TRINITY CATHOLIC ACADEMY ENDOWMENT FUND (EIN 043431537) - 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

1998

Legal Domicile

Principal Officer

ROBERT CLEMENCE

Phone

5087655991

Tax Period

2024-01-01 to 2024-12-31

TRINITY CATHOLIC ACADEMY ENDOWMENT FUND, founded in 1998, is a micro nonprofit in the Religion sector that reported $43K in total revenue in fiscal year 2024. Revenue surged 579% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 41% operating margin.

Mission

TO SUPPORT THE NEEDS OF TRINITY CATHOLIC ACADEMY.

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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 $16,100

Program Service Revenue $0

Investment Income $27,231

Other Revenue $0

TOTAL REVENUE $43,331

Expense Breakdown

Grants Paid $25,640

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,640

Other Expenses $0

TOTAL EXPENSES $25,640

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,331	$6,386	+5.8%
Expenses	$25,640	$44,871	-0.4%
Net Income	$17,691	$-38,485	-1.5%

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
ROBERT B CLEMENCE	PRESIDENT & DIRECTOR	2.00	Officer Director	$0	$0	$0
REVEREND CARLOS ARDILA	TREASURER	2.00	Officer Director	$0	$0	$0
ANGELA SYMOCK	PRINCIPAL & SECRETARY	2.00	Officer Director	$0	$0	$0
JOSEPH LAFLECHE	DIRECTOR	2.00	Director	$0	$0	$0
MOST REVEREND BISHOP ROBERT MCMANUS	DIRECTOR	2.00	Director	$0	$0	$0
DR DAVID PERDA	DIRECTOR	2.00	Director	$0	$0	$0
JAMES KEYES	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL GUILLET	DIRECTOR	2.00	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
2024	$43,331	$25,640	$440,995	$17,691
2023	$6,386	$44,871	$370,893	$-38,485
2022	$32,302	$48,717	$388,019	$-16,415
2021	$77,199	$64,036	$500,732	$13,163
2020	$24,755	$45,473	$494,303	$-20,718
2019	$32,162	$131,356	$477,057	$-99,194
2018	$80,786	$39,963	$509,963	$40,823

TRINITY CATHOLIC ACADEMY ENDOWMENT FUND