianist organizations that keep within the teaching of the Catholic Church.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $121,949

TOTAL REVENUE $121,949

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,255

Fundraising Expenses $0

Program Expenses $16,464

Other Expenses $51,003

TOTAL EXPENSES $102,258

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,949	$115,038	+0.1%
Expenses	$102,258	$94,350	+0.1%
Net Income	$19,691	$20,688	0.0%

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

Total Directors

Key Employees

$46,297

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Anne Bull	Manager, Retail Sales	14.5	Key Emp	$9,151	$0	$9,151
Angela Brockman	Assisant Manager, Retail Sales	12.73	Key Emp	$8,057	$0	$8,057
Donna Ottke	Retail Sales	10.81	Key Emp	$6,259	$0	$6,259
Pamela Schieman	Retail Sales	10.51	Key Emp	$6,072	$0	$6,072
Terri Blaskowski	Retail Sales Clerk	10.16	Key Emp	$5,873	$0	$5,873
Carol Dworkin	Retail Sales	9.5	Key Emp	$5,506	$0	$5,506
Mary Jo Mykytka	Retail Sales	9.5	Key Emp	$5,379	$0	$5,379
Thomas Wheeler	Board President	0	Officer	$0	$0	$0
David Timpone	Board Member	0	Officer	$0	$0	$0
Robert Wolf	Board Member	0	Officer	$0	$0	$0
Jeffrey Bull	Board Member	0	Officer	$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	$121,949	$102,258	$214,237	$19,691
2024	$115,038	$94,350	$199,083	$20,688
2023	$117,753	$77,786	$250,603	$39,967
2022	$113,268	$83,376	$210,636	$29,892
2021	$109,648	$75,864	$180,244	$33,784

SMC BOOKSHOP INC