ST MARY'S OF MEDFORD INC (EIN 930514209) - 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

1972

Legal Domicile

Principal Officer

RYAN BERNARD

Phone

5417737877

Tax Period

2024-07-01 to 2025-06-30

ST MARY'S OF MEDFORD INC, founded in 1972, is a mid-sized nonprofit that reported $12.9M in total revenue in fiscal year 2024.

Mission

TO PROVIDE A COMMUNITY IN WHICH INTELLECTUAL CURIOSITY AND ACADEMIC EXCELLENCE COMBINE WITH CATHOLIC AND DEMOCRATIC VALUES TO INSPIRE AND PREPARE RESONSIBLE LOCAL, NATIONAL, AND GLOBAL CITIZENS.

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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 $1,167,191

Program Service Revenue $11,310,049

Investment Income $360,268

Other Revenue $37,472

TOTAL REVENUE $12,874,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,041,071

Fundraising Expenses $372,375

Program Expenses $11,210,115

Other Expenses $5,497,823

TOTAL EXPENSES $13,538,894

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,874,980	$13,138,379	0.0%
Expenses	$13,538,894	$13,063,099	+0.0%
Net Income	$-663,914	$75,280	-9.8%

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

178

Volunteers

250

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

$153,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN BERNARD	PRESIDENT OF SCHOOL	40.00	Director	$153,600	$0	$153,600
STEVEN BOSWELL	TRUSTEE	1.00	Director	$0	$0	$0
DR MIREK BOBEK	TRUSTEE	1.00	Director	$0	$0	$0
JUDY GAMBEE	TRUSTEE	1.00	Director	$0	$0	$0
TINA MILLER	TRUSTEE	1.00	Director	$0	$0	$0
AMY KRANENBURG	TRUSTEE	1.00	Director	$0	$0	$0
DR PETER GRANT	TRUSTEE	1.00	Director	$0	$0	$0
JENS HEYCKE	TREASURER	1.00	Officer Director	$0	$0	$0
JERESA HREN	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT KING	TRUSTEE	1.00	Director	$0	$0	$0
CHUCK WATSON	TRUSTEE	1.00	Director	$0	$0	$0
TANNY FLOWERS	TRUSTEE	1.00	Director	$0	$0	$0
TRACY MCGOVERN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ADAM PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
REV KEN SAMPSON	TRUSTEE	1.00	Director	$0	$0	$0
DR NATASHA CHMELIR	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTIAN ISTEL	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS JOHNSON	COO, VICE PRINCIPAL MIDDLE	40.00	Highest	$113,189	$0	$113,189
ANDREA SAXON	CHIEF FINANCIAL OFFICER	40.00	Highest	$139,037	$0	$139,037
BETHANY BROWN	DIRECTOR OF ADVANCEMENT	40.00	Highest	$116,764	$0	$116,764
JAMES MEYER	PRINCIPAL	40.00	Highest	$111,144	$0	$111,144
FRANK J PHILLIPS RETIRED 2022	FORMER PRESIDENT OF SCHOOL	0.00		$250,720	$0	$250,720

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	$12,874,980	$13,538,894	$32,898,691	$-663,914
2024	$13,138,379	$13,063,099	$33,079,960	$75,280
2023	$12,606,316	$12,581,782	$32,440,388	$24,534
2022	$12,692,889	$11,181,361	$34,861,412	$1,511,528
2021	$10,667,764	$10,000,449	$29,778,861	$667,315
2020	$10,647,993	$10,730,776	$30,470,836	$-82,783
2019	$10,585,610	$10,873,517	$33,038,830	$-287,907
2018	$12,038,377	$9,773,843	$34,232,819	$2,264,534

ST MARY'S OF MEDFORD INC