FRIENDS OF ST MARY'S (EIN 464898142) - 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

JUDY WOLF

Phone

5635562580

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF ST MARY'S, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $823K in total revenue in fiscal year 2023. Revenue surged 128% from the prior year, signaling strong growth momentum. The organization ran a surplus of $779K, a strong 95% operating margin.

Mission

THE ST MARY'S CAMPUS WILL SERVE AS A COLLABORATIVE, MULTI-TENANT, INCLUSIVE CENTER, PROVIDING AN ATTRACTIVE HUB FOR SOCIAL LIFE AND COMMUNITY SUPPORT WHILE PRESERVING ITS HISTORIC FABRIC AND FEATURES. THE REPURPOSED CAMPUS WILL BE AN AGENT FOR POSITIVE CHANGE AND A CATALYST FOR RESTORING LIVES, CITIZEN ENGAGEMENT, NEIGHBORHOOD EMPOWERMENT AND COMMUNITY VIBRANCY.

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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 $574,561

Program Service Revenue $247,738

Investment Income $795

Other Revenue $0

TOTAL REVENUE $823,094

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,995

Fundraising Expenses $0

Program Expenses $25,502

Other Expenses $40,068

TOTAL EXPENSES $44,063

Year-over-Year Comparison

	2023	2022	Change
Revenue	$823,094	$360,770	+1.3%
Expenses	$44,063	$289,188	-0.8%
Net Income	$779,031	$71,582	+9.9%

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

100

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
JOHN SCHMIDT	DIRECTOR	4.00	Director	$0	$0	$0
DICK GREGORY	DIRECTOR	4.00	Director	$0	$0	$0
BRET TULEY	SECRETARY	4.00	Officer Director	$0	$0	$0
JUDY WOLF	PRESIDENT	8.00	Officer Director	$0	$0	$0
ANTHONY ALLEN	DIRECTOR	4.00	Director	$0	$0	$0
THERESA CALDWELL	DIRECTOR	4.00	Director	$0	$0	$0
DAVE CUSHMAN	DIRECTOR	8.00	Director	$0	$0	$0
JOHN DUNKEL	DIRECTOR	4.00	Director	$0	$0	$0
TERRANCE FRIEDMAN	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
NICOLE GANTZ	DIRECTOR	4.00	Director	$0	$0	$0
CAROL GEBHART	DIRECTOR	8.00	Director	$0	$0	$0
JOHN GRONEN	DIRECTOR	8.00	Director	$0	$0	$0
DUANE HAGERTY	DIRECTOR	4.00	Director	$0	$0	$0
JOE HEARN	DIRECTOR	4.00	Director	$0	$0	$0
JIM HERRIG	DIRECTOR	4.00	Director	$0	$0	$0
NANCY KANN	DIRECTOR	4.00	Director	$0	$0	$0
JACK MCCULLOUGH	DIRECTOR	4.00	Director	$0	$0	$0
WENDY MIHM-HEROLD	DIRECTOR	4.00	Director	$0	$0	$0
RICK RUNDE	DIRECTOR	4.00	Director	$0	$0	$0
ANDERSON SAINCI	DIRECTOR	4.00	Director	$0	$0	$0
SISTER PRISCILLA WOOD OP	DIRECTOR	4.00	Director	$0	$0	$0
JANET QUICK	TREASURER	8.00	Officer Director	$0	$0	$0
DAVE SPAHN	DIRECTOR	4.00	Director	$0	$0	$0
BREANNA HINKLE	DIRECTOR	4.00	Director	$0	$0	$0
PAT MCCULLOUGH	DIRECTOR	4.00	Director	$0	$0	$0
KRISTA WALSH-WEITZ	DIRECTOR	4.00	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	$823,094	$44,063	$9,076,531	$779,031
2022	$360,770	$289,188	$8,284,608	$71,582
2021	$592,995	$231,217	$8,217,872	$361,778
2020	$496,707	$283,939	$8,015,130	$212,768
2019	$1,849,647	$203,901	$8,013,316	$1,645,746
2018	$1,227,922	$66,197	$6,945,368	$1,161,725

FRIENDS OF ST MARY'S