ST LOUIS DE MONTFORT ACADEMY INC (EIN 232821348) - 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

1995

Legal Domicile

Principal Officer

Ted Huerena

Phone

5707582620

Tax Period

2024-07-01 to 2025-06-30

ST LOUIS DE MONTFORT ACADEMY INC, founded in 1995, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $932K, a strong 58% operating margin.

Mission

The Academy aims to provide school children with a wholesome secondary education imbued with the philosophy and principles of the Gospel and the teachings of the Catholic Church.

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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 $1,368,070

Program Service Revenue $215,190

Investment Income $4,964

Other Revenue $7,672

TOTAL REVENUE $1,595,896

Expense Breakdown

Grants Paid $2,100

Salaries & Benefits $167,043

Fundraising Expenses $7,927

Program Expenses $634,233

Other Expenses $495,160

TOTAL EXPENSES $664,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,595,896	$849,074	+0.9%
Expenses	$664,303	$609,490	+0.1%
Net Income	$931,593	$239,584	+2.9%

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

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

$64,246

Total Directors

$64,246

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Byron M Whitcraft	Director and Secretary	40	Officer Director	$47,476	$0	$47,476
James F Slobodnik	Treasurer and Director	40	Officer Director	$16,770	$0	$16,770
Ted J Huerena	President and Director	40	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	$1,595,896	$664,303	$2,884,433	$931,593
2024	$849,074	$609,490	$1,966,028	$239,584
2023	$710,198	$545,727	$1,698,494	$164,471
2022	$635,962	$498,196	$1,555,153	$137,766
2021	$537,200	$454,693	$1,413,893	$82,507

ST LOUIS DE MONTFORT ACADEMY INC