ST ANTHONY EDUCATIONAL FOUNDATIONINC

EIN: 136103940 501(c)(3)

INDIANAPOLIS, IN

Total Revenue
$380,073
Total Expenses
$371,193
Total Assets
$4,817,401
Net Assets
$4,720,288
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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
1956
Legal Domicile
NY
Principal Officer
ALICE D RHA
Phone
8885809349
Tax Period
2023-01-01 to 2023-12-31

ST ANTHONY EDUCATIONAL FOUNDATIONINC, founded in 1956, is a small nonprofit that reported $380K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $4.7M represent 149 months of operating reserves.

Mission

THE FUNDAMENTAL PURPOSES OF THE ST. ANTHONY EDUCATIONAL FOUNDATION (SAEF), A SECULAR PUBLIC CHARITY, ARE TO ENCOURAGE AND SUPPORT - THROUGH SCHOLARSHIPS AND GRANTS - THE EDUCATIONAL AND CULTURAL ACTIVITIES OF MEMBERS OF ST. ANTHONY HALL. THROUGH ITS EFFORTS, THE FOUNDATION SEEKS TO ENHANCE THE DEVELOPMENT OF MEMBERS' INTELLECTS AND TO FOSTER RESPONSIBLE CITIZENSHIP. ST. ANTHONY EDUCATIONAL FOUNDATION, INC., IS THE NATIONAL ORGANIZATION'S PRIMARY SOURCE OF SUPPORT FOR PROGRAMS AND ACTIVITIES THAT ENRICH ST. ANTHONY HALL'S INDIVIDUAL MEMBERS AND CHAPTERS FROM AN ACADEMIC AND INTELLECTUAL STANDPOINT. ONE OF THE MOST PROMINENT WAYS IN WHICH THIS IS DONE IS THROUGH GRANTS AND SCHOLARSHIPS AWARDED FOR QUALIFYING PROJECTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $33,515
Program Service Revenue $0
Investment Income $346,558
Other Revenue $0
TOTAL REVENUE $380,073

Expense Breakdown

Grants Paid $100,954
Salaries & Benefits $0
Fundraising Expenses $6,430
Program Expenses $101,146
Other Expenses $270,239
TOTAL EXPENSES $371,193

Year-over-Year Comparison

2023 2022 Change
Revenue $380,073 $489,477 -0.2%
Expenses $371,193 $263,554 +0.4%
Net Income $8,880 $225,923 -1.0%
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

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Governance

Voting Members
9
Independent Members
9
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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATHILDE L DAVIDSON PRESIDENT 1.00
Officer Director
$0 $0 $0
SAM DANGREMOND VICE PRESIDE 1.00
Officer Director
$0 $0 $0
EX HOPSON SECRETARY 1.00
Officer Director
$0 $0 $0
ALICE D RHA TREASURER 1.00
Officer Director
$0 $0 $0
KAREN E CASWELCH DIRECTOR 1.00
Director
$0 $0 $0
ADAM V DALAND DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM L TRIBBLE DIRECTOR 1.00
Director
$0 $0 $0
R JOY JENNINGS DIRECTOR 1.00
Director
$0 $0 $0
AMBER SCOTT 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
2023 $380,073 $371,193 $4,817,401 $8,880
2022 $489,477 $263,554 $4,718,190 $225,923
2021 $341,775 $254,845 $5,174,138 $86,930
2020 $51,563 $258,318 $4,276,642 $-206,755
2019 $237,769 $277,363 $4,260,212 $-39,594
2018 $184,394 $274,078 $3,623,974 $-89,684
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