HISTORIC ST MARY'S MISSION INC (EIN 810471065) - 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

1988

Legal Domicile

Principal Officer

DORA BRADT

Phone

4067775734

Tax Period

2024-01-01 to 2024-12-31

HISTORIC ST MARY'S MISSION INC, founded in 1988, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $97K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $87K left a modest 10% surplus.

Mission

HISTORIC ST. MARY'S MISSION, INC. PRESERVES THE ST. MARY'S MISSION HISTORIC SITE AND PROVIDES AN EDUCATIONAL EXPERIENCE FOR STUDENTS, HISTORIANS, TRAVELERS, AND OUR LOCAL COMMUNITIES.

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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 $53,374

Program Service Revenue $8,784

Investment Income $24,959

Other Revenue $10,200

TOTAL REVENUE $97,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,298

Fundraising Expenses $0

Program Expenses $47,774

Other Expenses $60,944

TOTAL EXPENSES $87,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,317	$89,023	+0.1%
Expenses	$87,242	$88,516	0.0%
Net Income	$10,075	$507	+18.9%

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

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

$24,249

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE WEISBECK	PRESIDENT	6.00	Officer Director	$0	$0	$0
COLLEEN MEYER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
ALBERTA YALON	TREASURER	4.00	Officer Director	$0	$0	$0
JAMIE NOBI	SECRETARY	2.00	Officer Director	$0	$0	$0
SOCORRO KOSAKA	DIRECTOR	4.00	Director	$0	$0	$0
CINDY CREWS	DIRECTOR	1.00	Director	$0	$0	$0
JERRY HOOVER	DIRECTOR	1.00	Director	$0	$0	$0
MARY JETTE	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL STROPP	DIRECTOR	2.00	Director	$0	$0	$0
LYN GRAVES	DIRECTOR	6.00	Director	$0	$0	$0
DORA BRADT	EXECUTIVE DIRECTOR	30.00	Officer	$24,249	$0	$24,249

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	$97,317	$87,242	$706,185	$10,075
2023	$89,023	$88,516	$658,763	$507
2022	$81,937	$67,404	$623,629	$14,533
2021	$83,210	$66,872	$713,121	$16,338
2020	$94,095	$62,575	$658,799	$31,520
2019	$69,988	$57,313	$604,297	$12,675
2018	$234,503	$49,925	$556,581	$184,578

HISTORIC ST MARY'S MISSION INC