SAINT GREGORY'S SCHOOL (EIN 141466038) - 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

1962

Legal Domicile

Principal Officer

WILLARD ANDERSON II

Phone

5187856621

Tax Period

2024-07-01 to 2025-06-30

SAINT GREGORY'S SCHOOL, founded in 1962, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2024. The organization ran a surplus of $570K, a strong 18% operating margin.

Mission

EDUCATION - PRE-KINDERGARTEN THROUGH 8TH GRADE.

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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 $577,133

Program Service Revenue $2,446,864

Investment Income $154,448

Other Revenue $0

TOTAL REVENUE $3,178,445

Expense Breakdown

Grants Paid $289,532

Salaries & Benefits $1,555,146

Fundraising Expenses $156,523

Program Expenses $2,234,069

Other Expenses $763,588

TOTAL EXPENSES $2,608,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,178,445	$3,165,747	+0.0%
Expenses	$2,608,266	$2,423,349	+0.1%
Net Income	$570,179	$742,398	-0.2%

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

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

$100,577

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLARD A ANDERSON II	PRESIDENT	5.00	Officer Director	$0	$0	$0
PETER J MALOY	FIRST VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
SARAH BISCONE-NEWKIRK	SECRETARY	5.00	Officer Director	$0	$0	$0
SAMUEL GRECO	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL HADDIX	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL J UCCELLINI	TRUSTEE	5.00	Director	$0	$0	$0
THOMAS D O'CONNOR III	TRUSTEE	5.00	Officer Director	$0	$0	$0
GRACE CLARK	SECOND VICE-PRESIDENT	5.00	Director	$0	$0	$0
JOHN E MALOY JR	TRUSTEE	5.00	Director	$0	$0	$0
MARY MURPHY	TRUSTEE	5.00	Director	$0	$0	$0
MORGAN WHALEN	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL RAYMOND	TRUSTEE	5.00	Director	$0	$0	$0
LAUREN HAYES	TRUSTEE	5.00	Director	$0	$0	$0
MATTHEW HEERWAGEN	TRUSTEE	5.00	Director	$0	$0	$0
ELIZABETH BENDER	TRUSTEE	5.00	Director	$0	$0	$0
KATHRYN T HELM	HEAD OF SCHOOL	40.00	Officer	$100,577	$0	$100,577

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	$3,178,445	$2,608,266	$6,307,887	$570,179
2024	$3,165,747	$2,423,349	$5,720,298	$742,398
2023	$3,816,310	$2,384,804	$4,934,547	$1,431,506
2022	$2,946,790	$2,351,995	$3,512,421	$594,795
2021	$2,772,774	$2,016,167	$2,972,529	$756,607
2020	$2,203,204	$1,908,227	$2,365,215	$294,977
2019	$2,114,456	$1,884,124	$1,815,729	$230,332

SAINT GREGORY'S SCHOOL