UA HJ STAGMAIER FAMILY TRUST (EIN 626034683) - 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

1960

Legal Domicile

Phone

4237574140

Tax Period

2023-10-01 to 2024-09-30

UA HJ STAGMAIER FAMILY TRUST, founded in 1960, is a micro nonprofit that reported $56K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $69K exceeded revenue, resulting in a 23% operating deficit.

Mission

GENERAL SUPPORT FOR THE BASILICA OF STS PETER & PAUL 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $56,392

Other Revenue $0

TOTAL REVENUE $56,392

Expense Breakdown

Grants Paid $53,934

Salaries & Benefits $14,907

Fundraising Expenses $0

Other Expenses $280

TOTAL EXPENSES $69,121

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,392	$35,711	+0.6%
Expenses	$69,121	$64,943	+0.1%
Net Income	$-12,729	$-29,232	-0.6%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
N/A	TRUSTEE	N/A		$0	$14,907	$14,907

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	$56,392	$69,121	$901,554	$-12,729
2023	$35,711	$64,943	$914,445	$-29,232
2022	$74,341	$81,978	$944,000	$-7,637
2021	$51,290	$72,425	$951,787	$-21,135
2020	$79,925	$69,483	$972,875	$10,442
2019	$51,904	$71,536	$962,296	$-19,632
2018	$121,472	$70,877	$981,852	$50,595

UA HJ STAGMAIER FAMILY TRUST