COLLEGE OF SAINT MARY (EIN 470424785) - 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

1923

Legal Domicile

Principal Officer

HEATHER SMITH

Phone

4023992400

Tax Period

2024-07-01 to 2025-06-30

COLLEGE OF SAINT MARY, founded in 1923, is a mid-sized nonprofit in the Education sector that reported $35.0M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $33.0M left a modest 6% surplus.

Mission

COLLEGE OF SAINT MARY IS A CATHOLIC UNIVERSITY PROVIDING ACCESS TO EDUCATION FOR WOMEN IN AN ENVIROMENT THAT CALLS FORTH POTENTIAL, FOSTERS LEADERSHIP, AND IS CONSISTENT WITH THE WORKS, VALUES, AND ASPIRATIONS OF THE SISTERS OF MERCY.

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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 $20,672,147

Program Service Revenue $13,391,458

Investment Income $841,026

Other Revenue $65,135

TOTAL REVENUE $34,969,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,415,148

Fundraising Expenses $497,534

Program Expenses $20,814,265

Other Expenses $14,496,535

TOTAL EXPENSES $33,019,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,969,766	$23,886,826	+0.5%
Expenses	$33,019,755	$29,878,227	+0.1%
Net Income	$1,950,011	$-5,991,401	-1.3%

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

557

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

$508,977

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER SMITH	PRESIDENT	40.00	Officer	$320,162	$21,585	$341,747
BRIDGETTE RENBARGER	CFO - FORMER	40.00	Officer	$163,630	$3,600	$167,230
AMY CAROLUS	CFO	40.00	Officer	$0	$0	$0
DR KIMBERLY ALLEN	VP OF ACADEM	40.00	Highest	$190,556	$6,819	$197,375
NATE NEUFIND	CHIEF OPERAT	40.00	Highest	$192,853	$15,040	$207,893
DR JUSTIN GAMBINI	PROGRAM DIRE	40.00	Highest	$145,635	$9,756	$155,391
MARY ANN BALLANTYNE	DIRECTOR	1.00	Director	$0	$0	$0
DR MICHAEL BEVERLY	DIRECTOR	1.00	Officer Director	$0	$0	$0
EDSON BRIDGES III	DIRECTOR	1.00	Director	$0	$0	$0
DR HELEN MARIE BURNS	DIRECTOR	1.00	Director	$0	$0	$0
SR JEANNE CHRISTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN DODGE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN EULIE	DIRECTOR	1.00	Director	$0	$0	$0
DR VIV EWING	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT FOCHT	SECRETARY	1.00	Officer	$0	$0	$0
JAMIE GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
SR DELORES HANNON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HAWKINS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD JEFFRIES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DR MELISSA KEAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DR STEPHANIE KORALESKI	DIRECTOR	1.00	Director	$0	$0	$0
DR VERNETTA BOSTON-KOSALKA	DIRECTOR	1.00	Director	$0	$0	$0
SUE MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS SANTOS OLIVERA	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SMITH	DIRECOTR	1.00	Director	$0	$0	$0
SUE WEILER-DOKE	CHAIR	1.00	Officer Director	$0	$0	$0
SR ANN MARGARET WELCH	DIRECTOR	1.00	Director	$0	$0	$0
MOE ZAGHMOUT	DIRECTOR	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
2025	$34,969,766	$33,019,755	$100,782,240	$1,950,011
2024	$23,886,826	$29,878,227	$100,226,597	$-5,991,401
2023	$27,025,037	$27,899,469	$101,288,479	$-874,432
2022	$28,970,465	$27,536,968	$94,907,455	$1,433,497
2021	$30,703,868	$27,488,813	$99,485,997	$3,215,055
2020	$29,894,820	$24,507,823	$94,463,662	$5,386,997
2019	$31,014,323	$24,463,787	$83,368,680	$6,550,536

COLLEGE OF SAINT MARY