SJA FOUNDATION (EIN 237004456) - 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

1968

Legal Domicile

Principal Officer

MAURICE COLEMAN

Phone

2253430481

Tax Period

2023-07-01 to 2024-06-30

SJA FOUNDATION, founded in 1968, is a community nonprofit in the Religion sector that reported $2.3M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $431K, a strong 19% operating margin.

Mission

TO PROMOTE THE EDUCATIONAL AND CULTURAL WELFARE OF ST. JOSEPH'S ACADEMY. TO DEVELOP, EXPAND AND IMPROVE FACULTY, CURRICULUM AND FACILITIES.

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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 $1,817,954

Program Service Revenue $0

Investment Income $458,737

Other Revenue $0

TOTAL REVENUE $2,276,691

Expense Breakdown

Grants Paid $1,815,617

Salaries & Benefits $26,075

Fundraising Expenses $0

Program Expenses $1,815,617

Other Expenses $4,392

TOTAL EXPENSES $1,846,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,276,691	$1,925,352	+0.2%
Expenses	$1,846,084	$1,908,100	0.0%
Net Income	$430,607	$17,252	+24.0%

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

$367,518

Total Directors

$367,518

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN RHORER BREEN	PRESIDENT	15.00	Officer Director	$0	$0	$239,678
LAUREL HERRINGTON	FINANCE DIRECTOR	7.00	Officer Director	$0	$0	$127,840
MAURICE COLEMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KATHRYN PITTMAN	DIRECTOR	1.00	Director	$0	$0	$0
SANFORD ROY	DIRECTOR	1.00	Director	$0	$0	$0
LANEY SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
SISTER LUCY SILVIO CSJ	DIRECTOR	1.00	Director	$0	$0	$0
KARIN SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
ROB STUART	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA TERRITO	DIRECTOR	1.00	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	$2,276,691	$1,846,084	$12,474,153	$430,607
2023	$1,925,352	$1,908,100	$10,820,138	$17,252
2022	$1,970,137	$1,417,577	$10,116,340	$552,560
2021	$2,001,512	$1,229,785	$11,583,947	$771,727
2020	$1,086,355	$1,296,224	$9,151,992	$-209,869
2019	$1,295,464	$1,355,974	$9,328,698	$-60,510

SJA FOUNDATION