ST JAMES FUND (EIN 850744434) - 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

BISHOP JOHN E KEEHNER

Phone

7122557933

Tax Period

2024-07-01 to 2025-06-30

ST JAMES FUND, founded in 2020, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024.

Mission

PROVIDE RESPONSIBLE AND EFFECTIVE FINANCIAL MANAGEMENT OF FUNDS FOR THE BENEFIT OF INDIVIDUAL PARISHES, INSTITUTIONS, CORPORATIONS, TRUSTS AND BENEFICIARIES OF THE DIOCESE OF SIOUX CITY.

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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 $0

Program Service Revenue $1,522,781

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,522,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,401,596

Other Expenses $1,522,781

TOTAL EXPENSES $1,522,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,522,781	$1,524,556	0.0%
Expenses	$1,522,781	$1,524,556	0.0%
Net Income	$0	$0	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

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

$118,972

Total Directors

$124,492

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BISHOP JOHN E KEEHNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MSGR KEVIN MCCOY	DIRECTOR	1.00	Director	$0	$0	$5,520
ROYCE RANNIGER	SECRETARY	1.00	Officer Director	$0	$0	$118,972
RANDY KRAMER	DIRECTOR	1.00	Director	$0	$0	$0
RANDY SCHMITZ	DIRECTOR	1.00	Director	$0	$0	$0
NIC NELSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM GRETEMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEANNIE FORKER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF NELSON	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	$1,522,781	$1,522,781	$70,755,299	No data
2024	$1,524,556	$1,524,556	$64,064,266	No data
2023	$2,676,386	$2,636,715	$69,354,146	$39,671
2022	$658,431	$698,102	$70,834,652	$-39,671

ST JAMES FUND