SCHOENSTATT MOVEMENT OF SAN ANTONIO (EIN 470929048) - 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

2003

Legal Domicile

Principal Officer

MARGARET OUSSET

Phone

2106951400

Tax Period

2023-10-01 to 2024-09-30

SCHOENSTATT MOVEMENT OF SAN ANTONIO, founded in 2003, is a micro nonprofit in the Religion sector that reported $75K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Net assets of $1.0M represent 161 months of operating reserves.

Mission

A MOVEMENT THAT INVOLVES LAY PEOPLE, PRIESTS AND RELIGIOUS; OFFERS FORMATION AND SPIRITUALITY IN THE CATHOLIC FAITH. OUR CHARISMA AS A COMMUNITY MIGHT BE SUMMED UP WITH THESE WORDS: LOVE OF MARY, LOVE OF THE CHURCH, LOVE OF THE MISSION OF CHRIST FOR THE WORLD AND SOCIETY.

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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 $51,853

Program Service Revenue $0

Investment Income $1,611

Other Revenue $21,834

TOTAL REVENUE $75,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,412

Other Expenses $76,412

TOTAL EXPENSES $76,412

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,298	$88,098	-0.1%
Expenses	$76,412	$85,647	-0.1%
Net Income	$-1,114	$2,451	-1.5%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET OUSSET	PRESIDENT	20.00	Officer Director	$0	$0	$0
ALFREDO GARCIA	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
PAM RAINES	SECRETARY	5.00	Officer Director	$0	$0	$0
DEACON PAUL WILLIAMS	TREASURER	10.00	Officer Director	$0	$0	$0
ALEJANDRO BALDERAS	DIRECTOR	5.00	Director	$0	$0	$0
FR MICHAEL KAST	CONSULTANT	1.00	Director	$0	$0	$0
RICK OTTO	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTINE GONZALES	DIRECTOR	5.00	Director	$0	$0	$0
ALEJANDRA SOLANO	DIRECTOR	5.00	Director	$0	$0	$0
FRANCISCO GONZALES	CONSULTANT	2.00	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	$75,298	$76,412	$1,016,368	$-1,114
2023	$88,098	$85,647	$1,012,343	$2,451
2022	$71,281	$62,640	$1,007,444	$8,641
2021	$30,860	$58,865	$998,803	$-28,005
2020	$75,395	$73,746	$1,064,583	$1,649
2019	$101,305	$82,618	$1,061,522	$18,687
2018	$89,560	$71,840	$1,043,403	$17,720

SCHOENSTATT MOVEMENT OF SAN ANTONIO