ST JEAN BAPTISTE HERITAGE ENDOWMENT FOUNDATION

EIN: 831169440 501(c)(3) Philanthropy & Grantmaking

Muskegon, MI

Total Revenue
N/A
Total Expenses
$63,018
Total Assets
$550,573
Net Assets
$550,573
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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
MI
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.

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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%)

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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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

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
4
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
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
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