ST LUKES MCCALL AUXILIARY INC (EIN 820413261) - 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

DARLA WILLIAMSON

Phone

2086342088

Tax Period

2023-10-01 to 2024-09-30

ST LUKES MCCALL AUXILIARY INC, founded in 1986, is a small nonprofit that reported $334K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $69K, a strong 21% operating margin.

Mission

SERVICE TO AND PROMOTION OF HEALTH TO MCCALL COMMUNITY AND SURROUNDING AREA.

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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 $17,361

Program Service Revenue $220,116

Investment Income $14,626

Other Revenue $82,129

TOTAL REVENUE $334,232

Expense Breakdown

Grants Paid $100,003

Salaries & Benefits $85,674

Fundraising Expenses $0

Program Expenses $264,953

Other Expenses $79,276

TOTAL EXPENSES $264,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$334,232	$309,250	+0.1%
Expenses	$264,953	$236,401	+0.1%
Net Income	$69,279	$72,849	0.0%

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

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
DARLA WILLIAMSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
RITA BOLLI	TREASURER	N/A	Officer Director	$0	$0	$0
ANNE SMART	SECRETARY	N/A	Officer Director	$0	$0	$0
KATHY GREGORY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CELIA MARSHALL	DIRECTOR	N/A	Director	$0	$0	$0
LYNN BANDU	DIRECTOR	N/A	Director	$0	$0	$0
KRIS CHRISTENSEN	DIRECTOR	N/A	Director	$0	$0	$0
TERRI SMITH	DIRECTOR	N/A	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	$334,232	$264,953	$855,730	$69,279
2023	$309,250	$236,401	$786,451	$72,849
2022	$185,857	$229,722	$713,602	$-43,865
2021	$266,840	$261,475	$757,467	$5,365
2020	$243,565	$604,743	$752,102	$-361,178
2019	$369,791	$361,729	$1,119,181	$8,062
2018	$418,826	$318,180	$1,112,396	$100,646

ST LUKES MCCALL AUXILIARY INC