ST VITUS ENDOWMENT CORPORATION (EIN 850560473) - 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

2020

Legal Domicile

Principal Officer

REV JOHN C RETAR

Phone

2163611444

Tax Period

2024-07-01 to 2025-06-30

ST VITUS ENDOWMENT CORPORATION, founded in 2020, is a small nonprofit in the Religion sector that reported $506K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. Net assets of $6.7M represent 158 months of operating reserves.

Mission

1) TO PROVIDE FOR THE CONTINUED SUPPORT OF ST. VITUS PARISH; WITH PARISHIONERS, FRIENDS, AND BENEFACTORS OF THE PARISH DESIROUS OF MAKING A CONTRIBUTION IN SUPPORT OF THE CORPORATION. 2) TO ASSIST REGISTERED PARISHIONERS WHO ARE QUALIFIED TO RECEIVE FINANCIAL ASSISTANCE TO ATTEND TUITION-PAYING SCHOOLS FROM GRADES K-TO-16.

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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 $364,174

Program Service Revenue $0

Investment Income $142,172

Other Revenue $0

TOTAL REVENUE $506,346

Expense Breakdown

Grants Paid $179,612

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $523,962

Other Expenses $346,087

TOTAL EXPENSES $525,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$506,346	$339,040	+0.5%
Expenses	$525,699	$596,985	-0.1%
Net Income	$-19,353	$-257,945	-0.9%

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
REV JOHN C RETAR	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOSEPH V HOCEVAR	TREASURER	1.00	Officer Director	$0	$0	$0
STANE KUHAR	SECRETARY	20.00	Officer Director	$0	$0	$0
EDWARD D CUP	DIRECTOR	1.00	Director	$0	$0	$0
ANTON DOLENC	DIRECTOR	1.00	Director	$0	$0	$0
IVAN CUGEL	DIRECTOR	1.00	Director	$0	$0	$0
DR ROBERT GRAF	DIRECTOR	1.00	Director	$0	$0	$0
MARK SRSEN	DIRECTOR	1.00	Director	$0	$0	$0
MARY HURLEY	DIRECTOR	1.00	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	$506,346	$525,699	$6,837,778	$-19,353
2024	No data	No data	No data	No data
2023	$463,611	$685,268	$7,079,244	$-221,657
2022	$326,442	$596,430	$7,236,424	$-269,988
2021	$1,073,612	$302,788	$7,628,139	$770,824

ST VITUS ENDOWMENT CORPORATION