ST JAMES ALUMNI ASSOCIATION (EIN 232741166) - 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

1940

Legal Domicile

Principal Officer

MICHAEL RITZ

Phone

6108762006

Tax Period

2024-09-01 to 2025-08-31

ST JAMES ALUMNI ASSOCIATION, founded in 1940, is a small nonprofit in the Education sector that reported $391K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $66K, a strong 17% operating margin.

Mission

TO PERPETUATE THE MEMORY AND SPIRIT AND KEEP ALIVE THE IDEALS AND TRADITIONS OF ST. JAMES HIGH SCHOOL.TO SUPPORT SECONDARY CATHOLIC EDUCATION WITHIN THE ARCHDIOCESE OF PHILADELPHIA THROUGH OUR SCHOLARSHIP PROGRAM.

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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 $237,702

Program Service Revenue $74,527

Investment Income $12,611

Other Revenue $66,195

TOTAL REVENUE $391,035

Expense Breakdown

Grants Paid $134,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $280,630

Other Expenses $191,126

TOTAL EXPENSES $325,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$391,035	$623,305	-0.4%
Expenses	$325,126	$291,115	+0.1%
Net Income	$65,909	$332,190	-0.8%

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

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
MICHAEL RITZ	PRESIDENT	15.00	Officer Director	$0	$0	$0
JAMES CONNOR	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JIM ROBINSON	TREASURER	15.00	Officer Director	$0	$0	$0
JOSEPH S MCNEILL	SECRETARY	15.00	Officer Director	$0	$0	$0
LOUIS ROBINSON	VP OF CHOIR AFFAIRS	10.00	Officer Director	$0	$0	$0
JUDY KEENAN	EXECUTIVE DIRECTOR	15.00	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	$391,035	$325,126	$1,878,099	$65,909
2024	$623,305	$291,115	$1,812,190	$332,190
2023	$774,193	$316,636	$1,480,000	$457,557
2022	$289,633	$266,778	$997,577	$22,855
2021	$270,278	$222,071	$1,029,329	$48,207
2020	$250,569	$234,718	$859,287	$15,851
2019	$275,805	$233,859	$843,436	$41,946
2018	$298,248	$234,011	$788,219	$64,237

ST JAMES ALUMNI ASSOCIATION