CARROLL PATRIOT EDUCATIONAL FUND (EIN 205500377) - 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

2006

Legal Domicile

Principal Officer

JOSEPH T DOYLE JR

Phone

6106887610

Tax Period

2023-07-01 to 2024-06-30

CARROLL PATRIOT EDUCATIONAL FUND, founded in 2006, is a small nonprofit in the Education sector that reported $303K in total revenue in fiscal year 2023. Revenue surged 153% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 39% operating margin.

Mission

CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES PRIMARILY TO PROVIDE SUPPORT FOR ARCHBISHOP CARROLL HIGH SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $298,805

Program Service Revenue $0

Investment Income $3,870

Other Revenue $0

TOTAL REVENUE $302,675

Expense Breakdown

Grants Paid $182,944

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $185,289

Other Expenses $2,345

TOTAL EXPENSES $185,289

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,675	$119,476	+1.5%
Expenses	$185,289	$125,893	+0.5%
Net Income	$117,386	$-6,417	-19.3%

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
MATTHEW KELLY	DIRECTOR AND TREASURER	1.00	Officer Director	$0	$0	$0
JOSEPH DOYLE JR	DIRECTOR AND PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN GOLDSCHMIDT JR	DIRECTOR AND SECRETARY	1.00	Officer 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	No data	No data	No data	No data
2024	$302,675	$185,289	$237,643	$117,386
2023	$119,476	$125,893	$120,257	$-6,417
2022	$151,944	$122,743	$126,674	$29,201
2021	$155,739	$70,925	$97,473	$84,814
2020	$342,621	$358,438	$12,659	$-15,817
2019	$387,315	$362,050	$28,476	$25,265

CARROLL PATRIOT EDUCATIONAL FUND