UNITED ST FRANCIS FOUNDATION (EIN 943392627) - 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

2005

Legal Domicile

Principal Officer

JOE GALLIGAN

Phone

6503491040

Tax Period

2024-01-01 to 2024-12-31

UNITED ST FRANCIS FOUNDATION, founded in 2005, is a micro nonprofit in the Human Services sector that reported $65K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $63K, a strong 97% operating margin.

Mission

EDUCATIONAL AND RELIGIOUS ORGANIZATION

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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 $64,996

Program Service Revenue $0

Investment Income $11

Other Revenue $0

TOTAL REVENUE $65,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,005

TOTAL EXPENSES $2,005

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,007	$176,197	-0.6%
Expenses	$2,005	$135,468	-1.0%
Net Income	$63,002	$40,729	+0.5%

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
MICHELE OSTERTAG	PRESIDENT	10.00	Officer	$0	$0	$0
BERNADETTE WHITNEY	SECRETARY	5.00	Officer	$0	$0	$0
FRANK COOKE	BOARD MEMBER	1.00	Officer	$0	$0	$0
JOE GALLIGAN	BOARD MEMBER	1.00	Officer	$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	No data	No data	No data	No data
2024	$65,007	$2,005	$178,125	$63,002
2023	$176,197	$135,468	$115,122	$40,729
2022	$209,465	$448,968	$74,393	$-239,503
2021	$194,131	$107,934	$313,897	$86,197
2020	$210,542	$191,735	$227,700	$18,807
2019	$249,061	$183,087	$211,077	$65,974
2018	$116,210	$193,205	$145,103	$-76,995

UNITED ST FRANCIS FOUNDATION