HERITAGE AND RESEARCH CENTER AT SAINT MARYS INC (EIN 844694201) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Phone

5742845551

Tax Period

2024-01-01 to 2024-12-31

HERITAGE AND RESEARCH CENTER AT SAINT MARYS INC, founded in 2020, is a mid-sized nonprofit in the Religion sector that reported $19.8M in total revenue in fiscal year 2024. Revenue surged 65858% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19.8M, a strong 100% operating margin.

Mission

THE MISSION OF THE HERITAGE AND RESEARCH CENTER AT SAINT MARY'S (HARC) IS TO PRESERVE AND HONOR THE RICH HISTORY OF WOMEN RELIGIOUS AND THEIR SPONSORED MINISTRIES THROUGH PARTNERSHIP AND COLLABORATION OF CONGREGATIONS OF WOMEN RELIGIOUS AND SAINT MARY'S COLLEGE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $19,535,245

Program Service Revenue $0

Investment Income $252,164

Other Revenue $0

TOTAL REVENUE $19,787,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $10,222

TOTAL EXPENSES $10,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,787,409	$30,000	+658.6%
Expenses	$10,222	$320,951	-1.0%
Net Income	$19,777,187	$-290,951	-69.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MONTE ABBOT	CHAIR	1.0	Officer Director	$0	$0	$0
SISTER CATHERINE OSIMO	SECRETARY	1.0	Officer Director	$0	$0	$0
SISTER SUZANNE BRENNAN	TREASURER	1.0	Officer Director	$0	$0	$0
ALAN STACHE	DIRECTOR	1.0	Director	$0	$0	$0
DANIEL FLOWERS	DIRECTOR	1.0	Director	$0	$0	$0
FRED STRASSER	DIRECTOR	1.0	Director	$0	$0	$0
JANICE BADER	DIRECTOR	1.0	Director	$0	$0	$0
JENNIFER HEAD	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH THOMAS	DIRECTOR	1.0	Director	$0	$0	$0
REBEKAH MCFARLAND	DIRECTOR	1.0	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	$19,787,409	$10,222	$20,455,280	$19,777,187
2023	$30,000	$320,951	$678,093	$-290,951
2022	$25,000	$299,734	$945,584	$-274,734
2021	$1,225,000	$4,682	$1,220,318	$1,220,318

HERITAGE AND RESEARCH CENTER AT SAINT MARYS INC