ST MARYS OF ALEXANDRIA CATHOLIC FOUNDATION (EIN 812628887) - 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

2015

Legal Domicile

Principal Officer

Craig Olson

Phone

3207635781

Tax Period

2024-01-01 to 2024-12-31

ST MARYS OF ALEXANDRIA CATHOLIC FOUNDATION, founded in 2015, is a small nonprofit in the Religion sector that reported $154K in total revenue in fiscal year 2024. Revenue surged 200% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 70% operating margin.

Mission

To financially support the endeavors of the Church of St. Mary, with emphasis on St. Mary's Catholic School, parish faith formation programs, major facility improvements, and assistance to men and women pursuing religious vocations. Also, to administer the Fr. Al Ludwig Memorial Scholarship Fund.

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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 $80,362

Program Service Revenue $0

Investment Income $74,138

Other Revenue $0

TOTAL REVENUE $154,500

Expense Breakdown

Grants Paid $46,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,350

Other Expenses $110

TOTAL EXPENSES $46,460

Year-over-Year Comparison

	2024	2023	Change
Revenue	$154,500	$51,429	+2.0%
Expenses	$46,460	$21,307	+1.2%
Net Income	$108,040	$30,122	+2.6%

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

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
Doreen Bartos	Director	0.1	Director	$0	$0	$0
Connie Robards	Director	0.1	Director	$0	$0	$0
James Megel	president	0.1	Officer Director	$0	$0	$0
Josh Sanden	president	0.1	Officer Director	$0	$0	$0
Dan Kirscht	vice president	0.1	Officer Director	$0	$0	$0
Tom Klecker	secretary	0.1	Officer Director	$0	$0	$0
Craig Olson	treasurer	0.1	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
2024	$154,500	$46,460	$1,299,397	$108,040
2023	$51,429	$21,307	$1,142,553	$30,122
2022	$430,680	$2,441	$1,008,879	$428,239
2021	$105,571	$58,799	$727,606	$46,772
2020	$60,211	$16,025	$694,062	$44,186

ST MARYS OF ALEXANDRIA CATHOLIC FOUNDATION