STELLA ROMAN FOUNDATION INC (EIN 721070406) - 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

1986

Legal Domicile

Principal Officer

JOHN X WEGMANN III

Phone

5045224756

Tax Period

2024-07-01 to 2025-06-30

STELLA ROMAN FOUNDATION INC, founded in 1986, is a small nonprofit that reported $345K in total revenue in fiscal year 2024. Net assets of $4.3M represent 150 months of operating reserves.

Mission

To supply, furnish, and pay for the installation of electronic bells or chimes to Roman Catholic institutions, and secondarily, to assist in the needs of the Archdiocese of New Orleans.

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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 $0

Program Service Revenue $0

Investment Income $344,857

Other Revenue $0

TOTAL REVENUE $344,857

Expense Breakdown

Grants Paid $302,000

Salaries & Benefits $14,000

Fundraising Expenses $0

Program Expenses $302,000

Other Expenses $36,988

TOTAL EXPENSES $352,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$344,857	$351,356	0.0%
Expenses	$352,988	$219,816	+0.6%
Net Income	$-8,131	$131,540	-1.1%

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

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

$14,000

Total Directors

$14,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN X WEGMANN III	Treasurer	1.00	Officer Director	$7,000	$0	$7,000
MSGR HARRY BUGLER	President	1.00	Officer Director	$7,000	$0	$7,000
RICHARD BORDELON	Secretary	1.00	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	$344,857	$352,988	$4,400,693	$-8,131
2024	$351,356	$219,816	$4,278,318	$131,540
2023	$148,298	$201,948	$3,953,956	$-53,650
2022	$183,186	$280,023	$3,886,301	$-96,837
2021	$199,372	$203,339	$4,678,587	$-3,967
2020	$144,287	$163,620	$4,049,887	$-19,333
2019	$926,776	$281,735	$4,095,325	$645,041
2018	$455,927	$264,609	$4,179,220	$191,318

STELLA ROMAN FOUNDATION INC