Saint Thomas More Endowment and Development Fund Inc

EIN: 061549772 501(c)(3) Education

Oakdale, CT

Total Revenue
N/A
Total Expenses
$659,970
Total Assets
$5,534,716
Net Assets
$5,534,716
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
CT
Phone
8608591900
Tax Period
2023-09-01 to 2024-08-31

Mission

Saint Thomas More Endowment and Development Fund, Inc., a non-profit organization, organized to hold and maintain the fixed assets and investments for the benefit of Saint Thomas More School, Inc., or one or more other organizations described in Section 509(a)(1) or 509(a)(2) of the Internal Revenue Code. The mission and purposes of the corporation are as follows: to protect and preserve the assets entrusted to its keeping for the St. Thomas More School; to investigate, choose and employ investment advisors and counselors and financial planners to provide for the conservation, orderly growth, and accumulation of the Endowment Fund; to investigate, devise and develop, fund and promote scholarships for students of St. Thomas More School as it deems appropriate; to foster and promote development activities; and to preserve and protect St. Thomas More School and to transfer funds as it deems necessary and advisable to promote the mission, goals, and operation of St. Thomas More School.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $350,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $659,199
Other Expenses $309,970
TOTAL EXPENSES $659,970

Year-over-Year Comparison

2023 2022 Change
Revenue N/A $100 -1.0%
Expenses $659,970 $1,317,000 -0.5%
Net Income N/A $-1,316,900 N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
6
Independent Members
6
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
3
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FRANCIS D ROBINSON President 1.00
Officer Director
$0 $0 $0
MARK E BLOCK Director 1.00
Officer Director
$0 $0 $0
JAMES HANRAHAN JR Secretary/Treas 1.00
Officer Director
$0 $0 $0
THOMAS DWYER Director 1.00
Director
$0 $0 $0
TIMOTHY ASHBURNER Director 1.00
Director
$0 $0 $0
DR PETER MOLLOY 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
2024 No data $659,970 $5,534,716 No data
2023 $100 $1,317,000 $6,194,686 $-1,316,900
2022 $176 $369,404 $8,061,586 $-369,228
2021 $4,550,033 $1,899,017 $8,430,814 $2,651,016
2020 $60,348 $629,535 $7,229,798 $-569,187
2019 $60,671 $2,080,681 $7,798,985 $-2,020,010
2018 $316,742 $2,240,071 $8,128,733 $-1,923,329
Explore More Nonprofits
Top 100 Nonprofits in Connecticut Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Saint Thomas More Endowment and Development Fund Inc with other nonprofits in Connecticut and across the country.