ARCHDIOCESAN EDUCATIONAL FUND CO WELLS FARGO - ANDREW MCCLOSKEY

EIN: 236445582 501(c)(3) Education

WAYNE, PA

Total Revenue
$3,729,024
Total Expenses
$2,588,752
Total Assets
$84,990,980
Net Assets
$84,876,966
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1946
Legal Domicile
PA
Principal Officer
ANDREW MCCLOSKEY
Phone
6105025310
Tax Period
2022-07-01 to 2023-06-30

ARCHDIOCESAN EDUCATIONAL FUND CO WELLS FARGO - ANDREW MCCLOSKEY, founded in 1946, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2022. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.1M, a strong 31% operating margin.

Mission

THE ARCHDIOCESAN EDUCATION FUND IS OPERATED EXCLUSIVELY FOR RELIGIOUS, EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES IN THAT IT IS OPERATED SO AS TO PROVIDE FINANCIAL SUPPORT AND ASSISTANCE TO THE GENERAL EDUCATIONAL PROGRAMS AND ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC ARCHDIOCESE OF PHILADELPHIA OR PARISHES THEREOF.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $3,729,024
Other Revenue $0
TOTAL REVENUE $3,729,024

Expense Breakdown

Grants Paid $1,832,773
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,832,773
Other Expenses $755,979
TOTAL EXPENSES $2,588,752

Year-over-Year Comparison

2022 2021 Change
Revenue $3,729,024 $7,961,135 -0.5%
Expenses $2,588,752 $2,604,886 0.0%
Net Income $1,140,272 $5,356,249 -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

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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
4
Independent Members
N/A
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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATTHEW H MCCLOSKEY IV President 1.00
Officer
$0 $0 $0
BISHOP MICHAEL J FITZGERALD Vice President 1.00
Officer
$0 $0 $0
ANDREW MCCLOSKEY Secretary/TREAS 1.00
Officer
$0 $0 $0
ARCHBISHOP NELSON PEREZ Chairman 1.00
Officer
$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 No data No data No data No data
2023 $3,729,024 $2,588,752 $84,990,980 $1,140,272
2022 $7,961,135 $2,604,886 $78,079,983 $5,356,249
2021 $5,891,858 $2,205,066 $95,077,481 $3,686,792
2020 $4,843,445 $2,136,775 $74,679,202 $2,706,670
2019 $6,656,997 $1,682,806 $72,893,448 $4,974,191
2018 $5,600,310 $1,782,988 $69,261,925 $3,817,322
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