Greenwich Catholic Education Trust

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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

1970

Legal Domicile

Principal Officer

James B Dougherty

Phone

2038693085

Tax Period

2024-07-01 to 2025-06-30

Greenwich Catholic Education Trust, founded in 1970, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $81K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $106K exceeded revenue, resulting in a 32% operating deficit.

Mission

To earn money on investments and to raise additional funds when possible, to provide funds to help support Greenwich Catholic School by providing it with scholarship funds.

Program Service Accomplishments

Program 1

Expenses: $106,493 Revenue: $106,493

Organization keeps expenses to a minimum while trying to maximize income. All income (other than capital gains) after expenses is distributed as a grant to Greenwich Catholic School, Inc. to provide...

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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 $0

Investment Income $80,793

Other Revenue $0

TOTAL REVENUE $80,793

Expense Breakdown

Grants Paid $99,608

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,493

Other Expenses $6,885

TOTAL EXPENSES $106,493

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,793	$113,029	-0.3%
Expenses	$106,493	$97,103	+0.1%
Net Income	$-25,700	$15,926	-2.6%

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
James B Dougherty	Trustee	5.00	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	$80,793	$106,493	$3,759,301	$-25,700
2024	$113,029	$97,103	$3,507,058	$15,926
2023	$118,439	$118,439	$3,450,507	No data
2022	$127,367	$120,761	$3,355,945	$6,606
2021	$13,300	$124,742	$3,512,038	$-111,442
2020	$143,271	$143,271	$3,523,891	No data
2019	$139,202	$140,871	$3,645,346	$-1,669