Theresian Foundation Inc (EIN 841570214) - 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

2001

Legal Domicile

Principal Officer

Sharon Staffel

Phone

2177265484

Tax Period

2024-01-01 to 2024-12-31

Theresian Foundation, founded in 2001, is a small nonprofit in the Religion sector that reported $218K in total revenue in fiscal year 2020. Revenue surged 183% from the prior year, signaling strong growth momentum. The organization ran a surplus of $187K, a strong 86% operating margin.

Mission

The Theresian Foundation manages and invests donations and funds raised. The Foundation distributes grants to Theresians International, its supported organization. Theresians International establishes small communities worldwide for women to further their spiritual and educational development. This is their only mission.

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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 (2024)

Revenue Breakdown

Contributions & Grants $67,589

Program Service Revenue $0

Investment Income $31,378

Other Revenue $0

TOTAL REVENUE $98,967

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,208

Other Expenses $7,208

TOTAL EXPENSES $42,208

Year-over-Year Comparison

	2024	2023	Change
Revenue	$98,967	$28,407	+2.5%
Expenses	$42,208	$41,357	+0.0%
Net Income	$56,759	$-12,950	-5.4%

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

Governance

Voting Members

Independent Members

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
Mason Clelland	Director	0.50	Director	$0	$0	$0
Stephanie Wallace	Treasurer	0.50	Officer Director	$0	$0	$0
Sharon Staffel	Chair	0.50	Officer Director	$0	$0	$0
Anita Roberts-Long	Director	0.50	Officer Director	$0	$0	$0
Marilyn Arendt	Vice-Chair	0.50	Officer Director	$0	$0	$0
Mary Ann Camello	Director	0.50	Director	$0	$0	$0
Claudia Pieske	Secretary	0.50	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	$98,967	$42,208	$1,082,409	$56,759
2023	$28,407	$41,357	$940,231	$-12,950
2022	$28,846	$48,772	$839,648	$-19,926
2021	$20,260	$14,744	$1,047,368	$5,516
2020	$218,117	$31,238	$926,571	$186,879

Theresian Foundation Inc