ASSOCIATION FOR THE PRESERVATION OF ST ROSE OF LIMA CHAPEL (EIN 825137465) - 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

2018

Legal Domicile

Phone

8159552979

Tax Period

2022-04-01 to 2023-03-31

ASSOCIATION FOR THE PRESERVATION OF ST ROSE OF LIMA CHAPEL, founded in 2018, is a small nonprofit in the Religion sector that reported $186K in total revenue in fiscal year 2022. The organization ran a surplus of $103K, a strong 56% operating margin.

Mission

That St.Rose of Lima Chapel will remain open so that all whose spiritual lives are enriched by this church can continue to worship within it by Eucharistic Adoration and other sacred activities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $128,959

Program Service Revenue $0

Investment Income $248

Other Revenue $56,946

TOTAL REVENUE $186,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,358

Other Expenses $82,746

TOTAL EXPENSES $82,746

Year-over-Year Comparison

	2022	2021	Change
Revenue	$186,153	N/A	N/A
Expenses	$82,746	N/A	N/A
Net Income	$103,407	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM GALL	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHI WILLI	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY CIACCIO JARVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
PHIL KAMBIC	BOARD MEMBER	1.00	Director	$0	$0	$0
JOY MULLADY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY OLSEN	Secretary	1.00	Director	$0	$0	$0
LARRY SERENE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY WHEELER	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA GIERICH	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN WHEELER	BOARD MEMBER	0.00	Director	$0	$0	$0
DALLAS WHEELER	President	1.00	Officer	$0	$0	$0
GENE MARCOTTE	Vice President	1.00	Officer	$0	$0	$0
JOANNE MARCOTTE	Secretary	1.00	Officer	$0	$0	$0
MICHELLE BLANCHETTE	Treasurer	1.00	Officer	$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
2023	$186,153	$82,746	$294,222	$103,407

ASSOCIATION FOR THE PRESERVATION OF ST ROSE OF LIMA CHAPEL