ST ANTHONYS OF MARATHON INC (EIN 463430590) - 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

2013

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ST ANTHONYS OF MARATHON INC, founded in 2013, is a small nonprofit in the Human Services sector that reported $585K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Net assets of $2.7M represent 56 months of operating reserves.

Mission

ST. ANTHONY SPIRITUALITY CENTER IS A SPECIAL PLACE OF SPIRITUALITY, PEACE AND HOSPITALITY. WE WELCOME ALL SEEKING HEALING, HOPE AND TRANSFORMATION THROUGH DEEPER CONNECTION WITH GOD, SELF, OTHERS AND CREATION.

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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 $334,873

Program Service Revenue $231,324

Investment Income $19,287

Other Revenue $0

TOTAL REVENUE $585,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $309,870

Fundraising Expenses $15,034

Program Expenses $493,178

Other Expenses $291,024

TOTAL EXPENSES $600,894

Year-over-Year Comparison

	2023	2022	Change
Revenue	$585,484	$425,855	+0.4%
Expenses	$600,894	$558,012	+0.1%
Net Income	$-15,410	$-132,157	-0.9%

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

125

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

$40,520

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE A KELLNER	EXECUTIVE DIRECTOR	40.00	Officer	$40,520	$0	$40,520
STEVEN KORZINEK	BOARD MEMBER	2.00	Director	$0	$0	$0
JACQUELINE FECK	BOARD MEMBER	2.00	Director	$0	$0	$0
TAMMY A BARTHELS	BOARD MEMBER	2.00	Director	$0	$0	$0
GARY GISSELMAN	SECRETARY	8.00	Officer Director	$0	$0	$0
THERESA M SERSCH	PRESIDENT	6.00	Officer Director	$0	$0	$0
JEANETTE A CARLSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TERRY PISCA	TREASURER	12.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$585,484	$600,894	$2,774,087	$-15,410
2022	$425,855	$558,012	$2,677,149	$-132,157
2021	$469,494	$485,205	$3,036,810	$-15,711
2020	$361,203	$510,183	$2,952,935	$-148,980
2019	$510,517	$606,209	$2,893,616	$-95,692
2018	$650,215	$712,468	$2,823,826	$-62,253

ST ANTHONYS OF MARATHON INC