ST JEAN BAPTISTE HERITAGE ENDOWMEN… - Form 990 Financial Data

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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

2019

Legal Domicile

Phone

2317222844

Tax Period

2025-01-01 to 2025-12-31

Mission

Provide financial support for the parish of St. Mary of theImmaculate Conception and other religious or charitable activities of the parish.

Program Service Accomplishments

Program 1

Expenses: $63,018

Support for the Baby Pantry at Catholic Charities of West Michigan, Muskegon, MI $1000 St Marys Building and Restoration $50,000 Our Lady of Grace Goudalupe Seminary - Michael Caughey $500 St. Marys...

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $62,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,018

Other Expenses $118

TOTAL EXPENSES $63,018

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	$16,494	-1.0%
Expenses	$63,018	$7,546	+7.4%
Net Income	N/A	$8,948	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

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
LAURA J MARTIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
BRUCE HALL	TREASURER	2.00	Officer Director	$0	$0	$0
HENRY BIALIK	TRUSTEE	1.00	Director	$0	$0	$0
SHERYL CALLOW	SECRETARY	2.00	Officer Director	$0	$0	$0
REV DAVID SHCHA	EX-OFFICIO	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	No data	$63,018	$550,573	No data
2024	No data	$53,000	$568,925	No data
2023	$16,494	$7,546	$592,711	$8,948
2022	$15,388	$2,920	$534,748	$12,468
2021	$20,861	$5,040	$631,533	$15,821
2020	$536,296	$13,718	$569,940	$522,578

ST JEAN BAPTISTE HERITAGE ENDOWMENT FOUNDATION