EMIL CE JURICA ENDOWMENT TRUST C/O ST MARYS UNIV-GREEHEY BUS SCHOOL (EIN 237039309) - 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

1969

Legal Domicile

Principal Officer

TOM STRINGFELLOW

Phone

2104363712

Tax Period

2024-06-01 to 2025-05-31

EMIL CE JURICA ENDOWMENT TRUST C/O ST MARYS UNIV-GREEHEY BUS SCHOOL, founded in 1969, is a small nonprofit in the Education sector that reported $216K in total revenue in fiscal year 2024. The organization ran a surplus of $109K, a strong 50% operating margin.

Mission

TO SUPPORT ST. MARY'S UNIVERSITY, GREEHEY SCHOOL OF BUSINESS.

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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 $0

Program Service Revenue $0

Investment Income $216,199

Other Revenue $0

TOTAL REVENUE $216,199

Expense Breakdown

Grants Paid $49,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,340

Other Expenses $57,740

TOTAL EXPENSES $107,340

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,199	$213,852	+0.0%
Expenses	$107,340	$188,995	-0.4%
Net Income	$108,859	$24,857	+3.4%

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
DELORES LENZY-JONES	TRUSTEE	1.00	Officer Director	$0	$0	$0
FR RICHARD VILLA	TRUSTEE	1.00	Officer Director	$0	$0	$0
TOM STRINGFELLOW	TRUSTEE	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	$216,199	$107,340	$6,318,037	$108,859
2024	$213,852	$188,995	$5,855,822	$24,857
2023	$109,761	$171,571	$5,160,521	$-61,810
2022	$532,872	$153,381	$5,233,134	$379,491
2021	$392,605	$193,720	$5,747,266	$198,885
2020	$118,743	$151,950	$4,821,463	$-33,207
2019	$214,384	$151,950	$4,891,860	$62,434

EMIL CE JURICA ENDOWMENT TRUST C/O ST MARYS UNIV-GREEHEY BUS SCHOOL