ST MARY CATHOLIC SCHOOLS FOUNDATION INC

EIN: 831198784 501(c)(3)

NEENAH, WI

Total Revenue
$1,827,432
Total Expenses
$67,029
Total Assets
$3,458,647
Net Assets
$3,196,119
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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
WI
Principal Officer
RYAN WIRTH
Phone
9202157442
Tax Period
2024-07-01 to 2025-06-30

ST MARY CATHOLIC SCHOOLS FOUNDATION INC, founded in 2018, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 220% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 96% operating margin.

Mission

THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WITH THE INTENTION TO SUPPORT AND PROVIDE ASSISTANCE TO THE OPERATIONS AND ACTIVITIES OF THE ST MARY CATHOLIC SCHOOL SYSTEM AND ITS STUDENTS IN THE COMMUNITIES OF NEENAH AND MENASHA WISCONSIN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,803,587
Program Service Revenue $0
Investment Income $23,845
Other Revenue $0
TOTAL REVENUE $1,827,432

Expense Breakdown

Grants Paid $32,217
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $32,217
Other Expenses $34,812
TOTAL EXPENSES $67,029

Year-over-Year Comparison

2024 2023 Change
Revenue $1,827,432 $570,182 +2.2%
Expenses $67,029 $45,385 +0.5%
Net Income $1,760,403 $524,797 +2.4%
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
9
Independent Members
9
Employees
N/A
Volunteers
10

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
5
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RYAN VALENTINE PRESIDENT - THRU 8/24 5.00
Officer Director
$0 $0 $0
RYAN WIRTH PRESIDENT - AS OF 8/24 5.00
Officer Director
$0 $0 $0
HELEN ENGLEBERT VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
TERRY JACK TREASURER 1.00
Officer Director
$0 $0 $0
JIM BRIT SECRETARY 2.00
Officer Director
$0 $0 $0
KATHLEEN MCCURDY SMCS DIRECTOR OF ADVANCEMENT 1.00
Director
$0 $0 $0
JOSH DIEDRICH DIRECTOR 1.00
Director
$0 $0 $0
LORI VEGSO DIRECTOR 1.00
Director
$0 $0 $0
DANIEL MCKENNA PRESIDENT OF SMCS 1.00
Director
$0 $0 $0
LANCE ERNSTING SMCS DIRECTOR OF BUSINESS SERVICES 5.00
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 $1,827,432 $67,029 $3,458,647 $1,760,403
2024 $570,182 $45,385 $1,522,870 $524,797
2023 $27,134 $16,554 $692,430 $10,580
2022 $346,453 $5,333 $628,706 $341,120
2021 $280,921 $2,192 $350,357 $278,729
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